{
  "path": "/advisors/ut",
  "url": "https://advisorcensus.com/advisors/ut/page/4",
  "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": 4,
  "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": 333750,
      "name": "Hardware District Financial LLC",
      "name_as_filed": "HARDWARE DISTRICT FINANCIAL LLC",
      "url": "https://advisorcensus.com/firm/hardware-district-financial-llc-333750",
      "city": null,
      "state": null,
      "years_registered": 1,
      "raum_band": "not_reported",
      "compensation_types": [
        "commissions"
      ],
      "enhanced": false
    },
    {
      "crd_number": 1582,
      "name": "Harold Dance Investments",
      "name_as_filed": "HAROLD DANCE INVESTMENTS",
      "url": "https://advisorcensus.com/firm/harold-dance-investments-logan-ut-1582",
      "city": "Logan",
      "state": "UT",
      "years_registered": 2,
      "raum_band": "100m_500m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 328415,
      "name": "Harris Wealth Management, Inc.",
      "name_as_filed": "HARRIS WEALTH MANAGEMENT, INC.",
      "url": "https://advisorcensus.com/firm/harris-wealth-management-inc-328415",
      "city": null,
      "state": null,
      "years_registered": 2,
      "raum_band": "under_25m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly"
      ],
      "enhanced": false
    },
    {
      "crd_number": 340042,
      "name": "Harvest Lane Investment Partners, LLC.",
      "name_as_filed": "HARVEST LANE INVESTMENT PARTNERS, LLC.",
      "url": "https://advisorcensus.com/firm/harvest-lane-investment-partners-llc-sandy-ut-340042",
      "city": "Sandy",
      "state": "UT",
      "years_registered": 0,
      "raum_band": "under_25m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly"
      ],
      "enhanced": false
    },
    {
      "crd_number": 305852,
      "name": "Haynie Wealth Management LLC",
      "name_as_filed": "HAYNIE WEALTH MANAGEMENT LLC",
      "url": "https://advisorcensus.com/firm/haynie-wealth-management-llc-salt-lake-city-ut-305852",
      "city": "Salt Lake City",
      "state": "UT",
      "years_registered": 0,
      "raum_band": "100m_500m",
      "compensation_types": [
        "percentage_of_aum"
      ],
      "enhanced": false
    },
    {
      "crd_number": 336393,
      "name": "Headwaters Capital",
      "name_as_filed": "HEADWATERS CAPITAL",
      "url": "https://advisorcensus.com/firm/headwaters-capital-heber-city-ut-336393",
      "city": "Heber City",
      "state": "UT",
      "years_registered": 0,
      "raum_band": "not_reported",
      "compensation_types": [],
      "enhanced": false
    },
    {
      "crd_number": 167105,
      "name": "Healthequity Advisors",
      "name_as_filed": "HEALTHEQUITY ADVISORS",
      "url": "https://advisorcensus.com/firm/healthequity-advisors-draper-ut-167105",
      "city": "Draper",
      "state": "UT",
      "years_registered": 13,
      "raum_band": "1b_5b",
      "compensation_types": [
        "percentage_of_aum",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 134578,
      "name": "Heaton Financial, PC",
      "name_as_filed": "HEATON FINANCIAL, PC",
      "url": "https://advisorcensus.com/firm/heaton-financial-pc-cedar-city-ut-134578",
      "city": "Cedar City",
      "state": "UT",
      "years_registered": 0,
      "raum_band": "100m_500m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly"
      ],
      "enhanced": false
    },
    {
      "crd_number": 334937,
      "name": "Highland Financial, LLC",
      "name_as_filed": "HIGHLAND FINANCIAL, LLC",
      "url": "https://advisorcensus.com/firm/highland-financial-llc-provo-ut-334937",
      "city": "Provo",
      "state": "UT",
      "years_registered": 0,
      "raum_band": "not_reported",
      "compensation_types": [
        "percentage_of_aum"
      ],
      "enhanced": false
    },
    {
      "crd_number": 337705,
      "name": "Hive Minerals GP, LLC",
      "name_as_filed": "HIVE MINERALS GP, LLC",
      "url": "https://advisorcensus.com/firm/hive-minerals-gp-llc-salt-lake-city-ut-337705",
      "city": "Salt Lake City",
      "state": "UT",
      "years_registered": 1,
      "raum_band": "not_reported",
      "compensation_types": [],
      "enhanced": false
    },
    {
      "crd_number": 317143,
      "name": "HST Ventures, LLC",
      "name_as_filed": "HST VENTURES, LLC",
      "url": "https://advisorcensus.com/firm/hst-ventures-llc-park-city-ut-317143",
      "city": "Park City",
      "state": "UT",
      "years_registered": 2,
      "raum_band": "500m_1b",
      "compensation_types": [
        "fixed",
        "performance_based"
      ],
      "enhanced": false
    },
    {
      "crd_number": 116323,
      "name": "Hunter Capital Management Inc.",
      "name_as_filed": "HUNTER CAPITAL MANAGEMENT INC.",
      "url": "https://advisorcensus.com/firm/hunter-capital-management-inc-116323",
      "city": null,
      "state": null,
      "years_registered": 27,
      "raum_band": "25m_100m",
      "compensation_types": [
        "percentage_of_aum"
      ],
      "enhanced": false
    },
    {
      "crd_number": 333583,
      "name": "Hunter Search Management",
      "name_as_filed": "HUNTER SEARCH MANAGEMENT",
      "url": "https://advisorcensus.com/firm/hunter-search-management-park-city-ut-333583",
      "city": "Park City",
      "state": "UT",
      "years_registered": 1,
      "raum_band": "not_reported",
      "compensation_types": [],
      "enhanced": false
    },
    {
      "crd_number": 153535,
      "name": "Hurley Investments, LLC",
      "name_as_filed": "HURLEY INVESTMENTS, LLC",
      "url": "https://advisorcensus.com/firm/hurley-investments-llc-provo-ut-153535",
      "city": "Provo",
      "state": "UT",
      "years_registered": 16,
      "raum_band": "25m_100m",
      "compensation_types": [
        "percentage_of_aum"
      ],
      "enhanced": false
    },
    {
      "crd_number": 283529,
      "name": "Indie Enterprises, LLC",
      "name_as_filed": "INDIE ENTERPRISES, LLC",
      "url": "https://advisorcensus.com/firm/indie-enterprises-llc-salt-lake-city-ut-283529",
      "city": "Salt Lake City",
      "state": "UT",
      "years_registered": 2,
      "raum_band": "not_reported",
      "compensation_types": [],
      "enhanced": false
    },
    {
      "crd_number": 344519,
      "name": "Inoca Management, LLC",
      "name_as_filed": "INOCA MANAGEMENT, LLC",
      "url": "https://advisorcensus.com/firm/inoca-management-llc-park-city-ut-344519",
      "city": "Park City",
      "state": "UT",
      "years_registered": 0,
      "raum_band": "not_reported",
      "compensation_types": [],
      "enhanced": false
    },
    {
      "crd_number": 316746,
      "name": "Interwise",
      "name_as_filed": "INTERWISE",
      "url": "https://advisorcensus.com/firm/interwise-holladay-ut-316746",
      "city": "Holladay",
      "state": "UT",
      "years_registered": 4,
      "raum_band": "100m_500m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 111177,
      "name": "Iron Gate Global Advisors",
      "name_as_filed": "IRON GATE GLOBAL ADVISORS",
      "url": "https://advisorcensus.com/firm/iron-gate-global-advisors-north-salt-lake-ut-111177",
      "city": "North Salt Lake",
      "state": "UT",
      "years_registered": 9,
      "raum_band": "1b_5b",
      "compensation_types": [
        "percentage_of_aum",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 116085,
      "name": "Jacobsen Capital Management",
      "name_as_filed": "JACOBSEN CAPITAL MANAGEMENT",
      "url": "https://advisorcensus.com/firm/jacobsen-capital-management-salt-lake-city-ut-116085",
      "city": "Salt Lake City",
      "state": "UT",
      "years_registered": 22,
      "raum_band": "500m_1b",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 341243,
      "name": "Jaeger Wealth Advisors",
      "name_as_filed": "JAEGER WEALTH ADVISORS",
      "url": "https://advisorcensus.com/firm/jaeger-wealth-advisors-341243",
      "city": null,
      "state": null,
      "years_registered": 0,
      "raum_band": "under_25m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 127066,
      "name": "Jasmijn Capital Management, LLC",
      "name_as_filed": "JASMIJN CAPITAL MANAGEMENT, LLC",
      "url": "https://advisorcensus.com/firm/jasmijn-capital-management-llc-highland-ut-127066",
      "city": "Highland",
      "state": "UT",
      "years_registered": 2,
      "raum_band": "25m_100m",
      "compensation_types": [
        "percentage_of_aum"
      ],
      "enhanced": false
    },
    {
      "crd_number": 123293,
      "name": "JD Investment Management, LLC",
      "name_as_filed": "JD INVESTMENT MANAGEMENT, LLC",
      "url": "https://advisorcensus.com/firm/jd-investment-management-llc-cottonwood-heights-ut-123293",
      "city": "Cottonwood Heights",
      "state": "UT",
      "years_registered": 27,
      "raum_band": "25m_100m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly"
      ],
      "enhanced": false
    },
    {
      "crd_number": 172214,
      "name": "JDS Investment Management",
      "name_as_filed": "JDS INVESTMENT MANAGEMENT",
      "url": "https://advisorcensus.com/firm/jds-investment-management-172214",
      "city": null,
      "state": null,
      "years_registered": 12,
      "raum_band": "25m_100m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 337922,
      "name": "JHB Capital Management LLC",
      "name_as_filed": "JHB CAPITAL MANAGEMENT LLC",
      "url": "https://advisorcensus.com/firm/jhb-capital-management-llc-sandy-ut-337922",
      "city": "Sandy",
      "state": "UT",
      "years_registered": 1,
      "raum_band": "not_reported",
      "compensation_types": [
        "percentage_of_aum"
      ],
      "enhanced": false
    },
    {
      "crd_number": 336436,
      "name": "JHP Planning, LLC",
      "name_as_filed": "JHP PLANNING, LLC",
      "url": "https://advisorcensus.com/firm/jhp-planning-llc-salt-lake-city-ut-336436",
      "city": "Salt Lake City",
      "state": "UT",
      "years_registered": 1,
      "raum_band": "25m_100m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 268800,
      "name": "John McAndrew Financial Advisors LLC",
      "name_as_filed": "JOHN MCANDREW FINANCIAL ADVISORS LLC",
      "url": "https://advisorcensus.com/firm/john-mcandrew-financial-advisors-llc-park-city-ut-268800",
      "city": "Park City",
      "state": "UT",
      "years_registered": 11,
      "raum_band": "25m_100m",
      "compensation_types": [
        "percentage_of_aum",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 323676,
      "name": "Jordanelle Capital",
      "name_as_filed": "JORDANELLE CAPITAL",
      "url": "https://advisorcensus.com/firm/jordanelle-capital-salt-lake-city-ut-323676",
      "city": "Salt Lake City",
      "state": "UT",
      "years_registered": 3,
      "raum_band": "100m_500m",
      "compensation_types": [
        "percentage_of_aum",
        "performance_based"
      ],
      "enhanced": false
    },
    {
      "crd_number": 281445,
      "name": "Joseph M. Larsen, C.P.A., P.C.",
      "name_as_filed": "JOSEPH M. LARSEN, C.P.A., P.C.",
      "url": "https://advisorcensus.com/firm/joseph-m-larsen-c-p-a-p-c-provo-ut-281445",
      "city": "Provo",
      "state": "UT",
      "years_registered": 10,
      "raum_band": "under_25m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly"
      ],
      "enhanced": false
    },
    {
      "crd_number": 306294,
      "name": "JRS Wealth Management LLC",
      "name_as_filed": "JRS WEALTH MANAGEMENT LLC",
      "url": "https://advisorcensus.com/firm/jrs-wealth-management-llc-south-jordan-ut-306294",
      "city": "South Jordan",
      "state": "UT",
      "years_registered": 0,
      "raum_band": "100m_500m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 331443,
      "name": "Juvo Ventures, LLC",
      "name_as_filed": "JUVO VENTURES, LLC",
      "url": "https://advisorcensus.com/firm/juvo-ventures-llc-salt-lake-city-ut-331443",
      "city": "Salt Lake City",
      "state": "UT",
      "years_registered": 0,
      "raum_band": "not_reported",
      "compensation_types": [],
      "enhanced": false
    },
    {
      "crd_number": 109522,
      "name": "Keeler Thomas Management LLC",
      "name_as_filed": "KEELER THOMAS MANAGEMENT LLC",
      "url": "https://advisorcensus.com/firm/keeler-thomas-management-llc-orem-ut-109522",
      "city": "Orem",
      "state": "UT",
      "years_registered": 11,
      "raum_band": "100m_500m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 169922,
      "name": "Kellam Insurance and Financial Services LLC",
      "name_as_filed": "KELLAM INSURANCE AND FINANCIAL SERVICES LLC",
      "url": "https://advisorcensus.com/firm/kellam-insurance-and-financial-services-llc-169922",
      "city": null,
      "state": null,
      "years_registered": 12,
      "raum_band": "under_25m",
      "compensation_types": [
        "percentage_of_aum"
      ],
      "enhanced": false
    },
    {
      "crd_number": 142885,
      "name": "Keystone National Group, LLC",
      "name_as_filed": "KEYSTONE NATIONAL GROUP, LLC",
      "url": "https://advisorcensus.com/firm/keystone-national-group-llc-salt-lake-city-ut-142885",
      "city": "Salt Lake City",
      "state": "UT",
      "years_registered": 19,
      "raum_band": "1b_5b",
      "compensation_types": [
        "percentage_of_aum",
        "performance_based"
      ],
      "enhanced": false
    },
    {
      "crd_number": 167541,
      "name": "Kickstart Capital, LLC",
      "name_as_filed": "KICKSTART CAPITAL, LLC",
      "url": "https://advisorcensus.com/firm/kickstart-capital-llc-cottonwood-heights-ut-167541",
      "city": "Cottonwood Heights",
      "state": "UT",
      "years_registered": 13,
      "raum_band": "not_reported",
      "compensation_types": [],
      "enhanced": false
    },
    {
      "crd_number": 342159,
      "name": "Kimberlite Financial Services Limited Liability Co.",
      "name_as_filed": "KIMBERLITE FINANCIAL SERVICES LIMITED LIABILITY CO.",
      "url": "https://advisorcensus.com/firm/kimberlite-financial-services-limited-liability-co-342159",
      "city": null,
      "state": null,
      "years_registered": 0,
      "raum_band": "not_reported",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed",
        "commissions"
      ],
      "enhanced": false
    },
    {
      "crd_number": 327978,
      "name": "Kinnect Advisor Group, L.L.C.",
      "name_as_filed": "KINNECT ADVISOR GROUP, L.L.C.",
      "url": "https://advisorcensus.com/firm/kinnect-advisor-group-l-l-c-327978",
      "city": null,
      "state": null,
      "years_registered": 0,
      "raum_band": "under_25m",
      "compensation_types": [
        "percentage_of_aum"
      ],
      "enhanced": false
    },
    {
      "crd_number": 315543,
      "name": "Kohler Capital Management, LLC",
      "name_as_filed": "KOHLER CAPITAL MANAGEMENT, LLC",
      "url": "https://advisorcensus.com/firm/kohler-capital-management-llc-lehi-ut-315543",
      "city": "Lehi",
      "state": "UT",
      "years_registered": 0,
      "raum_band": "not_reported",
      "compensation_types": [],
      "enhanced": false
    },
    {
      "crd_number": 327510,
      "name": "Kultura Capital Management LP",
      "name_as_filed": "KULTURA CAPITAL MANAGEMENT LP",
      "url": "https://advisorcensus.com/firm/kultura-capital-management-lp-park-city-ut-327510",
      "city": "Park City",
      "state": "UT",
      "years_registered": 1,
      "raum_band": "100m_500m",
      "compensation_types": [
        "percentage_of_aum",
        "performance_based"
      ],
      "enhanced": false
    },
    {
      "crd_number": 166989,
      "name": "Landmark Wealth Advisors, LLC",
      "name_as_filed": "LANDMARK WEALTH ADVISORS, LLC",
      "url": "https://advisorcensus.com/firm/landmark-wealth-advisors-llc-farmington-ut-166989",
      "city": "Farmington",
      "state": "UT",
      "years_registered": 2,
      "raum_band": "100m_500m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 311414,
      "name": "Larson Williams Wealth Advisors, LLC",
      "name_as_filed": "LARSON WILLIAMS WEALTH ADVISORS, LLC",
      "url": "https://advisorcensus.com/firm/larson-williams-wealth-advisors-llc-cedar-city-ut-311414",
      "city": "Cedar City",
      "state": "UT",
      "years_registered": 0,
      "raum_band": "100m_500m",
      "compensation_types": [
        "percentage_of_aum"
      ],
      "enhanced": false
    },
    {
      "crd_number": 343266,
      "name": "Leander Wealth Management LLC",
      "name_as_filed": "LEANDER WEALTH MANAGEMENT LLC",
      "url": "https://advisorcensus.com/firm/leander-wealth-management-llc-343266",
      "city": null,
      "state": null,
      "years_registered": 0,
      "raum_band": "under_25m",
      "compensation_types": [
        "percentage_of_aum"
      ],
      "enhanced": false
    },
    {
      "crd_number": 170776,
      "name": "Lee Miles LLC",
      "name_as_filed": "LEE MILES LLC",
      "url": "https://advisorcensus.com/firm/lee-miles-llc-ogden-ut-170776",
      "city": "Ogden",
      "state": "UT",
      "years_registered": 12,
      "raum_band": "under_25m",
      "compensation_types": [
        "percentage_of_aum",
        "other"
      ],
      "enhanced": false
    },
    {
      "crd_number": 104961,
      "name": "Lefavi Wealth Management",
      "name_as_filed": "LEFAVI WEALTH MANAGEMENT",
      "url": "https://advisorcensus.com/firm/lefavi-wealth-management-salt-lake-city-ut-104961",
      "city": "Salt Lake City",
      "state": "UT",
      "years_registered": 14,
      "raum_band": "100m_500m",
      "compensation_types": [
        "percentage_of_aum",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 173481,
      "name": "LEP Management LLC",
      "name_as_filed": "LEP MANAGEMENT LLC",
      "url": "https://advisorcensus.com/firm/lep-management-llc-salt-lake-city-ut-173481",
      "city": "Salt Lake City",
      "state": "UT",
      "years_registered": 8,
      "raum_band": "500m_1b",
      "compensation_types": [
        "percentage_of_aum",
        "performance_based",
        "other"
      ],
      "enhanced": false
    },
    {
      "crd_number": 340888,
      "name": "Liberty Point Financial LLC",
      "name_as_filed": "LIBERTY POINT FINANCIAL LLC",
      "url": "https://advisorcensus.com/firm/liberty-point-financial-llc-340888",
      "city": null,
      "state": null,
      "years_registered": 0,
      "raum_band": "under_25m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly"
      ],
      "enhanced": false
    },
    {
      "crd_number": 321153,
      "name": "Lifepoint Financial Design",
      "name_as_filed": "LIFEPOINT FINANCIAL DESIGN",
      "url": "https://advisorcensus.com/firm/lifepoint-financial-design-salt-lake-city-ut-321153",
      "city": "Salt Lake City",
      "state": "UT",
      "years_registered": 4,
      "raum_band": "under_25m",
      "compensation_types": [
        "percentage_of_aum",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 142283,
      "name": "Lifetime Financial",
      "name_as_filed": "LIFETIME FINANCIAL",
      "url": "https://advisorcensus.com/firm/lifetime-financial-south-jordan-ut-142283",
      "city": "South Jordan",
      "state": "UT",
      "years_registered": 19,
      "raum_band": "25m_100m",
      "compensation_types": [
        "percentage_of_aum"
      ],
      "enhanced": false
    },
    {
      "crd_number": 337826,
      "name": "Livet Wealth, LLC",
      "name_as_filed": "LIVET WEALTH, LLC",
      "url": "https://advisorcensus.com/firm/livet-wealth-llc-spanish-fork-ut-337826",
      "city": "Spanish Fork",
      "state": "UT",
      "years_registered": 1,
      "raum_band": "100m_500m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 296772,
      "name": "Lone Peak Advisers",
      "name_as_filed": "LONE PEAK ADVISERS",
      "url": "https://advisorcensus.com/firm/lone-peak-advisers-draper-ut-296772",
      "city": "Draper",
      "state": "UT",
      "years_registered": 3,
      "raum_band": "100m_500m",
      "compensation_types": [
        "percentage_of_aum"
      ],
      "enhanced": false
    },
    {
      "crd_number": 284298,
      "name": "Lone Peak Capital Management, LLC",
      "name_as_filed": "LONE PEAK CAPITAL MANAGEMENT, LLC",
      "url": "https://advisorcensus.com/firm/lone-peak-capital-management-llc-lehi-ut-284298",
      "city": "Lehi",
      "state": "UT",
      "years_registered": 9,
      "raum_band": "under_25m",
      "compensation_types": [
        "percentage_of_aum"
      ],
      "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"
  }
}