Best Financial Advisor Firms Utah 2026

Written by AdvisorSearch.org

May 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
1834 Investment Advisors Co		$2.2 billion	542	19	$4.1 million
ABG Consultants		$697.4 million	1,885	3	$369,953
Absolute Capital Management		$554.0 million	1,838	3	$301,389
Alaska Wealth Advisors		$1.2 billion	672	12	$1.7 million
American Financial Advisors		$1.3 billion	799	6	$1.6 million
American Financial Advisors		$950.2 million	820	3	$1.2 million
Apella Wealth		$9.8 billion	8,000	93	$1.2 million
Bouvel Investment Partners		$374.4 million	206	2	$1.8 million
BSW Wealth Partners		$2.0 billion	440	20	$4.5 million
Burrus		$240.7 million	322	2	$747,385
California Financial Advisors		$2.3 billion	1,525	14	$1.5 million
Cambridge Financial Group		$331.3 million	318	3	$1.0 million
Carret Asset Management		$3.2 billion	2,588	10	$1.2 million
Cincinnati Asset Management		$2.5 billion	6,033	8	$419,616
Circle Wealth Management		$12.5 billion	349	10	$35.8 million
CKW Financial Group		$2.5 billion	651	3	$3.9 million
Clark Capital Management Group		$30.6 billion	33,985	23	$899,052
Clearstead; Clearstead Advisory Solutions		$33.9 billion	4,819	34	$7.0 million
Clinton Investment Management		$3.9 billion	2,146	12	$1.8 million
Compass Wealth Management		$682.5 million	375	5	$1.8 million
Cookson Peirce Wealth Management		$2.6 billion	1,648	18	$1.6 million
Core Planning		$525.0 million	867	61	$605,570
Csenge Advisory Group		$3.2 billion	7,199	67	$440,300
DEL-sette Capital Management		$192.5 million	240	5	$802,222
Eclectic Associates		$1.5 billion	1,222	10	$1.2 million
Ellevest		$1.0 billion	342	13	$3.0 million
EP Wealth Advisors		$35.6 billion	14,834	214	$2.4 million
Estabrook Capital Management		$933.3 million	767	5	$1.2 million
Evanson Asset Management		$5.9 billion	998	4	$5.9 million
Family Investment Center		$689.3 million	894	12	$771,051
Familywealth Asset Management		$180.9 million	424	4	$426,557
Flexible Plan Investments		$1.5 billion	10,885	5	$141,145
Foster Group		$4.8 billion	2,101	54	$2.3 million
Freedom Investment Management		$568.7 million	520	6	$1.1 million
Frontier Asset Management		$5.5 billion	3,240	11	$1.7 million
FSA Wealth Partners		$819.7 million	698	9	$1.2 million
Future Capital		$2.0 billion	15,521	2	$129,876
Garcia Hamilton & Associates		$24.9 billion	312	3	$79.7 million
Geowealth Management		$17.6 billion	51,018	20	$344,477
Gibson Capital		$3.0 billion	247	5	$12.3 million
Glassman Wealth Services		$2.6 billion	399	13	$6.4 million
GR Financial Group		$1.1 billion	1,553	7	$677,909
Guideline Investments		$16.5 billion	87,973	2	$187,499
Halbert Hargrove		$4.2 billion	1,518	41	$2.8 million
Harfst and Associates		$783.2 million	539	3	$1.5 million
Human Interest Advisors		$8.1 billion	831,446	2	$9,747
IAG Wealth Partners		$1.9 billion	2,356	15	$793,278
Integrated Capital Management		$232.4 million	926	5	$251,018
Interactive Financial Advisors		$240.4 million	1,307	33	$183,946
Ironwood Investment Counsel		$1.8 billion	554	12	$3.2 million
ITS Asset Management		$297.8 million	598	2	$497,999
Jacobson & Schmitt Advisors		$676.4 million	462	12	$1.5 million
JMG Financial Group		$7.5 billion	1,789	48	$4.2 million
KCM Investment Advisors		$6.0 billion	1,598	7	$3.8 million
Kuhn Advisors		$753.7 million	269	2	$2.8 million
Lighthouse Financial Services		$472.5 million	461	5	$1.0 million
Lone Peak Global Investors		$598.4 million	152	5	$3.9 million
Mainstay Capital Management		$4.8 billion	3,381	16	$1.4 million
Marotta Wealth Management		$686.0 million	366	9	$1.9 million
Matson Money		$20.6 billion	30,142	8	$682,467
Mcrae Capital Management		$795.0 million	820	5	$969,543
Miller Tabak Asset Management		$1.2 billion	936	2	$1.3 million
Minneapolis Portfolio Management Group		$1.1 billion	1,830	3	$601,838
Modera Wealth Management		$17.7 billion	6,308	113	$2.8 million
Obermeyer Wealth Partners		$3.0 billion	1,157	15	$2.6 million
Onyx Financial Advisors		$506.4 million	272	7	$1.9 million
Optivest		$319.4 million	108	3	$3.0 million
Orgel Wealth Management		$9.5 billion	3,976	31	$2.4 million
Pacific Financial Strategies		$201.2 million	713	3	$282,172
Parallel Advisors		$10.3 billion	4,240	74	$2.4 million
Parkshore Wealth Management		$517.9 million	528	4	$980,846
Patten and Patten		$2.2 billion	879	3	$2.5 million
Paul Comstock Partners		$2.8 billion	120	10	$23.3 million
Perigon Wealth Management		$11.3 billion	5,664	92	$2.0 million
Peterson Wealth Advisors		$829.7 million	667	12	$1.2 million
Phillips and Company Advisors		$2.7 billion	1,273	13	$2.1 million
Private Advisory		$1.7 billion	712	16	$2.4 million
Private Wealth Group		$274.0 million	234	1	$1.2 million
Prudent Investor Advisors		$1.3 billion	230	4	$5.7 million
Pure Financial Advisors		$11.1 billion	7,509	76	$1.5 million
RPG Investment Advisory		$1.0 billion	953	2	$1.1 million
Sage Advisory Services CO		$28.4 billion	14,363	40	$2.0 million
Sagewood Asset Management		$2.7 billion	257	3	$10.4 million
Saratoga Research & Investment Management		$2.5 billion	2,740	15	$915,807
SAX Wealth Advisors		$3.6 billion	1,655	37	$2.2 million
Schaper Benz & Wise Investment Counsel		$1.8 billion	403	11	$4.4 million
Shufro, Rose & Co		$2.5 billion	1,331	9	$1.9 million
Sigfig Wealth Management		$3.6 billion	106,361	4	$33,666
Slavic Mutual Funds Management Corp		$5.0 billion	655	10	$7.6 million
Smithbridge Asset Management		$830.7 million	513	4	$1.6 million
Squire Wealth Advisors		$586.7 million	587	13	$999,527
Stack Financial Management		$2.0 billion	833	9	$2.4 million
Stadion Money Management		$2.7 billion	49,626	13	$54,178
Stepp & Rothwell		$1.1 billion	340	10	$3.1 million
Stonebridge Capital Advisors		$2.5 billion	1,674	13	$1.5 million
Symmetry Partners		$4.7 billion	8,909	17	$530,996
Tandem Investment Advisors		$3.5 billion	10,432	10	$330,798
TCI Wealth Advisors		$5.4 billion	3,268	42	$1.6 million
The Caprock Group		$12.5 billion	436	46	$28.6 million
The Investment Counsel Company		$1.8 billion	338	8	$5.4 million
The Karras Company		$372.9 million	251	4	$1.5 million
The Mather Group		$13.4 billion	4,773	97	$2.8 million
The Pacific Center For Financial Services		$960.6 million	781	4	$1.2 million
TOM Johnson Investment Management		$1.6 billion	5,631	6	$289,928
Traynor Capital Management		$2.4 billion	1,590	6	$1.5 million
Truenorth Wealth		$1.3 billion	975	10	$1.3 million
Truepoint		$6.4 billion	1,934	37	$3.3 million
Valeo Financial Advisors		$13.0 billion	3,042	103	$4.3 million
Wilsey Asset Management Incorporated		$768.5 million	892	2	$861,515
Windsor Capital Management		$703.4 million	543	5	$1.3 million
Windward Wealth Strategies		$251.2 million	397	2	$632,836
YCG		$1.5 billion	264	2	$5.8 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.