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Best Financial Advisors near SSL, Utah


To help Americans find the best financial advisors in SSL, 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 SSL, 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. Dynamic Wealth Advisors
   (801) 990-0880
2150 South 1300 East Suite 110, Salt Lake City, Utah

Dynamic Wealth Advisors, registered in 2011, manages $2.1 billion for 3,248 clients.

5. BCJ Capital Management
   (480) 483-1510
Multiple Locations

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. Interactive Financial Advisors
   (801) 272-6000
1414 E. 4500 S. #3, Salt Lake City, Utah

Interactive Financial Advisors, registered in 2005, manages $272.1 million for 3,166 clients.

9. Jacobsen Capital Management
   (801) 746-7171
101 South 200 East, Suite 524. Salt Lake City, UT

Jacobsen Capital Management, registered in 2004, manages $307.7 million for 71 clients.

10. Retirement Wealth Advisors
   (616) 667-2150
2150 S. Main St. Suite 106, Salt Lake City, Utah

Retirement Wealth Advisors, registered in 2007, manages $2.0 billion for 19,411 clients.

11. 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.

12. BKD Wealth Advisors
   (801) 531-9100
510 S. 200 W. Suite 200, Salt Lake City, Utah

BKD Wealth Advisors, registered in 1999, manages $3.2 billion for 1,517 clients.

13. Soltis Investment Advisors
   (435) 674-1600
222 S Main Street Ste 1776, Salt Lake City, Utah

Soltis Investment Advisors, registered in 2010, manages $1.9 billion for 1,541 clients.

14. UMA Financial Services
   (801) 747-0800
310 East 4500 South, Suite 550. Salt Lake City, UT

UMA Financial Services, registered in 2005, manages $1.2 billion for 1,016 clients.

15. 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.

16. Albion Financial Group
   (801) 487-3700
812 East 2100 South Salt Lake City, UT

Albion Financial Group, registered in 1983, manages $1.2 billion for 710 clients.

17. 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.

18. Millcreek Asset Management
   (307) 201-6276
4190 South Highland Dr. Ste 115, Salt Lake City, Utah

Millcreek Asset Management, registered in 2015, manages $116.6 million for 11 clients.

19. Lunt Capital Management
   (801) 503-3035
215 South State Street, Ste. 100 Salt Lake City, UT

Lunt Capital Management, registered in 2009, manages $320.6 million for 188 clients.

20. Lunt Capital Management
   (801) 503-3035
Multiple Locations

Lunt Capital Management, registered in 2009, manages $320.6 million for 188 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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Halbert Hargrove
   (562) 435-5657

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