Top 6 financial advisors in Sandy, UT
We've curated a list of the best financial advisors in Sandy, take a look at it below.
| # | Company | Assets under management | Number of advisors | |
|---|---|---|---|---|
| 1 | Assets under management $2,006,029,864 Number of advisors 156 advisors | |||
| 2 | Assets under management $2,006,029,864 Number of advisors 156 advisors | |||
| 3 | Assets under management $1,163,105,301 Number of advisors 31 advisors | |||
| 4 | Assets under management $322,566,656 Number of advisors 16 advisors | |||
| 5 | Assets under management $67,571,735 Number of advisors 3 advisors | |||
| 6 | Assets under management $41,216,031,000 Number of advisors 2250 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 Sandy, 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.
Diversify Advisory Services, LLC
Diversify Advisory Services, LLC is a financial advisory firm based in Sandy, Utah. It currently has approximately $2,006,029,864 of assets under management and employs about 156 people. Diversify Advisory Services, LLC uses a fee structure of a percentage of assets under your management and hourly charges.
$2,006,029,864 under management
156 advisors
Fee structure
A percentage of assets under your management
Hourly charges
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)
Selection Of Other Advisers
Dfpg Investments, LLC
Dfpg Investments, LLC is a financial advisory firm based in Sandy, Utah. It currently has approximately $2,006,029,864 of assets under management and employs about 156 people. Dfpg Investments, LLC uses a fee structure of a percentage of assets under your management, hourly charges and fixed fees.
$2,006,029,864 under management
156 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)
Selection Of Other Advisers
Capita Financial Network, LLC
Capita Financial Network, LLC, established in January 2018, offers financial planning and discretionary investment advisory services tailored for retirees and those preparing for retirement. The firm reviews individual client needs and utilizes financial plans to customize services, including model portfolios and asset management. Capita exercises discretion in selecting risk-based model portfolios sub-advised by a third-party, primarily Town Square Capital, LLC. The firm manages $1,849,625,913 in discretionary assets as of December 31, 2024. Fees, ranging from 1% to 1.75% annually, are based on assets under management and are payable quarterly. Capita may recommend fixed annuity products and life insurance, receiving commissions for these sales. The firm does not charge performance-based fees or engage in side-by-side management. Capita serves individuals, high net worth individuals, 401K plans, and small businesses. Investment strategies are based on client goals and risk tolerance, with analysis including comparisons to benchmarks and risk assessments. Capita has no disciplinary history and provides investment discretion with client authorization. The firm reviews accounts annually and offers a client portal for account monitoring. Capita may refer clients to professionals and compensates referral sources based on agreements. The firm has constructive custody of client accounts and accepts discretionary authority for management. Capita votes client securities in the client's best interest and engages a third-party for class action suits. The firm does not require prepayment exceeding $1,200 per client.
$1,163,105,301 under management
31 advisors
Fee structure
A percentage of assets under your management
Services offered
Financial Planning Services
Portfolio Management For Individuals And/or Small Businesses
Selection Of Other Advisers
Educational Seminars/workshops
Net Worth Advisory Group, LLC
Net Worth Advisory Group, LLC is a Registered Investment Advisor based in Sandy, Utah, established in 2003. The firm specializes in providing financial planning and investment advisory services, with a focus on creating tailored investment strategies to meet clients' goals and objectives. The firm's principals, Ray E. LeVitre, David W. Swapp, Gregory M. Simmons, and R. Curtiss Smith, are all Certified Financial Planner (CFP) professionals with extensive experience in the financial services industry. Net Worth Advisory Group offers services such as Financial Planning, Investment Portfolio Advice, and referrals to third-party advisors' investment programs. The firm manages investment assets totaling $718,363,737 as of Dec. 31, 2024, on both discretionary and non-discretionary bases. Clients have the option to impose reasonable restrictions on the management of their accounts and can choose to invest in mutual funds, ETFs, individual equities, bonds, and annuities. Fees for advisory services are computed as an annualized percentage of assets under management, typically ranging between 0.50% and 1.50% annually. The firm may reduce or waive fees for related individuals or friends of the advisor. Net Worth Advisory Group does not charge performance-based fees and provides services to individuals, pension plans, trusts, estates, and business entities with a minimum account size of $100,000. The firm's investment strategies focus on asset allocation and long-term financial planning, with an emphasis on risk management and client communication.
$322,566,656 under management
16 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
Selection Of Other Advisers
Publication Of Periodicals Or Newsletters
Educational Seminars/workshops
Integrated Wealth Strategies
Integrated Wealth Strategies is a financial advisory firm based in Sandy, Utah. It currently has approximately $67,571,735 of assets under management and employs about 3 people. Integrated Wealth Strategies uses a fee structure of a percentage of assets under your management and fixed fees.
$67,571,735 under management
3 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
Pension Consulting Services
Selection Of Other Advisers
Financial Consulting
Bridge Investment Group
Bridge Investment Group is a financial advisory firm based in Sandy, Utah. It currently has approximately $41,216,031,000 of assets under management and employs about 2250 people. Bridge Investment Group uses a fee structure of a percentage of assets under your management and performance-based fees.
$41,216,031,000 under management
2250 advisors
Fee structure
A percentage of assets under your management
Performance-based fees
Services offered
Portfolio Management For Pooled Investment Vehicles
Portfolio Management For Joint Ventures
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 Sandy, 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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