Best Financial Advisor Firms Utah 2023

investor.com

Written by investor.com

December 01, 2022

We're thrilled to recognize the 2023 Top 100 Financial Advisor Firms in Utah.

investor.com enables Americans to quickly research and compare over 17,000 financial advisor firms (RIAs) from across the country. The (up to) 100 best firms, with at least one office in Utah, were selected using our rigorous Trust Algorithm, which sorts through close to one million data points from the SEC.

Our analysis contains data as of December 01, 2022 and the specific qualifiers for the Top Financial Advisor Firms (RIAs) in Utah are as followed:

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

Company Overall Assets Under Management Total Clients Total Advisors Average Client Balance
Abacus Investment Advisors 5/5 Stars $15.6 million 30 2 $521,490
ABG Consultants 5/5 Stars $477.8 million 354 3 $1.3 million
ABW Wealth Advisors 5/5 Stars $17.5 million 24 1 $727,202
Accuvest Global Advisors 4.5/5 Stars $528.8 million 51 4 $10.4 million
Affinity Wealth Resources 4.5/5 Stars $0.0 3 1 $0.0
Albion Financial Group 5/5 Stars $1.7 billion 776 16 $2.2 million
Allred Jackson Financial Planning 5/5 Stars $26.0 million 104 3 $250,000
Alpha Cubed Investments 5/5 Stars $2.0 billion 1,471 20 $1.4 million
Alpha Wealth Funds 4.5/5 Stars $56.8 million 132 4 $430,303
Alphastar Capital Management 4.5/5 Stars $1.6 billion 8,166 118 $191,914
Alta Capital Management 4.5/5 Stars $2.2 billion 1,604 13 $1.4 million
Ashton Thomas Private Wealth 5/5 Stars $2.2 billion 1,587 31 $1.4 million
Ashworth Wealth 4.5/5 Stars $261.3 million 302 6 $865,332
Beacon Financial Planning 5/5 Stars $47.7 million 114 5 $418,337
Beam Asset Management 5/5 Stars $505.8 million 1,114 19 $454,051
Bridge Investment Group 5/5 Stars $36.3 billion 116 4 $313.3 million
Brighton Wealth Management 5/5 Stars $61.7 million 79 2 $780,694
Bristlecone Wealth 5/5 Stars $1.3 million 30 1 $42,338
Cadinha & Co 5/5 Stars $1.0 billion 627 10 $1.7 million
Casull Financial Advisory 4.5/5 Stars $5.9 million 45 1 $131,111
Churchill Management Group 5/5 Stars $7.9 billion 7,334 39 $1.1 million
Clifford Capital Partners 5/5 Stars $137.0 million 17 6 $8.1 million
Colwyn Investments LC 4.5/5 Stars $50.2 million 350 2 $143,569
Cottonwood Asset Management 5/5 Stars $27.0 million 58 3 $465,517
Crewe Advisors 4.5/5 Stars $1.1 billion 193 11 $5.6 million
Cynosure Management 4.5/5 Stars $2.3 billion 25 8 $91.9 million
Decathlon Capital Management II 5/5 Stars $400.1 million 5 5 $80.0 million
Divergent Wealth Advisors 4.5/5 Stars $546.9 million 643 9 $850,604
Dynamic Wealth Advisors 5/5 Stars $3.3 billion 3,931 70 $840,773
Eide Bailly Advisors 4.5/5 Stars $1.2 billion 1,073 15 $1.1 million
EP Wealth Advisors 5/5 Stars $14.7 billion 9,365 62 $1.6 million
F2F Retirement 4.5/5 Stars $30.0 million 321 3 $93,481
Fields Gottscho Capital Management 4.5/5 Stars $287.4 million 88 4 $3.3 million
Financial Engines Advisors 5/5 Stars $290.4 billion 1,309,406 569 $221,745
First Capital Advisors Group 4.5/5 Stars $381.3 million 382 5 $998,057
FirstPurpose Wealth 5/5 Stars $466.9 million 1,213 18 $384,948
Five Seasons Financial Planning 5/5 Stars $89.4 million 62 1 $1.4 million
Garrett Capital Investment Management 5/5 Stars $8.3 million 58 2 $143,822
Global Retirement Partners 4.5/5 Stars $107.1 billion 19,922 394 $5.4 million
Global View Capital Management 5/5 Stars $710.2 million 5,774 93 $123,000
HealthEquity Advisors 5/5 Stars $1.1 billion 96,234 1 $10,945
Hurley Investments 4.5/5 Stars $24.0 million 56 2 $427,805
Integrated Wealth Strategies 5/5 Stars $68.1 million 59 1 $1.2 million
Interactive Financial Advisors 5/5 Stars $321.3 million 2,170 40 $148,057
Jacobs Equity 5/5 Stars $59.2 million 49 1 $1.2 million
Jacobsen Capital Management 5/5 Stars $380.8 million 97 2 $3.9 million
Landmark Wealth Advisors 5/5 Stars $103.7 million 332 3 $312,399
LEE Miles 4.5/5 Stars $44.3 million 205 1 $216,028
LEP Management 4.5/5 Stars $384.6 million 3 11 $128.2 million
Lido Advisors 4.5/5 Stars $11.1 billion 3,640 60 $3.0 million
Lifetime Financial 4.5/5 Stars $30.1 million 85 1 $354,348
LM Capital Group 5/5 Stars $4.9 billion 28 8 $176.0 million
Matterhorn Financial Planning 4.5/5 Stars $0.0 53 1 $0.0
Middle Street Capital 4.5/5 Stars $69.7 million 54 1 $1.3 million
Mission Wealth Management 5/5 Stars $4.8 billion 2,042 40 $2.4 million
Moreton Asset Management 4.5/5 Stars $2.5 billion 142 6 $17.6 million
Narus Financial Partners 5/5 Stars $357.0 million 158 5 $2.3 million
Navigate Private Wealth 4.5/5 Stars $459.9 million 2,024 10 $227,214
Net Worth Advisory Group 5/5 Stars $581.7 million 659 9 $882,687
Newpark Wealth Management 4.5/5 Stars $25.7 million 14 1 $1.8 million
Octant Quantitative Investment Management 5/5 Stars $357.6 million 13 3 $27.5 million
Olympus Peaks Financial 4.5/5 Stars $79.1 million 95 1 $832,864
Olympus Wealth Management 5/5 Stars $863.4 million 185 10 $4.7 million
Paragon Wealth Management 4.5/5 Stars $149.4 million 150 3 $996,055
Parkshore Wealth Management 5/5 Stars $374.0 million 502 5 $745,040
Periope, LC 5/5 Stars $105.6 million 368 2 $287,010
Peterson Wealth Advisors 5/5 Stars $505.5 million 513 9 $985,339
Praesideo Management 5/5 Stars $16.2 million 4 0 $4.1 million
Private Advisory Group 5/5 Stars $687.5 million 400 5 $1.7 million
R.O.I 5/5 Stars $85.0 million 182 2 $467,032
Regents Partners 4.5/5 Stars $354.0 million 450 7 $786,666
Retirement Planners OF America 5/5 Stars $4.7 billion 8,092 31 $581,976
Retirement Solutions Investments 4.5/5 Stars $30.0 million 217 1 $138,248
Riggs Capital Management 5/5 Stars $269.3 million 373 7 $721,910
Rooted Interest 4.5/5 Stars $4.1 million 9 1 $452,702
Solitude Wealth Advisors 4.5/5 Stars $32.6 million 119 2 $273,638
Soltis Investment Advisors 5/5 Stars $5.2 billion 2,624 24 $2.0 million
Squire Wealth Advisors 5/5 Stars $306.9 million 456 10 $672,952
Steward Financial Services 5/5 Stars $45.3 million 450 2 $100,573
Stoker Ostler, A Part of BMO Financial Group 4.5/5 Stars $2.2 billion 1,062 8 $2.1 million
Stonecreek Wealth Advisors 5/5 Stars $49.2 million 272 1 $180,779
Strategic Advocates 5/5 Stars $258.4 million 865 7 $298,773
Strategis Financial Group 5/5 Stars $9.3 million 54 2 $172,531
Summit Global Investments 4.5/5 Stars $1.8 billion 2,161 10 $813,572
SVB Wealth Advisory 5/5 Stars $1.5 billion 465 63 $3.2 million
The Caprock Group 5/5 Stars $5.7 billion 259 28 $22.2 million
The Martin Worley Group 5/5 Stars $285.7 million 256 5 $1.1 million
Townsquare Capital 4.5/5 Stars $6.0 billion 4,769 84 $1.3 million
Trek Financial 5/5 Stars $1.7 billion 3,249 47 $533,392
TrueNorth Wealth 5/5 Stars $652.6 million 1,195 6 $546,136
Twin Peaks Wealth Management 5/5 Stars $38.9 million 47 1 $828,148
UMA Financial Services 4.5/5 Stars $1.5 billion 1,103 8 $1.3 million
Vantage Advisors 5/5 Stars $0.0 347 5 $0.0
Vantage Point Investments 4.5/5 Stars $25.9 million 251 3 $103,125
Verapath Global Investing 4.5/5 Stars $45.8 million 91 3 $503,213
Veritas Wealth Management 5/5 Stars $77.5 million 42 1 $1.8 million
Vitality Capital Management 4.5/5 Stars $31.7 million 102 3 $310,451
VON Colln Financial Group 4.5/5 Stars $86.9 million 269 1 $322,997
Wealth Mode 4.5/5 Stars $3.4 million 112 2 $30,500
Wilson Financial Advisors 4.5/5 Stars $0.0 148 0 $0.0

More Top Firms by State

About the Editorial Team

investor.com
investor.com

Investor.com is your trustworthy guide to the world of personal finance. Founded in 2018 as an unbiased resource empowering consumers to research and compare financial advisory firms, investor.com today gives consumers the tools to make smart money decisions about credit, retirement planning, and more.


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