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