{
  "path": "/advisors/ut",
  "url": "https://advisorcensus.com/advisors/ut/page/2",
  "page_type": "state",
  "title": "Financial advisors in Utah",
  "filters": {},
  "scope_total": 396,
  "faq": [
    {
      "q": "How many financial advisory firms are there in Utah?",
      "a": "AdvisorCensus lists 396 investment advisory firms with a principal office in Utah, from Form ADV filings as of October 2026: 153 SEC-registered, 169 state-registered, and 74 exempt reporting advisers. Firms may request removal, so the count can differ slightly from the number of firms that file Form ADV."
    },
    {
      "q": "How many fee-only financial advisors are in Utah?",
      "a": "109 of the 396 firms meet AdvisorCensus's fee-only test: paid only by a percentage of assets, hourly charges, fixed fees, or subscription fees on Form ADV Item 5.E (no commissions, performance-based fees, or other compensation), with no sales-related compensation ties in the same filing: no employee registered with a broker-dealer or licensed as an insurance agent (Item 5.B), no brokerage, insurance, real estate, or other product sales business (Item 6.A), no related broker-dealer, insurance company, real estate broker, or futures commission merchant (Item 7.A), and no referral fees from others or other sales interest (Item 8). Form ADV has no fee-only box, so this is derived from the filing; it is not a fee-only certification, and a firm's own page lists its compensation arrangements as filed."
    },
    {
      "q": "How many financial advisors in Utah offer financial planning?",
      "a": "210 of the 322 firms in Utah that answer Form ADV Item 5.G, which asks what advisory services a firm provides, report financial planning services, as of October 2026. Exempt reporting advisers do not answer Item 5.G. Each firm page lists every advisory service the firm reports."
    },
    {
      "q": "Are the financial advisors in Utah fiduciaries?",
      "a": "Every firm on this page is an investment adviser that files Form ADV, and an investment adviser owes its clients a fiduciary duty under federal law, made up of a duty of care and a duty of loyalty: it must act in the client's best interest and not put its own interests ahead of the client's, and must eliminate its conflicts of interest or disclose them fully and fairly. Form ADV has no fiduciary box because the duty comes with being an investment adviser. The duty covers the firm's advice; a firm or its people may also sell securities through a broker-dealer or insurance as licensed agents, roles held to other standards. The 109 firms that meet AdvisorCensus's fee-only test report none of those sales ties."
    },
    {
      "q": "How do I check whether a financial advisor has disciplinary disclosures?",
      "a": "Each firm page shows how many Form ADV Item 11 disciplinary questions the firm answered yes and links to the firm's record on the SEC's Investment Adviser Public Disclosure site (adviserinfo.sec.gov), where the detail of each disclosure is public. Individual advisers' records are on the same site and on FINRA BrokerCheck."
    },
    {
      "q": "Does AdvisorCensus rate, verify, or recommend these firms?",
      "a": "No. The directory shows what each firm filed, in alphabetical order unless you choose another sort, and no firm's position depends on payment. Firms that claim their page can add a description and links, marked as provided by the firm; the filed facts are never changed by that content."
    },
    {
      "q": "What does regulatory assets under management mean?",
      "a": "Regulatory assets under management (RAUM) is the figure a firm reports on Form ADV Item 5.F: the securities portfolios it provides continuous and regular supervisory or management services for, at market value, including assets managed without discretion. It measures scale, not performance or quality."
    }
  ],
  "period": "2026-10-01",
  "answer_paragraph": "AdvisorCensus lists 396 investment advisory firms with a principal office in Utah, drawn from Form ADV filings as of October 2026. Metro areas in the state are listed first; firms are listed alphabetically, and you can sort by years registered or assets band using the controls below. Firms may request removal from the directory, so this count can differ from the number of firms that file Form ADV.",
  "about_market": null,
  "citation": "AdvisorCensus. Financial advisors in Utah: 396 firms from Form ADV filings as of October 2026.",
  "total_firms": 396,
  "page": 2,
  "total_pages": 8,
  "sort": "name",
  "registration_types": {
    "sec": 153,
    "state": 169,
    "exempt": 74
  },
  "fee_model_mix": [
    {
      "code": "fee-only",
      "count": 109
    },
    {
      "code": "percentage_of_aum",
      "count": 296
    },
    {
      "code": "hourly",
      "count": 140
    },
    {
      "code": "subscription",
      "count": 7
    },
    {
      "code": "fixed",
      "count": 157
    },
    {
      "code": "commissions",
      "count": 10
    },
    {
      "code": "performance_based",
      "count": 56
    },
    {
      "code": "other",
      "count": 40
    },
    {
      "code": "not_reported",
      "count": 74
    }
  ],
  "years_registered_distribution": [
    {
      "code": "under_5",
      "count": 202
    },
    {
      "code": "5_to_9",
      "count": 75
    },
    {
      "code": "10_to_19",
      "count": 89
    },
    {
      "code": "20_plus",
      "count": 27
    },
    {
      "code": "not_reported",
      "count": 3
    }
  ],
  "raum_band_distribution": [
    {
      "code": "under_25m",
      "count": 90
    },
    {
      "code": "25m_100m",
      "count": 55
    },
    {
      "code": "100m_500m",
      "count": 82
    },
    {
      "code": "500m_1b",
      "count": 33
    },
    {
      "code": "1b_5b",
      "count": 28
    },
    {
      "code": "over_5b",
      "count": 7
    },
    {
      "code": "not_reported",
      "count": 101
    }
  ],
  "firms": [
    {
      "crd_number": 329445,
      "name": "Blue Summit Capital Investments Management, LLC",
      "name_as_filed": "BLUE SUMMIT CAPITAL INVESTMENTS MANAGEMENT, LLC",
      "url": "https://advisorcensus.com/firm/blue-summit-capital-investments-management-llc-lehi-ut-329445",
      "city": "Lehi",
      "state": "UT",
      "years_registered": 2,
      "raum_band": "not_reported",
      "compensation_types": [],
      "enhanced": false
    },
    {
      "crd_number": 156284,
      "name": "Bonneville Multi-Family Office",
      "name_as_filed": "BONNEVILLE MULTI-FAMILY OFFICE",
      "url": "https://advisorcensus.com/firm/bonneville-multi-family-office-156284",
      "city": null,
      "state": null,
      "years_registered": 14,
      "raum_band": "under_25m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "commissions",
        "other"
      ],
      "enhanced": false
    },
    {
      "crd_number": 159127,
      "name": "Bridge Investment Group",
      "name_as_filed": "BRIDGE INVESTMENT GROUP",
      "url": "https://advisorcensus.com/firm/bridge-investment-group-sandy-ut-159127",
      "city": "Sandy",
      "state": "UT",
      "years_registered": 14,
      "raum_band": "over_5b",
      "compensation_types": [
        "percentage_of_aum",
        "performance_based"
      ],
      "enhanced": false
    },
    {
      "crd_number": 316623,
      "name": "Bridge Net Lease Fund Manager LLC",
      "name_as_filed": "BRIDGE NET LEASE FUND MANAGER LLC",
      "url": "https://advisorcensus.com/firm/bridge-net-lease-fund-manager-llc-sandy-ut-316623",
      "city": "Sandy",
      "state": "UT",
      "years_registered": 2,
      "raum_band": "500m_1b",
      "compensation_types": [
        "percentage_of_aum",
        "performance_based"
      ],
      "enhanced": false
    },
    {
      "crd_number": 321746,
      "name": "Brighter Retirement Advisors LLC",
      "name_as_filed": "BRIGHTER RETIREMENT ADVISORS LLC",
      "url": "https://advisorcensus.com/firm/brighter-retirement-advisors-llc-lehi-ut-321746",
      "city": "Lehi",
      "state": "UT",
      "years_registered": 4,
      "raum_band": "25m_100m",
      "compensation_types": [
        "percentage_of_aum",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 148457,
      "name": "Brighton Wealth Management, Inc.",
      "name_as_filed": "BRIGHTON WEALTH MANAGEMENT, INC.",
      "url": "https://advisorcensus.com/firm/brighton-wealth-management-inc-cottonwood-heights-ut-148457",
      "city": "Cottonwood Heights",
      "state": "UT",
      "years_registered": 0,
      "raum_band": "100m_500m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 168936,
      "name": "Bristol Capital Advisors, LLC",
      "name_as_filed": "BRISTOL CAPITAL ADVISORS, LLC",
      "url": "https://advisorcensus.com/firm/bristol-capital-advisors-llc-park-city-ut-168936",
      "city": "Park City",
      "state": "UT",
      "years_registered": 1,
      "raum_band": "not_reported",
      "compensation_types": [],
      "enhanced": false
    },
    {
      "crd_number": 141435,
      "name": "Burrus",
      "name_as_filed": "BURRUS",
      "url": "https://advisorcensus.com/firm/burrus-salt-lake-city-ut-141435",
      "city": "Salt Lake City",
      "state": "UT",
      "years_registered": 11,
      "raum_band": "100m_500m",
      "compensation_types": [
        "percentage_of_aum"
      ],
      "enhanced": false
    },
    {
      "crd_number": 297272,
      "name": "Bybee Wealth Management LLC",
      "name_as_filed": "BYBEE WEALTH MANAGEMENT LLC",
      "url": "https://advisorcensus.com/firm/bybee-wealth-management-llc-297272",
      "city": null,
      "state": null,
      "years_registered": 8,
      "raum_band": "under_25m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 327688,
      "name": "Cachetech",
      "name_as_filed": "CACHETECH",
      "url": "https://advisorcensus.com/firm/cachetech-logan-ut-327688",
      "city": "Logan",
      "state": "UT",
      "years_registered": 3,
      "raum_band": "500m_1b",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "performance_based"
      ],
      "enhanced": false
    },
    {
      "crd_number": 133760,
      "name": "Cambria Capital LLC",
      "name_as_filed": "CAMBRIA CAPITAL LLC",
      "url": "https://advisorcensus.com/firm/cambria-capital-llc-salt-lake-city-ut-133760",
      "city": "Salt Lake City",
      "state": "UT",
      "years_registered": null,
      "raum_band": "under_25m",
      "compensation_types": [
        "percentage_of_aum"
      ],
      "enhanced": false
    },
    {
      "crd_number": 144247,
      "name": "Cannon Capital Management, Inc.",
      "name_as_filed": "CANNON CAPITAL MANAGEMENT, INC.",
      "url": "https://advisorcensus.com/firm/cannon-capital-management-inc-salt-lake-city-ut-144247",
      "city": "Salt Lake City",
      "state": "UT",
      "years_registered": 10,
      "raum_band": "100m_500m",
      "compensation_types": [
        "percentage_of_aum"
      ],
      "enhanced": false
    },
    {
      "crd_number": 290558,
      "name": "Capita Financial Network, LLC",
      "name_as_filed": "CAPITA FINANCIAL NETWORK, LLC",
      "url": "https://advisorcensus.com/firm/capita-financial-network-llc-draper-ut-290558",
      "city": "Draper",
      "state": "UT",
      "years_registered": 8,
      "raum_band": "1b_5b",
      "compensation_types": [
        "percentage_of_aum"
      ],
      "enhanced": false
    },
    {
      "crd_number": 289574,
      "name": "Capital Wealth, LLC",
      "name_as_filed": "CAPITAL WEALTH, LLC",
      "url": "https://advisorcensus.com/firm/capital-wealth-llc-lehi-ut-289574",
      "city": "Lehi",
      "state": "UT",
      "years_registered": 0,
      "raum_band": "100m_500m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 114360,
      "name": "Cash Flow Investment Services LLC",
      "name_as_filed": "CASH FLOW INVESTMENT SERVICES LLC",
      "url": "https://advisorcensus.com/firm/cash-flow-investment-services-llc-ogden-ut-114360",
      "city": "Ogden",
      "state": "UT",
      "years_registered": 31,
      "raum_band": "25m_100m",
      "compensation_types": [
        "percentage_of_aum"
      ],
      "enhanced": false
    },
    {
      "crd_number": 170053,
      "name": "Casull Financial Advisory, LLC",
      "name_as_filed": "CASULL FINANCIAL ADVISORY, LLC",
      "url": "https://advisorcensus.com/firm/casull-financial-advisory-llc-south-jordan-ut-170053",
      "city": "South Jordan",
      "state": "UT",
      "years_registered": 12,
      "raum_band": "under_25m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 107231,
      "name": "Century Funds Management Inc",
      "name_as_filed": "CENTURY FUNDS MANAGEMENT INC",
      "url": "https://advisorcensus.com/firm/century-funds-management-inc-107231",
      "city": null,
      "state": null,
      "years_registered": 8,
      "raum_band": "under_25m",
      "compensation_types": [
        "percentage_of_aum"
      ],
      "enhanced": false
    },
    {
      "crd_number": 160962,
      "name": "Cherokee & Walker Management",
      "name_as_filed": "CHEROKEE & WALKER MANAGEMENT",
      "url": "https://advisorcensus.com/firm/cherokee-and-walker-management-salt-lake-city-ut-160962",
      "city": "Salt Lake City",
      "state": "UT",
      "years_registered": 8,
      "raum_band": "100m_500m",
      "compensation_types": [
        "percentage_of_aum",
        "performance_based"
      ],
      "enhanced": false
    },
    {
      "crd_number": 284215,
      "name": "Chugg Wealth Strategies, LLC",
      "name_as_filed": "CHUGG WEALTH STRATEGIES, LLC",
      "url": "https://advisorcensus.com/firm/chugg-wealth-strategies-llc-provo-ut-284215",
      "city": "Provo",
      "state": "UT",
      "years_registered": 10,
      "raum_band": "25m_100m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly"
      ],
      "enhanced": false
    },
    {
      "crd_number": 282387,
      "name": "Cimarron Healthcare Capital, LLC",
      "name_as_filed": "CIMARRON HEALTHCARE CAPITAL, LLC",
      "url": "https://advisorcensus.com/firm/cimarron-healthcare-capital-llc-salt-lake-city-ut-282387",
      "city": "Salt Lake City",
      "state": "UT",
      "years_registered": 4,
      "raum_band": "500m_1b",
      "compensation_types": [
        "percentage_of_aum",
        "performance_based",
        "other"
      ],
      "enhanced": false
    },
    {
      "crd_number": 171306,
      "name": "Coign Capital Advisors LLC",
      "name_as_filed": "COIGN CAPITAL ADVISORS LLC",
      "url": "https://advisorcensus.com/firm/coign-capital-advisors-llc-draper-ut-171306",
      "city": "Draper",
      "state": "UT",
      "years_registered": 8,
      "raum_band": "100m_500m",
      "compensation_types": [
        "percentage_of_aum",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 338182,
      "name": "Colab Capital",
      "name_as_filed": "COLAB CAPITAL",
      "url": "https://advisorcensus.com/firm/colab-capital-st-george-ut-338182",
      "city": "St. George",
      "state": "UT",
      "years_registered": 0,
      "raum_band": "under_25m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly"
      ],
      "enhanced": false
    },
    {
      "crd_number": 323312,
      "name": "Cole Financial Advisors, Inc.",
      "name_as_filed": "COLE FINANCIAL ADVISORS, INC.",
      "url": "https://advisorcensus.com/firm/cole-financial-advisors-inc-provo-ut-323312",
      "city": "Provo",
      "state": "UT",
      "years_registered": 3,
      "raum_band": "under_25m",
      "compensation_types": [
        "percentage_of_aum"
      ],
      "enhanced": false
    },
    {
      "crd_number": 171858,
      "name": "Colwyn Investments LC",
      "name_as_filed": "COLWYN INVESTMENTS LC",
      "url": "https://advisorcensus.com/firm/colwyn-investments-lc-south-jordan-ut-171858",
      "city": "South Jordan",
      "state": "UT",
      "years_registered": 12,
      "raum_band": "25m_100m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 109788,
      "name": "Continental Advisors LLC",
      "name_as_filed": "CONTINENTAL ADVISORS LLC",
      "url": "https://advisorcensus.com/firm/continental-advisors-llc-park-city-ut-109788",
      "city": "Park City",
      "state": "UT",
      "years_registered": 1,
      "raum_band": "100m_500m",
      "compensation_types": [
        "percentage_of_aum"
      ],
      "enhanced": false
    },
    {
      "crd_number": 326989,
      "name": "Cook Financial, LLC",
      "name_as_filed": "COOK FINANCIAL, LLC",
      "url": "https://advisorcensus.com/firm/cook-financial-llc-vernal-ut-326989",
      "city": "Vernal",
      "state": "UT",
      "years_registered": 3,
      "raum_band": "under_25m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly"
      ],
      "enhanced": false
    },
    {
      "crd_number": 171442,
      "name": "Copperlion Investments",
      "name_as_filed": "COPPERLION INVESTMENTS",
      "url": "https://advisorcensus.com/firm/copperlion-investments-171442",
      "city": null,
      "state": null,
      "years_registered": 12,
      "raum_band": "under_25m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly"
      ],
      "enhanced": false
    },
    {
      "crd_number": 153036,
      "name": "Cottonwood Asset Management LLC",
      "name_as_filed": "COTTONWOOD ASSET MANAGEMENT LLC",
      "url": "https://advisorcensus.com/firm/cottonwood-asset-management-llc-salt-lake-city-ut-153036",
      "city": "Salt Lake City",
      "state": "UT",
      "years_registered": 16,
      "raum_band": "under_25m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly"
      ],
      "enhanced": false
    },
    {
      "crd_number": 311272,
      "name": "Cottonwood Wealth Strategies, LLC",
      "name_as_filed": "COTTONWOOD WEALTH STRATEGIES, LLC",
      "url": "https://advisorcensus.com/firm/cottonwood-wealth-strategies-llc-salt-lake-city-ut-311272",
      "city": "Salt Lake City",
      "state": "UT",
      "years_registered": 5,
      "raum_band": "100m_500m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 289204,
      "name": "Cove Fort Capital, LLC",
      "name_as_filed": "COVE FORT CAPITAL, LLC",
      "url": "https://advisorcensus.com/firm/cove-fort-capital-llc-american-fork-ut-289204",
      "city": "American Fork",
      "state": "UT",
      "years_registered": 9,
      "raum_band": "under_25m",
      "compensation_types": [
        "percentage_of_aum",
        "performance_based"
      ],
      "enhanced": false
    },
    {
      "crd_number": 122933,
      "name": "Cowdell Investments, LLC",
      "name_as_filed": "COWDELL INVESTMENTS, LLC",
      "url": "https://advisorcensus.com/firm/cowdell-investments-llc-122933",
      "city": null,
      "state": null,
      "years_registered": 30,
      "raum_band": "25m_100m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed",
        "commissions"
      ],
      "enhanced": false
    },
    {
      "crd_number": 173920,
      "name": "Crewe Advisors",
      "name_as_filed": "CREWE ADVISORS",
      "url": "https://advisorcensus.com/firm/crewe-advisors-salt-lake-city-ut-173920",
      "city": "Salt Lake City",
      "state": "UT",
      "years_registered": 11,
      "raum_band": "1b_5b",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed",
        "performance_based"
      ],
      "enhanced": false
    },
    {
      "crd_number": 322684,
      "name": "Crockett Wealth Management, Inc.",
      "name_as_filed": "CROCKETT WEALTH MANAGEMENT, INC.",
      "url": "https://advisorcensus.com/firm/crockett-wealth-management-inc-322684",
      "city": null,
      "state": null,
      "years_registered": 3,
      "raum_band": "under_25m",
      "compensation_types": [
        "percentage_of_aum",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 165803,
      "name": "Cross Creek Advisors, LLC",
      "name_as_filed": "CROSS CREEK ADVISORS, LLC",
      "url": "https://advisorcensus.com/firm/cross-creek-advisors-llc-salt-lake-city-ut-165803",
      "city": "Salt Lake City",
      "state": "UT",
      "years_registered": 13,
      "raum_band": "1b_5b",
      "compensation_types": [
        "percentage_of_aum",
        "performance_based"
      ],
      "enhanced": false
    },
    {
      "crd_number": 327595,
      "name": "Curtain Wealth Planning L.L.C.",
      "name_as_filed": "CURTAIN WEALTH PLANNING L.L.C.",
      "url": "https://advisorcensus.com/firm/curtain-wealth-planning-l-l-c-327595",
      "city": null,
      "state": null,
      "years_registered": 3,
      "raum_band": "not_reported",
      "compensation_types": [
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 114816,
      "name": "Curtis C. Rose & Associates",
      "name_as_filed": "CURTIS C. ROSE & ASSOCIATES",
      "url": "https://advisorcensus.com/firm/curtis-c-rose-and-associates-santa-clara-ut-114816",
      "city": "Santa Clara",
      "state": "UT",
      "years_registered": 31,
      "raum_band": "under_25m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly"
      ],
      "enhanced": false
    },
    {
      "crd_number": 338000,
      "name": "Curve Partners Management LLC",
      "name_as_filed": "CURVE PARTNERS MANAGEMENT LLC",
      "url": "https://advisorcensus.com/firm/curve-partners-management-llc-alpine-ut-338000",
      "city": "Alpine",
      "state": "UT",
      "years_registered": 0,
      "raum_band": "not_reported",
      "compensation_types": [],
      "enhanced": false
    },
    {
      "crd_number": 281399,
      "name": "Cynosure Group, LLC",
      "name_as_filed": "CYNOSURE GROUP, LLC",
      "url": "https://advisorcensus.com/firm/cynosure-group-llc-salt-lake-city-ut-281399",
      "city": "Salt Lake City",
      "state": "UT",
      "years_registered": 10,
      "raum_band": "over_5b",
      "compensation_types": [
        "percentage_of_aum",
        "fixed",
        "performance_based"
      ],
      "enhanced": false
    },
    {
      "crd_number": 337747,
      "name": "Cynosure Portfolio Advisors LLC",
      "name_as_filed": "CYNOSURE PORTFOLIO ADVISORS LLC",
      "url": "https://advisorcensus.com/firm/cynosure-portfolio-advisors-llc-salt-lake-city-ut-337747",
      "city": "Salt Lake City",
      "state": "UT",
      "years_registered": 1,
      "raum_band": "under_25m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 166013,
      "name": "Dakota Pacific",
      "name_as_filed": "DAKOTA PACIFIC",
      "url": "https://advisorcensus.com/firm/dakota-pacific-salt-lake-city-ut-166013",
      "city": "Salt Lake City",
      "state": "UT",
      "years_registered": 0,
      "raum_band": "not_reported",
      "compensation_types": [],
      "enhanced": false
    },
    {
      "crd_number": 288781,
      "name": "Dakota Pacific Global Macro Advisers LP",
      "name_as_filed": "DAKOTA PACIFIC GLOBAL MACRO ADVISERS LP",
      "url": "https://advisorcensus.com/firm/dakota-pacific-global-macro-advisers-lp-salt-lake-city-ut-288781",
      "city": "Salt Lake City",
      "state": "UT",
      "years_registered": 2,
      "raum_band": "not_reported",
      "compensation_types": [],
      "enhanced": false
    },
    {
      "crd_number": 329112,
      "name": "DAN Mirgon, LLC",
      "name_as_filed": "DAN MIRGON, LLC",
      "url": "https://advisorcensus.com/firm/dan-mirgon-llc-329112",
      "city": null,
      "state": null,
      "years_registered": 2,
      "raum_band": "not_reported",
      "compensation_types": [
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 335896,
      "name": "Dance Investment Partners, LLC",
      "name_as_filed": "DANCE INVESTMENT PARTNERS, LLC",
      "url": "https://advisorcensus.com/firm/dance-investment-partners-llc-st-george-ut-335896",
      "city": "St. George",
      "state": "UT",
      "years_registered": 1,
      "raum_band": "under_25m",
      "compensation_types": [
        "percentage_of_aum",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 117244,
      "name": "David Russell Fjeldsted",
      "name_as_filed": "DAVID RUSSELL FJELDSTED",
      "url": "https://advisorcensus.com/firm/david-russell-fjeldsted-farmington-ut-117244",
      "city": "Farmington",
      "state": "UT",
      "years_registered": 25,
      "raum_band": "under_25m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "commissions"
      ],
      "enhanced": false
    },
    {
      "crd_number": 175030,
      "name": "Decathlon Capital Management II, LLC",
      "name_as_filed": "DECATHLON CAPITAL MANAGEMENT II, LLC",
      "url": "https://advisorcensus.com/firm/decathlon-capital-management-ii-llc-park-city-ut-175030",
      "city": "Park City",
      "state": "UT",
      "years_registered": 10,
      "raum_band": "100m_500m",
      "compensation_types": [
        "percentage_of_aum",
        "other"
      ],
      "enhanced": false
    },
    {
      "crd_number": 284281,
      "name": "Decker Retirement Planning Inc.",
      "name_as_filed": "DECKER RETIREMENT PLANNING INC.",
      "url": "https://advisorcensus.com/firm/decker-retirement-planning-inc-lehi-ut-284281",
      "city": "Lehi",
      "state": "UT",
      "years_registered": 5,
      "raum_band": "100m_500m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly"
      ],
      "enhanced": false
    },
    {
      "crd_number": 149559,
      "name": "Dentist Advisors",
      "name_as_filed": "DENTIST ADVISORS",
      "url": "https://advisorcensus.com/firm/dentist-advisors-salt-lake-city-ut-149559",
      "city": "Salt Lake City",
      "state": "UT",
      "years_registered": 7,
      "raum_band": "500m_1b",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 340268,
      "name": "Deseret Point Partners LLC",
      "name_as_filed": "DESERET POINT PARTNERS LLC",
      "url": "https://advisorcensus.com/firm/deseret-point-partners-llc-salt-lake-city-ut-340268",
      "city": "Salt Lake City",
      "state": "UT",
      "years_registered": 0,
      "raum_band": "under_25m",
      "compensation_types": [
        "percentage_of_aum",
        "fixed",
        "performance_based"
      ],
      "enhanced": false
    },
    {
      "crd_number": 286383,
      "name": "Divergent Wealth Advisors, LLC",
      "name_as_filed": "DIVERGENT WEALTH ADVISORS, LLC",
      "url": "https://advisorcensus.com/firm/divergent-wealth-advisors-llc-south-jordan-ut-286383",
      "city": "South Jordan",
      "state": "UT",
      "years_registered": 1,
      "raum_band": "not_reported",
      "compensation_types": [],
      "enhanced": false
    },
    {
      "crd_number": 326060,
      "name": "Diversify Advisory Services, LLC",
      "name_as_filed": "DIVERSIFY ADVISORY SERVICES, LLC",
      "url": "https://advisorcensus.com/firm/diversify-advisory-services-llc-south-jordan-ut-326060",
      "city": "South Jordan",
      "state": "UT",
      "years_registered": 3,
      "raum_band": "1b_5b",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed"
      ],
      "enhanced": false
    }
  ],
  "states": [],
  "metros": [
    {
      "path": "/advisors/ut/salt-lake-city",
      "name": "Salt Lake City",
      "msa_name": "Salt Lake City-Murray, UT",
      "state_code": "UT",
      "firm_count": 166
    },
    {
      "path": "/advisors/ut/provo",
      "name": "Provo",
      "msa_name": "Provo-Orem-Lehi, UT",
      "state_code": "UT",
      "firm_count": 81
    },
    {
      "path": "/advisors/ut/ogden",
      "name": "Ogden",
      "msa_name": "Ogden, UT",
      "state_code": "UT",
      "firm_count": 27
    },
    {
      "path": "/advisors/ut/logan",
      "name": "Logan",
      "msa_name": "Logan, UT-ID",
      "state_code": "UT",
      "firm_count": 13
    },
    {
      "path": "/advisors/ut/st-george",
      "name": "St. George",
      "msa_name": "St. George, UT",
      "state_code": "UT",
      "firm_count": 13
    }
  ],
  "siblings": {
    "national": "/advisors",
    "state": {
      "path": "/advisors/ut",
      "label": "Financial advisors in Utah"
    },
    "fee_pages": [
      {
        "path": "/advisors/ut/fee-only",
        "label": "Fee-only financial advisors in Utah",
        "firm_count": 109
      },
      {
        "path": "/advisors/ut/flat-fee",
        "label": "Flat-fee financial advisors in Utah",
        "firm_count": 157
      },
      {
        "path": "/advisors/ut/hourly",
        "label": "Hourly financial advisors in Utah",
        "firm_count": 140
      }
    ]
  },
  "csv": "https://advisorcensus.com/advisors/ut.csv",
  "source": {
    "name": "Form ADV",
    "as_of": "2026-10-01",
    "operator": "BH Monitor Services, LLC",
    "license": "https://creativecommons.org/licenses/by/4.0/",
    "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data"
  }
}