Top financial advisors in Pleasant Grove, UT
We've curated a list of the best financial advisors in Pleasant Grove, take a look at it below.
| # | Company | Assets under management | Number of advisors | |
|---|---|---|---|---|
| 1 | Assets under management $177,241,354 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 Pleasant Grove, 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.
The Professional Financial Company LLC
PROFi – The Professional Financial Company LLC, established in September 2015 and registered as an investment adviser in May 2018, offers portfolio management services tailored to individual client goals, risk tolerance, and time horizon. The firm requests discretionary authority from clients to make investment decisions aligned with fiduciary duties. Additionally, PROFi provides pension consulting services and financial planning, including investment management, tax concerns, and estate protection. While not offering insurance products directly, PROFi is affiliated with DPL Financial Partners, providing insurance consultation services. The firm primarily advises on mutual funds, fixed income securities, equities, and other investments. Clients can expect a fee structure based on assets under management, with portfolio management fees ranging from 0.50% to 1.5%. PROFi does not accept performance-based fees and typically serves individuals, high-net-worth individuals, and pension plans, with a minimum asset level of $800,000 for advisory services. The firm employs fundamental analysis, modern portfolio theory, and quantitative analysis in its investment strategies, emphasizing long-term investing and global asset-class diversification. Clients receive regular account reviews and reports, with fees paid quarterly in advance. PROFi does not accept compensation for the sale of investment products and does not maintain custody of client assets. The firm's Code of Ethics covers various areas, including prohibited activities and conflicts of interest. Clients may impose restrictions on investments based on personal values, with PROFi reserving the right to end the relationship if restrictions hinder service provision.
$177,241,354 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
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
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 Pleasant Grove, 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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