Best Financial Advisor Firms Utah 2024

Written by investor.com

February 06, 2024

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		$468.3 million	356	4	$1.3 million
Absolute Capital Management		$333.9 million	1,401	3	$238,313
Advance Capital Management		$3.6 billion	6,815	29	$523,833
AG Financial		$103.7 million	184	2	$563,559
American Financial Advisors		$777.1 million	952	1	$816,278
Astor Investment Management		$324.8 million	706	5	$460,026
BSW Wealth Partners		$1.6 billion	406	20	$4.0 million
Cambridge Financial Group		$176.6 million	221	3	$799,068
Capital Advantage		$905.2 million	630	10	$1.4 million
Carret Asset Management		$3.0 billion	2,474	11	$1.2 million
Chandler Asset Management		$35.8 billion	818	16	$43.8 million
Cincinnati Asset Management		$2.3 billion	6,437	8	$361,202
Circle Wealth Management		$6.6 billion	120	9	$54.6 million
Clark Capital Management Group		$21.9 billion	27,604	24	$794,629
Clifford Capital Partners		$342.2 million	193	6	$1.8 million
Compass Wealth Management		$461.3 million	323	4	$1.4 million
Cookson Peirce Wealth Management		$1.8 billion	2,207	16	$821,873
Csenge Advisory Group		$2.3 billion	6,161	69	$367,643
Dash Investments		$341.6 million	335	4	$1.0 million
EP Wealth Advisors		$17.1 billion	11,485	176	$1.5 million
Estabrook Capital Management		$761.4 million	828	6	$919,525
Evanson Asset Management		$4.8 billion	1,019	5	$4.8 million
Evergreen Capital Management		$3.9 billion	992	19	$3.9 million
Familywealth Asset Management		$198.3 million	440	5	$450,611
Financial Services Advisory		$707.8 million	774	9	$914,460
Flexible Plan Investments		$1.6 billion	14,395	6	$108,661
Foster Group		$3.1 billion	1,814	41	$1.7 million
Freedom DAY Solutions		$365.5 million	385	4	$949,246
Freedom Investment Management		$1.4 billion	12,756	13	$112,275
Frontier Asset Management		$5.9 billion	4,289	11	$1.4 million
Geowealth Management		$7.5 billion	43,987	14	$171,555
Gibson Capital		$2.1 billion	194	6	$10.7 million
Glassman Wealth Services		$1.8 billion	362	11	$5.0 million
Grimes & Company		$4.2 billion	3,530	28	$1.2 million
Halbert Hargrove		$2.7 billion	1,356	33	$2.0 million
Harfst and Associates		$547.4 million	508	4	$1.1 million
Interactive Financial Advisors		$284.9 million	2,437	36	$116,922
Ironwood Investment Counsel		$1.2 billion	516	7	$2.3 million
ITS Asset Management		$285.8 million	1,046	2	$273,191
Jacobsen Capital Management		$427.9 million	109	4	$3.9 million
Jacobson & Schmitt Advisors		$364.4 million	359	10	$1.0 million
JMG Financial Group		$4.5 billion	1,454	38	$3.1 million
John G. Ullman & Associates		$1.2 billion	1,004	17	$1.2 million
Kuhn Advisors		$631.9 million	268	3	$2.4 million
Lighthouse Financial Services		$387.3 million	455	5	$851,158
Mainstay Capital Management		$3.7 billion	3,557	14	$1.0 million
Marotta Wealth Management		$524.8 million	363	9	$1.4 million
Matson Money		$17.7 billion	30,322	10	$583,191
Merit Financial Advisors		$5.5 billion	9,154	119	$603,295
Miller Tabak Asset Management		$1.3 billion	1,070	2	$1.2 million
Minneapolis Portfolio Management Group		$824.9 million	2,056	3	$401,226
Modera Wealth Management		$6.8 billion	2,691	70	$2.5 million
Monterey Private Wealth		$911.3 million	792	8	$1.2 million
Moss Adams Wealth Advisors		$3.3 billion	1,213	22	$2.7 million
Nepc		$63.6 billion	417	1	$152.5 million
Obermeyer Wood Investment Counsel, L		$1.9 billion	956	14	$2.0 million
Orgel Wealth Management		$6.3 billion	3,762	26	$1.7 million
Pacific Financial Strategies		$138.0 million	440	3	$313,684
Parallel Advisors		$5.7 billion	3,525	43	$1.6 million
Parkshore Wealth Management		$363.2 million	521	4	$697,150
Perigon Wealth Management		$4.8 billion	3,498	64	$1.4 million
Peterson Wealth Advisors		$479.1 million	566	9	$846,405
Private Advisory Group		$642.2 million	457	9	$1.4 million
Private Wealth Group		$227.1 million	199	2	$1.1 million
Pronvest		$779.6 million	12,398	2	$62,883
Pure Financial Advisors		$4.6 billion	4,137	46	$1.1 million
Sage Advisory Services CO		$15.3 billion	4,888	38	$3.1 million
Saratoga Research & Investment Management		$2.6 billion	3,287	16	$792,144
Shufro, Rose & Co		$1.8 billion	1,344	9	$1.3 million
Sigfig Wealth Management		$2.1 billion	60,484	5	$34,644
Slavic Mutual Funds Management Corp		$4.1 billion	879	13	$4.7 million
Smith Anglin Financial		$1.2 billion	1,182	16	$1.1 million
Soundmark Wealth Management		$411.0 million	269	6	$1.5 million
Squire Wealth Advisors		$316.8 million	524	13	$604,662
Stack Financial Management		$1.7 billion	838	9	$2.0 million
Stadion Money Management		$2.3 billion	50,984	15	$45,756
Stepp & Rothwell		$772.9 million	318	10	$2.4 million
Stonebridge Capital Advisors		$1.8 billion	1,371	3	$1.3 million
Symmetry Partners		$6.5 billion	12,118	20	$537,290
Tandem Investment Advisors		$3.2 billion	9,844	8	$325,758
TCI Wealth Advisors		$3.4 billion	2,698	30	$1.3 million
The Caprock Group		$5.9 billion	291	29	$20.3 million
The Investment Counsel Company		$1.2 billion	328	7	$3.6 million
The Martin Worley Group		$260.3 million	269	5	$967,557
The Pacific Center For Financial Services		$758.5 million	745	4	$1.0 million
Thomas Doll		$1.3 billion	1,046	10	$1.2 million
TOM Johnson Investment Management		$1.5 billion	5,573	6	$272,640
Traynor Capital Management		$823.1 million	965	4	$852,953
Truenorth Wealth		$879.9 million	861	6	$1.0 million
Wealthcare Capital Management		$2.6 billion	5,064	38	$514,028
West Oak Capital		$439.9 million	119	4	$3.7 million
Wilsey Asset Management Incorporated		$511.4 million	829	2	$616,916
Windsor Capital Management		$619.8 million	578	5	$1.1 million
Wrapmanager		$340.1 million	268	6	$1.3 million
Zega Financial		$513.4 million	270	6	$1.9 million
Zhang Financial		$5.0 billion	1,845	16	$2.7 million

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Find a financial advisor in Utah

Find the best financial advisor firms near you. You can use our search bar to find a financial advisor near your address or ZIP code, or use the map to find a financial advisor firm in your area.

More Top Firms by State

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.

About the Editorial Team

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.