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
Search advisors
Filter by name, location, or specialty. All data from public SEC filings.
Showing Wealth Management advisors in UT
241 advisers found
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
JASMIJN CAPITAL MANAGEMENT, LLC
Highland, UT
AUM
$71.0M
Wealth Mgmt
Team
2 advisors
Clients
0
Fees
Percentage of AUM
303-991-6409
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
NEWPARK WEALTH MANAGEMENT
Park City, UT
AUM
$59.0M
Financial PlanningWealth MgmtTrusts & Estates
Team
1 advisors
Clients
26-50
Fees
Percentage of AUM; Fixed fees
435-565-4410
BRIGHTER RETIREMENT ADVISORS LLC
Lehi, UT
AUM
$58.4M
Financial PlanningWealth MgmtTrusts & Estates
Team
2 advisors
Clients
101-250
Fees
Percentage of AUM; Fixed fees
801-901-0987
MY PROSPER TEAM
Lehi, UT
AUM
$58.2M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
2 advisors
Clients
51-100
Fees
Percentage of AUM · Hourly charges +1 more
801-889-1341
AUM
$57.8M
Financial PlanningWealth MgmtTrusts & Estates
Team
2 advisors
Clients
0
Fees
Percentage of AUM · Fixed fees +1 more
801-465-6990
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
TWIN PEAKS WEALTH MANAGEMENT LLC
Cottonwood Heights, UT
AUM
$50.0M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
1 advisors
Clients
11-25
Fees
Percentage of AUM · Hourly charges +1 more
801-557-8725
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
F2F RETIREMENT, LLC
Tooele, UT
AUM
$41.4M
Financial PlanningWealth MgmtFee-Only/Hourly
Team
2 advisors
Clients
251-500
Fees
Percentage of AUM · Hourly charges +1 more
435-224-4888
ASPEN CAPITAL MANAGEMENT LLC
Saint George, UT
AUM
$40.8M
Financial PlanningTrusts & EstatesFee-Only/Hourly
Team
2 advisors
Clients
0
Fees
Hourly charges; SOLICITATION FEE
4352752810