Falists

Search advisors

Filter by name, location, or specialty. All data from public SEC filings.

Showing Trusts & Estates advisors in UT

187 advisers found

INTERWISE

Holladay, UT

AUM

$369.7M

Financial PlanningWealth MgmtTrusts & EstatesRetirement

Team

5 advisors

Clients

0

Fees

Percentage of AUM · Hourly charges +1 more

801-484-6004

NORTH CAPITAL

Salt Lake City, UT

AUM

$365.8M

Financial PlanningWealth MgmtTrusts & EstatesRetirement

Team

6 advisors

Clients

26-50

Fees

Percentage of AUM · Hourly charges +1 more

888-625-7768 X1

LIVET WEALTH, LLC

Spanish Fork, UT

AUM

$322.2M

Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly

Team

3 advisors

Clients

101-250

Fees

Percentage of AUM · Hourly charges +1 more

801-893-8320

BURRUS

Salt Lake City, UT

AUM

$240.7M

Financial PlanningWealth MgmtTrusts & Estates

Team

2 advisors

Clients

251-500

Fees

Percentage of AUM

801-532-0505

PreviousPage 3 of 8Next