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Financial advisors in Utah

Looking for a financial advisor in Utah? We list 5,218 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.

Tap a dot to open that city. Bigger dots mean more advisors.

Filter these advisorsCFP® professionals in Utah

Cities

Salt Lake City 1,596South Jordan 391Sandy 364Lehi 247St. George 179Draper 177Provo 154Cottonwood Heights 132Orem 130Holladay 127Bountiful 110Park City 100Ogden 96Logan 76West Jordan 74Layton 73Murray 73Midvale 72Farmington 49Pleasant Grove 46Centerville 44Saratoga Springs 43Riverton 42Kaysville 37American Fork 36Taylorsville 34Eagle Mountain 33Heber City 27Herriman 27Clearfield 26North Salt Lake 25Alpine 24So. Jordan 24Spanish Fork 24Highland 23Springville 21Syracuse 21Washington 17Cedar City 15Brigham City 14Providence 14South Ogden 14Stansbury Park 14West Valley City 14Clinton 13Millcreek 12Payson 12Woods Cross 12Lindon 11Vernal 11Cedar Hills 10Tooele 10West Haven 10Mapleton 9Hurricane 8Midway 8Richfield 8Vineyard 8Fruit Heights 7North Ogden 7Roy 7Santaquin 7West Point 7Bluffdale 6Ivins 6Kamas 6Price 6Ephraim 5Magna 5Moab 5Salem 5Smithfield 5South Salt Lake 5Hooper 4North Logan 4Pleasant View 4South Weber 4Tremonton 4Eden 3Lake Point 3Morgan 3Roosevelt 3Wellsville 3Grantsville 2Heber 2Herber City 2Holliday 2Hyrum 2Kearns 2Millville 2Mountain Green 2Nibley 2North Salt Lake City 2Salina 2Santa Clara 2West Bountiful 2West Valley 2Altamont 1Beaver 1Blanding 1Central Valley 1Circleville 1Coalville 1Copperton 1Deer Mountain 1Delta 1Deweyville 1Elk Ridge 1Erda 1Farr West 1Fountain Green 1Francis 1Fruit Heights, 1Garden City 1Harrisville 1Helper 1Huntsville 1Marriott-Slaterville 1Mendon 1Milford 1Murry 1N Ogden 1Nephi 1Newton 1Pine Valley 1Plain City 1Richmond 1River Heights 1Salt Lake 1Salt LakeCity 1Sarasota Springs 1Saratago Springs 1Sarataoga Springs 1South Jordan, 1Spirngville 1Suite 303 1Sunset 1Toquerville 1Virgin 1Washington Terrace 1Wellsvile 1Woodland Hills 1

Most experienced advisors

Raymond James & Associates
44yrs
Chad Arlen Caywood
Financial advisor
2750 E. Cottonwood Parkway, #520
Cottonwood Heights, UT 84121
Top 1% by experience in Utah
Fiduciary
Call Directions
Ameriprise Financial Services
44yrs
Daniel Thomas Foslid
Financial advisor
7440 S Creek Rd Suite 200
Sandy, UT 84093
Top 1% by experience in Sandy
Fiduciary
Call Directions
MML Investors Services
44yrs
Steven Kent Knudson
Financial advisor
746 E Winchester St #140
Murray, UT 84107
Top advisor by experience in Murray
ChFCFiduciary
Call Directions
Cottonwood Wealth Strategies
44yrs
Thomas J Pappas
Financial advisor
650 S. 500 W Suite 176
Salt Lake City, UT 84101
Top 1% by experience in Salt Lake City
PlanningInvesting
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Harold Dance Investments
44yrs
Kent B Haueter
Financial advisor
72 E Center Street
Logan, UT 84321
Top advisor by experience in Logan
CFP®ChFCFiduciary
Call Directions
Soltis Investment Advisors
44yrs
Lon Edgar Henderson Mr.
Financial advisor
20 North Main St Suite 400
St. George, UT 84770
Top 1% by experience in Utah
Fiduciary
Call Directions
Raymond James Financial Services Advisors
44yrs
Gary Wayne Teran
Financial advisor
6405 South 3000 East Suite 250
Holladay, UT 84121
Top 1% by experience in Utah
Fiduciary
Call Directions
Morgan Stanley
44yrs
Raymond Scott Runia
Financial advisor
5255 North Edgewood Drive Suite 275
Provo, UT 84604
Top 1% by experience in Provo
Fiduciary
Call Directions
Wells Fargo Advisors
44yrs
Gary Lynn Howard
Financial advisor
1441 W UTE Blvd Suite 380
Park City, UT 84098
Top 1% by experience in Utah
Fiduciary
Call Directions
Hornor, Townsend & Kent
44yrs
James Grady Woodall
Financial advisor
1895 E Rodeo Walk Dr Suite 200 #B
Holladay, UT 84117
Top 1% by experience in Utah
CFP®
Call Directions
Interactive Financial Advisors
44yrs
Gary M Tsujimoto
Financial advisor
1414 E 4500 South Suite 1
Salt Lake City, UT 84117
Top 1% by experience in Salt Lake City
PlanningInvesting
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RBC Capital Markets
44yrs
Jack Robert Watkins
Financial advisor
1260 E Stringham Avenue Suite 300
Salt Lake City, UT 84106
Top 1% by experience in Salt Lake City
Fiduciary
Call Directions
Wells Fargo Advisors
43yrs
Robert E Barnard
Financial advisor
1441 W UTE Blvd Suite 380
Park City, UT 84098
Top 1% by experience in Utah
CFP®Fiduciary
Call Directions
Cetera Investment Advisers
43yrs
Michael Earl Bell
Financial advisor
38 W 13775 S, Suite 300
Draper, UT 84020
Top 1% by experience in Utah
Fiduciary
Call Directions
Raymond James & Associates
43yrs
William Trent Ridd
Financial advisor
2750 E. Cottonwood Parkway, #520
Cottonwood Heights, UT 84121
Top 1% by experience in Utah
Fiduciary
Call Directions
Responsible Asset Management
43yrs
Jeffrey E. Cline
Financial advisor
Salt Lake City, UT
Top 1% by experience in Salt Lake City
Fiduciary
Call Directions
Oneamerica Securities
43yrs
Maxwell Albert Coulliette
Financial advisor
1225 E Fort Union Blvd Suite 350
Cottonwood Heights, UT 84047
Top 1% by experience in Utah
CFP®ChFC
Call Directions
Merrill Lynch, Pierce, Fenner & Smith
43yrs
Mori Paulsen
Financial advisor
60 E South Temple St
Salt Lake City, UT 84111
Top 1% by experience in Salt Lake City
Fiduciary
Call Directions
Planmember Securities
43yrs
Jacob Brian Nash
Financial advisor
Pleasant Grove, UT
Top advisor by experience in Pleasant Grove
PlanningInvesting
Call Directions

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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.”3 min read
HiringHow to interview a financial advisor: 15 questions to askBring these to every first meeting and compare the answers side by side.3 min read
HiringYour first meeting with an advisor: what to bringA little preparation turns a polite chat into a genuinely useful conversation.3 min read