Top financial advisors in Roy, UT

We’ve curated a list of the best financial advisors in Roy, take a look at it below.

# Company Assets under management Number of advisors
1
Assets under management
$250,381,736
Number of advisors
6 advisors
$250,381,736 6 advisors
Just 2 minutes to apply
Free first consultation
No unsolicited calls
Get matched with an advisor

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 advisor

Methodology

To generate our top financial advisors list in Roy, we have carried out some rigorous research. First, we’ve analysed data in the SEC database to filter advisors by location, in this case Roy. 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.

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 Karras Company, Inc.

    The Karras Company, Inc. is a financial advisory firm based in Roy, Utah. It currently has approximately $250,381,736 of assets under management and employs about 6 people. The Karras Company, Inc. uses a fee structure of a percentage of assets under your management, hourly charges, fixed fees, commissions and third party adviser/manager fees.

    $250,381,736 under management

    6 advisors

    Fee structure

    A percentage of assets under your management

    Hourly charges

    Fixed fees

    Commissions

    THIRD PARTY ADVISER/MANAGER 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
    See full profile

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 advisor

Methodology

To generate our top financial advisors list in Roy, we have carried out some rigorous research. First, we’ve analysed data in the SEC database to filter advisors by location, in this case Roy. 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.

Top advisors in Utah
Alpine American Fork Centerville Cottonwood Heights Draper Holladay Kaysville Lehi Logan Midvale Murray Ogden Orem Park City Pleasant Grove Provo Salt Lake City Sandy South Jordan St. George
It’s quick and easy to find the right financial advisor for you
Visit Unbiased.com — your resource to find independent financial advice focused on your needs
2
Answer a few questions about your needs.
Match with an advisor
3
Connect with your perfectly matched financial advisor.
Your first meeting is free.

Frequently asked questions