Best Financial Advisor Firms Utah 2023

investor.com

Written by investor.com

April 06, 2023

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

Investor.com enables Americans to quickly research and compare over 17,000 financial advisor firms (also known as 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 more than 500,000 data points from the SEC.

Our analysis contains data as of April 06, 2023 and the specific qualifiers for the Top Financial Advisor Firms (RIAs) in Utah are as follows:

  • Must be rated 5 stars by investor.com's Trust Algorithm.
  • 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!

Company Overall Assets Under Management Total Clients Total Advisors Average Client Balance
Abacus Investment Advisors 5/5 Stars $15.0 million 31 2 $485,402
ABG Consultants 5/5 Stars $468.3 million 356 4 $1.3 million
Accuvest Global Advisors 4.5/5 Stars $476.6 million 41 4 $11.6 million
Affinity Wealth Resources 4.5/5 Stars $0.0 3 1 $0.0
Albion Financial Group 5/5 Stars $1.4 billion 786 17 $1.8 million
Allred Jackson Financial Planning 5/5 Stars $26.0 million 104 3 $250,000
Alpha Cubed Investments 5/5 Stars $2.0 billion 1,680 23 $1.2 million
Alphastar Capital Management 4.5/5 Stars $1.5 billion 9,696 109 $149,645
Alta Capital Management 5/5 Stars $1.5 billion 1,586 15 $928,971
Ashton Thomas Private Wealth 5/5 Stars $2.0 billion 1,784 37 $1.1 million
Axxcess Wealth Management 5/5 Stars $3.4 billion 4,933 42 $689,158
Beacon Financial Planning 5/5 Stars $47.7 million 114 5 $418,337
Beacon Pointe Advisors 5/5 Stars $23.2 billion 13,332 230 $1.7 million
Beam Asset Management 5/5 Stars $499.2 million 1,346 18 $370,906
Bridge Investment Group 5/5 Stars $43.3 billion 122 4 $355.1 million
Brighton Wealth Management 5/5 Stars $57.6 million 87 2 $661,647
Cadinha & Co 5/5 Stars $931.3 million 635 8 $1.5 million
Casull Financial Advisory 4.5/5 Stars $4.2 million 40 1 $105,000
Churchill Management Group 5/5 Stars $7.2 billion 7,825 35 $913,754
Clifford Capital Partners 5/5 Stars $342.2 million 193 6 $1.8 million
Colwyn Investments LC 4.5/5 Stars $48.1 million 370 2 $130,007
Cottonwood Asset Management 4.5/5 Stars $18.0 million 54 3 $333,333
Crewe Advisors 4.5/5 Stars $1.3 billion 352 14 $3.7 million
Cynosure Management 5/5 Stars $2.5 billion 58 11 $43.6 million
Decathlon Capital Management II 5/5 Stars $450.0 million 5 5 $90.0 million
Divergent Wealth Advisors 4.5/5 Stars $479.8 million 739 13 $649,303
Dynamic Wealth Advisors 5/5 Stars $3.3 billion 4,398 72 $739,536
EP Wealth Advisors 5/5 Stars $17.1 billion 11,485 176 $1.5 million
F2F Retirement 5/5 Stars $30.0 million 321 3 $93,481
First Capital Advisors Group 4.5/5 Stars $343.0 million 230 4 $1.5 million
FirstPurpose Wealth 5/5 Stars $458.1 million 1,311 24 $349,406
Five Seasons Financial Planning 5/5 Stars $92.3 million 69 1 $1.3 million
Foxstone Financial 4.5/5 Stars $52.6 million 341 1 $154,230
Garrett Capital Investment Management 4.5/5 Stars $5.2 million 56 1 $93,048
Global Retirement Partners 4.5/5 Stars $119.8 billion 21,226 444 $5.6 million
Global View Capital Management 5/5 Stars $591.2 million 6,335 93 $93,318
GO Invest 4.5/5 Stars $47.1 million 468 1 $100,735
HealthEquity Advisors 5/5 Stars $1.1 billion 96,234 1 $10,945
Heaton Financial, PC 5/5 Stars $81.8 million 327 2 $250,042
Hurley Investments 4.5/5 Stars $21.2 million 53 2 $400,687
Integrated Wealth Strategies 5/5 Stars $71.8 million 89 2 $806,380
Interactive Financial Advisors 5/5 Stars $278.3 million 2,382 37 $116,822
Jacobs Equity 5/5 Stars $52.3 million 51 1 $1.0 million
Jacobsen Capital Management 5/5 Stars $345.4 million 107 4 $3.2 million
JD Investment Management 4.5/5 Stars $20.0 million 14 1 $1.4 million
Joseph M. Larsen, C.P.A. 4.5/5 Stars $1.3 million 2 1 $647,450
Landmark Wealth Advisors 5/5 Stars $92.0 million 301 3 $305,752
LEE Miles 4.5/5 Stars $30.6 million 199 1 $153,567
LEP Management 4.5/5 Stars $397.6 million 3 12 $132.5 million
Lifetime Financial 4.5/5 Stars $24.9 million 85 1 $293,484
LM Capital Group 5/5 Stars $4.6 billion 34 8 $135.5 million
Matterhorn Financial Planning 4.5/5 Stars $0.0 60 1 $0.0
Medicus Wealth Planning 4.5/5 Stars $91.9 million 201 3 $457,157
Middle Street Capital 4.5/5 Stars $54.8 million 56 1 $978,657
Mission Wealth Management 5/5 Stars $5.0 billion 2,385 56 $2.1 million
Moreton Asset Management 4.5/5 Stars $3.5 billion 145 4 $24.3 million
Narus Financial Partners 5/5 Stars $319.0 million 178 5 $1.8 million
Navigate Private Wealth 4.5/5 Stars $338.9 million 1,416 10 $239,357
Net Worth Advisory Group 5/5 Stars $524.4 million 708 9 $740,724
Newpark Wealth Management 4.5/5 Stars $25.7 million 14 1 $1.8 million
Oak Wealth Advisors 4.5/5 Stars $211.2 million 99 4 $2.1 million
Octant Quantitative Investment Management 5/5 Stars $166.2 million 10 3 $16.6 million
Olympus Peaks Financial 4.5/5 Stars $97.0 million 120 1 $808,437
Olympus Wealth Management 5/5 Stars $787.7 million 234 13 $3.4 million
Paragon Wealth Management 4.5/5 Stars $136.6 million 159 3 $858,962
Parkshore Wealth Management 5/5 Stars $363.2 million 521 4 $697,150
Peak Investment Coaching 5/5 Stars $0.0 325 1 $0.0
Periope, LC 5/5 Stars $105.6 million 402 2 $262,585
Peterson Wealth Advisors 5/5 Stars $479.1 million 566 10 $846,405
Pillar Capital 4.5/5 Stars $62.7 million 88 1 $712,945
Praesideo Management 5/5 Stars $14.3 million 4 0 $3.6 million
Private Advisory Group 5/5 Stars $642.2 million 457 9 $1.4 million
R.O.I 5/5 Stars $73.0 million 182 2 $401,098
Retirement Solutions Investments 4.5/5 Stars $24.4 million 202 2 $121,010
Riggs Capital Management 5/5 Stars $253.0 million 369 7 $685,607
Rooted Interest 4.5/5 Stars $2.6 million 8 1 $329,080
Solitude Wealth Advisors 4.5/5 Stars $30.4 million 128 2 $237,297
Soltis Investment Advisors 5/5 Stars $5.6 billion 3,387 36 $1.7 million
Squire Wealth Advisors 5/5 Stars $316.8 million 524 13 $604,662
Steward Financial Services 5/5 Stars $41.3 million 759 1 $54,398
Stoker Ostler, A Part of BMO Financial Group 4.5/5 Stars $2.2 billion 1,189 9 $1.8 million
Stonecreek Wealth Advisors 5/5 Stars $62.3 million 288 1 $216,206
Strategis Financial Group 4.5/5 Stars $9.3 million 54 2 $172,531
Summit Global Investments 5/5 Stars $1.5 billion 3,710 10 $414,214
Switchpoint Financial Planning 4.5/5 Stars $156.9 million 77 3 $2.0 million
The Caprock Group 5/5 Stars $5.9 billion 291 29 $20.3 million
The Institute 4.5/5 Stars $712.6 million 816 1 $873,276
The Martin Worley Group 5/5 Stars $260.3 million 269 5 $967,557
The Mather Group 5/5 Stars $8.7 billion 3,970 88 $2.2 million
Trek Financial 5/5 Stars $1.9 billion 4,230 52 $443,648
TrueNorth Wealth 5/5 Stars $879.9 million 861 6 $1.0 million
Twin Peaks Wealth Management 5/5 Stars $35.6 million 51 1 $697,647
Vantage Point Investments 4.5/5 Stars $33.1 million 219 2 $151,207
Verapath Global Investing 4.5/5 Stars $36.6 million 75 3 $488,226
Veritas Wealth Management 5/5 Stars $84.6 million 47 1 $1.8 million
Vitality Capital Management 4.5/5 Stars $32.9 million 133 3 $247,703
VON Colln Financial Group 4.5/5 Stars $82.4 million 138 1 $597,123
Wealth Mode 4.5/5 Stars $3.8 million 99 2 $38,403
Westwood Global Investments 4.5/5 Stars $9.4 billion 18 3 $521.4 million
Wilson Financial Advisors 4.5/5 Stars $0.0 216 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, investing, retirement planning, and more.


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