Top financial advisors in Park City, UT
We've curated a list of the best financial advisors in Park City, take a look at it below.
| # | Company | Assets under management | Number of advisors | |
|---|---|---|---|---|
| 1 | Assets under management $118,365,109 Number of advisors 2 advisors | |||
| 2 | Assets under management $1,308,076,951 Number of advisors 36 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 Park City, 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.
Echelons Capital, LLC
Echelons Capital, LLC is a registered investment adviser based in Park City, Utah, organized as a limited liability company under the laws of Georgia. The firm offers discretionary portfolio management services tailored to meet clients' needs and investment objectives. Clients may grant discretionary authority for account management, allowing the firm to make specific transactions without prior approval. Non-discretionary services are also available, where clients must approve transactions before execution. Echelons Capital may use sub-advisers to manage portions of client accounts, monitoring their performance and making changes as necessary. The firm also provides financial planning and consulting services, analyzing clients' financial circumstances and goals to develop long-term and short-term objectives. Investment advice covers a range of securities, including equities, mutual funds, and alternative investments. Echelons Capital charges annual fees for portfolio management services, varying based on assets under management and the complexity of services provided. The firm does not accept performance-based fees or engage in side-by-side management. Clients include individuals, high net worth individuals, trusts, charitable organizations, and corporations, with a minimum account size typically set at $5,000,000. Echelons Capital emphasizes risk management and offers a variety of investment strategies based on clients' financial situations and objectives. The firm does not have any disciplinary information to disclose and does not accept compensation for the sale of securities or other investment products. Clients' assets are held with a qualified custodian, and the firm does not take physical custody of funds or securities. Echelons Capital does not vote proxies on behalf of clients but may offer advice on corporate actions and proxy voting rights upon request. The firm's policy on trade errors is to restore accounts to their correct positions in case of errors. Echelons Capital does not determine class action lawsuit eligibility for clients or participate in litigation on their behalf.
$118,365,109 under management
2 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
Portfolio Management For Businesses (other Than Small Businesses) Or Institutional Clients (other Than Registered Investment Companies And Other Pooled Investment Vehicles And)
Dw Healthcare Partners
Dw Healthcare Partners is a financial advisory firm based in Park City, Utah. It currently has approximately $1,308,076,951 of assets under management and employs about 36 people. Dw Healthcare Partners uses a fee structure of a percentage of assets under your management, performance-based fees and see schedule d - miscellaneous.
$1,308,076,951 under management
36 advisors
Fee structure
A percentage of assets under your management
Performance-based fees
SEE SCHEDULE D - MISCELLANEOUS
Services offered
Portfolio Management For Pooled Investment Vehicles
Portfolio Company Management Services
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 Park City, 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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