Search Results

136 advisors in utah
FirmFeeAUMMin.Clients

CYNOSURE GROUP, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Salt Lake City, UtahCRD #281399
Typical Fee--
AUM$6.6B
Minimum--
Clients719

CYNOSURE PORTFOLIO ADVISORS LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Salt Lake City, UtahCRD #337747
Typical Fee--
AUM--
Minimum--
Clients--

DECATHLON CAPITAL MANAGEMENT II, LLC

Fee-Only, No ConflictsClean Record
Park City, UtahCRD #175030
Typical Fee--
AUM$344M
Minimum--
Clients5

DECKER RETIREMENT PLANNING INC.

Fee-OnlyClean RecordAlso Compensated via Product Sales
Lehi, UtahCRD #284281
Typical Fee--
AUM$285M
Minimum--
Clients2,461

DENTIST ADVISORS

Fee-OnlyClean RecordAlso Compensated via Product Sales
Salt Lake City, UtahCRD #149559
Typical Fee2.00%
AUM$462M
Minimum--
Clients2,722

DIAMOND WEALTH MANAGEMENT, LLC

Fee-OnlyAlso Compensated via Product Sales
Alpine, UtahCRD #288603
Typical Fee--
AUM$183M
Minimum--
Clients510

DIVERSIFY ADVISORY SERVICES, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Sandy, UtahCRD #326060
Typical Fee--
AUM$3.2B
Minimum--
Clients8,318

DIVERSIFY WEALTH MANAGEMENT, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Sandy, UtahCRD #329878
Typical Fee1.75%
AUM$2.5B
Minimum--
Clients12,760

DRIVE WEALTH ADVISERS

Fee-OnlyClean RecordAlso Compensated via Product Sales
Lehi, UtahCRD #174728
Typical Fee--
AUM$2.2B
Minimum--
Clients4,487

DW HEALTHCARE PARTNERS

Fee-Only, No ConflictsClean Record
Park City, UtahCRD #160555
Typical Fee--
AUM$1.9B
Minimum--
Clients12

E6 PORTFOLIOS

Fee-OnlyClean RecordAlso Compensated via Product Sales
Midvale, UtahCRD #326617
Typical Fee--
AUM$134M
Minimum--
Clients1,069

ECHELONS CAPITAL, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Park City, UtahCRD #325781
Typical Fee--
AUM$127M
Minimum--
Clients128

ELEVATED CAPITAL ADVISORS, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Draper, UtahCRD #226721
Typical Fee--
AUM$433M
Minimum--
Clients2,403

ELYSIUM WEALTH MANAGEMENT, LLC

Fee-OnlyAlso Compensated via Product Sales
South Jordan, UtahCRD #312068
Typical Fee--
AUM$159M
Minimum--
Clients906

EVERSPIRE

Fee-OnlyClean RecordAlso Compensated via Product Sales
Midvale, UtahCRD #222515
Typical Fee--
AUM$181M
Minimum--
Clients1,846

FIDUCIARY ADVISORS, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Cottonwood Heights, UtahCRD #104189
Typical Fee--
AUM$464M
Minimum--
Clients50

FINANCIAL ADVISORY SERVICES

Fee-OnlyAlso Compensated via Product Sales
Salt Lake City, UtahCRD #118496
Typical Fee--
AUM$135M
Minimum--
Clients199

FINANCIAL NETWORK WEALTH ADVISORS LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Murray, UtahCRD #318842
Typical Fee--
AUM$425M
Minimum--
Clients836

GLADIUS CAPITAL MANAGEMENT LP

Fee-Only, No ConflictsClean Record
Park City, UtahCRD #152023
Typical Fee--
AUM$3.1B
Minimum--
Clients10

GO INVEST LLC

Fee-Only, No ConflictsClean Record
West Jordan, UtahCRD #291884
Typical Fee--
AUM$421M
Minimum--
Clients18,497

GRANDEUR PEAK GLOBAL ADVISORS

Fee-OnlyClean RecordAlso Compensated via Product Sales
Salt Lake City, UtahCRD #158270
Typical Fee--
AUM$4.9B
Minimum--
Clients18

GUARDIAN WEALTH MANAGEMENT

Fee-OnlyClean RecordAlso Compensated via Product Sales
Salt Lake City, UtahCRD #146923
Typical Fee--
AUM$152M
Minimum--
Clients344

HAROLD DANCE INVESTMENTS

Clean RecordAlso Compensated via Brokerage
Logan, UtahCRD #1582
Typical Fee--
AUM$132M
Minimum--
Clients298

HEALTHEQUITY ADVISORS

Fee-Only, No ConflictsClean Record
Draper, UtahCRD #167105
Typical Fee--
AUM$1.5B
Minimum--
Clients133,156

HST VENTURES, LLC

Fee-Only, No ConflictsClean Record
Park City, UtahCRD #317143
Typical Fee--
AUM$551M
Minimum--
Clients1

INTERWISE

Fee-OnlyClean RecordAlso Compensated via Product Sales
Holladay, UtahCRD #316746
Typical Fee--
AUM$273M
Minimum--
Clients960

IRON GATE GLOBAL ADVISORS

Fee-OnlyClean RecordAlso Compensated via Product Sales
North Salt Lake, UtahCRD #111177
Typical Fee--
AUM$1.1B
Minimum--
Clients2,925

JACOBSEN CAPITAL MANAGEMENT

Fee-OnlyClean RecordAlso Compensated via Product Sales
Salt Lake City, UtahCRD #116085
Typical Fee--
AUM$475M
Minimum--
Clients478

JORDANELLE CAPITAL

Fee-Only, No ConflictsClean Record
Salt Lake City, UtahCRD #323676
Typical Fee--
AUM$203M
Minimum--
Clients3

KEELER THOMAS MANAGEMENT LLC

Clean RecordAlso Compensated via Product Sales
Orem, UtahCRD #109522
Typical Fee--
AUM$379M
Minimum--
Clients839
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