NET WORTH ADVISORY GROUP, LLC
Sandy, UT
AUM
$838.4M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
13 advisors
Clients
More than 500
Fees
Percentage of AUM · Hourly charges +1 more
801-566-6639
Search advisors
Filter by name, location, or specialty. All data from public SEC filings.
Showing Trusts & Estates advisors in UT
187 advisers found
PETERSON WEALTH ADVISORS, LLC
Orem, UT
AUM
$829.7M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
13 advisors
Clients
251-500
Fees
Percentage of AUM
801-225-0000
SOLIDARITY WEALTH, LLC
Lehi, UT
AUM
$704.2M
Financial PlanningWealth MgmtTrusts & Estates
Team
8 advisors
Clients
0
Fees
Percentage of AUM · Subscription fees +1 more
385-374-1665
ABG CONSULTANTS
Cottonwood Heights, UT
AUM
$697.4M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
3 advisors
Clients
11-25
Fees
Percentage of AUM · Hourly charges +1 more
801-486-5069
ASCEND INVESTMENT PARTNERS
Ogden, UT
AUM
$661.4M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
5 advisors
Clients
More than 500
Fees
Percentage of AUM; Hourly charges
(801) 476-1200
ACCUVEST GLOBAL ADVISORS, INC.
Provo, UT
AUM
$630.5M
Wealth MgmtTrusts & Estates
Team
4 advisors
Clients
0
Fees
Percentage of AUM · Fixed fees +1 more
925-930-2882
LUNT CAPITAL MANAGEMENT INC.
Holladay, UT
AUM
$601.5M
Wealth MgmtTrusts & EstatesRetirementInstitutional
Team
3 advisors
Clients
0
Fees
Percentage of AUM
801-503-3035
LONE PEAK GLOBAL INVESTORS, LLC
Alpine, UT
AUM
$598.4M
Wealth MgmtTrusts & EstatesRetirementInstitutional
Team
5 advisors
Clients
—
Fees
Percentage of AUM
385-387-1212
SQUIRE WEALTH ADVISORS
Orem, UT
AUM
$586.7M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
13 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
801-226-7722
ADAMS WEALTH ADVISORS
Logan, UT
AUM
$565.8M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
11 advisors
Clients
251-500
Fees
Percentage of AUM · Fixed fees +2 more
(435)752-1702
JACOBSEN CAPITAL MANAGEMENT
Salt Lake City, UT
AUM
$562.9M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
2 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
801-746-7171
NARUS FINANCIAL PARTNERS, LLC
Salt Lake City, UT
AUM
$559.0M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
5 advisors
Clients
101-250
Fees
Percentage of AUM · Hourly charges +1 more
866-534-0530
ALLIANCE WEALTH ADVISORS, LLC
Centerville, UT
AUM
$552.0M
Financial PlanningWealth MgmtTrusts & Estates
Team
7 advisors
Clients
More than 500
Fees
Percentage of AUM
801-683-6000
NAVIGATE PRIVATE WEALTH, LLC
Draper, UT
AUM
$529.2M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
7 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
801-676-4588
PETERSON WEALTH SERVICES INC.
South Ogden, UT
AUM
$528.5M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
4 advisors
Clients
11-25
Fees
Percentage of AUM; Fixed fees
801-475-4002
FIDUCIARY ADVISORS, LLC
Cottonwood Heights, UT
AUM
$520.2M
Financial PlanningWealth MgmtRetirementFee-Only/Hourly
Team
1 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +2 more
801-492-7341
FINANCIAL NETWORK WEALTH ADVISORS LLC
Murray, UT
AUM
$515.4M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
6 advisors
Clients
1-10
Fees
Percentage of AUM; Hourly charges
801-748-0044
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
DENTIST ADVISORS
Salt Lake City, UT
AUM
$504.0M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
9 advisors
Clients
More than 500
Fees
Percentage of AUM · Hourly charges +1 more
801-748-1243
ELEVATED CAPITAL ADVISORS, LLC
Draper, UT
AUM
$499.1M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
19 advisors
Clients
More than 500
Fees
Percentage of AUM · Hourly charges +1 more
385-237-3338
TINGEY ADVISORS INC
Salt Lake City, UT
AUM
$477.7M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
4 advisors
Clients
51-100
Fees
Percentage of AUM; Hourly charges
801-352-8166
COIGN CAPITAL ADVISORS LLC
Draper, UT
AUM
$472.9M
Financial PlanningWealth MgmtTrusts & Estates
Team
6 advisors
Clients
0
Fees
Percentage of AUM; Fixed fees
801-676-4570
OAK LANE ADVISORS
Centerville, UT
AUM
$446.3M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
8 advisors
Clients
11-25
Fees
Percentage of AUM; Fixed fees
801-335-8200
LEFAVI WEALTH MANAGEMENT
Salt Lake City, UT
AUM
$445.0M
Financial PlanningWealth MgmtTrusts & Estates
Team
4 advisors
Clients
251-500
Fees
Percentage of AUM; Fixed fees
801-486-9000