Utah · 5 advisers
Financial Advisors in Farmington, Utah
Looking for a financial advisor in Farmington, Utah? Falists indexes 5 SEC-registered and state-registered investment advisers in Farmington — 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 $319.0M in reported assets. Compare advisers below and visit firm websites to learn more about their services.
Advisers
5
With website
2
Largest AUM
$319.0M
Financial planning
4
Filter by specialty
Wealth managers · Trusts & estates · Retirement · Institutional · Planning
Top advisors in Farmington
Ranked by AUM · Fees, team & specialties at a glance
PROMONTORY FINANCIAL PLANNING, LLC
Farmington, UT
AUM
$319.0M
Team
12 advisors
Clients
More than 500
Fees
Percentage of AUM · Hourly charges +1 more
801-513-2545
LANDMARK WEALTH ADVISORS, LLC
Farmington, UT
AUM
$135.9M
Team
2 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
801-295-8700
FAMILY WEALTH ADVISORS
Farmington, UT
AUM
$45.2M
Team
2 advisors
Clients
0
Fees
Percentage of AUM; Fixed fees
801-447-4656
WMW MANAGEMENT, INC.
Farmington, UT
AUM
$27.5M
Team
1 advisors
Clients
—
Fees
Percentage of AUM
801-451-9500
DAVID RUSSELL FJELDSTED
Farmington, UT
AUM
$2.0M
Team
1 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
801-447-9392
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Common questions
- How many financial advisors are in Farmington, Utah?
- 5 registered investment advisers are listed in our Farmington directory, sourced from public SEC filings.
- What types of advisors are in Farmington?
- 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 Farmington?
- 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.