SOLTIS INVESTMENT ADVISORS, LLC
St.. George, UT
AUM
$12.04B
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
63 advisors
Clients
More than 500
Fees
Percentage of AUM · Fixed fees +1 more
435-674-1600
Search advisors
Filter by name, location, or specialty. All data from public SEC filings.
Showing Financial Planning advisors in UT
169 advisers found
CYNOSURE GROUP, LLC
Salt Lake City, UT
AUM
$9.85B
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
30 advisors
Clients
51-100
Fees
Percentage of AUM · Fixed fees +1 more
801-521-3100
SEPIO CAPITAL, LP
Salt Lake City, UT
AUM
$5.64B
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
18 advisors
Clients
0
Fees
Percentage of AUM · Fixed fees +2 more
(415) 915-3708
DIVERSIFY ADVISORY SERVICES, LLC
Sandy, UT
AUM
$4.65B
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
110 advisors
Clients
101-250
Fees
Percentage of AUM · Hourly charges +1 more
801-890.7577
DIVERSIFY WEALTH MANAGEMENT, LLC
Sandy, UT
AUM
$4.11B
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
70 advisors
Clients
11-25
Fees
Percentage of AUM · Hourly charges +1 more
801-838-9999
CREWE ADVISORS
Salt Lake City, UT
AUM
$3.05B
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
16 advisors
Clients
More than 500
Fees
Percentage of AUM · Hourly charges +2 more
385-355-2700
CAPITA FINANCIAL NETWORK, LLC
Draper, UT
AUM
$2.32B
Financial PlanningWealth MgmtTrusts & Estates
Team
22 advisors
Clients
More than 500
Fees
Percentage of AUM
801-566-5058
SUMMIT GLOBAL INVESTMENTS, LLC
Bountiful, UT
AUM
$2.29B
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
8 advisors
Clients
1-10
Fees
Percentage of AUM · Performance-based fees +1 more
888-251-4847
ALBION FINANCIAL GROUP
Salt Lake City, UT
AUM
$2.01B
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
14 advisors
Clients
More than 500
Fees
Percentage of AUM · Hourly charges +2 more
801-487-3700
PHYSICIAN WEALTH ADVISORS, INC.
Salt Lake City, UT
AUM
$2.01B
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
7 advisors
Clients
11-25
Fees
Percentage of AUM
801-747-0800
THE NORDEN GROUP LLC
Provo, UT
AUM
$1.97B
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
20 advisors
Clients
11-25
Fees
Percentage of AUM; Fixed fees
801-331-5511
ALTA CAPITAL MANAGEMENT LLC
Salt Lake City, UT
AUM
$1.60B
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
12 advisors
Clients
51-100
Fees
Percentage of AUM
801-274-6010
DRIVE WEALTH ADVISERS
Lehi, UT
AUM
$1.50B
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
15 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +2 more
801-901-6150
PORTSIDE WEALTH GROUP, LLC
Provo, UT
AUM
$1.43B
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
47 advisors
Clients
26-50
Fees
Percentage of AUM · Hourly charges +1 more
385-412-1222
AUM
$1.38B
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
49 advisors
Clients
More than 500
Fees
Fixed fees; REFERRAL FEES
801-990-5055
IRON GATE GLOBAL ADVISORS
North Salt Lake, UT
AUM
$1.32B
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
7 advisors
Clients
251-500
Fees
Percentage of AUM; Fixed fees
888-591-0334
TRUENORTH WEALTH
Salt Lake City, UT
AUM
$1.27B
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
10 advisors
Clients
More than 500
Fees
Percentage of AUM · Hourly charges +1 more
801-274-1820
ANDINA ADVISORS
Logan, UT
AUM
$1.26B
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
13 advisors
Clients
251-500
Fees
Percentage of AUM · Hourly charges +1 more
(435) 250 3700
THREE SEASONS WEALTH
Salt Lake City, UT
AUM
$1.23B
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
7 advisors
Clients
0
Fees
Percentage of AUM; Fixed fees
801-662-0585
STRATEGIC PLANNING GROUP
Bountiful, UT
AUM
$910.3M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
5 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +3 more
801-627-2200
NET WORTH ADVISORY GROUP, LLC
Sandy, UT
AUM
$838.4M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
13 advisors
Clients
More than 500
Fees
Percentage of AUM · Hourly charges +1 more
801-566-6639
PETERSON WEALTH ADVISORS, LLC
Orem, UT
AUM
$829.7M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
13 advisors
Clients
251-500
Fees
Percentage of AUM
801-225-0000
SOLIDARITY WEALTH, LLC
Lehi, UT
AUM
$704.2M
Financial PlanningWealth MgmtTrusts & Estates
Team
8 advisors
Clients
0
Fees
Percentage of AUM · Subscription fees +1 more
385-374-1665
ABG CONSULTANTS
Cottonwood Heights, UT
AUM
$697.4M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
3 advisors
Clients
11-25
Fees
Percentage of AUM · Hourly charges +1 more
801-486-5069
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