{
  "path": "/advisors/ut",
  "url": "https://advisorcensus.com/advisors/ut/page/3",
  "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": 3,
  "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": 329878,
      "name": "Diversify Wealth Management, LLC",
      "name_as_filed": "DIVERSIFY WEALTH MANAGEMENT, LLC",
      "url": "https://advisorcensus.com/firm/diversify-wealth-management-llc-south-jordan-ut-329878",
      "city": "South Jordan",
      "state": "UT",
      "years_registered": 2,
      "raum_band": "1b_5b",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 337672,
      "name": "DJ Labs, LLC",
      "name_as_filed": "DJ LABS, LLC",
      "url": "https://advisorcensus.com/firm/dj-labs-llc-park-city-ut-337672",
      "city": "Park City",
      "state": "UT",
      "years_registered": 0,
      "raum_band": "not_reported",
      "compensation_types": [],
      "enhanced": false
    },
    {
      "crd_number": 161513,
      "name": "DN Capital (US), Inc",
      "name_as_filed": "DN CAPITAL (US), INC",
      "url": "https://advisorcensus.com/firm/dn-capital-us-inc-park-city-ut-161513",
      "city": "Park City",
      "state": "UT",
      "years_registered": 14,
      "raum_band": "not_reported",
      "compensation_types": [],
      "enhanced": false
    },
    {
      "crd_number": 323956,
      "name": "Drawdown Fund",
      "name_as_filed": "DRAWDOWN FUND",
      "url": "https://advisorcensus.com/firm/drawdown-fund-park-city-ut-323956",
      "city": "Park City",
      "state": "UT",
      "years_registered": 3,
      "raum_band": "not_reported",
      "compensation_types": [],
      "enhanced": false
    },
    {
      "crd_number": 174728,
      "name": "Drive Wealth Advisers",
      "name_as_filed": "DRIVE WEALTH ADVISERS",
      "url": "https://advisorcensus.com/firm/drive-wealth-advisers-lehi-ut-174728",
      "city": "Lehi",
      "state": "UT",
      "years_registered": 8,
      "raum_band": "1b_5b",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed",
        "other"
      ],
      "enhanced": false
    },
    {
      "crd_number": 331233,
      "name": "Durrant Asset Management, LLC",
      "name_as_filed": "DURRANT ASSET MANAGEMENT, LLC",
      "url": "https://advisorcensus.com/firm/durrant-asset-management-llc-salt-lake-city-ut-331233",
      "city": "Salt Lake City",
      "state": "UT",
      "years_registered": 0,
      "raum_band": "not_reported",
      "compensation_types": [],
      "enhanced": false
    },
    {
      "crd_number": 160555,
      "name": "DW Healthcare Partners",
      "name_as_filed": "DW HEALTHCARE PARTNERS",
      "url": "https://advisorcensus.com/firm/dw-healthcare-partners-park-city-ut-160555",
      "city": "Park City",
      "state": "UT",
      "years_registered": 14,
      "raum_band": "1b_5b",
      "compensation_types": [
        "percentage_of_aum",
        "performance_based",
        "other"
      ],
      "enhanced": false
    },
    {
      "crd_number": 326617,
      "name": "E6 Portfolios",
      "name_as_filed": "E6 PORTFOLIOS",
      "url": "https://advisorcensus.com/firm/e6-portfolios-midvale-ut-326617",
      "city": "Midvale",
      "state": "UT",
      "years_registered": 3,
      "raum_band": "100m_500m",
      "compensation_types": [
        "percentage_of_aum",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 325781,
      "name": "Echelons Capital, LLC",
      "name_as_filed": "ECHELONS CAPITAL, LLC",
      "url": "https://advisorcensus.com/firm/echelons-capital-llc-park-city-ut-325781",
      "city": "Park City",
      "state": "UT",
      "years_registered": 3,
      "raum_band": "100m_500m",
      "compensation_types": [
        "percentage_of_aum",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 306894,
      "name": "EL Cap Holdings Capital Partners, LLC",
      "name_as_filed": "EL CAP HOLDINGS CAPITAL PARTNERS, LLC",
      "url": "https://advisorcensus.com/firm/el-cap-holdings-capital-partners-llc-salt-lake-city-ut-306894",
      "city": "Salt Lake City",
      "state": "UT",
      "years_registered": 2,
      "raum_band": "not_reported",
      "compensation_types": [],
      "enhanced": false
    },
    {
      "crd_number": 342969,
      "name": "Element Investments Management, LLC",
      "name_as_filed": "ELEMENT INVESTMENTS MANAGEMENT, LLC",
      "url": "https://advisorcensus.com/firm/element-investments-management-llc-provo-ut-342969",
      "city": "Provo",
      "state": "UT",
      "years_registered": 0,
      "raum_band": "not_reported",
      "compensation_types": [],
      "enhanced": false
    },
    {
      "crd_number": 226721,
      "name": "Elevated Capital Advisors, LLC",
      "name_as_filed": "ELEVATED CAPITAL ADVISORS, LLC",
      "url": "https://advisorcensus.com/firm/elevated-capital-advisors-llc-draper-ut-226721",
      "city": "Draper",
      "state": "UT",
      "years_registered": 9,
      "raum_band": "100m_500m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 163314,
      "name": "Elevation Capital Partners, LLC",
      "name_as_filed": "ELEVATION CAPITAL PARTNERS, LLC",
      "url": "https://advisorcensus.com/firm/elevation-capital-partners-llc-salt-lake-city-ut-163314",
      "city": "Salt Lake City",
      "state": "UT",
      "years_registered": 14,
      "raum_band": "not_reported",
      "compensation_types": [],
      "enhanced": false
    },
    {
      "crd_number": 312068,
      "name": "Elysium Wealth Management, LLC",
      "name_as_filed": "ELYSIUM WEALTH MANAGEMENT, LLC",
      "url": "https://advisorcensus.com/firm/elysium-wealth-management-llc-south-jordan-ut-312068",
      "city": "South Jordan",
      "state": "UT",
      "years_registered": 2,
      "raum_band": "100m_500m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 332807,
      "name": "Emotionally Invested",
      "name_as_filed": "EMOTIONALLY INVESTED",
      "url": "https://advisorcensus.com/firm/emotionally-invested-highland-ut-332807",
      "city": "Highland",
      "state": "UT",
      "years_registered": 1,
      "raum_band": "not_reported",
      "compensation_types": [
        "hourly"
      ],
      "enhanced": false
    },
    {
      "crd_number": 329427,
      "name": "Encore Retirement Planning, LLC",
      "name_as_filed": "ENCORE RETIREMENT PLANNING, LLC",
      "url": "https://advisorcensus.com/firm/encore-retirement-planning-llc-south-jordan-ut-329427",
      "city": "South Jordan",
      "state": "UT",
      "years_registered": 2,
      "raum_band": "25m_100m",
      "compensation_types": [
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 316032,
      "name": "Ethical Capital",
      "name_as_filed": "ETHICAL CAPITAL",
      "url": "https://advisorcensus.com/firm/ethical-capital-316032",
      "city": null,
      "state": null,
      "years_registered": 3,
      "raum_band": "under_25m",
      "compensation_types": [
        "percentage_of_aum",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 318861,
      "name": "Ethos Investment Management LP",
      "name_as_filed": "ETHOS INVESTMENT MANAGEMENT LP",
      "url": "https://advisorcensus.com/firm/ethos-investment-management-lp-orem-ut-318861",
      "city": "Orem",
      "state": "UT",
      "years_registered": 4,
      "raum_band": "not_reported",
      "compensation_types": [],
      "enhanced": false
    },
    {
      "crd_number": 129764,
      "name": "Evergreen Capital Management, Inc.",
      "name_as_filed": "EVERGREEN CAPITAL MANAGEMENT, INC.",
      "url": "https://advisorcensus.com/firm/evergreen-capital-management-inc-sandy-ut-129764",
      "city": "Sandy",
      "state": "UT",
      "years_registered": 10,
      "raum_band": "under_25m",
      "compensation_types": [
        "percentage_of_aum"
      ],
      "enhanced": false
    },
    {
      "crd_number": 222515,
      "name": "Everspire",
      "name_as_filed": "EVERSPIRE",
      "url": "https://advisorcensus.com/firm/everspire-midvale-ut-222515",
      "city": "Midvale",
      "state": "UT",
      "years_registered": 7,
      "raum_band": "100m_500m",
      "compensation_types": [
        "percentage_of_aum",
        "other"
      ],
      "enhanced": false
    },
    {
      "crd_number": 334968,
      "name": "Exponent Wealth LLC",
      "name_as_filed": "EXPONENT WEALTH LLC",
      "url": "https://advisorcensus.com/firm/exponent-wealth-llc-orem-ut-334968",
      "city": "Orem",
      "state": "UT",
      "years_registered": 0,
      "raum_band": "100m_500m",
      "compensation_types": [
        "percentage_of_aum",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 164005,
      "name": "F2F Retirement, LLC",
      "name_as_filed": "F2F RETIREMENT, LLC",
      "url": "https://advisorcensus.com/firm/f2f-retirement-llc-tooele-ut-164005",
      "city": "Tooele",
      "state": "UT",
      "years_registered": 13,
      "raum_band": "25m_100m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 117475,
      "name": "Family Wealth Advisors",
      "name_as_filed": "FAMILY WEALTH ADVISORS",
      "url": "https://advisorcensus.com/firm/family-wealth-advisors-farmington-ut-117475",
      "city": "Farmington",
      "state": "UT",
      "years_registered": 22,
      "raum_band": "25m_100m",
      "compensation_types": [
        "percentage_of_aum",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 308077,
      "name": "Fenway Financial, LLC",
      "name_as_filed": "FENWAY FINANCIAL, LLC",
      "url": "https://advisorcensus.com/firm/fenway-financial-llc-308077",
      "city": null,
      "state": null,
      "years_registered": 6,
      "raum_band": "under_25m",
      "compensation_types": [
        "hourly",
        "fixed",
        "other"
      ],
      "enhanced": false
    },
    {
      "crd_number": 323758,
      "name": "Ferguson Financial Advisors",
      "name_as_filed": "FERGUSON FINANCIAL ADVISORS",
      "url": "https://advisorcensus.com/firm/ferguson-financial-advisors-newton-ut-323758",
      "city": "Newton",
      "state": "UT",
      "years_registered": 3,
      "raum_band": "under_25m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 104189,
      "name": "Fiduciary Advisors, LLC",
      "name_as_filed": "FIDUCIARY ADVISORS, LLC",
      "url": "https://advisorcensus.com/firm/fiduciary-advisors-llc-cottonwood-heights-ut-104189",
      "city": "Cottonwood Heights",
      "state": "UT",
      "years_registered": 14,
      "raum_band": "500m_1b",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed",
        "other"
      ],
      "enhanced": false
    },
    {
      "crd_number": 118496,
      "name": "Financial Advisory Services",
      "name_as_filed": "FINANCIAL ADVISORY SERVICES",
      "url": "https://advisorcensus.com/firm/financial-advisory-services-salt-lake-city-ut-118496",
      "city": "Salt Lake City",
      "state": "UT",
      "years_registered": 2,
      "raum_band": "100m_500m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "performance_based"
      ],
      "enhanced": false
    },
    {
      "crd_number": 318842,
      "name": "Financial Network Wealth Advisors LLC",
      "name_as_filed": "FINANCIAL NETWORK WEALTH ADVISORS LLC",
      "url": "https://advisorcensus.com/firm/financial-network-wealth-advisors-llc-murray-ut-318842",
      "city": "Murray",
      "state": "UT",
      "years_registered": 4,
      "raum_band": "500m_1b",
      "compensation_types": [
        "percentage_of_aum",
        "hourly"
      ],
      "enhanced": false
    },
    {
      "crd_number": 151710,
      "name": "Financial Prosperity, Inc.",
      "name_as_filed": "FINANCIAL PROSPERITY, INC.",
      "url": "https://advisorcensus.com/firm/financial-prosperity-inc-park-city-ut-151710",
      "city": "Park City",
      "state": "UT",
      "years_registered": 16,
      "raum_band": "25m_100m",
      "compensation_types": [
        "percentage_of_aum",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 322409,
      "name": "Fortis Wealth Management, LLC",
      "name_as_filed": "FORTIS WEALTH MANAGEMENT, LLC",
      "url": "https://advisorcensus.com/firm/fortis-wealth-management-llc-american-fork-ut-322409",
      "city": "American Fork",
      "state": "UT",
      "years_registered": 3,
      "raum_band": "under_25m",
      "compensation_types": [
        "percentage_of_aum"
      ],
      "enhanced": false
    },
    {
      "crd_number": 128060,
      "name": "Fortius Financial Advisors, LLC",
      "name_as_filed": "FORTIUS FINANCIAL ADVISORS, LLC",
      "url": "https://advisorcensus.com/firm/fortius-financial-advisors-llc-salt-lake-city-ut-128060",
      "city": "Salt Lake City",
      "state": "UT",
      "years_registered": 11,
      "raum_band": "under_25m",
      "compensation_types": [
        "percentage_of_aum"
      ],
      "enhanced": false
    },
    {
      "crd_number": 297577,
      "name": "Fortunate",
      "name_as_filed": "FORTUNATE",
      "url": "https://advisorcensus.com/firm/fortunate-orem-ut-297577",
      "city": "Orem",
      "state": "UT",
      "years_registered": 8,
      "raum_band": "not_reported",
      "compensation_types": [
        "other"
      ],
      "enhanced": false
    },
    {
      "crd_number": 326916,
      "name": "Frame VC LLC",
      "name_as_filed": "FRAME VC LLC",
      "url": "https://advisorcensus.com/firm/frame-vc-llc-salt-lake-city-ut-326916",
      "city": "Salt Lake City",
      "state": "UT",
      "years_registered": 3,
      "raum_band": "not_reported",
      "compensation_types": [],
      "enhanced": false
    },
    {
      "crd_number": 327081,
      "name": "Frazier Group Management, LLC",
      "name_as_filed": "FRAZIER GROUP MANAGEMENT, LLC",
      "url": "https://advisorcensus.com/firm/frazier-group-management-llc-lehi-ut-327081",
      "city": "Lehi",
      "state": "UT",
      "years_registered": 1,
      "raum_band": "not_reported",
      "compensation_types": [],
      "enhanced": false
    },
    {
      "crd_number": 329566,
      "name": "Fund Launch Partners",
      "name_as_filed": "FUND LAUNCH PARTNERS",
      "url": "https://advisorcensus.com/firm/fund-launch-partners-lehi-ut-329566",
      "city": "Lehi",
      "state": "UT",
      "years_registered": 2,
      "raum_band": "not_reported",
      "compensation_types": [],
      "enhanced": false
    },
    {
      "crd_number": 332413,
      "name": "Gaard Capital LLC",
      "name_as_filed": "GAARD CAPITAL LLC",
      "url": "https://advisorcensus.com/firm/gaard-capital-llc-332413",
      "city": null,
      "state": null,
      "years_registered": 1,
      "raum_band": "under_25m",
      "compensation_types": [
        "percentage_of_aum",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 330711,
      "name": "Gajardo Wealth Management LLC",
      "name_as_filed": "GAJARDO WEALTH MANAGEMENT LLC",
      "url": "https://advisorcensus.com/firm/gajardo-wealth-management-llc-lehi-ut-330711",
      "city": "Lehi",
      "state": "UT",
      "years_registered": 2,
      "raum_band": "under_25m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 337893,
      "name": "Galleon Wealth Advisors LLC",
      "name_as_filed": "GALLEON WEALTH ADVISORS LLC",
      "url": "https://advisorcensus.com/firm/galleon-wealth-advisors-llc-337893",
      "city": null,
      "state": null,
      "years_registered": 0,
      "raum_band": "under_25m",
      "compensation_types": [
        "percentage_of_aum",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 159567,
      "name": "Garrett Capital Private Equity LLC",
      "name_as_filed": "GARRETT CAPITAL PRIVATE EQUITY LLC",
      "url": "https://advisorcensus.com/firm/garrett-capital-private-equity-llc-159567",
      "city": null,
      "state": null,
      "years_registered": 13,
      "raum_band": "under_25m",
      "compensation_types": [
        "other"
      ],
      "enhanced": false
    },
    {
      "crd_number": 152023,
      "name": "Gladius Capital Management LP",
      "name_as_filed": "GLADIUS CAPITAL MANAGEMENT LP",
      "url": "https://advisorcensus.com/firm/gladius-capital-management-lp-park-city-ut-152023",
      "city": "Park City",
      "state": "UT",
      "years_registered": 16,
      "raum_band": "1b_5b",
      "compensation_types": [
        "percentage_of_aum",
        "fixed",
        "performance_based"
      ],
      "enhanced": false
    },
    {
      "crd_number": 339370,
      "name": "Glyptis Management De, LLC",
      "name_as_filed": "GLYPTIS MANAGEMENT DE, LLC",
      "url": "https://advisorcensus.com/firm/glyptis-management-de-llc-orem-ut-339370",
      "city": "Orem",
      "state": "UT",
      "years_registered": 0,
      "raum_band": "not_reported",
      "compensation_types": [],
      "enhanced": false
    },
    {
      "crd_number": 291884,
      "name": "Go Invest LLC",
      "name_as_filed": "GO INVEST LLC",
      "url": "https://advisorcensus.com/firm/go-invest-llc-west-jordan-ut-291884",
      "city": "West Jordan",
      "state": "UT",
      "years_registered": 8,
      "raum_band": "500m_1b",
      "compensation_types": [
        "percentage_of_aum"
      ],
      "enhanced": false
    },
    {
      "crd_number": 312298,
      "name": "Goalen Capital Advisors, LLC",
      "name_as_filed": "GOALEN CAPITAL ADVISORS, LLC",
      "url": "https://advisorcensus.com/firm/goalen-capital-advisors-llc-west-valley-ut-312298",
      "city": "West Valley",
      "state": "UT",
      "years_registered": 5,
      "raum_band": "25m_100m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 158270,
      "name": "Grandeur Peak Global Advisors",
      "name_as_filed": "GRANDEUR PEAK GLOBAL ADVISORS",
      "url": "https://advisorcensus.com/firm/grandeur-peak-global-advisors-salt-lake-city-ut-158270",
      "city": "Salt Lake City",
      "state": "UT",
      "years_registered": 15,
      "raum_band": "1b_5b",
      "compensation_types": [
        "percentage_of_aum",
        "performance_based"
      ],
      "enhanced": false
    },
    {
      "crd_number": 332014,
      "name": "Gratitude Railroad Management, LLC",
      "name_as_filed": "GRATITUDE RAILROAD MANAGEMENT, LLC",
      "url": "https://advisorcensus.com/firm/gratitude-railroad-management-llc-park-city-ut-332014",
      "city": "Park City",
      "state": "UT",
      "years_registered": 0,
      "raum_band": "not_reported",
      "compensation_types": [],
      "enhanced": false
    },
    {
      "crd_number": 342794,
      "name": "Growth Financial",
      "name_as_filed": "GROWTH FINANCIAL",
      "url": "https://advisorcensus.com/firm/growth-financial-342794",
      "city": null,
      "state": null,
      "years_registered": 0,
      "raum_band": "under_25m",
      "compensation_types": [
        "percentage_of_aum"
      ],
      "enhanced": false
    },
    {
      "crd_number": 146923,
      "name": "Guardian Wealth Management",
      "name_as_filed": "GUARDIAN WEALTH MANAGEMENT",
      "url": "https://advisorcensus.com/firm/guardian-wealth-management-salt-lake-city-ut-146923",
      "city": "Salt Lake City",
      "state": "UT",
      "years_registered": 4,
      "raum_band": "100m_500m",
      "compensation_types": [
        "percentage_of_aum",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 149662,
      "name": "Gygi Capital Management",
      "name_as_filed": "GYGI CAPITAL MANAGEMENT",
      "url": "https://advisorcensus.com/firm/gygi-capital-management-cedar-hills-ut-149662",
      "city": "Cedar Hills",
      "state": "UT",
      "years_registered": 17,
      "raum_band": "25m_100m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 325764,
      "name": "HA Wealth Advisors Inc.",
      "name_as_filed": "HA WEALTH ADVISORS INC.",
      "url": "https://advisorcensus.com/firm/ha-wealth-advisors-inc-cedar-city-ut-325764",
      "city": "Cedar City",
      "state": "UT",
      "years_registered": 3,
      "raum_band": "25m_100m",
      "compensation_types": [
        "percentage_of_aum",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 335230,
      "name": "Halo Experience Company",
      "name_as_filed": "HALO EXPERIENCE COMPANY",
      "url": "https://advisorcensus.com/firm/halo-experience-company-provo-ut-335230",
      "city": "Provo",
      "state": "UT",
      "years_registered": 1,
      "raum_band": "not_reported",
      "compensation_types": [],
      "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"
  }
}