Best Financial Advisors in Utah
144 SEC-registered advisory firms across 27 cities. Ranked by Trust Score using public regulatory data from Form ADV filings.
Cities in Utah
Top-Ranked Advisors in Utah
Page 1 of 6 · 144 firms
SOLTIS INVESTMENT ADVISORS, LLC
ST. GEORGE, UT · Since 2010
SUMMIT GLOBAL INVESTMENTS, LLC
BOUNTIFUL, UT · Since 2012
WEST RIM CAPITAL ASSOCIATES II, L.P.
LEHI, UT · Since 2007
LUNT CAPITAL MANAGEMENT INC.
HOLLADAY, UT · Since 2009
NET WORTH ADVISORY GROUP, LLC
SANDY, UT · Since 2006
TRUENORTH WEALTH
SALT LAKE CITY, UT · Since 2007
M3F, INC.
SALT LAKE CITY, UT · Since 2009
TOWER ARCH CAPITAL
DRAPER, UT · Since 2015
TOWNSQUARE CAPITAL, LLC
LEHI, UT · Since 2017
ZIONS CAPITAL ADVISORS, INC.
SALT LAKE CITY, UT · Since 2004
ACCUVEST GLOBAL ADVISORS, INC.
PROVO, UT · Since 2008
PETERSON WEALTH ADVISORS, LLC
OREM, UT · Since 2008
SMEDLEY FINANCIAL SERVICES INC
SALT LAKE CITY, UT · Since 1982
IRON GATE GLOBAL ADVISORS
NORTH SALT LAKE, UT · Since 2017
GO INVEST LLC
WEST JORDAN, UT · Since 2018
FIDUCIARY ADVISORS, LLC
COTTONWOOD HEIGHTS, UT · Since 2012
THE KARRAS COMPANY, INC.
ROY, UT · Since 1998
BURRUS
SALT LAKE CITY, UT · Since 2015
CANNON CAPITAL MANAGEMENT, INC.
SALT LAKE CITY, UT · Since 2016
LONE PEAK GLOBAL INVESTORS, LLC
ALPINE, UT · Since 2014
LEP MANAGEMENT LLC
SALT LAKE CITY, UT · Since 2017
ELEVATED CAPITAL ADVISORS, LLC
DRAPER, UT · Since 2017
SLAYTON LEWIS INC
SALT LAKE CITY, UT · Since 2017
OCTANT QUANTITATIVE INVESTMENT MANAGEMENT LLC
SALT LAKE CITY, UT · Since 2015
NARUS FINANCIAL PARTNERS, LLC
SALT LAKE CITY, UT · Since 2014
About Financial Advisors in Utah
How many financial advisors are registered in Utah?
There are 144 SEC-registered investment advisory firms in Utah, spread across 27 cities. This includes firms managing $100 million or more in client assets.
What is the average financial advisor fee in Utah?
The median advisory fee in Utah is 0.95% of assets under management per year, based on fee schedules disclosed in Form ADV Part 2A filings.
How are advisors ranked on this page?
Advisors are ranked by our Trust Score (0-100), which considers disciplinary history, customer complaints, conflicts of interest (broker-dealer affiliations, insurance licensing, custody arrangements), and fee positioning. Higher scores indicate fewer risk factors in public filings.
Where does this data come from?
All data is sourced from the SEC's public Form ADV filings, available at sec.gov/foia. Updated monthly. We do not accept payment from advisors for inclusion or ranking.