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Best Financial Advisors near Draper, Utah


To help Americans find the best financial advisors in Draper, Utah, we started with over 7,000 advisor firms that are regulated by the U.S. Securities and Exchange Commission (SEC). Next, we used our proprietary Trust Algorithm to rate firms based on their regulatory disclosures and disciplinary history. Here are top financial advisor firms in Draper, Utah.


1. ABG Consultants
   (801) 486-5069
7090 South Union Park Avenue, Suite 650. Salt Lake City, UT

ABG Consultants, registered in 2008, manages $428.2 million for 264 clients.

2. TrueNorth Wealth
   (801) 274-1820
1935 Vine Street, Suite 120 Salt Lake City, UT

TrueNorth Wealth, registered in 2007, manages $459.3 million for 785 clients.

3. LJCooper Capital Management
   (801) 221-2939
9017 S. Riverside Dr. Suite 120, Sandy, Utah

LJCooper Capital Management, registered in 2007, manages $307.7 million for 996 clients.

4. Net Worth Advisory Group
   (801) 566-6639
75 W. Towne Ridge Parkway, Suite 460. Sandy, UT

Net Worth Advisory Group, registered in 2006, manages $410.4 million for 611 clients.

5. BCJ Capital Management
   (801) 429-9999
7440 S. Creek Road Suite 444, Sandy, Utah

BCJ Capital Management, registered in 2000, manages $1.0 billion for 2,471 clients.

6. The Insight Group
   (801) 944-7702
3115 E. Lion Lane, Suite 100. Salt Lake City, UT

The Insight Group, registered in 2009, manages $848.2 million for 445 clients.

7. Financial Insight Center
   (801) 449-3239
3115 East Lion Lane, Suite 250 Salt Lake City, UT

Financial Insight Center, registered in 2010, manages $420.0 million for 1,429 clients.

8. The Martin Worley Group
   (801) 568-9788
6965 Union Park Center, Suite 420. Cottonwood Heights, UT

The Martin Worley Group, registered in 2014, manages $221.4 million for 226 clients.

9. Bridge Investment Group
   (801) 716-4553
111 E. Sego Lily Drive, #400. Sandy, UT

Bridge Investment Group, registered in 2011, manages $20.2 billion for 21 clients.

10. Beam Asset Management
   (801) 438-3075
3115 East Lion Lane Unit 160, Holladay, Utah

Beam Asset Management, registered in 2001, manages $555.8 million for 1,311 clients.

11. Alta Capital Management
   (801) 274-6010
6440 South Wasatch Blvd, Suite 260. Salt Lake City, UT

Alta Capital Management, registered in 1995, manages $1.8 billion for 2,783 clients.

12. E*trade Capital Management
   (801) 617-5036
200 West Civic Center Drive 4th Fl, Sandy, Utah

E*trade Capital Management, registered in 2000, manages $7.8 billion for 49,527 clients.

13. Ashton Thomas Private Wealth
   (877) 503-8007
292 East 12200 South, Suite 100 Office A-2, Draper, Utah

Ashton Thomas Private Wealth, registered in 2010, manages $618.9 million for 753 clients.

14. HealthEquity Advisors
   (801) 727-1000
15 West Scenic Pointe Drive, Suite 100. Draper, UT

HealthEquity Advisors, registered in 2013, manages $565.3 million for 68,100 clients.

15. Cannon Capital Management
   (801) 566-3190
6768 South 1300 East Salt Lake City, UT

Cannon Capital Management, registered in 2016, manages $162.3 million for 142 clients.

16. Clifford Capital Partners
   (312) 554-5005
363 S. Main Street, Suite #101. Alpine, UT

Clifford Capital Partners, registered in 2014, manages $228.3 million for 16 clients.

17. Townsquare Capital
   (801) 891-3588
Multiple Locations

Townsquare Capital, registered in 2017, manages $2.1 billion for 5,294 clients.

18. Financial Advocates Investment Management
   (801) 576-2611
10421 So. Jordan Gateway Suite 600, South Jordan, Utah

Financial Advocates Investment Management, registered in 2010, manages $3.3 billion for 11,427 clients.

19. Olympus Wealth Management
   (801) 449-9600
6985 Union Park Center, Suite 435. Cottonwood Heights, UT

Olympus Wealth Management, registered in 2015, manages $629.7 million for 100 clients.

20. Olympus Wealth Management
   (801) 449-9600
Multiple Locations

Olympus Wealth Management, registered in 2015, manages $629.7 million for 100 clients.



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Halbert Hargrove
   (562) 435-5657

Halbert Hargrove, registered in 1988, manages $2.5 billion for 1,190 clients.

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Fisher Investments
   (888) 823-9566

Fisher Investments, registered in 1987, manages $120.9 billion for 69,327 clients.

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Top Cities for Utah


Draper, Utah Herriman, Utah Midvale, Utah SLC, Utah SSL, Utah Salt Lake City, Utah Sandy, Utah South Jordan, Utah WJ, Utah West Jordan, Utah

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