STEWARD FINANCIAL SERVICES, LLC
Salt Lake City, UT
AUM
$61.6M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
1 advisors
Clients
51-100
Fees
Percentage of AUM; Hourly charges
801-716-2596
Search advisors
Filter by name, location, or specialty. All data from public SEC filings.
86 advisers found
RIGBY WATTS INVESTMENT ADVISORS
Salt Lake City, UT
AUM
$50.0M
Financial PlanningWealth MgmtInstitutionalFee-Only/Hourly
Team
1 advisors
Clients
11-25
Fees
Percentage of AUM; Hourly charges
801-870-1160
LIFEPOINT FINANCIAL DESIGN
Salt Lake City, UT
AUM
$18.8M
Financial PlanningWealth MgmtTrusts & Estates
Team
1 advisors
Clients
1-10
Fees
Percentage of AUM; Fixed fees
805-234-7288
ABACUS INVESTMENT ADVISORS
Salt Lake City, UT
AUM
$18.2M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
1 advisors
Clients
1-10
Fees
Percentage of AUM; Hourly charges
801-944-0145
COTTONWOOD ASSET MANAGEMENT LLC
Salt Lake City, UT
AUM
$15.9M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
3 advisors
Clients
1-10
Fees
Percentage of AUM; Hourly charges
801-520-1353
FORTIUS FINANCIAL ADVISORS, LLC
Salt Lake City, UT
AUM
$10.9M
Wealth MgmtTrusts & EstatesInstitutional
Team
3 advisors
Clients
0
Fees
Percentage of AUM
888-365-7009
CAMBRIA CAPITAL LLC
Salt Lake City, UT
AUM
$10.6M
Wealth MgmtRetirementInstitutional
Team
4 advisors
Clients
0
Fees
Percentage of AUM
801-320-9606
MAXIMUS WEALTH ADVISORS
Salt Lake City, UT
AUM
$8.0M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
1 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
801-870-7510
CYNOSURE PORTFOLIO ADVISORS LLC
Salt Lake City, UT
AUM
$5.8M
Financial PlanningWealth MgmtFee-Only/Hourly
Team
7 advisors
Clients
26-50
Fees
Percentage of AUM · Hourly charges +1 more
801-521-3100
PL WEALTH ADVISORS, LLC
Salt Lake City, UT
AUM
$1.4M
Financial PlanningFee-Only/Hourly
Team
3 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +2 more
800-870-8670
BLACK MOUNTAIN INVESTMENTS GP, LLC
Salt Lake City, UT
AUM
—
Team
—
Clients
—
Fees
Fees not disclosed
435-655-5211
DESERET POINT PARTNERS LLC
Salt Lake City, UT
AUM
$0
Financial PlanningWealth Mgmt
Team
1 advisors
Clients
0
Fees
Percentage of AUM · Fixed fees +1 more
8018427151
EL CAP HOLDINGS CAPITAL PARTNERS, LLC
Salt Lake City, UT
AUM
—
Team
—
Clients
—
Fees
Fees not disclosed
801-556-8185
TANNER INSURANCE & ADVISORY, LLC
Salt Lake City, UT
AUM
—
Team
1 advisors
Clients
—
Fees
REFERRAL FEES
801-532-7444