ASHWORTH WEALTH, LLC
South Jordan, UT
AUM
$377.8M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
5 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
801-364-4400
Search advisors
Filter by name, location, or specialty. All data from public SEC filings.
325 advisers found
THE KARRAS COMPANY, INC.
Roy, UT
AUM
$372.9M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
4 advisors
Clients
251-500
Fees
Percentage of AUM · Hourly charges +2 more
801-825-3000
AUM
$372.4M
Wealth Mgmt
Team
7 advisors
Clients
—
Fees
Performance-based fees; MONITORING FEE & TRANSACTION FEE
(312) 405-7521
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
AUM
$367.1M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
3 advisors
Clients
51-100
Fees
Percentage of AUM · Hourly charges +1 more
801.753.8538
ASILIA CREDIT INVESTMENTS
Salt Lake City, UT
AUM
$365.9M
Wealth Mgmt
Team
4 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
203-832-8888
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
DECKER RETIREMENT PLANNING INC.
Lehi, UT
AUM
$359.9M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
7 advisors
Clients
More than 500
Fees
Percentage of AUM; Hourly charges
855-425-4566
ELYSIUM WEALTH MANAGEMENT, LLC
South Jordan, UT
AUM
$352.3M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
10 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
385-276-4716
SMEDLEY FINANCIAL SERVICES INC
Salt Lake City, UT
AUM
$341.8M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
6 advisors
Clients
251-500
Fees
Percentage of AUM · Hourly charges +4 more
801-355-8888
NAVIGATE FINANCIAL LLC
Salt Lake City, UT
AUM
$337.9M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
3 advisors
Clients
101-250
Fees
Percentage of AUM · Hourly charges +2 more
801-905-1644
WASATCH EQUITY PARTNERS
Logan, UT
AUM
$337.3M
Wealth Mgmt
Team
6 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
435-755-2079
SLAYTON LEWIS INC
Salt Lake City, UT
AUM
$334.4M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
3 advisors
Clients
51-100
Fees
Percentage of AUM · Hourly charges +1 more
801-521-2191
WEALTH MANAGEMENT CPAS, LLC
Salt Lake City, UT
AUM
$329.2M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
5 advisors
Clients
251-500
Fees
Percentage of AUM; Hourly charges
801-272-4357
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
PROMONTORY FINANCIAL PLANNING, LLC
Farmington, UT
AUM
$319.0M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
12 advisors
Clients
More than 500
Fees
Percentage of AUM · Hourly charges +1 more
801-513-2545
BLUE BARN WEALTH
Orem, UT
AUM
$317.1M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
6 advisors
Clients
101-250
Fees
Percentage of AUM · Hourly charges +1 more
(801) 466-4101
KEELER THOMAS MANAGEMENT LLC
Orem, UT
AUM
$305.5M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
7 advisors
Clients
51-100
Fees
Percentage of AUM · Hourly charges +1 more
801-226-0800
AUM
$301.4M
Financial PlanningWealth MgmtFee-Only/Hourly
Team
2 advisors
Clients
1-10
Fees
Hourly charges; Fixed fees
801-932-0311
TENCAP WEALTH COACHING
South Jordan, UT
AUM
$285.0M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
7 advisors
Clients
26-50
Fees
Percentage of AUM · Hourly charges +1 more
(801) 221-2956
COTTONWOOD WEALTH STRATEGIES, LLC
Salt Lake City, UT
AUM
$279.0M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
2 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
385-853-5000
ATHOS PRIVATE WEALTH LLC
Holladay, UT
AUM
$268.5M
Financial PlanningWealth MgmtTrusts & Estates
Team
4 advisors
Clients
51-100
Fees
Percentage of AUM; Performance-based fees
435-252-1099
DECATHLON CAPITAL MANAGEMENT II, LLC
Park City, UT
AUM
$266.7M
Wealth MgmtInstitutional
Team
5 advisors
Clients
0
Fees
Percentage of AUM; CARRIED INTEREST
435-200-1051
NEW MILLENNIUM GROUP
Sandy, UT
AUM
$257.0M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
12 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
801-446-9950