Best Financial Advisors in LEHI, Utah
Ranked by SEC regulatory data — fees, complaints, and fiduciary status. Updated quarterly.
Top-Ranked Advisors in LEHI
WEST RIM CAPITAL ASSOCIATES II, L.P.
LEHI, UT · Since 2007
PROVIDENT LIVING FINANCIAL SERVICES
LEHI, UT · Since 2025
SWITCHPOINT FINANCIAL PLANNING LLC
LEHI, UT · Since 2022
DECKER RETIREMENT PLANNING INC.
LEHI, UT · Since 2021
TOWNSQUARE CAPITAL, LLC
LEHI, UT · Since 2017
PRESTIGE WEALTHWIDE, LLC
LEHI, UT · Since 2022
STONEBRIAR WEALTH, LLC
LEHI, UT · Since 2025
TANARA WEALTH MANAGEMENT LLC
LEHI, UT · Since 2026
B.O.S.S. RETIREMENT ADVISORS, LLC
LEHI, UT · Since 2020
DRIVE WEALTH ADVISERS
LEHI, UT · Since 2018
REEF INVESTMENT MANAGEMENT LLC
LEHI, UT · Since 2020
MY PROSPER TEAM
LEHI, UT · Since 2020
SOLIDARITY WEALTH, LLC
LEHI, UT · Since 2021
SOLIDARITY CAPITAL MANAGEMENT, LLC
LEHI, UT · Since 2023
BANNER CAPITAL MANAGEMENT, LLC
LEHI, UT · Since 2024
THISTLE CREEK CAPITAL, LLC
LEHI, UT · Since 2025
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 LEHI?
The median advisory fee in LEHI, UT is 0.95% of assets under management per year, based on Form ADV filings from 16 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.