Top 10 financial advisors in Utah
We've curated a list of the best financial advisors in Utah, take a look at it below.
| # | Company | Assets under management | Number of advisors | |
|---|---|---|---|---|
| 1 | Assets under management $22,149,423,372 Number of advisors 90 advisors | |||
| 2 | Assets under management $6,250,778,068 Number of advisors 89 advisors | |||
| 3 | Assets under management $5,644,684,596 Number of advisors 56 advisors | |||
| 4 | Assets under management $3,717,517,538 Number of advisors 33 advisors | |||
| 5 | Assets under management $2,747,425,817 Number of advisors 29 advisors | |||
| 6 | Assets under management $2,006,029,864 Number of advisors 156 advisors | |||
| 7 | Assets under management $2,006,029,864 Number of advisors 156 advisors | |||
| 8 | Assets under management $1,473,348,203 Number of advisors 25 advisors | |||
| 9 | Assets under management $1,381,186,401 Number of advisors 14 advisors | |||
| 10 | Assets under management $1,311,233,938 Number of advisors 21 advisors |
Commitment
We've gathered and simplified publicly available information about financial advisors across the U.S. to help you make informed decisions. While we don't directly connect you with these listed advisors, we do offer a simple, reliable service to match you with trusted, pre-vetted advisors registered on our platform — saving you time and effort.
Get matched with an advisorMethodology
To find the top financial advisors in Utah, we first identified all firms registered with the SEC in the area. Rather than ranking firms purely by size, we excluded firms that don’t offer financial planning or portfolio management services, ensuring the list is relevant to individuals. We then ranked the remaining firms by assets under management (AUM) and the services they provide.
Comparing a company's EPS to industry averages and historical data provides a more comprehensive perspective. Still, other factors must also be considered, including the company’s growth prospects, industry dynamics, and the competitive landscape.
Wasatch Advisors Lp
Wasatch Advisors Lp is a financial advisory firm based in Salt Lake City, Utah. It currently has approximately $22,149,423,372 of assets under management and employs about 90 people. Wasatch Advisors Lp uses a fee structure of a percentage of assets under your management and performance-based fees.
$22,149,423,372 under management
90 advisors
Fee structure
A percentage of assets under your management
Performance-based fees
Services offered
Portfolio Management For Individuals And/or Small Businesses
Portfolio Management For Investment Companies
Portfolio Management For Pooled Investment Vehicles
Portfolio Management For Businesses (other Than Small Businesses) Or Institutional Clients (other Than Registered Investment Companies And Other Pooled Investment Vehicles And)
Provide Model Portfolio Data To Clients
Townsquare Capital, LLC
TownSquare Capital, LLC is a registered investment adviser based in Provo, UT, providing services since June 2017. The firm specializes in sub-advisory asset management services to affiliated and unaffiliated third-party money managers. They offer discretionary asset management tailored to meet clients' needs and investment objectives. TownSquare Capital, LLC may invest client assets in various types of investments, including equities, mutual funds, real estate, and derivatives. The firm manages over $14 billion in client assets on a discretionary basis. Fees for sub-advisory services are negotiable and agreed upon with the Primary Investment Adviser. The firm does not accept performance-based fees or engage in side-by-side management. Clients have the option to direct brokerage business, and the firm may recommend specific custodians for client accounts. TownSquare Capital, LLC exercises limited custody over client funds through the ability to deduct advisory fees. The firm may effect wire transfers with client authorization and has procedures in place for trade errors. Proxy voting is conducted based on the best financial interests of clients. The firm has no financial commitments impairing its ability to meet client obligations and has not been involved in bankruptcy proceedings.
$6,250,778,068 under management
89 advisors
Fee structure
A percentage of assets under your management
Hourly charges
Fixed fees
Services offered
Financial Planning Services
Portfolio Management For Individuals And/or Small Businesses
Portfolio Management For Pooled Investment Vehicles
Portfolio Management For Businesses (other Than Small Businesses) Or Institutional Clients (other Than Registered Investment Companies And Other Pooled Investment Vehicles And)
Pension Consulting Services
Selection Of Other Advisers
Educational Seminars/workshops
Sub-advisory Services
Soltis Investment Advisors, LLC
Soltis Investment Advisors, LLC is a SEC registered advisory firm established in 1993, based in St. George, Utah. The firm specializes in providing investment management services to individuals, high net worth individuals, institutions, trusts, endowments, charitable organizations, foundations, and pension plans with a minimum account threshold of $750,000. Soltis offers services such as financial planning, pension/401(k) consulting, and automated portfolio management. The firm's investment strategy is based on Modern Portfolio Theory principles and other methods to maximize risk-adjusted returns. Soltis charges advisory fees based on a percentage of assets under management, with fees ranging from 0.60% to 1.25% annually. The firm may offer performance-based fees to qualified clients. Soltis has not had any material changes to its advisory personnel or business since October 2022. The firm has established policies and procedures to safeguard client information and comply with federal regulations. Soltis does not maintain physical custody of client assets but works with qualified custodians to ensure transparency and security. The firm has a privacy policy in place to protect client information and restrict access to authorized personnel only.
$5,644,684,596 under management
56 advisors
Fee structure
A percentage of assets under your management
Fixed fees
Performance-based fees
Services offered
Financial Planning Services
Portfolio Management For Individuals And/or Small Businesses
Portfolio Management For Businesses (other Than Small Businesses) Or Institutional Clients (other Than Registered Investment Companies And Other Pooled Investment Vehicles And)
Pension Consulting Services
Selection Of Other Advisers
Publication Of Periodicals Or Newsletters
Educational Seminars/workshops
Cynosure Group, LLC
Cynosure Capital Management, a division of The Cynosure Group, LLC, is an SEC-registered investment adviser specializing in outsourced investment advisory services for foundations, endowments, and related individuals. Established in 2015, Cynosure Capital Management managed approximately $2.1 billion in discretionary assets as of December 31, 2024. The firm offers Base Portfolio Advisory Services and Multi-Asset Portfolio Advisory Services, tailored to clients' investment goals and risk tolerance. Clients typically have a minimum investment amount of $50 million, subject to potential reductions. Cynosure charges a negotiable management fee based on asset levels, with rates ranging from 0.35% to 1.15%. The firm exercises investment discretion over client accounts, making decisions on securities, amounts, timing, and manager selection. Cynosure prioritizes best execution for client orders and may aggregate trades for efficiency. The firm does not engage in soft dollar relationships and has established policies to address conflicts of interest. Cynosure does not take physical custody of client assets, which are held at a Qualified Custodian. The firm provides regular account monitoring and reporting, and has a Code of Ethics to guide ethical conduct and prevent conflicts of interest. Cynosure also offers other divisions, including Cynosure Partners, Cynosure Wealth Advisors, and Cynosure Strategies, each with distinct investment focuses and strategies.
$3,717,517,538 under management
33 advisors
Fee structure
A percentage of assets under your management
Hourly charges
Fixed fees
Performance-based fees
Services offered
Financial Planning Services
Portfolio Management For Individuals And/or Small Businesses
Portfolio Management For Pooled Investment Vehicles
Selection Of Other Advisers
Sepio Capital, Lp
Sepio Capital, Lp is a financial advisory firm based in Salt Lake City, Utah. It currently has approximately $2,747,425,817 of assets under management and employs about 29 people. Sepio Capital, Lp uses a fee structure of a percentage of assets under your management, fixed fees, performance-based fees and share in etf profits after expenses.
$2,747,425,817 under management
29 advisors
Fee structure
A percentage of assets under your management
Fixed fees
Performance-based fees
SHARE IN ETF PROFITS AFTER EXPENSES
Services offered
Financial Planning Services
Portfolio Management For Individuals And/or Small Businesses
Portfolio Management For Investment Companies
Portfolio Management For Pooled Investment Vehicles
Portfolio Management For Businesses (other Than Small Businesses) Or Institutional Clients (other Than Registered Investment Companies And Other Pooled Investment Vehicles And)
Pension Consulting Services
Selection Of Other Advisers
Dfpg Investments, LLC
Dfpg Investments, LLC is a financial advisory firm based in Sandy, Utah. It currently has approximately $2,006,029,864 of assets under management and employs about 156 people. Dfpg Investments, LLC uses a fee structure of a percentage of assets under your management, hourly charges and fixed fees.
$2,006,029,864 under management
156 advisors
Fee structure
A percentage of assets under your management
Hourly charges
Fixed fees
Services offered
Financial Planning Services
Portfolio Management For Individuals And/or Small Businesses
Portfolio Management For Businesses (other Than Small Businesses) Or Institutional Clients (other Than Registered Investment Companies And Other Pooled Investment Vehicles And)
Selection Of Other Advisers
Diversify Advisory Services, LLC
Diversify Advisory Services, LLC is a financial advisory firm based in Sandy, Utah. It currently has approximately $2,006,029,864 of assets under management and employs about 156 people. Diversify Advisory Services, LLC uses a fee structure of a percentage of assets under your management and hourly charges.
$2,006,029,864 under management
156 advisors
Fee structure
A percentage of assets under your management
Hourly charges
Services offered
Financial Planning Services
Portfolio Management For Individuals And/or Small Businesses
Portfolio Management For Businesses (other Than Small Businesses) Or Institutional Clients (other Than Registered Investment Companies And Other Pooled Investment Vehicles And)
Selection Of Other Advisers
Alta Capital Management LLC
Alta Capital Management LLC is a financial advisory firm based in Salt Lake City, Utah. It currently has approximately $1,473,348,203 of assets under management and employs about 25 people. Alta Capital Management LLC uses a fee structure of and a percentage of assets under your management.
$1,473,348,203 under management
25 advisors
Fee structure
A percentage of assets under your management
Services offered
Financial Planning Services
Portfolio Management For Individuals And/or Small Businesses
Portfolio Management For Investment Companies
Portfolio Management For Pooled Investment Vehicles
Portfolio Management For Businesses (other Than Small Businesses) Or Institutional Clients (other Than Registered Investment Companies And Other Pooled Investment Vehicles And)
Selection Of Other Advisers
Drive Wealth Advisers
Drive Wealth Advisers is a financial advisory firm based in Lehi, Utah. It currently has approximately $1,381,186,401 of assets under management and employs about 14 people. Drive Wealth Advisers uses a fee structure of a percentage of assets under your management, hourly charges, fixed fees and share in the fee charged by the sub adviser.
$1,381,186,401 under management
14 advisors
Fee structure
A percentage of assets under your management
Hourly charges
Fixed fees
SHARE IN THE FEE CHARGED BY THE SUB ADVISER
Services offered
Financial Planning Services
Portfolio Management For Individuals And/or Small Businesses
Portfolio Management For Businesses (other Than Small Businesses) Or Institutional Clients (other Than Registered Investment Companies And Other Pooled Investment Vehicles And)
Pension Consulting Services
Selection Of Other Advisers
General Consulting Services, Family Office Services
Foresight Wealth Management, LLC
Foresight Wealth Management, LLC is a financial advisory firm based in Draper, Utah. It currently has approximately $1,311,233,938 of assets under management and employs about 21 people. Foresight Wealth Management, LLC uses a fee structure of a percentage of assets under your management, hourly charges, fixed fees and performance-based fees.
$1,311,233,938 under management
21 advisors
Fee structure
A percentage of assets under your management
Hourly charges
Fixed fees
Performance-based fees
Services offered
Financial Planning Services
Portfolio Management For Individuals And/or Small Businesses
Portfolio Management For Pooled Investment Vehicles
Portfolio Management For Businesses (other Than Small Businesses) Or Institutional Clients (other Than Registered Investment Companies And Other Pooled Investment Vehicles And)
Pension Consulting Services
Selection Of Other Advisers
Educational Seminars/workshops
Commitment
We've gathered and simplified publicly available information about financial advisors across the U.S. to help you make informed decisions. While we don't directly connect you with these listed advisors, we do offer a simple, reliable service to match you with trusted, pre-vetted advisors registered on our platform — saving you time and effort.
Get matched with an advisorMethodology
To find the top financial advisors in Utah, we first identified all firms registered with the SEC in the area. Rather than ranking firms purely by size, we excluded firms that don’t offer financial planning or portfolio management services, ensuring the list is relevant to individuals. We then ranked the remaining firms by assets under management (AUM) and the services they provide.
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