Utah · 2 advisers
Financial Advisors in American Fork, Utah
Looking for a financial advisor in American Fork, Utah? Falists indexes 2 SEC-registered and state-registered investment advisers in American Fork — with names, websites, team size, fee types, and assets under management pulled from public Form ADV filings. 2 firms list a website you can visit directly. Firms in this directory manage up to $7.3M in reported assets. Compare advisers below and visit firm websites to learn more about their services.
Advisers
2
With website
2
Largest AUM
$7.3M
Financial planning
0
Filter by specialty
Wealth managers · Trusts & estates · Retirement · Institutional · Planning
Top advisors in American Fork
Ranked by AUM · Fees, team & specialties at a glance
FORTIS WEALTH MANAGEMENT, LLC
American Fork, UT
AUM
$7.3M
Team
1 advisors
Clients
—
Fees
Percentage of AUM
801-341-9590
COVE FORT CAPITAL, LLC
American Fork, UT
AUM
$5.1M
Team
2 advisors
Clients
0
Fees
Percentage of AUM; Performance-based fees
801-796-2507
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Common questions
- How many financial advisors are in American Fork, Utah?
- 2 registered investment advisers are listed in our American Fork directory, sourced from public SEC filings.
- What types of advisors are in American Fork?
- Browse wealth managers, financial planners, trust & estate advisors, retirement specialists, and institutional managers using the specialty filters above.
- How do I choose a financial advisor in American Fork?
- Compare team size, services, fee types, and AUM. Visit firm websites, verify registration on SEC IAPD, and interview advisers before hiring.
- Is this data official?
- Yes. All records come from the SEC Investment Adviser Public Disclosure (IAPD) database.