Best Financial Advisors in PROVO, Utah
Ranked by SEC regulatory data — fees, complaints, and fiduciary status. Updated quarterly.
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Top-Ranked Advisors in PROVO
ACCUVEST GLOBAL ADVISORS, INC.
PROVO, UT · Since 2008
BLUE DIAMOND CAPITAL INVESTMENT ADVISORS
PROVO, UT · Since 2025
PARAGON WEALTH MANAGEMENT
PROVO, UT · Since 1993
THE NORDEN GROUP LLC
PROVO, UT · Since 2023
PORTSIDE WEALTH GROUP, LLC
PROVO, UT · Since 2023
Frequently Asked Questions
How are advisors ranked?
We use a Trust Score (0–100) based on SEC Form ADV disclosures. Firms start at a base and receive points for positive signals (fiduciary status, years established, client base) with deductions for disciplinary events, complaints, and conflicts.
What's the average financial advisor fee in PROVO?
The median advisory fee in PROVO, UT is 0.95% of assets under management per year, based on Form ADV filings from 5 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.