Utah · 169 firms
Financial Planners in Utah
Advisers offering comprehensive financial planning services. Browse 169 advisers in Utah matching this specialty, with fees, team size, and AUM from public SEC filings.
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Wealth managers · Trusts & estates · Retirement · Institutional · Planning
Financial Planning firms in Utah
SOLTIS INVESTMENT ADVISORS, LLC
St.. George, UT
AUM
$12.04B
Team
63 advisors
Clients
More than 500
Fees
Percentage of AUM · Fixed fees +1 more
435-674-1600
CYNOSURE GROUP, LLC
Salt Lake City, UT
AUM
$9.85B
Team
30 advisors
Clients
51-100
Fees
Percentage of AUM · Fixed fees +1 more
801-521-3100
SEPIO CAPITAL, LP
Salt Lake City, UT
AUM
$5.64B
Team
18 advisors
Clients
0
Fees
Percentage of AUM · Fixed fees +2 more
(415) 915-3708
DIVERSIFY ADVISORY SERVICES, LLC
Sandy, UT
AUM
$4.65B
Team
110 advisors
Clients
101-250
Fees
Percentage of AUM · Hourly charges +1 more
801-890.7577
DIVERSIFY WEALTH MANAGEMENT, LLC
Sandy, UT
AUM
$4.11B
Team
70 advisors
Clients
11-25
Fees
Percentage of AUM · Hourly charges +1 more
801-838-9999
CREWE ADVISORS
Salt Lake City, UT
AUM
$3.05B
Team
16 advisors
Clients
More than 500
Fees
Percentage of AUM · Hourly charges +2 more
385-355-2700
CAPITA FINANCIAL NETWORK, LLC
Draper, UT
AUM
$2.32B
Team
22 advisors
Clients
More than 500
Fees
Percentage of AUM
801-566-5058
SUMMIT GLOBAL INVESTMENTS, LLC
Bountiful, UT
AUM
$2.29B
Team
8 advisors
Clients
1-10
Fees
Percentage of AUM · Performance-based fees +1 more
888-251-4847
ALBION FINANCIAL GROUP
Salt Lake City, UT
AUM
$2.01B
Team
14 advisors
Clients
More than 500
Fees
Percentage of AUM · Hourly charges +2 more
801-487-3700
PHYSICIAN WEALTH ADVISORS, INC.
Salt Lake City, UT
AUM
$2.01B
Team
7 advisors
Clients
11-25
Fees
Percentage of AUM
801-747-0800
THE NORDEN GROUP LLC
Provo, UT
AUM
$1.97B
Team
20 advisors
Clients
11-25
Fees
Percentage of AUM; Fixed fees
801-331-5511
ALTA CAPITAL MANAGEMENT LLC
Salt Lake City, UT
AUM
$1.60B
Team
12 advisors
Clients
51-100
Fees
Percentage of AUM
801-274-6010
DRIVE WEALTH ADVISERS
Lehi, UT
AUM
$1.50B
Team
15 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +2 more
801-901-6150
PORTSIDE WEALTH GROUP, LLC
Provo, UT
AUM
$1.43B
Team
47 advisors
Clients
26-50
Fees
Percentage of AUM · Hourly charges +1 more
385-412-1222
AUM
$1.38B
Team
49 advisors
Clients
More than 500
Fees
Fixed fees; REFERRAL FEES
801-990-5055
IRON GATE GLOBAL ADVISORS
North Salt Lake, UT
AUM
$1.32B
Team
7 advisors
Clients
251-500
Fees
Percentage of AUM; Fixed fees
888-591-0334
TRUENORTH WEALTH
Salt Lake City, UT
AUM
$1.27B
Team
10 advisors
Clients
More than 500
Fees
Percentage of AUM · Hourly charges +1 more
801-274-1820
ANDINA ADVISORS
Logan, UT
AUM
$1.26B
Team
13 advisors
Clients
251-500
Fees
Percentage of AUM · Hourly charges +1 more
(435) 250 3700
THREE SEASONS WEALTH
Salt Lake City, UT
AUM
$1.23B
Team
7 advisors
Clients
0
Fees
Percentage of AUM; Fixed fees
801-662-0585
STRATEGIC PLANNING GROUP
Bountiful, UT
AUM
$910.3M
Team
5 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +3 more
801-627-2200
NET WORTH ADVISORY GROUP, LLC
Sandy, UT
AUM
$838.4M
Team
13 advisors
Clients
More than 500
Fees
Percentage of AUM · Hourly charges +1 more
801-566-6639
PETERSON WEALTH ADVISORS, LLC
Orem, UT
AUM
$829.7M
Team
13 advisors
Clients
251-500
Fees
Percentage of AUM
801-225-0000
SOLIDARITY WEALTH, LLC
Lehi, UT
AUM
$704.2M
Team
8 advisors
Clients
0
Fees
Percentage of AUM · Subscription fees +1 more
385-374-1665
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
325 total advisers in Utah. Browse all Utah advisors