Best Financial Advisor Firms Utah 2025

Written by AdvisorSearch.org

March 08, 2025

No matter what life stage you’re in, there are times you might need to ask a financial advisor for help. How should you invest your money? Where should you stash your kids’ college savings? What about planning for retirement? These are just some of the questions a financial expert can answer.

But how to find a reputable financial advisor? You’re in the right place. Every month, AdvisorSearch.org gathers data on over 17,000 financial advisor firms in the U.S. Then we filter for the best of the best. Only established firms with at least 10 years in business and $100 million+ in assets under management, with no reported disciplinary history or conflicts of interest,* are included on our list for Best Financial Advisor Firms in Utah in 2024.

Best Firms in Utah

Click any column header to sort the table, or click any firm to see a detailed review.

Company	Overall	Assets Under Management	Total Clients	Total Advisors	Average Client Balance
ABG Consultants		$576.3 million	2,898	3	$198,872
Absolute Capital Management		$434.0 million	1,563	3	$277,661
Advance Capital Management		$4.5 billion	6,882	31	$654,525
Alaska Wealth Advisors		$874.9 million	658	13	$1.3 million
American Financial Advisors		$895.1 million	881	4	$1.0 million
American Financial Advisors		$1.0 billion	763	8	$1.4 million
Apella Wealth		$4.7 billion	3,976	44	$1.2 million
Aveo Capital Partners		$1.6 billion	1,498	21	$1.1 million
BSW Wealth Partners		$2.0 billion	440	20	$4.5 million
Burrus		$213.3 million	316	2	$675,101
Cambridge Financial Group		$315.2 million	308	3	$1.0 million
Capital Advantage		$1.0 billion	712	10	$1.4 million
Carret Asset Management		$3.1 billion	2,525	11	$1.2 million
Cincinnati Asset Management		$2.4 billion	6,163	8	$392,865
Circle Wealth Management		$10.2 billion	319	8	$31.9 million
CKW Financial Group		$2.2 billion	624	3	$3.5 million
Clark Capital Management Group		$30.6 billion	33,985	23	$899,052
Clearstead; Hartland & Co.; Clearstead Advisory Solutions		$24.3 billion	4,635	34	$5.2 million
Clifford Capital Partners		$496.6 million	201	5	$2.5 million
Clinton Investment Management		$3.5 billion	1,846	11	$1.9 million
Compass Wealth Management		$609.5 million	342	5	$1.8 million
Cookson Peirce Wealth Management		$2.3 billion	1,241	8	$1.9 million
Csenge Advisory Group		$2.9 billion	6,312	76	$456,699
DEL-sette Capital Management		$145.8 million	240	5	$607,570
EP Wealth Advisors		$22.3 billion	13,185	195	$1.7 million
Estabrook Capital Management		$873.4 million	771	5	$1.1 million
Evanson Asset Management		$5.1 billion	1,005	5	$5.1 million
Familywealth Asset Management		$175.1 million	412	4	$424,887
Flexible Plan Investments		$1.5 billion	10,885	5	$141,145
Foster Group		$3.5 billion	1,829	48	$1.9 million
Freedom Investment Management		$2.0 billion	9,859	17	$204,068
Frontier Asset Management		$5.3 billion	3,525	13	$1.5 million
FSA Wealth Partners		$770.2 million	707	9	$1.1 million
Future Capital		$962.5 million	12,768	2	$75,386
Garcia Hamilton & Associates		$20.2 billion	449	3	$45.1 million
Geowealth Management		$12.3 billion	49,816	20	$247,576
Gibson Capital		$2.6 billion	243	5	$10.8 million
Glassman Wealth Services		$2.2 billion	383	12	$5.7 million
GR Financial Group		$981.5 million	1,563	7	$627,945
Halbert Hargrove		$3.5 billion	1,449	40	$2.4 million
Harfst and Associates		$721.7 million	518	4	$1.4 million
Interactive Financial Advisors		$337.8 million	2,151	37	$157,035
Ironwood Investment Counsel		$1.5 billion	532	11	$2.8 million
ITS Asset Management		$282.8 million	794	2	$356,207
Jacobsen Capital Management		$474.6 million	112	3	$4.2 million
Jacobson & Schmitt Advisors		$590.0 million	413	12	$1.4 million
JMG Financial Group		$6.4 billion	1,665	41	$3.8 million
John G. Ullman & Associates		$1.4 billion	1,000	22	$1.4 million
KCM Investment Advisors		$5.9 billion	1,694	7	$3.5 million
Kuhn Advisors		$753.7 million	269	2	$2.8 million
Lighthouse Financial Services		$429.8 million	454	5	$946,778
Mainstay Capital Management		$4.2 billion	3,441	15	$1.2 million
Marotta Wealth Management		$603.8 million	370	9	$1.6 million
Matson Money		$19.6 billion	30,605	9	$641,967
Mcrae Capital Management		$815.8 million	839	5	$972,289
Miller Tabak Asset Management		$1.4 billion	1,099	1	$1.2 million
Minneapolis Portfolio Management Group		$900.6 million	1,782	3	$505,396
Modera Wealth Management		$15.5 billion	6,106	121	$2.5 million
Monterey Private Wealth		$1.1 billion	640	8	$1.7 million
Moss Adams Wealth Advisors		$3.9 billion	1,226	22	$3.2 million
National Wealth Management Group		$296.9 million	1,178	17	$251,996
Novem Group		$1.4 billion	3,399	32	$415,899
Obermeyer Wealth Partners		$2.6 billion	1,015	13	$2.6 million
Orgel Wealth Management		$8.1 billion	3,911	31	$2.1 million
Pacific Financial Strategies		$181.7 million	486	3	$373,931
Parallel Advisors		$8.7 billion	3,868	65	$2.3 million
Parkshore Wealth Management		$455.4 million	509	4	$894,687
Patten and Patten		$2.1 billion	865	4	$2.4 million
Paul Comstock Partners		$2.2 billion	118	8	$19.0 million
Perigon Wealth Management		$8.7 billion	4,766	82	$1.8 million
Peterson Wealth Advisors		$688.7 million	625	10	$1.1 million
Private Advisory		$1.3 billion	601	15	$2.2 million
Private Wealth Group		$281.8 million	229	2	$1.2 million
Prudent Investor Advisors		$1.2 billion	185	4	$6.2 million
Pure Financial Advisors		$8.0 billion	6,259	64	$1.3 million
RPG Investment Advisory		$858.5 million	899	2	$954,942
Sage Advisory Services CO		$25.0 billion	12,206	40	$2.0 million
Saratoga Research & Investment Management		$2.5 billion	3,016	15	$832,577
Schaper Benz & Wise Investment Counsel		$1.6 billion	371	10	$4.2 million
Shufro, Rose & Co		$2.2 billion	1,338	9	$1.6 million
Sigfig Wealth Management		$3.0 billion	87,480	4	$33,981
Slavic Mutual Funds Management Corp		$4.5 billion	737	13	$6.1 million
Smith Anglin Financial		$2.0 billion	1,400	16	$1.4 million
Smithbridge Asset Management		$665.8 million	485	5	$1.4 million
Squire Wealth Advisors		$493.9 million	607	12	$813,741
Stack Financial Management		$1.9 billion	851	10	$2.2 million
Stadion Money Management		$2.5 billion	47,926	14	$51,502
Stepp & Rothwell		$963.7 million	334	10	$2.9 million
Stonebridge Capital Advisors		$2.0 billion	1,494	14	$1.4 million
Symmetry Partners		$5.7 billion	10,451	11	$547,194
Tandem Investment Advisors		$3.4 billion	10,162	10	$330,549
TCI Wealth Advisors		$4.5 billion	3,042	34	$1.5 million
The Caprock Group		$10.1 billion	408	43	$24.9 million
The Investment Counsel Company		$1.8 billion	338	8	$5.4 million
The Karras Company		$349.8 million	264	4	$1.3 million
The Martin Worley Group		$385.0 million	286	5	$1.3 million
The Mather Group		$11.7 billion	4,260	103	$2.7 million
The Pacific Center For Financial Services		$878.8 million	781	4	$1.1 million
TOM Johnson Investment Management		$1.6 billion	5,871	6	$277,444
Traynor Capital Management		$1.8 billion	985	6	$1.9 million
Truenorth Wealth		$1.1 billion	946	7	$1.1 million
Truepoint		$4.9 billion	1,807	36	$2.7 million
Valeo Financial Advisors		$10.6 billion	3,037	97	$3.5 million
Wealthcare Capital Management		$3.0 billion	5,066	36	$598,278
West Oak Capital		$525.6 million	129	4	$4.1 million
Wilsey Asset Management Incorporated		$650.0 million	813	2	$799,551
Windsor Capital Management		$665.0 million	561	5	$1.2 million

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Methodology

Every month AdvisorSearch.org’s rigorous Trust Algorithm sorts through more than 500,000 data points from the SEC. We then filter for the following data points to determine which firms qualify for our list of Best Financial Advisor Firms in Utah 2024.

Firm has:

• Jurisdiction in Utah
• SEC registration
• No reported conflicts of interest*
• No reported disciplinary history
• At least 10 years in business
• Total clients: 100+
• Total assets under management (AUM): $100 million+

*These are the conflicts of interest tracked by AdvisorSearch.org: attorney conflict, broker-dealer conflict, commissions compensation conflict, insurance agency conflict, insurance affiliation conflict, private investment management, proprietary securities or investment products, soft-dollar benefit conflict. For more information on conflicts of interest and disciplinary actions, see our Trust Algorithm.

About the Editorial Team

AdvisorSearch.org is your trustworthy guide to the world of financial advisors. Founded in 2018 as an unbiased resource, it empowers consumers to research and compare financial advisory firms with confidence.