Top financial advisors in Alpine, UT
We’ve curated a list of the best financial advisors in Alpine, take a look at it below.
| # | Company | Assets under management | Number of advisors | |
|---|---|---|---|---|
| 1 |
Assets under management
$342,218,195
Number of advisors
10 advisors
| $342,218,195 | 10 advisors | |
| 2 |
Assets under management
$110,366,413
Number of advisors
6 advisors
| $110,366,413 | 6 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.
Methodology
To generate our top financial advisors list in Alpine, we have carried out some rigorous research. First, we’ve analysed data in the SEC database to filter advisors by location, in this case Alpine. Then we’ve filtered out any advisors that do not offer financial advice, for example if they only offer mortgage advice we have excluded them from the list. Then we’ve ranked the remainder according to the amount of assets under management.
Clifford Capital Partners, LLC
Clifford Capital Partners, LLC is an investment advisory firm established in 2010, specializing in portfolio management services for Direct Clients and Sub-Advisory Clients. The firm manages assets on a discretionary basis, focusing on value investing primarily in common stocks. Investment strategies include the Clifford Capital All-Cap Value Strategy, Focused Small Cap Value Strategy, and International Value Strategy. The firm's investment philosophy emphasizes a margin of safety and a mix of core value and deep value stocks. For separately managed accounts (SMAs), fees are individually negotiated, with rates up to 1.10% of assets under management and a minimum account size of $5 million. The firm may charge lower fees based on certain criteria and reserves the right to revise fee schedules. Clients have investment discretion but can impose restrictions. Clifford Capital Partners also serves as the investment adviser to the Clifford Capital Partners Fund and offers model portfolios for third-party investment platforms. The firm acts as a fiduciary, providing services in the best interest of clients. Clients have the option to direct brokerage and participate in aggregated trades. Clifford Capital Partners reviews accounts regularly, votes proxies, and assists in class action lawsuits. The firm does not have any disciplinary events to report. Additional information is available on the SEC's website.
$342,218,195 under management
10 advisors
Fee structure
A percentage of assets under your management
Services offered
Portfolio Management For Individuals And/or Small BusinessesPortfolio Management For Investment CompaniesPortfolio Management For Businesses (other Than Small Businesses) Or Institutional Clients (other Than Registered Investment Companies And Other Pooled Investment Vehicles And)Provide Model Portfolio RecommendationsDiamond Wealth Management, LLC
Diamond Wealth Management, LLC, founded in March 2025, is a financial advisory firm based in Tucson, AZ. The firm specializes in investment management and financial planning services. Arthur "J" Smithee Jr., CFP®, the lead advisor, has a diverse educational background, including coursework in Personal Finance at Brigham Young University. With over a decade of experience in the financial industry, Smithee has held various roles in investment advisory and real estate. Clients of Diamond Wealth Management can benefit from Smithee's expertise in business and estate planning, family succession planning, and charitable and tax strategy planning. Smithee also operates as an insurance agent and a licensed Utah real estate agent, offering services in these areas to clients. While there may be potential conflicts of interest due to commissions received, the firm upholds a fiduciary obligation to prioritize clients' best interests. Smithee's additional compensation includes earnings from his roles as an insurance agent and manager of affiliated firms. Clients' investments are supervised by David Hill, the Chief Compliance Officer, who conducts regular reviews and interactions with Smithee to ensure compliance and quality service. For more information, clients can contact David Hill at 801-216-4811 or [email protected].
$110,366,413 under management
6 advisors
Fee structure
A percentage of assets under your management
Hourly charges
Fixed fees
Services offered
Financial Planning ServicesPortfolio Management For Individuals And/or Small BusinessesSelection Of Other Advisers
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.
Methodology
To generate our top financial advisors list in Alpine, we have carried out some rigorous research. First, we’ve analysed data in the SEC database to filter advisors by location, in this case Alpine. Then we’ve filtered out any advisors that do not offer financial advice, for example if they only offer mortgage advice we have excluded them from the list. Then we’ve ranked the remainder according to the amount of assets under management.
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