Find a Financial Advisor in Salt Lake City, UT

 

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We did the hard work of finding trustworthy partners in Salt Lake City, UT.

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We Only Work With The Best Salt Lake City Financial Advisors


We Exclusively Work With Select Partner Firms Who Meet The Highest Standard of Excellence and Trust.

3rd Party Rankings

Our partners have been recognized by some of the best media publication sources like Bloomberg, Wall Street Journal, Financial Times, Marketwatch, Forbes, Barron’s, and many more

Conflict Free

Our partners will never sell investment products they receive a commission from

Experience

All of our partners have been in business for 10+ years

Education & Designations

All of our partners are advisors who hold the proper designations from FINRA

Trustworthiness

All of our partners meet the highest standard of trust with no outstanding disciplinary history from the SEC

 

Our Process for Choosing
An Independent Financial Advisor in Salt Lake City, UT


  • Financial Advisor Close to Salt Lake City, UT

  • All Advisors Must Meet Fiduciary Standard

  • “Fee-Only” Compensation To Ensure Conflict-Free Advice

  • Exemplary Disciplinary History

  • Required Education and Designations

  • Expertise with Client’s Specific Needs

The Value of Working With the Best Financial Planners in Salt Lake City, UT


A good financial planner can increase your returns by as much as 3% annually.

Vanguard

$2,010,221.91
Without Advisor

$4,643,687.46
With Advisor

Assuming $350k initial investment at 6% annual growth vs 9% annual growth for 30 years.

Find a Fee-Only Financial Planner Near Salt Lake City, UT

We evaluated over 13,000 RIA firms to bring you the best of the best Salt Lake City financial advisors.
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How Retirement-Friendly is Salt Lake City, UT?

  • Population: 197,756
  • % of Population 62 Years and Over: 14.2%
  • Average Home Value: $311,500
  • Average Monthly Housing Cost: $1,078
  • Average Household Income: $88,127
  • Utah Total Tax Burden: 8.29% (24th Lowest in U.S.)
  • Utah Property Tax: 2.30% (13th Lowest in U.S.)
  • Utah Individual Income Tax: 2.73% (12th Highest in U.S.)
  • Utah Sales and Excise Tax: 3.26% (22nd Lowest in U.S.)



The Top Financial Advisor Firms in Salt Lake City, UT

 

IRON GATE GLOBAL ADVISORS

Website

(801) 575-6427

275 South Temple Suite 204

Salt Lake City, UT 84111

SEC#: 801-110310
Years in Business: 4 years

LUNT CAPITAL MANAGEMENT INC.

Website

(801) 503-3035

215 South State Street, Ste. 100

Salt Lake City, UT 84111

SEC#: 801-70051
Years in Business: 12 years

MORETON ASSET MANAGEMENT, LLC

Website

(801) 869-4200

101 South 200 East, Suite 300

Salt Lake City, UT 84111

SEC#: 801-78112
Years in Business: 8 years

KEYSTONE NATIONAL GROUP, LLC

Website

(925) 480-6050

60 E. South Temple
Suite 2100
Salt Lake City, UT 84111

SEC#: 801-67537
Years in Business: 14 years

CHEROKEE & WALKER MANAGEMENT

Website

(801) 278-7800

6440 South Wasatch Boulevard
Suite 200
Salt Lake City, UT 84121

SEC#: 801-113327
Years in Business: 3 years

SEVEN CANYONS ADVISORS, LLC

Website

(801) 349-2718

22 East 100 South
3rd Floor
Salt Lake City, UT 84111

SEC#: 801-112404
Years in Business: 3 years

SUNDANCE BAY

Website

(801) 783-3430

1240 East 2100 South, Suite 300

Salt Lake City, UT 84106

SEC#: 801-118520
Years in Business: 1 years

COTTONWOOD WEALTH STRATEGIES, LLC

Website

(801) 733-4443

6550 S. Millrock Drive
Suite 100
Salt Lake City, UT 84121

SEC#: 801-119782
Years in Business: 0 years

AG FINANCIAL, LLC

Website

(801) 990-3470

2825 East Cottonwood Parkway
Suite 500
Salt Lake City, UT 84121

SEC#: 801-66579
Years in Business: 15 years

 


Salt Lake City, UT Financial Advisor FAQs

Ask them what their area of expertise is. From here, you can easily draw if they are a good fit for your specific needs and goals.
A well-qualified financial advisor will charge an annual fee to maintain the relationship, as well as fees for any investment products. This fee varies from person to person, depending on their needs and assets.
A financial advisor is a beneficial resource for anyone with significant assets or investments. They can answer any questions you may have about investment products, income taxes, retirement planning, estate planning and life insurance.
You should get references from other people who have the same financial advisor and find out how satisfied they were with the service.