Top financial advisors in American Fork, UT
We’ve curated a list of the best financial advisors in American Fork, take a look at it below.
| # | Company | Assets under management | Number of advisors | |
|---|---|---|---|---|
| 1 |
Assets under management
$252,989,180
Number of advisors
8 advisors
| $252,989,180 | 8 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 American Fork, we have carried out some rigorous research. First, we’ve analysed data in the SEC database to filter advisors by location, in this case American Fork. 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.
Riggs Capital Management, LLC
Riggs Capital Management, LLC, established in 2002 and based in American Fork, Utah, offers investment management, financial planning, and employer-sponsored qualified retirement plan services. Operating under the names RCM Investments and Crow Creek Wealth, the firm provides discretionary continuous investment advice tailored to clients' objectives, risk tolerance, and desired management style. Clients can choose from various securities products, including mutual funds, ETFs, equities, and bonds. The firm's investment strategies include long-term and short-term purchases, with a focus on asset allocation and risk management. For investment management services, fees are based on a percentage of assets under management, with rates ranging from 1.25% to 0.75%. Financial planning services are offered on a fixed or hourly fee basis, ranging from $500 to $5,000. The firm also provides employer-sponsored qualified retirement plan services, with fees based on a percentage of assets invested. Riggs Capital Management primarily works with individuals, retirement accounts, plan sponsors, high net worth individuals, and other businesses, with a minimum account size of $500,000. The firm does not accept performance-based fees and operates as a fiduciary, acting in the best interests of clients. The investment committee, led by experienced professionals, conducts ongoing analysis of market conditions and client portfolios to ensure alignment with individual objectives and risk tolerance.
$252,989,180 under management
8 advisors
Fee structure
A percentage of assets under your management
Hourly charges
Services offered
Financial Planning ServicesPortfolio Management For Individuals And/or Small BusinessesPortfolio Consulting
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 American Fork, we have carried out some rigorous research. First, we’ve analysed data in the SEC database to filter advisors by location, in this case American Fork. 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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