No matter what life stage you’re in, there are times you might need to ask a financial advisor for help. How should you invest your money? Where should you stash your kids’ college savings? What about planning for retirement? These are just some of the questions a financial expert can answer.
But how to find a reputable financial advisor? You’re in the right place. Every month, investor.com gathers data on over 17,000 financial advisor firms in the U.S. Then we filter for the best of the best. Only established firms with at least 10 years in business and $100 million+ in assets under management, with no reported disciplinary history or conflicts of interest,* are included on our list for Best Financial Advisor Firms in Utah in 2024.
Best Firms in Utah
Click any column header to sort the table, or click any firm to see a detailed review.
Company | Overall | Assets Under Management | Total Clients | Total Advisors | Average Client Balance |
ABG Consultants | $511.9 million | 1,984 | 3 | $257,991 | |
Absolute Capital Management | $351.5 million | 1,414 | 3 | $248,567 | |
American Financial Advisors | $853.5 million | 903 | 1 | $945,211 | |
Assembly Wealth | $369.0 million | 255 | 6 | $1.4 million | |
Berkshire Money Management | $903.8 million | 821 | 9 | $1.1 million | |
Blbb Advisors | $2.3 billion | 1,337 | 13 | $1.7 million | |
Cambridge Financial Group | $258.1 million | 221 | 3 | $1.2 million | |
Capital Advantage | $1.0 billion | 712 | 10 | $1.4 million | |
Carret Asset Management | $3.1 billion | 2,525 | 11 | $1.2 million | |
Chandler Asset Management | $35.8 billion | 818 | 16 | $43.8 million | |
Cincinnati Asset Management | $2.4 billion | 6,312 | 8 | $378,975 | |
Circle Wealth Management | $10.2 billion | 319 | 8 | $31.9 million | |
Clark Capital Management Group | $25.9 billion | 30,934 | 24 | $838,262 | |
Clifford Capital Partners | $406.3 million | 202 | 6 | $2.0 million | |
Cookson Peirce Wealth Management | $1.9 billion | 920 | 17 | $2.1 million | |
Csenge Advisory Group | $2.8 billion | 5,630 | 76 | $488,978 | |
Dash Investments | $427.1 million | 365 | 5 | $1.2 million | |
Eclectic Associates | $1.1 billion | 919 | 9 | $1.1 million | |
EP Wealth Advisors | $22.3 billion | 13,185 | 195 | $1.7 million | |
Estabrook Capital Management | $863.7 million | 794 | 5 | $1.1 million | |
Evanson Asset Management | $4.8 billion | 1,019 | 5 | $4.8 million | |
Familywealth Asset Management | $175.1 million | 412 | 4 | $424,887 | |
Financial Services Advisory | $693.7 million | 719 | 9 | $964,816 | |
Flexible Plan Investments | $1.4 billion | 11,773 | 6 | $120,660 | |
Freedom Investment Management | $2.0 billion | 9,859 | 17 | $204,068 | |
Frontier Asset Management | $5.7 billion | 3,671 | 14 | $1.6 million | |
Future Capital | $962.5 million | 12,768 | 2 | $75,386 | |
Geowealth Management | $12.3 billion | 49,816 | 20 | $247,576 | |
Gibson Capital | $2.4 billion | 202 | 6 | $12.0 million | |
Glassman Wealth Services | $2.1 billion | 368 | 11 | $5.6 million | |
Grimes & Company | $4.9 billion | 3,599 | 30 | $1.3 million | |
Halbert Hargrove | $3.2 billion | 1,376 | 37 | $2.3 million | |
Harfst and Associates | $629.5 million | 500 | 3 | $1.3 million | |
Integrated Capital Management | $198.2 million | 736 | 6 | $269,247 | |
Interactive Financial Advisors | $284.9 million | 2,437 | 36 | $116,922 | |
Ironwood Investment Counsel | $1.4 billion | 510 | 8 | $2.7 million | |
ITS Asset Management | $269.4 million | 844 | 2 | $319,241 | |
Jacobsen Capital Management | $427.9 million | 109 | 4 | $3.9 million | |
JAG Capital Management | $1.6 billion | 895 | 13 | $1.7 million | |
John G. Ullman & Associates | $1.3 billion | 1,009 | 19 | $1.3 million | |
Kuhn Advisors | $719.9 million | 291 | 3 | $2.5 million | |
Lighthouse Financial Services | $387.3 million | 455 | 5 | $851,158 | |
Mainstay Capital Management | $3.9 billion | 3,557 | 14 | $1.1 million | |
Matson Money | $19.6 billion | 30,605 | 9 | $641,967 | |
Miller Tabak Asset Management | $1.3 billion | 1,110 | 1 | $1.2 million | |
Minneapolis Portfolio Management Group | $889.0 million | 1,879 | 3 | $473,102 | |
Modera Wealth Management | $12.5 billion | 5,684 | 106 | $2.2 million | |
Monterey Private Wealth | $1.0 billion | 627 | 8 | $1.6 million | |
Novem Group | $1.2 billion | 3,033 | 29 | $385,964 | |
Orgel Wealth Management | $7.1 billion | 3,813 | 31 | $1.9 million | |
Parallel Advisors | $7.1 billion | 3,658 | 63 | $1.9 million | |
Parkshore Wealth Management | $399.1 million | 504 | 4 | $791,768 | |
Peterson Wealth Advisors | $567.4 million | 587 | 10 | $966,663 | |
Polaris Greystone Financial Group | $2.0 billion | 1,689 | 29 | $1.2 million | |
Private Advisory Group | $900.5 million | 513 | 11 | $1.8 million | |
Private Wealth Group | $266.5 million | 224 | 2 | $1.2 million | |
Prudent Investor Advisors | $1.2 billion | 138 | 5 | $9.0 million | |
Pure Financial Advisors | $6.3 billion | 4,975 | 56 | $1.3 million | |
Sage Advisory Services CO | $22.7 billion | 8,128 | 38 | $2.8 million | |
Saratoga Research & Investment Management | $2.7 billion | 3,207 | 16 | $854,436 | |
Shufro, Rose & Co | $2.0 billion | 1,269 | 9 | $1.6 million | |
Sigfig Wealth Management | $2.8 billion | 79,642 | 4 | $35,120 | |
Slavic Mutual Funds Management Corp | $5.6 billion | 1,098 | 13 | $5.1 million | |
Squire Wealth Advisors | $377.2 million | 581 | 12 | $649,280 | |
Stadion Money Management | $2.3 billion | 50,984 | 15 | $45,756 | |
Stepp & Rothwell | $890.7 million | 332 | 10 | $2.7 million | |
Stewart & Patten CO | $1.0 billion | 333 | 3 | $3.1 million | |
Stonebridge Capital Advisors | $2.0 billion | 1,494 | 14 | $1.4 million | |
Symmetry Partners | $5.9 billion | 11,453 | 15 | $513,352 | |
TCI Wealth Advisors | $4.1 billion | 2,925 | 27 | $1.4 million | |
The Caprock Group | $6.9 billion | 317 | 34 | $21.8 million | |
The Investment Counsel Company | $1.6 billion | 271 | 7 | $6.1 million | |
The Martin Worley Group | $312.5 million | 269 | 5 | $1.2 million | |
The Pacific Center For Financial Services | $758.5 million | 745 | 4 | $1.0 million | |
Thomas Doll | $1.4 billion | 1,082 | 10 | $1.3 million | |
TOM Johnson Investment Management | $1.5 billion | 5,627 | 6 | $267,561 | |
Traynor Capital Management | $1.2 billion | 1,003 | 4 | $1.2 million | |
Truenorth Wealth | $1.0 billion | 902 | 8 | $1.1 million | |
Wealthcare Capital Management | $2.6 billion | 4,611 | 34 | $559,518 | |
Wedgewood Partners | $464.6 million | 387 | 4 | $1.2 million | |
Wilsey Asset Management Incorporated | $511.4 million | 829 | 2 | $616,916 | |
Windsor Capital Management | $619.8 million | 578 | 5 | $1.1 million | |
Worthpointe | $757.7 million | 507 | 10 | $1.5 million | |
Zhang Financial | $5.7 billion | 1,928 | 16 | $3.0 million |
Find a financial advisor in Utah
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Methodology
Every month investor.com’s rigorous Trust Algorithm sorts through more than 500,000 data points from the SEC. We then filter for the following data points to determine which firms qualify for our list of Best Financial Advisor Firms in Utah 2024.
Firm has:
- Jurisdiction in Utah
- SEC registration
- No reported conflicts of interest*
- No reported disciplinary history
- At least 10 years in business
- Total clients: 100+
- Total assets under management (AUM): $100 million+
*These are the conflicts of interest tracked by investor.com: attorney conflict, broker-dealer conflict, commissions compensation conflict, insurance agency conflict, insurance affiliation conflict, private investment management, proprietary securities or investment products, soft-dollar benefit conflict. For more information on conflicts of interest and disciplinary actions, see our Trust Algorithm.
The “investor.com Star Rating Badge” is only available to RIA firms participating in investor.com’s paid subscription-based program and earning a 4.5 to 5 star review from investor.com; participation in investor.com's paid subscription-based program does not guarantee being awarded an “investor.com Star Rating Badge”. For more information on how investor.com rates and reviews RIA firms, please see the Algorithm page.