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Top Financial Advisor Firms in Utah




With the latest investor.com Trust Algorithm update, we're thrilled to recognize the 2020 Top 59 Financial Advisor Firms in Utah.

investor.com enables Americans to quickly research and compare the backgrounds of more than 650,000 individuals and 17,000 Registered Investment Advisors (RIAs) from across the country. The 59 best firms, with at least one office in Utah, were selected using our rigorous Trust Algorithm, which sorts through more than 28 million data points from the SEC and FINRA.

Our analysis contains data as of June 01, 2020, and the specific qualifiers for the Top Financial Advisor Firms (RIAs) in Utah are as followed:

  • Must be Trusted by investor.com.
  • Must have an office location in Utah.

We applaud these firms for their commitment to fiduciary advice and putting their clients' best interests first. Congratulations!



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Are you a top firm in Utah? As a consumer advocacy project, lists have no upfront fees or licensing fees. Contact Amanda Holdsworth for your digital certificate and customized press release.
Firm Rating Year Registered Minimum Office Locations
ABG Consultants 2008 View Locations
AG Financial 2006 View Locations
Albion Financial Group 1983 View Locations
Alphastar Capital Management 2011 View Locations
Alta Capital Management 1995 View Locations
Arete Wealth Advisors 2009 View Locations
Ashton Thomas Private Wealth 2010 View Locations
BCJ Capital Management 2000 View Locations
BFC Planning 2007 View Locations
BKD Wealth Advisors 1999 View Locations
Beam Asset Management 2001 View Locations
Bridge Investment Group 2011 View Locations
CAPTRUST 2003 View Locations
Cadinha & Co 2000 View Locations
Cannon Capital Management 2016 View Locations
Clifford Capital Partners 2014 View Locations
Cynosure Management 2015 View Locations
Decathlon Capital Management II 2016 View Locations
Dynamic Wealth Advisors 2011 View Locations
E*trade Capital Management 2000 View Locations
Fields Gottscho Capital Management 2005 View Locations
Financial Advocates Investment Management 2010 View Locations
Financial Insight Center 2010 View Locations
Global View Capital Management 2011 View Locations
HealthEquity Advisors 2013 View Locations
Innovation Partners 2013 View Locations
Interactive Financial Advisors 2005 View Locations
Jacobsen Capital Management 2004 View Locations
Kayne Anderson Rudnick Investment Management 1985 View Locations
Keystone Wealth Advisors 2014 View Locations
LEP Management 2017 View Locations
LJCooper Capital Management 2007 View Locations
LM Capital Group 2002 View Locations
Lunt Capital Management 2009 View Locations
Millcreek Asset Management 2015 View Locations
Narus Financial Partners 2014 View Locations
Navigate Private Wealth 2014 View Locations
Net Worth Advisory Group 2006 View Locations
Olympus Wealth Management 2015 View Locations
Paragon Wealth Management 1993 View Locations
Peterson Wealth Advisors 2008 View Locations
Reilly Financial Advisors 1999 View Locations
Research Financial Strategies 2010 View Locations
Retirement Planners OF America 2011 View Locations
Retirement Wealth Advisors 2007 View Locations
Soltis Investment Advisors 2010 View Locations
Squire Wealth Advisors 2013 View Locations
Summit Global Investments 2012 View Locations
The Caprock Group 2002 View Locations
The Insight Group 2009 View Locations
The Martin Worley Group 2014 View Locations
Tingey Advisors 2015 View Locations
Townsquare Capital 2017 View Locations
TrueNorth Wealth 2007 View Locations
Tucker Asset Management 2016 View Locations
UMA Financial Services 2005 View Locations
Virtue Capital Management 2014 View Locations
Wasatch Advisors 1975 View Locations
Zions Capital Advisors 2004 View Locations


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