CAMBRIA CAPITAL LLC
Salt Lake City, UT
AUM
$10.6M
Wealth MgmtRetirementInstitutional
Team
4 advisors
Clients
0
Fees
Percentage of AUM
801-320-9606
Search advisors
Filter by name, location, or specialty. All data from public SEC filings.
Showing Wealth Management advisors in UT
241 advisers found
AUM
$10.4M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
1 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
801-834-0031
PROACTIVE WEALTH MANAGEMENT, INC.
Draper, UT
AUM
$9.3M
Financial PlanningWealth MgmtTrusts & Estates
Team
1 advisors
Clients
1-10
Fees
Percentage of AUM; Fixed fees
(801) 826-3985
MAXIMUS WEALTH ADVISORS
Salt Lake City, UT
AUM
$8.0M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
1 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
801-870-7510
FORTIS WEALTH MANAGEMENT, LLC
American Fork, UT
AUM
$7.3M
Wealth MgmtTrusts & Estates
Team
1 advisors
Clients
—
Fees
Percentage of AUM
801-341-9590
GAJARDO WEALTH MANAGEMENT LLC
Lehi, UT
AUM
$7.2M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
1 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
801-391-5176
COOK FINANCIAL, LLC
Vernal, UT
AUM
$6.3M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
1 advisors
Clients
26-50
Fees
Percentage of AUM; Hourly charges
435-630-5900
CASULL FINANCIAL ADVISORY, LLC
South Jordan, UT
AUM
$5.9M
Wealth MgmtFee-Only/Hourly
Team
1 advisors
Clients
26-50
Fees
Percentage of AUM · Hourly charges +1 more
801-495-7070
CYNOSURE PORTFOLIO ADVISORS LLC
Salt Lake City, UT
AUM
$5.8M
Financial PlanningWealth MgmtFee-Only/Hourly
Team
7 advisors
Clients
26-50
Fees
Percentage of AUM · Hourly charges +1 more
801-521-3100
NIEMANN INVESTMENTS LLC
Riverton, UT
AUM
$5.6M
Wealth MgmtTrusts & Estates
Team
1 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
801-673-6411
COVE FORT CAPITAL, LLC
American Fork, UT
AUM
$5.1M
Wealth MgmtTrusts & Estates
Team
2 advisors
Clients
0
Fees
Percentage of AUM; Performance-based fees
801-796-2507
SUNSET RETIREMENT ADVISORS LLC
Provo, UT
AUM
$3.5M
Financial PlanningWealth MgmtRetirementInstitutional
Team
2 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
801-850-3013
PLANNED SECURITY ADVISORS LLC
Cottonwood Heights, UT
AUM
$3.2M
Financial PlanningWealth MgmtTrusts & Estates
Team
1 advisors
Clients
11-25
Fees
Percentage of AUM; Fixed fees
801-783-1900
JOSEPH M. LARSEN, C.P.A., P.C.
Provo, UT
AUM
$2.2M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
1 advisors
Clients
1-10
Fees
Percentage of AUM; Hourly charges
801-373-5300
COLAB CAPITAL
St.. George, UT
AUM
$1.4M
Financial PlanningWealth MgmtFee-Only/Hourly
Team
1 advisors
Clients
0
Fees
Percentage of AUM; Hourly charges
415-317-5100
NIBLEY FINANCIAL LLC
Heber, UT
AUM
$1.2M
Financial PlanningWealth Mgmt
Team
1 advisors
Clients
1-10
Fees
Percentage of AUM; Fixed fees
801-404-2582
SANDLOT PRIVATE WEALTH LLC
Orem, UT
AUM
$305K
Financial PlanningWealth MgmtInstitutional
Team
3 advisors
Clients
0
Fees
Percentage of AUM; Performance-based fees
801 428 7744
AFFINITY WEALTH RESOURCES, LLC
Bluffdale, UT
AUM
—
Wealth MgmtFee-Only/Hourly
Team
1 advisors
Clients
1-10
Fees
Hourly charges; Subscription fees
1-385-355-0936
COLE FINANCIAL ADVISORS, INC.
Provo, UT
AUM
$0
Wealth Mgmt
Team
2 advisors
Clients
—
Fees
Percentage of AUM
801-374-6393
DESERET POINT PARTNERS LLC
Salt Lake City, UT
AUM
$0
Financial PlanningWealth Mgmt
Team
1 advisors
Clients
0
Fees
Percentage of AUM · Fixed fees +1 more
8018427151
AUM
$0
Financial PlanningWealth MgmtFee-Only/Hourly
Team
1 advisors
Clients
0
Fees
Percentage of AUM; Hourly charges
801-340-0545
PEAK INVESTMENT COACHING, LLC
Logan, UT
AUM
—
Financial PlanningWealth MgmtTrusts & Estates
Team
2 advisors
Clients
0
Fees
Percentage of AUM; Fixed fees
435-494-1742
RFK CAPITAL MANAGEMENT
Sandy, UT
AUM
—
Financial PlanningTrusts & Estates
Team
1 advisors
Clients
51-100
Fees
Fixed fees; ONE-TIME, PROJECT-BASED FINANCIAL ADVICE.
801-372-1446
ROI CAPITAL MANAGEMENT
St.. George, UT
AUM
$0
Financial PlanningWealth MgmtFee-Only/Hourly
Team
1 advisors
Clients
—
Fees
Percentage of AUM; Hourly charges
435-652-0600