Written by investor.com
December 01, 2022
We're thrilled to recognize the 2023 Top 100 Financial Advisor Firms in Utah.
investor.com enables Americans to quickly research and compare over 17,000 financial advisor firms (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 close to one million data points from the SEC.
Our analysis contains data as of December 01, 2022 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!
| Company | Overall | Assets Under Management | Total Clients | Total Advisors | Average Client Balance |
| Abacus Investment Advisors |
|
$15.6 million | 30 | 2 | $521,490 |
| ABG Consultants |
|
$477.8 million | 354 | 3 | $1.3 million |
| ABW Wealth Advisors |
|
$17.5 million | 24 | 1 | $727,202 |
| Accuvest Global Advisors |
|
$528.8 million | 51 | 4 | $10.4 million |
| Affinity Wealth Resources |
|
$0.0 | 3 | 1 | $0.0 |
| Albion Financial Group |
|
$1.7 billion | 776 | 16 | $2.2 million |
| Allred Jackson Financial Planning |
|
$26.0 million | 104 | 3 | $250,000 |
| Alpha Cubed Investments |
|
$2.0 billion | 1,471 | 20 | $1.4 million |
| Alpha Wealth Funds |
|
$56.8 million | 132 | 4 | $430,303 |
| Alphastar Capital Management |
|
$1.6 billion | 8,166 | 118 | $191,914 |
| Alta Capital Management |
|
$2.2 billion | 1,604 | 13 | $1.4 million |
| Ashton Thomas Private Wealth |
|
$2.2 billion | 1,587 | 31 | $1.4 million |
| Ashworth Wealth |
|
$261.3 million | 302 | 6 | $865,332 |
| Beacon Financial Planning |
|
$47.7 million | 114 | 5 | $418,337 |
| Beam Asset Management |
|
$505.8 million | 1,114 | 19 | $454,051 |
| Bridge Investment Group |
|
$36.3 billion | 116 | 4 | $313.3 million |
| Brighton Wealth Management |
|
$61.7 million | 79 | 2 | $780,694 |
| Bristlecone Wealth |
|
$1.3 million | 30 | 1 | $42,338 |
| Cadinha & Co |
|
$1.0 billion | 627 | 10 | $1.7 million |
| Casull Financial Advisory |
|
$5.9 million | 45 | 1 | $131,111 |
| Churchill Management Group |
|
$7.9 billion | 7,334 | 39 | $1.1 million |
| Clifford Capital Partners |
|
$137.0 million | 17 | 6 | $8.1 million |
| Colwyn Investments LC |
|
$50.2 million | 350 | 2 | $143,569 |
| Cottonwood Asset Management |
|
$27.0 million | 58 | 3 | $465,517 |
| Crewe Advisors |
|
$1.1 billion | 193 | 11 | $5.6 million |
| Cynosure Management |
|
$2.3 billion | 25 | 8 | $91.9 million |
| Decathlon Capital Management II |
|
$400.1 million | 5 | 5 | $80.0 million |
| Divergent Wealth Advisors |
|
$546.9 million | 643 | 9 | $850,604 |
| Dynamic Wealth Advisors |
|
$3.3 billion | 3,931 | 70 | $840,773 |
| Eide Bailly Advisors |
|
$1.2 billion | 1,073 | 15 | $1.1 million |
| EP Wealth Advisors |
|
$14.7 billion | 9,365 | 62 | $1.6 million |
| F2F Retirement |
|
$30.0 million | 321 | 3 | $93,481 |
| Fields Gottscho Capital Management |
|
$287.4 million | 88 | 4 | $3.3 million |
| Financial Engines Advisors |
|
$290.4 billion | 1,309,406 | 569 | $221,745 |
| First Capital Advisors Group |
|
$381.3 million | 382 | 5 | $998,057 |
| FirstPurpose Wealth |
|
$466.9 million | 1,213 | 18 | $384,948 |
| Five Seasons Financial Planning |
|
$89.4 million | 62 | 1 | $1.4 million |
| Garrett Capital Investment Management |
|
$8.3 million | 58 | 2 | $143,822 |
| Global Retirement Partners |
|
$107.1 billion | 19,922 | 394 | $5.4 million |
| Global View Capital Management |
|
$710.2 million | 5,774 | 93 | $123,000 |
| HealthEquity Advisors |
|
$1.1 billion | 96,234 | 1 | $10,945 |
| Hurley Investments |
|
$24.0 million | 56 | 2 | $427,805 |
| Integrated Wealth Strategies |
|
$68.1 million | 59 | 1 | $1.2 million |
| Interactive Financial Advisors |
|
$321.3 million | 2,170 | 40 | $148,057 |
| Jacobs Equity |
|
$59.2 million | 49 | 1 | $1.2 million |
| Jacobsen Capital Management |
|
$380.8 million | 97 | 2 | $3.9 million |
| Landmark Wealth Advisors |
|
$103.7 million | 332 | 3 | $312,399 |
| LEE Miles |
|
$44.3 million | 205 | 1 | $216,028 |
| LEP Management |
|
$384.6 million | 3 | 11 | $128.2 million |
| Lido Advisors |
|
$11.1 billion | 3,640 | 60 | $3.0 million |
| Lifetime Financial |
|
$30.1 million | 85 | 1 | $354,348 |
| LM Capital Group |
|
$4.9 billion | 28 | 8 | $176.0 million |
| Matterhorn Financial Planning |
|
$0.0 | 53 | 1 | $0.0 |
| Middle Street Capital |
|
$69.7 million | 54 | 1 | $1.3 million |
| Mission Wealth Management |
|
$4.8 billion | 2,042 | 40 | $2.4 million |
| Moreton Asset Management |
|
$2.5 billion | 142 | 6 | $17.6 million |
| Narus Financial Partners |
|
$357.0 million | 158 | 5 | $2.3 million |
| Navigate Private Wealth |
|
$459.9 million | 2,024 | 10 | $227,214 |
| Net Worth Advisory Group |
|
$581.7 million | 659 | 9 | $882,687 |
| Newpark Wealth Management |
|
$25.7 million | 14 | 1 | $1.8 million |
| Octant Quantitative Investment Management |
|
$357.6 million | 13 | 3 | $27.5 million |
| Olympus Peaks Financial |
|
$79.1 million | 95 | 1 | $832,864 |
| Olympus Wealth Management |
|
$863.4 million | 185 | 10 | $4.7 million |
| Paragon Wealth Management |
|
$149.4 million | 150 | 3 | $996,055 |
| Parkshore Wealth Management |
|
$374.0 million | 502 | 5 | $745,040 |
| Periope, LC |
|
$105.6 million | 368 | 2 | $287,010 |
| Peterson Wealth Advisors |
|
$505.5 million | 513 | 9 | $985,339 |
| Praesideo Management |
|
$16.2 million | 4 | 0 | $4.1 million |
| Private Advisory Group |
|
$687.5 million | 400 | 5 | $1.7 million |
| R.O.I |
|
$85.0 million | 182 | 2 | $467,032 |
| Regents Partners |
|
$354.0 million | 450 | 7 | $786,666 |
| Retirement Planners OF America |
|
$4.7 billion | 8,092 | 31 | $581,976 |
| Retirement Solutions Investments |
|
$30.0 million | 217 | 1 | $138,248 |
| Riggs Capital Management |
|
$269.3 million | 373 | 7 | $721,910 |
| Rooted Interest |
|
$4.1 million | 9 | 1 | $452,702 |
| Solitude Wealth Advisors |
|
$32.6 million | 119 | 2 | $273,638 |
| Soltis Investment Advisors |
|
$5.2 billion | 2,624 | 24 | $2.0 million |
| Squire Wealth Advisors |
|
$306.9 million | 456 | 10 | $672,952 |
| Steward Financial Services |
|
$45.3 million | 450 | 2 | $100,573 |
| Stoker Ostler, A Part of BMO Financial Group |
|
$2.2 billion | 1,062 | 8 | $2.1 million |
| Stonecreek Wealth Advisors |
|
$49.2 million | 272 | 1 | $180,779 |
| Strategic Advocates |
|
$258.4 million | 865 | 7 | $298,773 |
| Strategis Financial Group |
|
$9.3 million | 54 | 2 | $172,531 |
| Summit Global Investments |
|
$1.8 billion | 2,161 | 10 | $813,572 |
| SVB Wealth Advisory |
|
$1.5 billion | 465 | 63 | $3.2 million |
| The Caprock Group |
|
$5.7 billion | 259 | 28 | $22.2 million |
| The Martin Worley Group |
|
$285.7 million | 256 | 5 | $1.1 million |
| Townsquare Capital |
|
$6.0 billion | 4,769 | 84 | $1.3 million |
| Trek Financial |
|
$1.7 billion | 3,249 | 47 | $533,392 |
| TrueNorth Wealth |
|
$652.6 million | 1,195 | 6 | $546,136 |
| Twin Peaks Wealth Management |
|
$38.9 million | 47 | 1 | $828,148 |
| UMA Financial Services |
|
$1.5 billion | 1,103 | 8 | $1.3 million |
| Vantage Advisors |
|
$0.0 | 347 | 5 | $0.0 |
| Vantage Point Investments |
|
$25.9 million | 251 | 3 | $103,125 |
| Verapath Global Investing |
|
$45.8 million | 91 | 3 | $503,213 |
| Veritas Wealth Management |
|
$77.5 million | 42 | 1 | $1.8 million |
| Vitality Capital Management |
|
$31.7 million | 102 | 3 | $310,451 |
| VON Colln Financial Group |
|
$86.9 million | 269 | 1 | $322,997 |
| Wealth Mode |
|
$3.4 million | 112 | 2 | $30,500 |
| Wilson Financial Advisors |
|
$0.0 | 148 | 0 | $0.0 |
More Top Firms by State
About the Editorial Team
investor.com
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