HEATON FINANCIAL, PC
Cedar City, UT
AUM
$128.8M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
2 advisors
Clients
0
Fees
Percentage of AUM; Hourly charges
435-865-9991
Search advisors
Filter by name, location, or specialty. All data from public SEC filings.
Showing Trusts & Estates advisors in UT
187 advisers found
OCTANT QUANTITATIVE INVESTMENT MANAGEMENT LLC
Salt Lake City, UT
AUM
$128.2M
Wealth MgmtTrusts & EstatesInstitutional
Team
2 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
307-201-6275
LONE PEAK ADVISERS
Draper, UT
AUM
$125.4M
Financial PlanningWealth MgmtTrusts & Estates
Team
8 advisors
Clients
26-50
Fees
Percentage of AUM
801-855-8886
RILEY S. CROSBIE ADVISORY, LLC
Logan, UT
AUM
$118.9M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
3 advisors
Clients
51-100
Fees
Percentage of AUM
435-752-5558
WEALTH FOUNDATIONS PARTNERS, LLC
Salt Lake City, UT
AUM
$110.5M
Wealth MgmtTrusts & EstatesRetirement
Team
10 advisors
Clients
0
Fees
Percentage of AUM
(888) 785-0020
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
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
SOULENCE WEALTH MANAGEMENT
Pleasant Grove, UT
AUM
$107.5M
Financial PlanningWealth MgmtTrusts & Estates
Team
5 advisors
Clients
0
Fees
Percentage of AUM
801-571-9900
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
CHEROKEE & WALKER MANAGEMENT
Salt Lake City, UT
AUM
$100.8M
Wealth MgmtTrusts & Estates
Team
4 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
801-278-7800
AUM
$99.2M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
2 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
801-607-5670
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
CAPITAL WEALTH, LLC
Lehi, UT
AUM
$94.9M
Financial PlanningWealth MgmtTrusts & Estates
Team
3 advisors
Clients
251-500
Fees
Percentage of AUM · Fixed fees +1 more
8012102800
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
JHP PLANNING, LLC
Salt Lake City, UT
AUM
$86.6M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
1 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
385-388-4386
HA WEALTH ADVISORS INC.
Cedar City, UT
AUM
$85.0M
Financial PlanningWealth MgmtRetirement
Team
2 advisors
Clients
251-500
Fees
Percentage of AUM; Fixed fees
435-867-1111
SOULENCE WEALTH MANAGEMENT, LLC
Pleasant Grove, UT
AUM
$84.4M
Financial PlanningWealth MgmtTrusts & Estates
Team
5 advisors
Clients
0
Fees
Percentage of AUM
480-678-0411
STONECREEK WEALTH ADVISORS
South Jordan, UT
AUM
$79.8M
Financial PlanningWealth Mgmt
Team
1 advisors
Clients
0
Fees
Percentage of AUM · Subscription fees +1 more
801-545-0696
WILSON WEALTH MANAGEMENT, INC.
Salt Lake City, UT
AUM
$78.1M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
1 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
(801) 467-5300
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