Best Financial Advisors in SANDY, Utah
Ranked by SEC regulatory data — fees, complaints, and fiduciary status. Updated quarterly.
7
Registered Firms
0.95%
Median Fee
of assets/year
$843M
Median AUM
7
Firms Listed
in our database
Top-Ranked Advisors in SANDY
#1
100
NET WORTH ADVISORY GROUP, LLC
SANDY, UT · Since 2006
$838M AUM13 clientsFee: 0%
FiduciaryFee-Only
#2
100
OLYMPUS PEAKS FINANCIAL, LLC
SANDY, UT · Since 2026
$141M AUM1 clientsFee: 0%
FiduciaryFee-Only
#3
95
BRIDGE INVESTMENT GROUP
SANDY, UT · Since 2011
$49.3B AUM205 clientsFee: 0%
FiduciaryFee-Only
#4
95
NEW MILLENNIUM GROUP
SANDY, UT · Since 2021
$257M AUM12 clientsFee: 0%
FiduciaryFee-Only
#5
95
BRIDGE NET LEASE FUND MANAGER LLC
SANDY, UT · Since 2024
$843M AUM9 clientsFee: 0%
FiduciaryFee-Only
#6
95
DIVERSIFY ADVISORY SERVICES, LLC
SANDY, UT · Since 2023
$4.6B AUM110 clientsFee: 0%
FiduciaryFee-Only
#7
95
DIVERSIFY WEALTH MANAGEMENT, LLC
SANDY, UT · Since 2024
$4.1B AUM70 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 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.