Financial advisors in Utah

27 SEC-registered advisory firms based in Utah, ranked by assets under management. Compare fees and fiduciary status, or get matched with your best fit in about 2 minutes.

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Top cities in Utah

Salt Lake City (8)Sandy (4)Lehi (3)Draper (2)Provo (2)Bountiful (2)St. George (1)Logan (1)North Salt Lake (1)West Jordan (1)Cottonwood Heights (1)Orem (1)

Utah advisory firms by assets

Bridge Investment Group logo
Bridge Investment Group

Sandy, UT · CRD #159127

$49B AUM·221 accounts·Fee-only

Townsquare Capital, LLC logo
Townsquare Capital, LLC

Lehi, UT · CRD #288576

$18B AUM·58k accounts·Fee-based

Diversify Advisory Services, LLC logo
Diversify Advisory Services, LLC

Sandy, UT · CRD #326060

$4.6B AUM·18k accounts·Fee-based

Soltis Investment Advisors, LLC logo
Soltis Investment Advisors, LLC

St. George, UT · CRD #154690

$12B AUM·5.4k accounts·Fee-based

Diversify Wealth Management, LLC logo
Diversify Wealth Management, LLC

Sandy, UT · CRD #329878

$4.1B AUM·20k accounts·Fee-based

Healthequity Advisors logo
Healthequity Advisors

Draper, UT · CRD #167105

$2.0B AUM·264k accounts·Fee-based

Wasatch Advisors LP logo
Wasatch Advisors LP

Salt Lake City, UT · CRD #106081

$23B AUM·239 accounts·Fee-only

B.O.S.S. Retirement Advisors, LLC

Lehi, UT · CRD #171143

$1.4B AUM·11k accounts·Fee-based

Cynosure Group, LLC logo
Cynosure Group, LLC

Salt Lake City, UT · CRD #281399

$9.8B AUM·726 accounts·Fee-based

Portside Wealth Group, LLC

Provo, UT · CRD #325175

$1.4B AUM·7.8k accounts·Fee-based

Summit Global Investments, LLC logo
Summit Global Investments, LLC

Bountiful, UT · CRD #157091

$2.3B AUM·11k accounts·Fee-only

Capita Financial Network, LLC

Draper, UT · CRD #290558

$2.3B AUM·7.0k accounts·Fee-only

Physician Wealth Advisors, INC. logo
Physician Wealth Advisors, INC.

Salt Lake City, UT · CRD #106043

$2.0B AUM·8.6k accounts·Fee-only

The Norden Group LLC

Provo, UT · CRD #323988

$2.0B AUM·4.2k accounts·Fee-based

Crewe Advisors logo
Crewe Advisors

Salt Lake City, UT · CRD #173920

$3.1B AUM·2.0k accounts·Fee-based

Albion Financial Group

Salt Lake City, UT · CRD #105957

$2.0B AUM·2.6k accounts·Fee-based

Truenorth Wealth

Salt Lake City, UT · CRD #142205

$1.3B AUM·5.6k accounts·Fee-only

Andina Advisors logo
Andina Advisors

Logan, UT · CRD #151762

$1.3B AUM·5.5k accounts·Fee-based

Drive Wealth Advisers logo
Drive Wealth Advisers

Lehi, UT · CRD #174728

$1.5B AUM·4.3k accounts·Fee-based

Sepio Capital, LP logo
Sepio Capital, LP

Salt Lake City, UT · CRD #285645

$5.6B AUM·451 accounts·Fee-based

Iron Gate Global Advisors

North Salt Lake, UT · CRD #111177

$1.3B AUM·3.2k accounts·Fee-based

Alta Capital Management LLC

Salt Lake City, UT · CRD #106786

$1.6B AUM·1.3k accounts·Fee-only

Strategic Planning Group logo
Strategic Planning Group

Bountiful, UT · CRD #113844

$910M AUM·4.7k accounts·Fee-based

Net Worth Advisory Group, LLC

Sandy, UT · CRD #126983

$838M AUM·4.2k accounts·Fee-based

Go Invest LLC logo
Go Invest LLC

West Jordan, UT · CRD #291884

$889M AUM·4.3k accounts·Fee-only

Abg Consultants logo
Abg Consultants

Cottonwood Heights, UT · CRD #131129

$697M AUM·3.4k accounts·Fee-based

Peterson Wealth Advisors, LLC

Orem, UT · CRD #146349

$830M AUM·2.0k accounts·Fee-only

Firms compiled from public SEC Form ADV filings and ranked by reported regulatory AUM. AdvisoryReviews is an independent comparison service, not affiliated with or endorsed by any firm listed. Verify current details at adviserinfo.sec.gov.

Choosing an advisor in Utah

How many financial advisors are in Utah?

AdvisoryReviews lists 27 SEC-registered advisory firms based in Utah, compiled from public Form ADV filings. The largest by assets appear first. Use the free match tool to narrow them to the ones that fit your situation.

How do I verify a financial advisor in Utah?

Every firm here links to its official record on the SEC's Investment Adviser Public Disclosure site (adviserinfo.sec.gov). Check registration status, Form ADV, and any disclosures there before engaging anyone.

What does a financial advisor cost in Utah?

Fees vary by firm and model. Fee-only firms charge you directly (a percentage of assets, a flat fee, or hourly); fee-based firms may also earn commissions. Each firm profile shows its disclosed fee arrangements. The industry all-in average is around 1.25%.

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