Top financial advisors in Centerville, UT
We’ve curated a list of the best financial advisors in Centerville, take a look at it below.
| # | Company | Assets under management | Number of advisors | |
|---|---|---|---|---|
| 1 |
Assets under management
$270,871,067
Number of advisors
14 advisors
| $270,871,067 | 14 advisors | |
| 2 |
Assets under management
$250,664,568
Number of advisors
6 advisors
| $250,664,568 | 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 Centerville, we have carried out some rigorous research. First, we’ve analysed data in the SEC database to filter advisors by location, in this case Centerville. 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.
Alliance Wealth Advisors, LLC
Alliance Wealth Advisors, LLC is a registered investment adviser based in Centerville, UT, primarily owned by Paul Coles II. The firm offers discretionary portfolio management services tailored to meet clients' needs and investment objectives. Clients grant discretionary authority to manage their accounts, allowing the firm to formulate investment strategies and execute transactions without prior approval. Alliance Wealth Advisors may recommend the use of sub-advisers or third-party money managers for portfolio management services. The firm has a contractual relationship with TownSquare Capital, providing sub-advisory asset management services to clients. Fees for portfolio management services are based on a percentage of assets under management, with a tiered fee schedule. The firm may trade client accounts on margin, with fees based on the total asset value. Investment strategies include margin transactions, charting analysis, technical analysis, fundamental analysis, cyclical analysis, SMART Retirement framework, and modern portfolio theory. The firm does not accept performance-based fees or engage in side-by-side management. Alliance Wealth Advisors does not have any disciplinary information to disclose. The firm offers financial planning, financial consulting, and asset allocation services. Clients are responsible for voting on securities, and the firm does not vote proxies on their behalf. The firm does not have custody of client funds and securities, and clients receive account statements from the qualified custodian. Clients are advised on IRA rollover considerations and trade errors. The firm does not vote proxies on behalf of clients and does not have any financial condition that would prevent meeting contractual commitments. Clients are encouraged to consult with a tax professional regarding their investment decisions.
$270,871,067 under management
14 advisors
Fee structure
A percentage of assets under your management
Services offered
Financial Planning ServicesPortfolio Management For Individuals And/or Small BusinessesEducational Seminars/workshopsAsset Allocation Services; Advisory ConsultingOak Lane Advisors
Wealth Navigation, LLC, operating as Oak Lane Advisors, has been providing asset management and fee-based planning services since 2007. The firm offers discretionary asset management services, creating portfolios with a mix of investments tailored to clients' risk tolerance and objectives. Wealth Navigation utilizes mutual funds, ETFs, and individual securities, with a focus on diversified, long-term investment strategies. The firm also offers comprehensive financial planning services, with fees ranging from $2,500 to $10,000 based on the complexity of the client's financial situation. Clients can expect annual fees ranging from 0.90% to 1.25% based on assets under management. The firm does not charge performance-based fees and acts in a fiduciary capacity. Clients have investment discretion, and the firm provides regular account reviews and monitoring. Wealth Navigation does not have physical custody of client funds but has constructive custody for fee deductions. The firm votes proxies in the best interests of clients and maintains a Code of Ethics to ensure compliance and ethical conduct. Clients can request information on proxy votes and the firm's policies. Wealth Navigation does not have any disciplinary events and discloses potential conflicts of interest related to insurance and real estate investments. The firm recommends using Charles Schwab & Co., Inc., Inspira Financial, or Interactive Brokers as custodians. Clients receive quarterly statements from the custodian and can expect regular communication and reporting from the firm.
$250,664,568 under management
6 advisors
Fee structure
A percentage of assets under your management
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 Centerville, we have carried out some rigorous research. First, we’ve analysed data in the SEC database to filter advisors by location, in this case Centerville. 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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