LUNT CAPITAL MANAGEMENT INC.
Holladay, UT
AUM
$601.5M
Wealth MgmtTrusts & EstatesRetirementInstitutional
Team
3 advisors
Clients
0
Fees
Percentage of AUM
801-503-3035
Search advisors
Filter by name, location, or specialty. All data from public SEC filings.
Showing Wealth Management advisors in UT
241 advisers found
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
LEP MANAGEMENT LLC
Salt Lake City, UT
AUM
$585.2M
Wealth Mgmt
Team
12 advisors
Clients
—
Fees
Percentage of AUM · Performance-based fees +1 more
801-961-1599
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
HST VENTURES, LLC
Park City, UT
AUM
$551.1M
Wealth Mgmt
Team
4 advisors
Clients
—
Fees
Fixed fees; Performance-based fees
435-962-9194
CACHETECH
Logan, UT
AUM
$547.4M
Wealth MgmtInstitutionalFee-Only/Hourly
Team
2 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
435-752-1702
CIMARRON HEALTHCARE CAPITAL, LLC
Salt Lake City, UT
AUM
$532.7M
Wealth Mgmt
Team
7 advisors
Clients
—
Fees
Percentage of AUM · Performance-based fees +1 more
801-849-9293
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
WASATCH HEALTH PARTNERS
Salt Lake City, UT
AUM
$495.2M
Wealth Mgmt
Team
7 advisors
Clients
—
Fees
Percentage of AUM; ORIGINATION FEE
(385) 501-5979
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
CANNON CAPITAL MANAGEMENT, INC.
Salt Lake City, UT
AUM
$386.1M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
3 advisors
Clients
101-250
Fees
Percentage of AUM
801-566-3190