Best Financial Advisor Firms Utah 2024

Written by investor.com

February 06, 2024

No matter what life stage you’re in, there are times you might need to ask a financial advisor for help. How should you invest your money? Where should you stash your kids’ college savings? What about planning for retirement? These are just some of the questions a financial expert can answer.

But how to find a reputable financial advisor? You’re in the right place. Every month, investor.com gathers data on over 17,000 financial advisor firms in the U.S. Then we filter for the best of the best. Only established firms with at least 10 years in business and $100 million+ in assets under management, with no reported disciplinary history or conflicts of interest,* are included on our list for Best Financial Advisor Firms in Utah in 2024.

Best Firms in Utah

Click any column header to sort the table, or click any firm to see a detailed review.

Company	Overall	Assets Under Management	Total Clients	Total Advisors	Average Client Balance
ABG Consultants		$511.9 million	1,984	3	$257,991
Absolute Capital Management		$351.5 million	1,414	3	$248,567
Advance Capital Management		$4.0 billion	7,015	29	$573,554
American Financial Advisors		$853.5 million	903	1	$945,211
Apella Wealth		$3.3 billion	3,300	40	$1.0 million
Assembly Wealth		$369.0 million	255	6	$1.4 million
Astor Investment Management		$261.4 million	519	4	$503,753
BSW Wealth Partners		$1.8 billion	416	21	$4.4 million
Cambridge Financial Group		$258.1 million	221	3	$1.2 million
Capital Advantage		$1.0 billion	712	10	$1.4 million
Carret Asset Management		$3.1 billion	2,525	11	$1.2 million
Chandler Asset Management		$35.8 billion	818	16	$43.8 million
Cincinnati Asset Management		$2.4 billion	6,312	8	$378,975
Circle Wealth Management		$10.2 billion	319	8	$31.9 million
Clark Capital Management Group		$25.9 billion	30,934	24	$838,262
Clifford Capital Partners		$406.3 million	202	6	$2.0 million
Compass Wealth Management		$542.1 million	350	5	$1.5 million
Cookson Peirce Wealth Management		$1.9 billion	920	17	$2.1 million
Csenge Advisory Group		$2.8 billion	5,630	76	$488,978
Dash Investments		$427.1 million	365	5	$1.2 million
EP Wealth Advisors		$22.3 billion	13,185	195	$1.7 million
Estabrook Capital Management		$863.7 million	794	5	$1.1 million
Evanson Asset Management		$4.8 billion	1,019	5	$4.8 million
Familywealth Asset Management		$175.1 million	412	4	$424,887
Financial Services Advisory		$693.7 million	719	9	$964,816
Flexible Plan Investments		$1.4 billion	11,773	6	$120,660
Foster Group		$3.2 billion	1,840	47	$1.8 million
Freedom Investment Management		$2.0 billion	9,859	17	$204,068
Frontier Asset Management		$5.7 billion	3,671	14	$1.6 million
Future Capital		$962.5 million	12,768	2	$75,386
Geowealth Management		$12.3 billion	49,816	20	$247,576
Gibson Capital		$2.4 billion	202	6	$12.0 million
Glassman Wealth Services		$2.1 billion	368	11	$5.6 million
Grimes & Company		$4.9 billion	3,599	30	$1.3 million
Halbert Hargrove		$3.2 billion	1,376	37	$2.3 million
Harfst and Associates		$629.5 million	500	3	$1.3 million
Interactive Financial Advisors		$284.9 million	2,437	36	$116,922
Ironwood Investment Counsel		$1.4 billion	510	8	$2.7 million
ITS Asset Management		$269.4 million	844	2	$319,241
Jacobsen Capital Management		$427.9 million	109	4	$3.9 million
Jacobson & Schmitt Advisors		$461.2 million	385	11	$1.2 million
JMG Financial Group		$5.4 billion	1,552	37	$3.5 million
John G. Ullman & Associates		$1.3 billion	1,009	19	$1.3 million
Kuhn Advisors		$719.9 million	291	3	$2.5 million
Lighthouse Financial Services		$387.3 million	455	5	$851,158
Mainstay Capital Management		$3.9 billion	3,557	14	$1.1 million
Marotta Wealth Management		$591.2 million	370	11	$1.6 million
Matson Money		$19.6 billion	30,605	9	$641,967
Merit Financial Advisors		$7.3 billion	11,475	139	$631,994
Miller Tabak Asset Management		$1.3 billion	1,110	1	$1.2 million
Minneapolis Portfolio Management Group		$889.0 million	1,879	3	$473,102
Modera Wealth Management		$12.5 billion	5,684	106	$2.2 million
Monterey Private Wealth		$1.0 billion	627	8	$1.6 million
Moss Adams Wealth Advisors		$3.9 billion	1,226	22	$3.2 million
Nepc		$95.4 billion	434	1	$219.8 million
Novem Group		$1.2 billion	3,033	29	$385,964
Obermeyer Wood Investment Counsel, L		$2.1 billion	964	14	$2.2 million
Orgel Wealth Management		$7.1 billion	3,813	31	$1.9 million
Pacific Financial Strategies		$138.0 million	440	3	$313,684
Parallel Advisors		$7.1 billion	3,658	63	$1.9 million
Parkshore Wealth Management		$399.1 million	504	4	$791,768
Perigon Wealth Management		$6.9 billion	3,744	72	$1.9 million
Peterson Wealth Advisors		$567.4 million	587	10	$966,663
Private Advisory Group		$900.5 million	513	11	$1.8 million
Private Wealth Group		$266.5 million	224	2	$1.2 million
Prudent Investor Advisors		$1.2 billion	138	5	$9.0 million
Prudent Investors		$295.4 million	490	3	$602,933
Pure Financial Advisors		$6.3 billion	4,975	56	$1.3 million
Sage Advisory Services CO		$22.7 billion	8,128	38	$2.8 million
Saratoga Research & Investment Management		$2.7 billion	3,207	16	$854,436
Shufro, Rose & Co		$2.0 billion	1,269	9	$1.6 million
Sigfig Wealth Management		$2.8 billion	79,642	4	$35,120
Slavic Mutual Funds Management Corp		$5.6 billion	1,098	13	$5.1 million
Smith Anglin Financial		$1.6 billion	1,254	16	$1.3 million
Soundmark Wealth Management		$411.0 million	269	6	$1.5 million
Squire Wealth Advisors		$377.2 million	581	12	$649,280
Stack Financial Management		$1.8 billion	860	10	$2.1 million
Stadion Money Management		$2.3 billion	50,984	15	$45,756
Stepp & Rothwell		$890.7 million	332	10	$2.7 million
Stonebridge Capital Advisors		$2.0 billion	1,494	14	$1.4 million
Symmetry Partners		$5.9 billion	11,453	15	$513,352
Tandem Investment Advisors		$3.2 billion	9,811	9	$330,206
TCI Wealth Advisors		$4.1 billion	2,925	30	$1.4 million
The Caprock Group		$6.9 billion	317	34	$21.8 million
The Investment Counsel Company		$1.6 billion	271	7	$6.1 million
The Martin Worley Group		$312.5 million	269	5	$1.2 million
The Mather Group		$10.5 billion	4,245	91	$2.5 million
The Pacific Center For Financial Services		$758.5 million	745	4	$1.0 million
Thomas Doll		$1.4 billion	1,082	10	$1.3 million
TOM Johnson Investment Management		$1.5 billion	5,627	6	$267,561
Traynor Capital Management		$1.2 billion	1,003	4	$1.2 million
Truenorth Wealth		$1.0 billion	902	8	$1.1 million
Wealthcare Capital Management		$2.6 billion	4,611	34	$559,518
West Oak Capital		$439.9 million	119	4	$3.7 million
Wilsey Asset Management Incorporated		$511.4 million	829	2	$616,916
Windsor Capital Management		$619.8 million	578	5	$1.1 million
Zhang Financial		$5.7 billion	1,928	16	$3.0 million

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Find a financial advisor in Utah

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Methodology

Every month investor.com’s rigorous Trust Algorithm sorts through more than 500,000 data points from the SEC. We then filter for the following data points to determine which firms qualify for our list of Best Financial Advisor Firms in Utah 2024.

Firm has:

• Jurisdiction in Utah
• SEC registration
• No reported conflicts of interest*
• No reported disciplinary history
• At least 10 years in business
• Total clients: 100+
• Total assets under management (AUM): $100 million+

*These are the conflicts of interest tracked by investor.com: attorney conflict, broker-dealer conflict, commissions compensation conflict, insurance agency conflict, insurance affiliation conflict, private investment management, proprietary securities or investment products, soft-dollar benefit conflict. For more information on conflicts of interest and disciplinary actions, see our Trust Algorithm.

About the Editorial Team

investor.com

Investor.com is your trustworthy guide to the world of personal finance. Founded in 2018 as an unbiased resource empowering consumers to research and compare financial advisory firms, investor.com today gives consumers the tools to make smart money decisions about credit, investing, retirement planning, and more.