Sabin Investment Management
44yrs
Top advisor by experience in Lehi
Financial advisors in Lehi, UT
Looking for a financial advisor in Lehi, UT? We list 247 advisors with offices here. Compare their experience, how their firms work, and how to reach them, then use our interview guide to find the right fit.
247Advisors with offices here
8Median years of experience
95%Fiduciary advisors?
50Firms represented
Largest firms here: Strategic Advisers LLC (56), B.o.s.s. Retirement Advisors, LLC (40), MML Investors Services, LLC (14).
Nearby: Saratoga Springs, American Fork, Eagle Mountain, Draper, Riverton, Alpine, Pleasant Grove, Herriman.
Osaic Wealth
43yrs
Top 1% by experience in Lehi
Decker Retirement Planning
40yrs
Top advisor by experience at Decker Retirement Planning
Drive Wealth Advisers
40yrs
Top advisor by experience at Drive Wealth Advisers
Wells Fargo Advisors
39yrs
Top 2% by experience in Lehi
LPL Financial
39yrs
Top 2% by experience in Lehi
R.o.i.
37yrs
Top 3% by experience in Lehi
LPL Financial
36yrs
Top 4% by experience in Lehi
MML Investors Services
36yrs
Top 4% by experience in Lehi
B.o.s.s. Retirement Advisors
34yrs
Top advisor by experience at B.o.s.s. Retirement Advisors
Strategic Advisers
34yrs
Top 1% by experience at Strategic Advisers
B.o.s.s. Retirement Advisors
33yrs
Top 4% by experience at B.o.s.s. Retirement Advisors
Stifel, Nicolaus &
33yrs
Top 5% by experience in Lehi
Strategic Advisers
31yrs
Top 2% by experience at Strategic Advisers
Savvy
31yrs
Top 5% by experience at Savvy
Kingswood Wealth Advisors
31yrs
Top 6% by experience in Lehi
Merrill Lynch, Pierce, Fenner & Smith
29yrs
Top 7% by experience in Lehi
Edward Jones
29yrs
Top 6% by experience at Edward Jones
MML Investors Services
28yrs
Top 8% by experience in Lehi
Strategic Advisers
28yrs
Top 5% by experience at Strategic Advisers
Edward Jones
28yrs
Top 7% by experience at Edward Jones
MML Investors Services
28yrs
Top 9% by experience in Lehi
Strategic Advisers
27yrs
Top 5% by experience at Strategic Advisers
B.o.s.s. Retirement Advisors
27yrs
Top 7% by experience at B.o.s.s. Retirement Advisors
Before you reach out
Start hereHow to choose a financial advisorA calm, five-step path from “I think I need help” to “I found the right person.”
HiringHow to interview a financial advisor: 15 questions to askBring these to every first meeting and compare the answers side by side.
HiringYour first meeting with an advisor: what to bringA little preparation turns a polite chat into a genuinely useful conversation.