How many financial advisors are in Holladay, Utah?

Falists lists 6 registered investment advisers with a principal office or filing address in Holladay, Utah, based on public SEC IAPD data.

How do financial advisors in Holladay charge fees?

Fee structures vary by firm. In Holladay, many advisers charge a percentage of assets under management (AUM), while others offer hourly, fixed, or subscription-based planning fees. Compare individual firm profiles on Falists to see each adviser's disclosed fee types.

Where does Falists get advisor data for Holladay?

All listings are sourced from the U.S. Securities and Exchange Commission Investment Adviser Public Disclosure (IAPD) database — the official public registry of registered investment advisers.

Utah · 6 advisers

Financial Advisors in Holladay, Utah

Looking for a financial advisor in Holladay, Utah? Falists indexes 6 SEC-registered and state-registered investment advisers in Holladay — with names, websites, team size, fee types, and assets under management pulled from public Form ADV filings. 6 firms list a website you can visit directly. Firms in this directory manage up to $601.5M in reported assets. Compare advisers below and visit firm websites to learn more about their services.

Advisers

With website

Largest AUM

$601.5M

Financial planning

Filter by specialty

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

All Wealth6 Planning5 Trusts6 Retirement3 Institutional4

Top advisors in Holladay

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

View all 6 →

LUNT CAPITAL MANAGEMENT INC.

Holladay, UT

AUM

$601.5M

Wealth MgmtTrusts & EstatesRetirementInstitutional

Team

3 advisors

Clients

Fees

Percentage of AUM

801-503-3035

Full profile Visit site →

PLATFORM WEALTH ADVISORS

Holladay, UT

AUM

$509.0M

Financial PlanningWealth MgmtTrusts & EstatesRetirement

Team

9 advisors

Clients

1-10

Fees

Percentage of AUM; Fixed fees

(385) 243-0553

Full profile Visit site →

INTERWISE

Holladay, UT

AUM

$369.7M

Financial PlanningWealth MgmtTrusts & EstatesRetirement

Team

5 advisors

Clients

Fees

Percentage of AUM · Hourly charges +1 more

801-484-6004

Full profile Visit site →

ATHOS PRIVATE WEALTH LLC

Holladay, UT

AUM

$268.5M

Financial PlanningWealth MgmtTrusts & Estates

Team

4 advisors

Clients

51-100

Fees

Percentage of AUM; Performance-based fees

435-252-1099

Full profile Visit site →

SOLITUDE WEALTH ADVISORS, LLC.

Holladay, UT

AUM

$36.1M

Financial PlanningWealth MgmtTrusts & EstatesInstitutional

Team

2 advisors

Clients

101-250

Fees

Percentage of AUM; REFERRAL FEE

801-797-6232

Full profile Visit site →

YOU FIRST FINANCIAL LLC

Holladay, UT

AUM

$22.1M

Financial PlanningWealth MgmtTrusts & Estates

Team

2 advisors

Clients

Fees

Percentage of AUM · Fixed fees +1 more

518-312-9913

Full profile Visit site →

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Common questions

How many financial advisors are in Holladay, Utah?: 6 registered investment advisers are listed in our Holladay directory, sourced from public SEC filings.
What types of advisors are in Holladay?: 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 Holladay?: 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.