Falists

Utah · 5 advisers

Financial Advisors in Bountiful, Utah

Looking for a financial advisor in Bountiful, Utah? Falists indexes 5 SEC-registered and state-registered investment advisers in Bountiful — with names, websites, team size, fee types, and assets under management pulled from public Form ADV filings. 4 firms list a website you can visit directly. Firms in this directory manage up to $2.29B in reported assets. Compare advisers below and visit firm websites to learn more about their services.

Advisers

5

With website

4

Largest AUM

$2.29B

Financial planning

4

Filter by specialty

Wealth managers · Trusts & estates · Retirement · Institutional · Planning

AllWealth5Planning4Trusts4Retirement2Institutional3

Top advisors in Bountiful

Ranked by AUM · Fees, team & specialties at a glance

View all 5 →

WEALTH MODE

Bountiful, UT

AUM

$12.5M

Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly

Team

1 advisors

Clients

51-100

Fees

Percentage of AUM · Hourly charges +1 more

(435) 363-9445

Full profileVisit site →

More cities in Utah

Salt Lake City (86)Lehi (37)Park City (26)Sandy (15)South Jordan (14)Orem (13)Provo (13)Draper (12)Logan (10)Cottonwood Heights (9)St.. George (8)Holladay (6)

Common questions

How many financial advisors are in Bountiful, Utah?
5 registered investment advisers are listed in our Bountiful directory, sourced from public SEC filings.
What types of advisors are in Bountiful?
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 Bountiful?
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.