OLYMPUS PEAKS FINANCIAL, LLC
Sandy, UT
AUM
$141.4M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
1 advisors
Clients
251-500
Fees
Percentage of AUM; Hourly charges
(801) 566-3510
Search advisors
Filter by name, location, or specialty. All data from public SEC filings.
Showing Wealth Management advisors in UT
241 advisers found
LARSON WILLIAMS WEALTH ADVISORS, LLC
Cedar City, UT
AUM
$140.0M
Wealth MgmtTrusts & EstatesInstitutional
Team
2 advisors
Clients
—
Fees
Percentage of AUM
435-867-5685
STONEBRIAR WEALTH, LLC
Lehi, UT
AUM
$139.0M
Financial PlanningWealth MgmtTrusts & Estates
Team
3 advisors
Clients
251-500
Fees
Percentage of AUM; Fixed fees
385-314-3300
LANDMARK WEALTH ADVISORS, LLC
Farmington, UT
AUM
$135.9M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
2 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
801-295-8700
VERITAS WEALTH MANAGEMENT, LLC
Salt Lake City, UT
AUM
$135.8M
Financial PlanningWealth MgmtTrusts & Estates
Team
1 advisors
Clients
0
Fees
Percentage of AUM
801-596-9999
JRS WEALTH MANAGEMENT LLC
South Jordan, UT
AUM
$135.0M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
2 advisors
Clients
26-50
Fees
Percentage of AUM · Hourly charges +1 more
(801) 987-3973
PALISADE WEALTH MANAGEMENT
Draper, UT
AUM
$133.2M
Financial PlanningWealth MgmtTrusts & Estates
Team
3 advisors
Clients
1-10
Fees
Percentage of AUM
650-387-3808
BRIGHTON WEALTH MANAGEMENT, INC.
Cottonwood Heights, UT
AUM
$131.9M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
1 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
801-261-1611
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
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
AUM
$127.6M
Wealth Mgmt
Team
3 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
385-374-1665
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
S20 CAPITAL, LLC
Draper, UT
AUM
$104.3M
Wealth Mgmt
Team
4 advisors
Clients
0
Fees
Percentage of AUM; Performance-based fees
801-556-2113
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