OXFORD WEALTH MANAGEMENT
Lindon, UT
AUM
$109.6M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
3 advisors
Clients
11-25
Fees
Percentage of AUM · Fixed fees +1 more
385-206-5271
Search advisors
Filter by name, location, or specialty. All data from public SEC filings.
Showing Institutional advisors in UT
109 advisers found
LPG CAPITAL MANAGEMENT
South Jordan, UT
AUM
$107.7M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
5 advisors
Clients
0
Fees
Percentage of AUM; Hourly charges
801-609-1820
HAYNIE WEALTH MANAGEMENT LLC
Salt Lake City, UT
AUM
$106.6M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
3 advisors
Clients
101-250
Fees
Percentage of AUM
(512) 537-8241
YOUR IA, LLC
St.. George, UT
AUM
$106.6M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
15 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
800-823-0489
AG FINANCIAL
Salt Lake City, UT
AUM
$103.5M
Wealth MgmtTrusts & EstatesRetirementInstitutional
Team
2 advisors
Clients
0
Fees
Percentage of AUM; Fixed fees
801-990-3470
VON COLLN FINANCIAL GROUP
Ogden, UT
AUM
$101.4M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
1 advisors
Clients
51-100
Fees
Percentage of AUM
(801) 479-5254
R.O.I.
Lehi, UT
AUM
$97.0M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
2 advisors
Clients
101-250
Fees
Percentage of AUM
801-785-3254
SEVEN CANYONS ADVISORS, LLC
Salt Lake City, UT
AUM
$90.0M
Wealth MgmtTrusts & EstatesInstitutional
Team
4 advisors
Clients
0
Fees
Percentage of AUM · Fixed fees +1 more
801-349-2718
GOALEN CAPITAL ADVISORS, LLC
West Valley, UT
AUM
$87.0M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
1 advisors
Clients
101-250
Fees
Percentage of AUM · Hourly charges +1 more
323-539-7703
VITALITY CAPITAL MANAGEMENT, LLC
South Jordan, UT
AUM
$77.2M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
3 advisors
Clients
101-250
Fees
Percentage of AUM · Hourly charges +1 more
801-930-0520
BEACON FINANCIAL PLANNING, LLC
Logan, UT
AUM
$62.1M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
5 advisors
Clients
26-50
Fees
Percentage of AUM · Hourly charges +1 more
435-752-6496
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
COLWYN INVESTMENTS LC
South Jordan, UT
AUM
$61.2M
Financial PlanningWealth MgmtInstitutionalFee-Only/Hourly
Team
1 advisors
Clients
26-50
Fees
Percentage of AUM · Hourly charges +1 more
8012540084
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
ABLE & STRONG ADVISORS, INC.
Bountiful, UT
AUM
$45.4M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
3 advisors
Clients
1-10
Fees
Percentage of AUM
(385) 212-4560
BEST WEALTH ADVISORY, LLC
Saint George, UT
AUM
$43.9M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
1 advisors
Clients
51-100
Fees
Percentage of AUM; Hourly charges
(435) 319-0940
SOLITUDE WEALTH ADVISORS, LLC.
Holladay, UT
AUM
$36.1M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
2 advisors
Clients
101-250
Fees
Percentage of AUM; REFERRAL FEE
801-797-6232
VANTAGE POINT MANAGEMENT, INC.
North Ogden, UT
AUM
$33.4M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
3 advisors
Clients
0
Fees
Percentage of AUM; Hourly charges
801-605-3344
GYGI CAPITAL MANAGEMENT
Cedar Hills, UT
AUM
$31.5M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
1 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
801-649-3879
HURLEY INVESTMENTS, LLC
Provo, UT
AUM
$30.3M
Wealth MgmtTrusts & EstatesInstitutional
Team
6 advisors
Clients
—
Fees
Percentage of AUM
888-287-1030
PRAESIDEO MANAGEMENT, LLC
Ogden, UT
AUM
$14.1M
Wealth MgmtInstitutional
Team
0 total employees
Clients
—
Fees
Percentage of AUM
801-648-7610
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