Search advisors
Filter by name, location, or specialty. All data from public SEC filings.
86 advisers found
WASATCH MANAGEMENT PARTNERS, L.L.C.
Salt Lake City, UT
AUM
—
Team
—
Clients
—
Fees
Fees not disclosed
801-524-8939
WILSON FINANCIAL ADVISORS, INC.
Salt Lake City, UT
AUM
—
Team
2 advisors
Clients
51-100
Fees
Hourly charges; Fixed fees
801-355-5210
FINANCIAL ADVISORY SERVICES
Salt Lake City, UT
AUM
$146.6M
Team
1 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
801-532-1200
R.D. THOMPSON INVESTMENTS
Salt Lake City, UT
AUM
$75.6M
Team
1 advisors
Clients
—
Fees
Percentage of AUM
801-363-1952
BEECHWOOD VALUE CAPITAL, LLC
Salt Lake City, UT
AUM
$4.2M
Team
1 advisors
Clients
—
Fees
Performance-based fees
801-580-8082
THE PRUDENT PLANNER, LLC
Salt Lake City, UT
AUM
$1.3M
Team
1 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
801-201-7012
DAKOTA PACIFIC GLOBAL MACRO ADVISERS LP
Salt Lake City, UT
AUM
—
Team
—
Clients
—
Fees
Fees not disclosed
(801) 961-1139
ELEVATION CAPITAL PARTNERS, LLC
Salt Lake City, UT
AUM
—
Team
—
Clients
—
Fees
Fees not disclosed
+1 650 283 2663
RAINEY WEALTH MANAGEMENT LLC
Salt Lake City, UT
AUM
$0
Team
1 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
801-385-1738