SEC-registered financial advisors in Utah
This page lists 117 advisory firms with a main office in Utah that are registered with the SEC and report individual clients. It is not every advisor in Utah. Firms registered with Utah's securities regulator instead of the SEC, and some SEC-registered firms, are not shown. The firms are listed A to Z. It is a list, not a ranking and not a recommendation. Registration does not mean the SEC approves or recommends a firm, and it does not imply a certain level of skill or training.
Firms registered with the SEC in the last 12 months
City pages in Utah
Showing 24 of 117
- Abg Consultants$500M to $1BSEC recordPercentage of assetsHourlyFixed or flat fee
- Accuvest Global Advisors, Inc.$500M to $1BSEC recordPercentage of assetsFixed or flat feePerformance-based
- Adams Wealth Advisors$500M to $1BSEC recordPercentage of assetsFixed or flat feeCommissionsPerformance-based
- AG Financial$100M to $500MSEC recordPercentage of assetsFixed or flat fee
- Albion Financial Group$1B or moreSEC recordPercentage of assetsHourlyFixed or flat feePerformance-based
- Alliance Wealth Advisors, LLC$500M to $1BSEC recordPercentage of assets
- Alpha Wealth Funds, LLC$100M to $500MSEC recordPercentage of assetsHourlyNewsletter subscriptionsFixed or flat feeCommissionsPerformance-basedOther
- Alta Capital Management LLC$1B or moreSEC recordPercentage of assets
- Altura Private Wealth LLC$100M to $500MSEC recordPercentage of assetsFixed or flat feePerformance-based
- Andina Advisors$1B or moreSEC recordPercentage of assetsHourlyFixed or flat fee
- Ascend Investment Partners$500M to $1BSEC recordPercentage of assetsHourly
- Ashworth Wealth, LLC$100M to $500MSEC recordPercentage of assetsHourlyFixed or flat fee
- Athos Private Wealth LLC$100M to $500MSEC recordPercentage of assetsPerformance-based
- B.O.S.S. Retirement Advisors, LLC$1B or moreSEC recordFixed or flat feeOther
- Blue Barn Wealth$100M to $500MSEC recordPercentage of assetsHourlyFixed or flat fee
- Blue Diamond Capital Investment Advisors$100M to $500MSEC recordHourlyFixed or flat fee
- Brighton Wealth Management, Inc.$100M to $500MSEC recordPercentage of assetsHourlyFixed or flat fee
- Burrus$100M to $500MSEC recordPercentage of assets
- Cannon Capital Management, Inc.$100M to $500MSEC recordPercentage of assets
- Capita Financial Network, LLC$1B or moreSEC recordPercentage of assets
- Capital Wealth, LLC$100M to $500MSEC recordPercentage of assetsHourlyFixed or flat fee
- Cherokee & Walker Management$100M to $500MSEC recordPercentage of assetsPerformance-based
- Coign Capital Advisors LLC$100M to $500MSEC recordPercentage of assetsFixed or flat fee
- Colab CapitalUnder $25MSEC recordPercentage of assetsHourly
- Cottonwood Wealth Strategies, LLC$100M to $500MSEC recordPercentage of assetsHourlyFixed or flat fee
- Crewe Advisors$1B or moreSEC recordPercentage of assetsHourlyFixed or flat feePerformance-based
- Cynosure Group, LLC$1B or moreSEC recordPercentage of assetsFixed or flat feePerformance-based
- Cynosure Portfolio Advisors LLCUnder $25MSEC recordPercentage of assetsHourlyFixed or flat fee
- Decker Retirement Planning Inc.$100M to $500MSEC recordPercentage of assetsHourly
- Dentist Advisors$500M to $1BSEC recordPercentage of assetsHourlyFixed or flat fee
- Diversify Advisory Services, LLC$1B or moreSEC recordPercentage of assetsHourlyFixed or flat fee
- Diversify Wealth Management, LLC$1B or moreSEC recordPercentage of assetsHourlyFixed or flat fee
- Drive Wealth Advisers$1B or moreSEC recordPercentage of assetsHourlyFixed or flat feeOther
- E6 Portfolios$100M to $500MSEC recordPercentage of assetsFixed or flat fee
- Echelons Capital, LLC$100M to $500MSEC recordPercentage of assetsFixed or flat fee
- Elevated Capital Advisors, LLC$100M to $500MSEC recordPercentage of assetsHourlyFixed or flat fee
- Elysium Wealth Management, LLC$100M to $500MSEC recordPercentage of assetsHourlyFixed or flat fee
- Everspire$100M to $500MSEC recordPercentage of assetsOther
- Exponent Wealth LLC$100M to $500MSEC recordPercentage of assetsFixed or flat fee
- Fiduciary Advisors, LLC$500M to $1BSEC recordPercentage of assetsHourlyFixed or flat feeOther
- Financial Advisory Services$100M to $500MSEC recordPercentage of assetsHourlyPerformance-based
- Financial Network Wealth Advisors LLC$500M to $1BSEC recordPercentage of assetsHourly
- Go Invest LLC$500M to $1BSEC recordPercentage of assets
- Guardian Wealth Management$100M to $500MSEC recordPercentage of assetsFixed or flat fee
- Harold Dance Investments$100M to $500MSEC recordPercentage of assetsHourlyFixed or flat fee
- Haynie Wealth Management LLC$100M to $500MSEC recordPercentage of assets
- Healthequity Advisors$1B or moreSEC recordPercentage of assetsFixed or flat fee
- Heaton Financial, PC$100M to $500MSEC recordPercentage of assetsHourly
- Interwise$100M to $500MSEC recordPercentage of assetsHourlyFixed or flat fee
- Iron Gate Global Advisors$1B or moreSEC recordPercentage of assetsFixed or flat fee
- Jacobsen Capital Management$500M to $1BSEC recordPercentage of assetsHourlyFixed or flat fee
- JRS Wealth Management LLC$100M to $500MSEC recordPercentage of assetsHourlyFixed or flat fee
- Keeler Thomas Management LLC$100M to $500MSEC recordPercentage of assetsHourlyFixed or flat fee
- Landmark Wealth Advisors, LLC$100M to $500MSEC recordPercentage of assetsHourlyFixed or flat fee
- Larson Williams Wealth Advisors, LLC$100M to $500MSEC recordPercentage of assets
- Lefavi Wealth Management$100M to $500MSEC recordPercentage of assetsFixed or flat fee
- Livet Wealth, LLC$100M to $500MSEC recordPercentage of assetsHourlyFixed or flat fee
- Lone Peak Advisers$100M to $500MSEC recordPercentage of assets
- Lone Peak Global Investors, LLC$500M to $1BSEC recordPercentage of assets
- Lunt Capital Management Inc.$500M to $1BSEC recordPercentage of assets
- Medicus Wealth Planning, Inc.$100M to $500MSEC recordPercentage of assetsFixed or flat fee
- My Prosper Team$25M to $100MSEC recordPercentage of assetsHourlyFixed or flat fee
- Narus Financial Partners, LLC$500M to $1BSEC recordPercentage of assetsHourlyFixed or flat fee
- Navigate Financial LLC$100M to $500MSEC recordPercentage of assetsHourlyNewsletter subscriptionsFixed or flat fee
- Navigate Private Wealth, LLC$500M to $1BSEC recordPercentage of assetsHourlyFixed or flat fee
- Net Worth Advisory Group, LLC$500M to $1BSEC recordPercentage of assetsHourlyFixed or flat fee
- New Millennium Group$100M to $500MSEC recordPercentage of assetsHourlyFixed or flat fee
- North Capital$100M to $500MSEC recordPercentage of assetsHourlyFixed or flat fee
- Oak Lane Advisors$100M to $500MSEC recordPercentage of assetsFixed or flat fee
- Octant Quantitative Investment Management LLC$100M to $500MSEC recordPercentage of assetsPerformance-based
- Olympus Peaks Financial, LLC$100M to $500MSEC recordPercentage of assetsHourly
- Oxford Wealth Management$100M to $500MSEC recordPercentage of assetsFixed or flat feePerformance-based
- Palisade Wealth Management$100M to $500MSEC recordPercentage of assets
- Paragon Wealth Management$100M to $500MSEC recordPercentage of assetsHourlyPerformance-based
- Periope, LC$100M to $500MSEC recordPercentage of assets
- Peterson Rogers Private Wealth, LLC$100M to $500MSEC recordPercentage of assets
- Peterson Wealth Advisors, LLC$500M to $1BSEC recordPercentage of assets
- Peterson Wealth Services Inc.$500M to $1BSEC recordPercentage of assetsFixed or flat fee
- Physician Wealth Advisors, Inc.$1B or moreSEC recordPercentage of assets
- Platform Wealth Advisors$500M to $1BSEC recordPercentage of assetsFixed or flat fee
- Portside Wealth Group, LLC$1B or moreSEC recordPercentage of assetsHourlyFixed or flat fee
- Presidio Wealth Management$100M to $500MSEC recordPercentage of assetsFixed or flat fee
- Prestige Wealthwide, LLC$100M to $500MSEC recordPercentage of assets
- Promontory Financial Planning, LLC$100M to $500MSEC recordPercentage of assetsHourlyFixed or flat fee
- Provident Living Financial Services$100M to $500MSEC recordPercentage of assetsHourlyFixed or flat fee
- Refined Wealth Management$100M to $500MSEC recordPercentage of assetsFixed or flat fee
- Riley S. Crosbie Advisory, LLC$100M to $500MSEC recordPercentage of assets
- Sandlot Private Wealth LLCUnder $25MSEC recordPercentage of assetsPerformance-based
- Sepio Capital, LP$1B or moreSEC recordPercentage of assetsFixed or flat feePerformance-basedOther
- Seven Canyons Advisors, LLC$25M to $100MSEC recordPercentage of assetsFixed or flat feePerformance-based
- Slayton Lewis Inc$100M to $500MSEC recordPercentage of assetsHourlyFixed or flat fee
- Smedley Financial Services Inc$100M to $500MSEC recordPercentage of assetsHourlyNewsletter subscriptionsFixed or flat feeCommissionsOther
- Solidarity Wealth, LLC$500M to $1BSEC recordPercentage of assetsNewsletter subscriptionsFixed or flat fee
- Soltis Investment Advisors, LLC$1B or moreSEC recordPercentage of assetsFixed or flat feePerformance-based
- Sorenson Impact Advisory$100M to $500MSEC recordPercentage of assets
- Soulence Wealth Management$100M to $500MSEC recordPercentage of assets
- Squire Wealth Advisors$500M to $1BSEC recordPercentage of assetsHourlyFixed or flat fee
- Statera Wealth Management$100M to $500MSEC recordPercentage of assetsHourly
- Stonebriar Wealth, LLC$100M to $500MSEC recordPercentage of assetsFixed or flat fee
- Strategic Planning Group$500M to $1BSEC recordPercentage of assetsHourlyFixed or flat feeOther
- Summit Global Investments, LLC$1B or moreSEC recordPercentage of assetsPerformance-basedOther
- Switchpoint Financial Planning LLC$100M to $500MSEC recordPercentage of assetsHourlyFixed or flat fee
- Tanara Wealth Management LLC$1B or moreSEC recordPercentage of assetsHourlyFixed or flat fee
- Tencap Wealth Coaching$100M to $500MSEC recordPercentage of assetsHourlyOther
- Teton Wealth Group LLC$100M to $500MSEC recordPercentage of assets
- The Karras Company, Inc.$100M to $500MSEC recordPercentage of assetsHourlyFixed or flat feeOther
- The Norden Group LLC$1B or moreSEC recordPercentage of assetsFixed or flat fee
- The Professional Financial Company LLC$100M to $500MSEC recordPercentage of assetsFixed or flat fee
- Three Seasons Wealth$1B or moreSEC recordPercentage of assetsFixed or flat fee
- Tingey Advisors Inc$100M to $500MSEC recordPercentage of assetsHourly
- Townsquare Capital, LLC$1B or moreSEC recordPercentage of assetsFixed or flat fee
- Truenorth Wealth$1B or moreSEC recordPercentage of assetsHourlyOther
- Veritas Wealth Management, LLC$100M to $500MSEC recordPercentage of assets
- Wasatch Advisors LP$1B or moreSEC recordPercentage of assetsPerformance-based
- Wealth Foundations Partners, LLC$100M to $500MSEC recordPercentage of assets
- Wealth Management CPAS, LLC$100M to $500MSEC recordPercentage of assetsHourly
- Your Ia, LLC$100M to $500MSEC recordPercentage of assetsHourlyFixed or flat fee
About this data
Informational only. Advisable Finance is not an investment advisor, does not give investment advice, and does not endorse any advisor.