Search Results

136 advisors in utah
FirmFeeAUMMin.Clients

KEYSTONE NATIONAL GROUP, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Salt Lake City, UtahCRD #142885
Typical Fee--
AUM$2.3B
Minimum--
Clients13

KULTURA CAPITAL MANAGEMENT LP

Fee-Only, No ConflictsClean Record
Park City, UtahCRD #327510
Typical Fee--
AUM$119M
Minimum--
Clients4

LANDMARK WEALTH ADVISORS, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Farmington, UtahCRD #166989
Typical Fee--
AUM$122M
Minimum--
Clients476

LEFAVI WEALTH MANAGEMENT

Fee-Only, No Conflicts
Salt Lake City, UtahCRD #104961
Typical Fee--
AUM$439M
Minimum--
Clients1,565

LEP MANAGEMENT LLC

Fee-Only, No ConflictsClean Record
Salt Lake City, UtahCRD #173481
Typical Fee--
AUM$525M
Minimum--
Clients3

LIVET WEALTH, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Spanish Fork, UtahCRD #337826
Typical Fee--
AUM$322M
Minimum--
Clients485

LONE PEAK ADVISERS

Fee-OnlyClean RecordAlso Compensated via Product Sales
Draper, UtahCRD #296772
Typical Fee--
AUM$119M
Minimum--
Clients743

LUNT CAPITAL MANAGEMENT INC.

Fee-OnlyClean RecordAlso Compensated via Product Sales
Holladay, UtahCRD #125183
Typical Fee--
AUM$601M
Minimum--
Clients580

M3F, INC.

Fee-OnlyClean RecordAlso Compensated via Product Sales
Salt Lake City, UtahCRD #151191
Typical Fee--
AUM$766M
Minimum--
Clients1

MED VENTURE MANAGEMENT, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Salt Lake City, UtahCRD #335443
Typical Fee--
AUM$475M
Minimum--
Clients1

MEDICUS WEALTH PLANNING, INC.

Fee-OnlyClean RecordAlso Compensated via Product Sales
Draper, UtahCRD #282904
Typical Fee--
AUM$130M
Minimum--
Clients536

MORETON ASSET MANAGEMENT, LLC

Fee-Only, No ConflictsClean Record
Farmington, UtahCRD #133417
Typical Fee--
AUM$4.7B
Minimum--
Clients167

MY PROSPER TEAM

Fee-OnlyClean RecordAlso Compensated via Product Sales
Lehi, UtahCRD #311144
Typical Fee--
AUM$53M
Minimum--
Clients435

NARUS FINANCIAL PARTNERS, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Salt Lake City, UtahCRD #173534
Typical Fee--
AUM$468M
Minimum--
Clients197

NAVIGATE FINANCIAL LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Salt Lake City, UtahCRD #325945
Typical Fee--
AUM$338M
Minimum--
Clients278

NAVIGATE PRIVATE WEALTH, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Draper, UtahCRD #170774
Typical Fee--
AUM$529M
Minimum--
Clients1,929

NET WORTH ADVISORY GROUP, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Sandy, UtahCRD #126983
Typical Fee--
AUM$718M
Minimum--
Clients2,970

NEW MILLENNIUM GROUP

Fee-OnlyClean RecordAlso Compensated via Product Sales
Sandy, UtahCRD #299249
Typical Fee--
AUM$257M
Minimum--
Clients2,064

NORTH CAPITAL

Fee-OnlyClean RecordAlso Compensated via Product Sales
Salt Lake City, UtahCRD #148802
Typical Fee--
AUM$293M
Minimum--
Clients642

OAK LANE ADVISORS

Fee-OnlyClean RecordAlso Compensated via Product Sales
Centerville, UtahCRD #140612
Typical Fee--
AUM$367M
Minimum--
Clients2,258

OCTANT QUANTITATIVE INVESTMENT MANAGEMENT LLC

Fee-Only, No ConflictsClean Record
Salt Lake City, UtahCRD #165355
Typical Fee--
AUM$128M
Minimum--
Clients58

OLYMPUS PEAKS FINANCIAL, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Sandy, UtahCRD #283040
Typical Fee--
AUM$141M
Minimum--
Clients388

OXFORD WEALTH MANAGEMENT

Fee-Only, No ConflictsClean Record
Lindon, UtahCRD #332725
Typical Fee--
AUM$495M
Minimum--
Clients69

PALISADE WEALTH MANAGEMENT

Fee-Only, No ConflictsClean Record
Draper, UtahCRD #147725
Typical Fee2.00%
AUM$112M
Minimum--
Clients137

PARAGON WEALTH MANAGEMENT

Fee-OnlyClean RecordAlso Compensated via Product Sales
Provo, UtahCRD #105962
Typical Fee--
AUM$157M
Minimum--
Clients438

PERIOPE, LC

Fee-OnlyClean RecordAlso Compensated via Product Sales
St. George, UtahCRD #144256
Typical Fee--
AUM$177M
Minimum--
Clients725

PETERSON PARTNERS

Fee-OnlyClean RecordAlso Compensated via Product Sales
Salt Lake City, UtahCRD #159450
Typical Fee--
AUM$2.9B
Minimum--
Clients33

PETERSON ROGERS PRIVATE WEALTH, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Salt Lake City, UtahCRD #324001
Typical Fee--
AUM$166M
Minimum--
Clients89

PETERSON WEALTH ADVISORS, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Orem, UtahCRD #146349
Typical Fee--
AUM$830M
Minimum--
Clients1,988

PETERSON WEALTH SERVICES INC.

Fee-OnlyClean RecordAlso Compensated via Product Sales
South Ogden, UtahCRD #288620
Typical Fee0.75%
AUM$463M
Minimum--
Clients1,604
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