Best Financial Advisors in HOLLADAY, Utah
Ranked by SEC regulatory data — fees, complaints, and fiduciary status. Updated quarterly.
4
Registered Firms
0.95%
Median Fee
of assets/year
$509M
Median AUM
4
Firms Listed
in our database
Top-Ranked Advisors in HOLLADAY
#1
100
LUNT CAPITAL MANAGEMENT INC.
HOLLADAY, UT · Since 2009
$601M AUM3 clientsFee: 0%
FiduciaryFee-Only
#2
100
ATHOS PRIVATE WEALTH LLC
HOLLADAY, UT · Since 2023
$268M AUM4 clientsFee: 0%
FiduciaryFee-Only
#3
95
INTERWISE
HOLLADAY, UT · Since 2021
$370M AUM5 clientsFee: 0%
FiduciaryFee-Only
#4
95
PLATFORM WEALTH ADVISORS
HOLLADAY, UT · Since 2024
$509M AUM11 clientsFee: 0%
FiduciaryFee-Only
Frequently Asked Questions
How are advisors ranked?
We use a Red Flag Score (0–100) based on SEC Form ADV disclosures. Firms lose points for disciplinary events, complaints, broker-dealer conflicts, and fees above the 90th percentile for their area.
What's the average financial advisor fee in HOLLADAY?
The median advisory fee in HOLLADAY, UT is 0.95% of assets under management per year, based on Form ADV filings from 4 registered firms.
Where does this data come from?
All data is sourced from SEC.gov Form ADV public filings and FINRA BrokerCheck. These are mandatory regulatory disclosures — every registered advisor must file them.