Best Financial Advisors in SANDY, Utah
Ranked by SEC regulatory data — fees, complaints, and fiduciary status. Updated quarterly.
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Top-Ranked Advisors in SANDY
NET WORTH ADVISORY GROUP, LLC
SANDY, UT · Since 2006
BRIDGE INVESTMENT GROUP
SANDY, UT · Since 2011
OLYMPUS PEAKS FINANCIAL, LLC
SANDY, UT · Since 2026
DIVERSIFY WEALTH MANAGEMENT, LLC
SANDY, UT · Since 2024
DIVERSIFY ADVISORY SERVICES, LLC
SANDY, UT · Since 2023
BRIDGE NET LEASE FUND MANAGER LLC
SANDY, UT · Since 2024
NEW MILLENNIUM GROUP
SANDY, UT · Since 2021
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 SANDY?
The median advisory fee in SANDY, 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.