Top financial advisors in Cottonwood Heights, UT
We've curated a list of the best financial advisors in Cottonwood Heights, take a look at it below.
| # | Company | Assets under management | Number of advisors | |
|---|---|---|---|---|
| 1 | Assets under management $665,068,487 Number of advisors 17 advisors | |||
| 2 | Assets under management $260,273,013 Number of advisors 5 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 Cottonwood Heights, 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.
Olympus Wealth Management, LLC
Olympus Wealth Management, LLC is an SEC registered fee-only investment advisory firm established in 2013 and headquartered in Salt Lake City, Utah. The firm specializes in providing wealth management, multi-family office services, and private investment consulting plan services for high net-worth individuals, families, trusts, estates, and corporate clients. Their investment philosophy involves a four-step process: gathering information, analyzing scenarios, implementing plans, and monitoring progress. They offer sophisticated planning and investment management services on a discretionary basis, tailored to each client's unique needs and risk tolerance. For wealth management services, Olympus charges a negotiable fee based on a tiered percentage of assets under management. They use Fidelity Brokerage Services LLC and National Financial Services LLC as custodians and brokers, receiving research services through a safe harbor exemption. The firm does not charge performance-based fees and does not sponsor or participate in wrap fee programs. Clients have the option to direct brokerage outside of the firm's recommendation. Olympus does not accept soft dollar benefits or receive brokerage services for client referrals. The firm does not vote client securities proxies and does not provide financial information in the brochure as they do not require prepayment exceeding $1,200 or have financial conditions impairing their ability to meet obligations. Olympus has no disciplinary events and acts as a fiduciary, always putting clients' interests first. Clients are encouraged to review the full Code of Ethics and can terminate agreements at any time with written notice.
$665,068,487 under management
17 advisors
Fee structure
A percentage of assets under your management
Fixed fees
Services offered
Financial Planning Services
Portfolio Management For Individuals And/or Small Businesses
Selection Of Other Advisers
Consulting (multi-family Office And Private Investments)
The Martin Worley Group
The Martin Worley Group is a registered investment adviser with offices in Cottonwood Heights, Utah, and Lake Oswego, Oregon. Established in 2014, the firm is owned by Brian A. Worley, Terra J. Thurgood, and Barry T. Watson. Specializing in portfolio management, financial planning, and pension consulting, the firm operates under a fee-only, fiduciary business model, ensuring clients' best interests are prioritized. The minimum initial investment is $500,000, with fees starting at 1.25% and decreasing based on a tiered fee schedule. Clients have the option for discretionary or non-discretionary portfolio management services, with the firm utilizing a variety of investment strategies such as charting analysis, technical analysis, and fundamental analysis. The firm does not accept performance-based fees or engage in side-by-side management. Clients include individuals, high net worth individuals, trusts, estates, charitable organizations, corporations, and other business entities. The firm does not have any reportable disciplinary events and maintains a Code of Ethics to ensure ethical business conduct. Clients' assets are held with an independent custodian, and the firm does not take physical custody of funds or securities. The firm does not vote proxies on behalf of clients but may offer advice on corporate actions. The Martin Worley Group prioritizes client privacy and security, with policies in place to protect personal information. In the event of a trade error, the firm takes corrective actions to restore the client's account. The firm does not determine class action lawsuits or participate in litigation on behalf of clients.
$260,273,013 under management
5 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
Pension Consulting Services
Selection 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.
Get matched with an advisorMethodology
To find the top financial advisors in Cottonwood Heights, 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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