Find a Financial Advisor in Salt Lake County, UT

 

Get Top Tier Financial Planning

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

Jump To List of Advisors

  • This field is for validation purposes and should be left unchanged.

We Only Work With The Best Salt Lake County 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 County, UT


  • Financial Advisor Close to Salt Lake County, 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 County, 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 County, UT

We evaluated over 13,000 RIA firms to bring you the best of the best Salt Lake County financial advisors.
  • This field is for validation purposes and should be left unchanged.


How Retirement-Friendly is Salt Lake County, UT?

  • Population: 1133,646
  • % of Population 62 Years and Over: 13.5%
  • Average Home Value: $304,300
  • Average Monthly Housing Cost: $1,259
  • Average Household Income: $96,968
  • 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 County, UT

 

FINANCIAL NETWORK WEALTH MANAGEMENT LLC

Website

(801) 856-9567

11650 South State Street
Suite 103
Draper, UT 84020

SEC#: 801-119044
Years in Business: 1 years

AILSA CAPITAL, INC.

Website

(801) 501-0302

272 E 12200 S
Suite 100
Draper, UT 84020

SEC#: 801-118618
Years in Business: 1 years

NAVIGATE PRIVATE WEALTH, LLC

Website

(801) 676-4588

12012 South 700 East
Suite 100
Draper, UT 84020

SEC#: 801-79648
Years in Business: 7 years

COIGN CAPITAL ADVISORS LLC

Website

(801) 676-4570

12012 South 700 E.
Suite 100
Draper, UT 84020

SEC#: 801-112895
Years in Business: 3 years

FORESIGHT WEALTH MANAGEMENT, LLC

Website

(801) 462-2200

11550 South 700 East
Suite 100
Draper, UT 84020

SEC#: 801-90167
Years in Business: 6 years

TOWER ARCH CAPITAL

Website

(801) 997-5808

14034 S. 145 E.
Suite 300
Draper, UT 84020

SEC#: 801-100344
Years in Business: 6 years

HEALTHEQUITY ADVISORS

Website

(801) 727-1000

15 West Scenic Pointe Drive
Suite 100
Draper, UT 84020

SEC#: 801-78001
Years in Business: 8 years

LONE PEAK ADVISERS, INC.

Website

(801) 855-8886

11650 South State Street
Suite 200
Draper, UT 84020

SEC#: 801-113427
Years in Business: 3 years

CAPFINANCIAL PARTNERS, LLC

Website

(801) 984-8000

13961 S. Minuteman Drive
Suite 300
Draper, UT 84020

SEC#: 801-62193
Years in Business: 18 years

 


Salt Lake County, UT Financial Advisor FAQs

For starters, you should ask about the financial advisor's qualifications. Find out whether your potential advisor has an appropriate degree in economics, finance, accounting, or business administration before you invest any time with them. Next, assess their professional history to see how much actual experience they have.
Financial advisors always will be members of at least one organization, trade group or professional affiliation with their license on file. These organizations include FINRA, SIPC, NAPFA, IDA and more. Finding a financial advisor among their ranks will ensure you're dealing with a qualified professional.
There are three basic ways your advisor can receive payment - (1) commission, (2) fee-only compensation, and (3) blended rate/mix of fees and commissions.
Financial advisors are primarily present to give financial guidance to their clients. Their main responsibilities include assessing which investments best suit their clients' risk profile and then buy them stocks, bonds, or other investments on the client's behalf.