Fiduciary advisors in Utah

136registered advisers
132fee-only verified

Salt Lake City's tech sector -- sometimes called Silicon Slopes -- has rapidly expanded Utah's advisory market to 136 SEC-registered fiduciary firms. Fee-only practices account for 132, a 97.1% rate. Young tech founders and early employees with illiquid equity represent a growing client segment that Utah advisors are increasingly equipped to serve.

Cities

Alpine2Bountiful3Centerville2Cottonwood Heights2Draper9Farmington3Holladay4Lehi15Lindon1Logan6Midvale3Murray2North Salt Lake1Ogden1Orem7Park City8Provo5Roy1Salt Lake City45Sandy7South Jordan3South Ogden1Spanish Fork1St. George3West Jordan1

Top advisors

ABG CONSULTANTS

Fee-OnlyClean RecordAlso Compensated via Product Sales
Cottonwood Heights, UtahCRD #131129
Typical Fee--
AUM$576M
Minimum--
Clients2,898

ACCUVEST GLOBAL ADVISORS, INC.

Fee-OnlyClean RecordAlso Compensated via Product Sales
Provo, UtahCRD #134096
Typical Fee--
AUM$938M
Minimum--
Clients383

ADAMS WEALTH ADVISORS

Fee-OnlyClean RecordAlso Compensated via Product Sales
Logan, UtahCRD #286087
Typical Fee--
AUM$709M
Minimum--
Clients717

AG FINANCIAL

Fee-OnlyClean RecordAlso Compensated via Product Sales
Salt Lake City, UtahCRD #140226
Typical Fee--
AUM$103M
Minimum--
Clients441

ALBION FINANCIAL GROUP

Fee-OnlyClean RecordAlso Compensated via Product Sales
Salt Lake City, UtahCRD #105957
Typical Fee1.50%
AUM$1.9B
Minimum--
Clients2,260

ALLIANCE WEALTH ADVISORS, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Centerville, UtahCRD #314668
Typical Fee--
AUM$439M
Minimum--
Clients1,530

ALPHA WEALTH FUNDS, LLC

Clean RecordAlso Compensated via Product Sales
Park City, UtahCRD #150231
Typical Fee--
AUM$190M
Minimum--
Clients572

ALTA CAPITAL MANAGEMENT LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Salt Lake City, UtahCRD #106786
Typical Fee--
AUM$1.8B
Minimum--
Clients1,354

ANDINA FAMILY OFFICES

Fee-OnlyClean RecordAlso Compensated via Product Sales
Logan, UtahCRD #151762
Typical Fee--
AUM$1.0B
Minimum--
Clients3,341

ASCEND INVESTMENT PARTNERS

Fee-OnlyClean RecordAlso Compensated via Product Sales
Ogden, UtahCRD #307667
Typical Fee2.50%
AUM$619M
Minimum--
Clients2,322

ASHWORTH WEALTH, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
South Jordan, UtahCRD #116950
Typical Fee--
AUM$378M
Minimum--
Clients871

ASILIA CREDIT INVESTMENTS

Fee-OnlyClean RecordAlso Compensated via Product Sales
Salt Lake City, UtahCRD #334981
Typical Fee--
AUM$304M
Minimum--
Clients6

ATHOS PRIVATE WEALTH LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Holladay, UtahCRD #309862
Typical Fee--
AUM$177M
Minimum--
Clients713

B.O.S.S. RETIREMENT ADVISORS, LLC

Fee-OnlyAlso Compensated via Product Sales
Lehi, UtahCRD #171143
Typical Fee--
AUM$1.4B
Minimum--
Clients11,452

BANNER CAPITAL MANAGEMENT, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Lehi, UtahCRD #326949
Typical Fee--
AUM$523M
Minimum--
Clients9

BLUE BARN WEALTH

Fee-OnlyClean RecordAlso Compensated via Product Sales
Orem, UtahCRD #107202
Typical Fee--
AUM$317M
Minimum--
Clients681

BLUE DIAMOND CAPITAL INVESTMENT ADVISORS

Fee-Only, No ConflictsClean Record
Provo, UtahCRD #333059
Typical Fee--
AUM$323M
Minimum--
Clients32

BRIDGE INVESTMENT GROUP

Fee-OnlyAlso Compensated via Product Sales
Sandy, UtahCRD #159127
Typical Fee--
AUM$49.0B
Minimum--
Clients190

BRIDGE NET LEASE FUND MANAGER LLC

Fee-Only, No Conflicts
Sandy, UtahCRD #316623
Typical Fee--
AUM$723M
Minimum--
Clients3

BURRUS

Fee-OnlyClean RecordAlso Compensated via Product Sales
Salt Lake City, UtahCRD #141435
Typical Fee--
AUM$213M
Minimum--
Clients645

CACHETECH

Fee-OnlyClean RecordAlso Compensated via Product Sales
Logan, UtahCRD #327688
Typical Fee--
AUM$672M
Minimum--
Clients734

CANNON CAPITAL MANAGEMENT, INC.

Fee-OnlyClean RecordAlso Compensated via Product Sales
Salt Lake City, UtahCRD #144247
Typical Fee--
AUM$329M
Minimum--
Clients273

CAPITA FINANCIAL NETWORK, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Draper, UtahCRD #290558
Typical Fee--
AUM$1.8B
Minimum--
Clients5,991

CHEROKEE & WALKER MANAGEMENT

Fee-OnlyClean RecordAlso Compensated via Product Sales
Salt Lake City, UtahCRD #160962
Typical Fee--
AUM$117M
Minimum--
Clients9

CIMARRON HEALTHCARE CAPITAL, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Salt Lake City, UtahCRD #282387
Typical Fee--
AUM$448M
Minimum--
Clients8

CLIFFORD CAPITAL PARTNERS, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Alpine, UtahCRD #153956
Typical Fee--
AUM$497M
Minimum--
Clients201

COIGN CAPITAL ADVISORS LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Draper, UtahCRD #171306
Typical Fee--
AUM$473M
Minimum--
Clients1,015

COTTONWOOD WEALTH STRATEGIES, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Salt Lake City, UtahCRD #311272
Typical Fee--
AUM$306M
Minimum--
Clients630

CREWE ADVISORS

Fee-OnlyClean RecordAlso Compensated via Product Sales
Salt Lake City, UtahCRD #173920
Typical Fee--
AUM$2.5B
Minimum--
Clients1,711

CROSS CREEK ADVISORS, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Salt Lake City, UtahCRD #165803
Typical Fee--
AUM$1.3B
Minimum--
Clients15

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
View all 136 advisors in Utah
Fiduciary Financial Advisors in Utah | FiduciaryListings