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Best Financial Advisor Firms Utah 2021




With the latest investor.com Trust Algorithm update, we're thrilled to recognize the 2021 Top 100 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 100 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 July 31, 2021, 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 Liana Starrantino for your digital certificate and customized press release.
Firm Rating Year Registered Minimum Office Locations
ABG Consultants 2008 View Locations
ABW Wealth Advisors 2012 View Locations
AG Financial 2006 View Locations
Abacus Investment Advisors 2008 View Locations
Adams Wealth Advisors 2017 View Locations
Albion Financial Group 1983 View Locations
Allred Jackson Financial Planning 2014 View Locations
Alpha Wealth Funds 2010 View Locations
Alphastar Capital Management 2011 View Locations
Alta Capital Management 1995 View Locations
Ashton Thomas Private Wealth 2010 View Locations
BCJ Capital Management 2000 View Locations
BKD Wealth Advisors 1999 View Locations
Beacon Financial Planning 2002 View Locations
Bridge Investment Group 2011 View Locations
Brighton Wealth Management 2012 View Locations
Caliber Wealth Management 2019 View Locations
Cannon Capital Management 2016 View Locations
Casull Financial Advisory 2014 View Locations
Chugg Wealth Strategies 2016 View Locations
Churchill Management Group 1967 View Locations
Clifford Capital Partners 2014 View Locations
Coign Capital Advisors 2018 View Locations
Colwyn Investments LC 2014 View Locations
Cottonwood Asset Management 2010 View Locations
Crewe Advisors 2015 View Locations
Cynosure Management 2015 View Locations
Decathlon Capital Management II 2016 View Locations
Dentist Advisors 2019 View Locations
Divergent Wealth Advisors 2017 View Locations
Dynamic Wealth Advisors 2011 View Locations
EP Wealth Advisors 1987 View Locations
Eide Bailly Advisors 2005 View Locations
F2F Retirement 2013 View Locations
Fields Gottscho Capital Management 2005 View Locations
FirstPurpose Wealth 2007 View Locations
Five Seasons Financial Planning 2004 View Locations
Garrett Capital Investment Management 1999 View Locations
Gateway Financial & Estate Planning 2007 View Locations
Guardian Wealth Management 2012 View Locations
Harold Dance Investments 2005 View Locations
HealthEquity Advisors 2013 View Locations
Hurley Investments 2010 View Locations
Integrated Wealth Strategies 2012 View Locations
Interactive Financial Advisors 2005 View Locations
Iron Gate Global Advisors 2017 View Locations
JD Investment Management 1999 View Locations
Jacobs Equity 2008 View Locations
Jacobsen Capital Management 2004 View Locations
Joseph M. Larsen, C.P.A. 2016 View Locations
LEE Miles 2014 View Locations
LEP Management 2017 View Locations
Landmark Wealth Advisors 2013 View Locations
Lifetime Financial 2006 View Locations
Lunt Capital Management 2009 View Locations
Matterhorn Financial Planning 2013 View Locations
Medicus Wealth Planning 2016 View Locations
Mission Wealth Management 2002 View Locations
Moreton Asset Management 2013 View Locations
Narus Financial Partners 2014 View Locations
Navigate Private Wealth 2014 View Locations
Net Worth Advisory Group 2006 View Locations
Newpark Wealth Management 2016 View Locations
Octant Quantitative Investment Management 2015 View Locations
Olympus Peaks Financial 2016 View Locations
Olympus Wealth Management 2015 View Locations
Paragon Wealth Management 1993 View Locations
Peak Investment Coaching 2013 View Locations
Periope, LC 2007 View Locations
Peterson Wealth Advisors 2008 View Locations
Pillar Capital 2010 View Locations
Praesideo Management 2012 View Locations
R.O.I 2012 View Locations
Retirement Solutions Investments 2014 View Locations
Riggs Capital Management 2005 View Locations
Rock House Financial 2018 View Locations
Slayton Lewis 2017 View Locations
Solitude Wealth Advisors 2006 View Locations
Squire Wealth Advisors 2013 View Locations
Steward Financial Services 2010 View Locations
Stoker Ostler, A Part of BMO Financial Group 1997 View Locations
Stonecreek Wealth Advisors 2011 View Locations
Strategic Planning Group 2018 View Locations
Strategis Financial Group 2012 View Locations
THE Sova Group 2016 View Locations
The Martin Worley Group 2014 View Locations
Tingey Advisors 2015 View Locations
TrueNorth Wealth 2007 View Locations
UMA Financial Services 2005 View Locations
VON Colln Financial Group 2016 View Locations
Vantage Advisors 2012 View Locations
Vantage Point Investments 2013 View Locations
Velocity Digital Portfolios 2016 View Locations
Verapath Global Investing 2006 View Locations
Veritas Wealth Management 2012 View Locations
Vitality Capital Management 2016 View Locations
Wasatch Advisors 1975 View Locations
Wealth Mode 2016 View Locations
Weber Global Management 2020 View Locations
Wilkinson Financial 2014 View Locations


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