Utah · 9 advisers
Financial Advisors in Cottonwood Heights, Utah
Looking for a financial advisor in Cottonwood Heights, Utah? Falists indexes 9 SEC-registered and state-registered investment advisers in Cottonwood Heights — with names, websites, team size, fee types, and assets under management pulled from public Form ADV filings. 7 firms list a website you can visit directly. Firms in this directory manage up to $697.4M in reported assets. Compare advisers below and visit firm websites to learn more about their services.
Advisers
9
With website
7
Largest AUM
$697.4M
Financial planning
7
Filter by specialty
Wealth managers · Trusts & estates · Retirement · Institutional · Planning
Top advisors in Cottonwood Heights
Ranked by AUM · Fees, team & specialties at a glance
ABG CONSULTANTS
Cottonwood Heights, UT
AUM
$697.4M
Team
3 advisors
Clients
11-25
Fees
Percentage of AUM · Hourly charges +1 more
801-486-5069
FIDUCIARY ADVISORS, LLC
Cottonwood Heights, UT
AUM
$520.2M
Team
1 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +2 more
801-492-7341
BRIGHTON WEALTH MANAGEMENT, INC.
Cottonwood Heights, UT
AUM
$131.9M
Team
1 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
801-261-1611
TWIN PEAKS WEALTH MANAGEMENT LLC
Cottonwood Heights, UT
AUM
$50.0M
Team
1 advisors
Clients
11-25
Fees
Percentage of AUM · Hourly charges +1 more
801-557-8725
JD INVESTMENT MANAGEMENT, LLC
Cottonwood Heights, UT
AUM
$30.0M
Team
1 advisors
Clients
1-10
Fees
Percentage of AUM; Hourly charges
801-270-5380
PLANNED SECURITY ADVISORS LLC
Cottonwood Heights, UT
AUM
$3.2M
Team
1 advisors
Clients
11-25
Fees
Percentage of AUM; Fixed fees
801-783-1900
M2 FINANCIAL LLC
Cottonwood Heights, UT
AUM
$84.1M
Team
5 advisors
Clients
0
Fees
Percentage of AUM; Fixed fees
801-383-0333
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Common questions
- How many financial advisors are in Cottonwood Heights, Utah?
- 9 registered investment advisers are listed in our Cottonwood Heights directory, sourced from public SEC filings.
- What types of advisors are in Cottonwood Heights?
- 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 Cottonwood Heights?
- 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.