Utah · 12 advisers
Financial Advisors in Draper, Utah
Looking for a financial advisor in Draper, Utah? Falists indexes 12 SEC-registered and state-registered investment advisers in Draper — with names, websites, team size, fee types, and assets under management pulled from public Form ADV filings. 12 firms list a website you can visit directly. Firms in this directory manage up to $2.32B in reported assets. Compare advisers below and visit firm websites to learn more about their services.
Advisers
12
With website
12
Largest AUM
$2.32B
Financial planning
8
Filter by specialty
Wealth managers · Trusts & estates · Retirement · Institutional · Planning
Top advisors in Draper
Ranked by AUM · Fees, team & specialties at a glance
CAPITA FINANCIAL NETWORK, LLC
Draper, UT
AUM
$2.32B
Team
22 advisors
Clients
More than 500
Fees
Percentage of AUM
801-566-5058
TOWER ARCH CAPITAL
Draper, UT
AUM
$2.12B
Team
21 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
801-997-5808
HEALTHEQUITY ADVISORS
Draper, UT
AUM
$1.99B
Team
1 advisors
Clients
—
Fees
Percentage of AUM; Fixed fees
801-508-3248
NAVIGATE PRIVATE WEALTH, LLC
Draper, UT
AUM
$529.2M
Team
7 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
801-676-4588
ELEVATED CAPITAL ADVISORS, LLC
Draper, UT
AUM
$499.1M
Team
19 advisors
Clients
More than 500
Fees
Percentage of AUM · Hourly charges +1 more
385-237-3338
COIGN CAPITAL ADVISORS LLC
Draper, UT
AUM
$472.9M
Team
6 advisors
Clients
0
Fees
Percentage of AUM; Fixed fees
801-676-4570
MEDICUS WEALTH PLANNING, INC.
Draper, UT
AUM
$160.8M
Team
4 advisors
Clients
26-50
Fees
Percentage of AUM; Fixed fees
801-994-4777
PALISADE WEALTH MANAGEMENT
Draper, UT
AUM
$133.2M
Team
3 advisors
Clients
1-10
Fees
Percentage of AUM
650-387-3808
LONE PEAK ADVISERS
Draper, UT
AUM
$125.4M
Team
8 advisors
Clients
26-50
Fees
Percentage of AUM
801-855-8886
S20 CAPITAL, LLC
Draper, UT
AUM
$104.3M
Team
4 advisors
Clients
0
Fees
Percentage of AUM; Performance-based fees
801-556-2113
PHIBBS FINANCIAL
Draper, UT
AUM
$26.7M
Team
1 advisors
Clients
—
Fees
Percentage of AUM
385-787-1157
PROACTIVE WEALTH MANAGEMENT, INC.
Draper, UT
AUM
$9.3M
Team
1 advisors
Clients
1-10
Fees
Percentage of AUM; Fixed fees
(801) 826-3985
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Common questions
- How many financial advisors are in Draper, Utah?
- 12 registered investment advisers are listed in our Draper directory, sourced from public SEC filings.
- What types of advisors are in Draper?
- 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 Draper?
- 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.