Utah · 4 advisers
Financial Advisors in Ogden, Utah
Looking for a financial advisor in Ogden, Utah? Falists indexes 4 SEC-registered and state-registered investment advisers in Ogden — 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 $661.4M in reported assets. Compare advisers below and visit firm websites to learn more about their services.
Advisers
4
With website
4
Largest AUM
$661.4M
Financial planning
3
Filter by specialty
Wealth managers · Trusts & estates · Retirement · Institutional · Planning
Top advisors in Ogden
Ranked by AUM · Fees, team & specialties at a glance
ASCEND INVESTMENT PARTNERS
Ogden, UT
AUM
$661.4M
Team
5 advisors
Clients
More than 500
Fees
Percentage of AUM; Hourly charges
(801) 476-1200
VON COLLN FINANCIAL GROUP
Ogden, UT
AUM
$101.4M
Team
1 advisors
Clients
51-100
Fees
Percentage of AUM
(801) 479-5254
PRAESIDEO MANAGEMENT, LLC
Ogden, UT
AUM
$14.1M
Team
0 total employees
Clients
—
Fees
Percentage of AUM
801-648-7610
LEE MILES LLC
Ogden, UT
AUM
$14.0M
Team
1 advisors
Clients
11-25
Fees
Percentage of AUM; INSURANCE COMMISSIONS
801-394-8785
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Common questions
- How many financial advisors are in Ogden, Utah?
- 4 registered investment advisers are listed in our Ogden directory, sourced from public SEC filings.
- What types of advisors are in Ogden?
- 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 Ogden?
- 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.