Best Financial Advisors in LOGAN, Utah
Ranked by SEC regulatory data — fees, complaints, and fiduciary status. Updated quarterly.
7
Registered Firms
0.95%
Median Fee
of assets/year
$337M
Median AUM
7
Firms Listed
in our database
Top-Ranked Advisors in LOGAN
#1
100
ADAMS WEALTH ADVISORS
LOGAN, UT · Since 2017
$566M AUM11 clientsFee: 0%
FiduciaryFee-Only
#2
100
CACHETECH
LOGAN, UT · Since 2023
$547M AUM2 clientsFee: 0%
FiduciaryFee-Only
#3
100
RILEY S. CROSBIE ADVISORY, LLC
LOGAN, UT · Since 2026
$119M AUM3 clientsFee: 0%
FiduciaryFee-Only
#4
95
HAROLD DANCE INVESTMENTS
LOGAN, UT · Since 2024
$158M AUM8 clientsFee: 0%
Broker-Dealer
#5
95
ANDINA ADVISORS
LOGAN, UT · Since 2014
$1.3B AUM13 clientsFee: 0%
FiduciaryFee-Only
#6
95
WASATCH INVESTMENT FUND MANAGER, LLC
LOGAN, UT · Since 2025
$255M AUM4 clientsFee: 0%
FiduciaryFee-Only
#7
95
WASATCH EQUITY PARTNERS
LOGAN, UT · Since 2025
$337M AUM6 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 LOGAN?
The median advisory fee in LOGAN, UT is 0.95% of assets under management per year, based on Form ADV filings from 7 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.