Search Results

136 advisors in utah
FirmFeeAUMMin.Clients

PHYSICIAN WEALTH ADVISORS, INC.

Fee-OnlyClean RecordAlso Compensated via Product Sales
Salt Lake City, UtahCRD #106043
Typical Fee--
AUM$1.7B
Minimum--
Clients5,721

PLATFORM WEALTH ADVISORS

Fee-OnlyClean RecordAlso Compensated via Product Sales
Holladay, UtahCRD #329313
Typical Fee--
AUM$329M
Minimum--
Clients557

PORTSIDE WEALTH GROUP, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Provo, UtahCRD #325175
Typical Fee--
AUM$1.1B
Minimum--
Clients6,507

PRESIDIO WEALTH MANAGEMENT

Fee-OnlyClean RecordAlso Compensated via Product Sales
Midvale, UtahCRD #333404
Typical Fee--
AUM$176M
Minimum--
Clients844

PRESTIGE WEALTHWIDE, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Lehi, UtahCRD #321789
Typical Fee--
AUM$198M
Minimum--
Clients187

PROMONTORY FINANCIAL PLANNING, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Farmington, UtahCRD #153666
Typical Fee--
AUM$319M
Minimum--
Clients570

PROVIDENT LIVING FINANCIAL SERVICES

Fee-OnlyClean RecordAlso Compensated via Product Sales
Lehi, UtahCRD #282665
Typical Fee--
AUM$130M
Minimum--
Clients465

REEF INVESTMENT MANAGEMENT LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Lehi, UtahCRD #309186
Typical Fee0.15%
AUM$234M
Minimum--
Clients4

REFINED WEALTH MANAGEMENT

Fee-OnlyClean RecordAlso Compensated via Product Sales
Salt Lake City, UtahCRD #169563
Typical Fee--
AUM$189M
Minimum--
Clients1,125

SANDLOT PARTNERS, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Orem, UtahCRD #311409
Typical Fee--
AUM$626M
Minimum--
Clients38

SANDLOT PRIVATE WEALTH LLC

Fee-Only, No ConflictsClean Record
Orem, UtahCRD #335925
Typical Fee--
AUM--
Minimum--
Clients--

SEPIO CAPITAL, LP

Fee-OnlyClean RecordAlso Compensated via Product Sales
Salt Lake City, UtahCRD #285645
Typical Fee--
AUM$4.5B
Minimum--
Clients345

SEVEN CANYONS ADVISORS, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Salt Lake City, UtahCRD #290334
Typical Fee--
AUM$122M
Minimum--
Clients4

SG TRADING SOLUTIONS, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Bountiful, UtahCRD #322928
Typical Fee--
AUM$535M
Minimum--
Clients5

SLAYTON LEWIS INC

Fee-Only, No ConflictsClean Record
Salt Lake City, UtahCRD #114596
Typical Fee--
AUM$308M
Minimum--
Clients419

SMEDLEY FINANCIAL SERVICES INC

Clean RecordAlso Compensated via Product Sales
Salt Lake City, UtahCRD #110870
Typical Fee3.00%
AUM$342M
Minimum--
Clients1,952

SOLIDARITY CAPITAL MANAGEMENT, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Lehi, UtahCRD #322596
Typical Fee--
AUM$99M
Minimum--
Clients1

SOLIDARITY WEALTH, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Lehi, UtahCRD #315843
Typical Fee--
AUM$628M
Minimum--
Clients748

SOLTIS INVESTMENT ADVISORS, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
St. George, UtahCRD #154690
Typical Fee--
AUM$8.4B
Minimum--
Clients4,499

SORENSON IMPACT ADVISORY

Fee-OnlyClean RecordAlso Compensated via Product Sales
Salt Lake City, UtahCRD #324124
Typical Fee--
AUM$233M
Minimum--
Clients6

SQUIRE WEALTH ADVISORS

Fee-OnlyClean RecordAlso Compensated via Product Sales
Orem, UtahCRD #117750
Typical Fee1.25%
AUM$494M
Minimum--
Clients1,656

STATERA WEALTH MANAGEMENT

Fee-OnlyClean RecordAlso Compensated via Product Sales
St. George, UtahCRD #333710
Typical Fee--
AUM$145M
Minimum--
Clients600

STONEBRIAR WEALTH, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Lehi, UtahCRD #327618
Typical Fee--
AUM$100M
Minimum--
Clients310

STRATEGIC PLANNING GROUP

Fee-OnlyAlso Compensated via Product Sales
Bountiful, UtahCRD #113844
Typical Fee--
AUM$813M
Minimum--
Clients3,999

SUMMIT GLOBAL INVESTMENTS, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Bountiful, UtahCRD #157091
Typical Fee--
AUM$1.9B
Minimum--
Clients6,923

SUNDANCE BAY

Fee-Only, No ConflictsClean Record
Salt Lake City, UtahCRD #301868
Typical Fee--
AUM$2.1B
Minimum--
Clients8

SWITCHPOINT FINANCIAL PLANNING LLC

Fee-Only, No ConflictsClean Record
Lehi, UtahCRD #282856
Typical Fee--
AUM$281M
Minimum--
Clients460

TAYLOR DERRICK CAPITAL, L.L.C.

Fee-Only, No ConflictsClean Record
Salt Lake City, UtahCRD #158016
Typical Fee--
AUM$847M
Minimum--
Clients14

TENCAP WEALTH COACHING

Fee-OnlyAlso Compensated via Product Sales
South Jordan, UtahCRD #166130
Typical Fee--
AUM$285M
Minimum--
Clients2,087

TETON WEALTH GROUP LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Murray, UtahCRD #311230
Typical Fee--
AUM$165M
Minimum--
Clients1,975
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