Top financial advisors in Logan, UT
We've curated a list of the best financial advisors in Logan, take a look at it below.
| # | Company | Assets under management | Number of advisors | |
|---|---|---|---|---|
| 1 | Assets under management $500,000,000 Number of advisors 8 advisors | |||
| 2 | Assets under management $443,771,302 Number of advisors 24 advisors | |||
| 3 | Assets under management $266,959,658 Number of advisors 14 advisors | |||
| 4 | Assets under management $2,796,000 Number of advisors 1 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 Logan, 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.
Cachetech
CacheTech Inc. is a financial advisor firm established in June 2023, based in Logan, UT. The firm specializes in offering operational, investment, and technology support to registered investment advisors through their custom software, CacheTech Advisor Solutions. CacheTech provides services such as investment management, platform access, trading & execution, billing, and account operations to lead advisors. The firm manages assets totaling $671,656,505 on a discretionary basis as of December 31, 2025. For fees and compensation, CacheTech charges a platform access fee of $5 per account per month or $60 annually, negotiable investment management fees of 0.50% annually, negotiable trading & execution fees of 0.08% annually, and negotiable account operations & billing fees of 0.08% annually. The firm does not charge performance-based fees. CacheTech uses Charles Schwab & Co., Inc. Advisor Services for brokerage services, research, and custody. The firm does not offer a wrap fee program and does not receive client referrals from third parties. CacheTech has full discretionary authority over client investments and does not vote on client securities. The firm has not been involved in any legal or disciplinary events related to past or present investment clients. CacheTech's financial condition is stable, with no bankruptcy petitions in the last 10 years. For more information, visit www.cachetech.io or contact (435) 359-4785.
$500,000,000 under management
8 advisors
Fee structure
A percentage of assets under your management
Services offered
Financial Planning Services
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
Adams Wealth Advisors
Adams Wealth Management, LLC is a financial advisory firm founded in November 2016 by S. Craig Adams, offering wealth management services such as portfolio management, financial planning, and estate planning. The firm specializes in quantitative, fundamental, and economic analysis to determine investment models aligned with clients' goals. AWM may perform functions without client approval, such as buying or selling securities. The firm manages assets totaling $709,063,570 as of December 31, 2024, on a discretionary basis. AWM charges a management fee of 2.5% per annum for its wealth management services, billed quarterly based on the account's market value. Clients may impose restrictions on investing in certain securities. The firm also offers employer-sponsored retirement plan advisory services and acts as a sub-advisor to other advisers. AWM may allocate client funds to private funds managed by the firm or its affiliates, subject to negotiation. The firm's investment strategies include long-term purchases, short-term purchases, income & growth, balanced, protected growth, aggressive growth, dividend equity, and opportunistic equity. AWM utilizes fundamental, cyclical, economic, and quantitative analysis in its investment decisions. Clients are informed about various risks associated with investing, such as interest-rate risk, market risk, inflation risk, and liquidity risk. AWM has a Code of Ethics emphasizing honesty, ethical behavior, and compliance with laws. The firm participates in institutional advisor programs offered by Charles Schwab & Co., Fidelity, Interactive Brokers, and ICapital Securities, receiving benefits such as research tools and consulting services. AWM reviews client accounts periodically and does not vote on client securities proxies. The firm's financial condition is stable, with no bankruptcy petitions in the last 10 years.
$443,771,302 under management
24 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 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)
Educational Seminars/workshops
Strategic Advocates, LLC
Strategic Advocates, LLC is a financial advisory firm based in Logan, Utah. It currently has approximately $266,959,658 of assets under management and employs about 14 people. Strategic Advocates, LLC uses a fee structure of a percentage of assets under your management, hourly charges and fixed fees.
$266,959,658 under management
14 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)
Pension Consulting Services
Keystone Wealth Advisors
Keystone Wealth Advisors is a financial advisory firm based in Logan, Utah. It currently has approximately $2,796,000 of assets under management and employs about 1 people. Keystone Wealth Advisors uses a fee structure of a percentage of assets under your management and fixed fees.
$2,796,000 under management
1 advisor
Fee structure
A percentage of assets under your management
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)
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 Logan, 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.
It's quick and easy to find the right financial advisor for you
Answer a few questions about your needs.
Match with an advisor Connect with your perfectly matched financial advisor.
Your first meeting is free.