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Find Top Financial Advisors in Utah

Looking for a financial advisor in Utah? Look no further than WiserAdvisor. It is a good place to start with your search to compare vetted advisors and find one that meets your criterion. It is essential for those who want to make informed decisions about their personal finances to consider working with a financial advisor as seeking assistance from a professional can provide you with better financial insights that greatly impact your investment returns. On our directory listing of ranked financial advisors in Utah, you'll find a list of professionals who are experienced at helping individuals like you with their financial needs. Financial advisors in and around Utah can provide tailored advice on retirement planning, investment strategies, wealth management, financial planning, estate planning, and more.

How To Find Trusted Financial Advisors in Utah

Each and every financial advisor in our network from large Fortune 500 companies to small independent financial firms are pre-screened for industry experience, disclosures and registrations with SEC and FINRA. Collectively, our Pre-Screened advisors, serve thousands of happy clients, managing billions of dollars and providing financial freedom and security for families and individuals like you.

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FINRA/SEC Registered Advisors

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Firm Name
BRIDGE INVESTMENT GROUPSandy, UT
No. of Advisors2300
AUM$47,001,314,000
No. of Clients132
Fee StructureA percentage of AUM, Performance Based
Firm Name
WASATCH ADVISORS LPSalt Lake City, UT
No. of Advisors90
AUM$26,663,066,907
No. of Clients237
Fee StructureA percentage of AUM, Performance Based
Firm Name
TOWNSQUARE CAPITAL, LLCProvo, UT
No. of Advisors17
AUM$8,777,551,735
No. of Clients33539
Fee StructureA percentage of AUM, Fixed fees
Firm Name
SOLTIS INVESTMENT ADVISORS, LLCSt. George, UT
No. of Advisors72
AUM$6,821,969,061
No. of Clients3884
Fee StructureA percentage of AUM, Fixed fees, Performance Based
Firm Name
SEPIO CAPITAL, LPSalt Lake City, UT
No. of Advisors24
AUM$6,672,033,386
No. of Clients1963
Fee StructureA percentage of AUM, Fixed fees, Performance Based, Other (SHARE IN ETF PROFITS AFTER EXPENSES)
Firm Name
GRANDEUR PEAK GLOBAL ADVISORSSalt Lake City, UT
No. of Advisors53
AUM$6,316,870,974
No. of Clients18
Fee StructureA percentage of AUM, Performance Based
Firm Name
CYNOSURE GROUP, LLCSalt Lake City, UT
No. of Advisors49
AUM$4,862,981,883
No. of Clients590
Fee StructureA percentage of AUM, Fixed fees, Performance Based
Firm Name
MORETON ASSET MANAGEMENT, LLCFarmington, UT
No. of Advisors6
AUM$3,812,690,525
No. of Clients149
Fee StructureA percentage of AUM, Hourly charges, Other (REFERRAL FEES)
Firm Name
DIVERSIFY ADVISORY SERVICES, LLCSandy, UT
No. of Advisors156
AUM$3,206,698,268
No. of Clients14301
Fee StructureA percentage of AUM, Hourly charges
Firm Name
DIVERSIFY WEALTH MANAGEMENT, LLCSandy, UT
No. of Advisors46
AUM$2,287,672,457
No. of Clients15718
Fee StructureA percentage of AUM, Hourly charges, Fixed fees
Firm Name
KEYSTONE NATIONAL GROUP, LLCSalt Lake City, UT
No. of Advisors35
AUM$2,130,000,279
No. of Clients15
Fee StructureA percentage of AUM, Performance Based
Firm Name
PETERSON PARTNERSSalt Lake City, UT
No. of Advisors39
AUM$2,126,417,239
No. of Clients31
Fee StructureA percentage of AUM, Fixed fees, Performance Based
Firm Name
SUMMIT GLOBAL INVESTMENTS, LLCBountiful, UT
No. of Advisors32
AUM$2,028,895,819
No. of Clients6110
Fee StructureA percentage of AUM, Hourly charges, Performance Based
Firm Name
SUNDANCE BAYSalt Lake City, UT
No. of Advisors72
AUM$2,021,527,724
No. of Clients6
Fee StructureA percentage of AUM, Performance Based
Firm Name
DRIVE WEALTH ADVISERSLehi, UT
No. of Advisors15
AUM$2,016,635,518
No. of Clients3750
Fee StructureA percentage of AUM, Hourly charges, Fixed fees, Other (SHARE IN THE FEE CHARGED BY THE SUB ADVISER)

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