search
List Map

Best Financial Advisors near Herriman, Utah


To help Americans find the best financial advisors in Herriman, 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 Herriman, Utah.


1. 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.

2. 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.

3. 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.

4. 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.

5. 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.

6. 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.

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

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

8. 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.

9. Coign Capital Advisors
   (801) 676-4570
12012 South 700 E., Suite 100. Draper, UT

Coign Capital Advisors, registered in 2018, manages $218.3 million for 462 clients.

10. Navigate Private Wealth
   (801) 676-4588
12012 South 700 East, Suite 100. Draper, UT

Navigate Private Wealth, registered in 2014, manages $323.9 million for 1,637 clients.

11. Dentist Advisors
   (801) 748-1243
879 Baxter Drive South Jordan, UT

Dentist Advisors, registered in 2019, manages $191.4 million for 344 clients.

12. Amicus Financial Advisors
   (806) 698-1122
2975 Executive Parkway Suite 194, Lehi, Utah

Amicus Financial Advisors, registered in 2018, manages $182.6 million for 435 clients.

13. Divergent Wealth Advisors
   (385) 237-4000
910 West Legacy Center Way, Suite 130. Midvale, UT

Divergent Wealth Advisors, registered in 2017, manages $394.6 million for 466 clients.

14. Sprout Advisers
   (855) 608-9424
2912 Executive Parkway, Suite 120. Lehi, UT

Sprout Advisers, registered in 2018, manages $13.8 million for 323 clients.

15. Elevated Capital Advisors
   (801) 639-0095
9350 S. 150 E., Suite 320. Sandy, UT

Elevated Capital Advisors, registered in 2017, manages $225.2 million for 1,581 clients.

16. Lone Peak Advisers
   (801) 855-8886
11650 South State Street, Suite 200. Draper, UT

Lone Peak Advisers, registered in 2018, manages $142.2 million for 762 clients.

17. Foresight Wealth Management
   (801) 462-2200
11550 South 700 East, Suite 100. Draper, UT

Foresight Wealth Management, registered in 2015, manages $585.6 million for 1,063 clients.

18. CAPTRUST
   (801) 984-8000
13961 S. Minuteman Drive Suite 300, Draper, Utah

CAPTRUST, registered in 2003, manages $389.2 billion for 9,458 clients.

19. Legacy Wealth Management
   (208) 955-0500
6671 S. Redwood Road Suite 200-c, West Jordan, Utah

Legacy Wealth Management, registered in 2018, manages $173.6 million for 605 clients.

20. Legacy Wealth Management
   (208) 955-0500
Multiple Locations

Legacy Wealth Management, registered in 2018, manages $173.6 million for 605 clients.



Sponsored Results help_outline


Dash Investments
   (800) 549-3227

Dash Investments, registered in 2018, manages $194.3 million for 214 clients.

Visit Site

Halbert Hargrove
   (562) 435-5657

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

Visit Site

Fisher Investments
   (888) 823-9566

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

Visit Site

Mercer Global Advisors
   (888) 565-1681

Mercer Global Advisors, registered in 2008, manages $15.8 billion for 10,134 clients.

Visit Site



Top Cities for Utah


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

Firm not here? Tell us what we're missing.

If the financial advisor firm you're looking for isn't here, let us know!


Contact us


Was this page helpful?

Yes or No
contact_supportSupport