{ "path": "/advisors/ut", "url": "https://advisorcensus.com/advisors/ut/page/5", "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": 5, "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": 153956, "name": "Lone Peak Global Investors, LLC", "name_as_filed": "LONE PEAK GLOBAL INVESTORS, LLC", "url": "https://advisorcensus.com/firm/lone-peak-global-investors-llc-alpine-ut-153956", "city": "Alpine", "state": "UT", "years_registered": 12, "raum_band": "500m_1b", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 327478, "name": "Longship Capital Management, LLC", "name_as_filed": "LONGSHIP CAPITAL MANAGEMENT, LLC", "url": "https://advisorcensus.com/firm/longship-capital-management-llc-sandy-ut-327478", "city": "Sandy", "state": "UT", "years_registered": 3, "raum_band": "not_reported", "compensation_types": [], "enhanced": false }, { "crd_number": 269885, "name": "Lota Advisors LLC.", "name_as_filed": "LOTA ADVISORS LLC.", "url": "https://advisorcensus.com/firm/lota-advisors-llc-269885", "city": null, "state": null, "years_registered": 11, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "hourly" ], "enhanced": false }, { "crd_number": 305360, "name": "Loyal Wealth Management LLC", "name_as_filed": "LOYAL WEALTH MANAGEMENT LLC", "url": "https://advisorcensus.com/firm/loyal-wealth-management-llc-305360", "city": null, "state": null, "years_registered": 6, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum", "hourly" ], "enhanced": false }, { "crd_number": 297003, "name": "LPG Capital Management", "name_as_filed": "LPG CAPITAL MANAGEMENT", "url": "https://advisorcensus.com/firm/lpg-capital-management-south-jordan-ut-297003", "city": "South Jordan", "state": "UT", "years_registered": 8, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "hourly" ], "enhanced": false }, { "crd_number": 125183, "name": "Lunt Capital Management Inc.", "name_as_filed": "LUNT CAPITAL MANAGEMENT INC.", "url": "https://advisorcensus.com/firm/lunt-capital-management-inc-holladay-ut-125183", "city": "Holladay", "state": "UT", "years_registered": 17, "raum_band": "500m_1b", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 315973, "name": "Lymanwealth LLC", "name_as_filed": "LYMANWEALTH LLC", "url": "https://advisorcensus.com/firm/lymanwealth-llc-alpine-ut-315973", "city": "Alpine", "state": "UT", "years_registered": 4, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 327044, "name": "M2 Financial LLC", "name_as_filed": "M2 FINANCIAL LLC", "url": "https://advisorcensus.com/firm/m2-financial-llc-cottonwood-heights-ut-327044", "city": "Cottonwood Heights", "state": "UT", "years_registered": 2, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 151191, "name": "M3F, Inc.", "name_as_filed": "M3F, INC.", "url": "https://advisorcensus.com/firm/m3f-inc-salt-lake-city-ut-151191", "city": "Salt Lake City", "state": "UT", "years_registered": 16, "raum_band": "500m_1b", "compensation_types": [ "percentage_of_aum", "performance_based" ], "enhanced": false }, { "crd_number": 324648, "name": "Maddix Capital LLC", "name_as_filed": "MADDIX CAPITAL LLC", "url": "https://advisorcensus.com/firm/maddix-capital-llc-murray-ut-324648", "city": "Murray", "state": "UT", "years_registered": 3, "raum_band": "not_reported", "compensation_types": [], "enhanced": false }, { "crd_number": 164073, "name": "Managed Wealth Advantage, LLC", "name_as_filed": "MANAGED WEALTH ADVANTAGE, LLC", "url": "https://advisorcensus.com/firm/managed-wealth-advantage-llc-saint-george-ut-164073", "city": "Saint George", "state": "UT", "years_registered": 13, "raum_band": "not_reported", "compensation_types": [ "fixed", "other" ], "enhanced": false }, { "crd_number": 334584, "name": "Marvin Ventures LLC", "name_as_filed": "MARVIN VENTURES LLC", "url": "https://advisorcensus.com/firm/marvin-ventures-llc-salt-lake-city-ut-334584", "city": "Salt Lake City", "state": "UT", "years_registered": 0, "raum_band": "not_reported", "compensation_types": [], "enhanced": false }, { "crd_number": 299455, "name": "Maximus Wealth Advisors", "name_as_filed": "MAXIMUS WEALTH ADVISORS", "url": "https://advisorcensus.com/firm/maximus-wealth-advisors-salt-lake-city-ut-299455", "city": "Salt Lake City", "state": "UT", "years_registered": 7, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 120595, "name": "MCG Capital Management, LLC", "name_as_filed": "MCG CAPITAL MANAGEMENT, LLC", "url": "https://advisorcensus.com/firm/mcg-capital-management-llc-park-city-ut-120595", "city": "Park City", "state": "UT", "years_registered": 14, "raum_band": "not_reported", "compensation_types": [ "commissions" ], "enhanced": false }, { "crd_number": 282904, "name": "Medicus Wealth Planning, Inc.", "name_as_filed": "MEDICUS WEALTH PLANNING, INC.", "url": "https://advisorcensus.com/firm/medicus-wealth-planning-inc-draper-ut-282904", "city": "Draper", "state": "UT", "years_registered": 2, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 335389, "name": "Mercato Management Legacy, LLC", "name_as_filed": "MERCATO MANAGEMENT LEGACY, LLC", "url": "https://advisorcensus.com/firm/mercato-management-legacy-llc-salt-lake-city-ut-335389", "city": "Salt Lake City", "state": "UT", "years_registered": 1, "raum_band": "not_reported", "compensation_types": [], "enhanced": false }, { "crd_number": 163142, "name": "Mercato Partners", "name_as_filed": "MERCATO PARTNERS", "url": "https://advisorcensus.com/firm/mercato-partners-salt-lake-city-ut-163142", "city": "Salt Lake City", "state": "UT", "years_registered": 2, "raum_band": "not_reported", "compensation_types": [], "enhanced": false }, { "crd_number": 336251, "name": "Mercato Savory Management, LLC", "name_as_filed": "MERCATO SAVORY MANAGEMENT, LLC", "url": "https://advisorcensus.com/firm/mercato-savory-management-llc-draper-ut-336251", "city": "Draper", "state": "UT", "years_registered": 1, "raum_band": "not_reported", "compensation_types": [], "enhanced": false }, { "crd_number": 318368, "name": "Mercatus Partners, LLC", "name_as_filed": "MERCATUS PARTNERS, LLC", "url": "https://advisorcensus.com/firm/mercatus-partners-llc-park-city-ut-318368", "city": "Park City", "state": "UT", "years_registered": 4, "raum_band": "not_reported", "compensation_types": [], "enhanced": false }, { "crd_number": 150625, "name": "Meridian Investing", "name_as_filed": "MERIDIAN INVESTING", "url": "https://advisorcensus.com/firm/meridian-investing-150625", "city": null, "state": null, "years_registered": 16, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 2535, "name": "MHL Tamp", "name_as_filed": "MHL TAMP", "url": "https://advisorcensus.com/firm/mhl-tamp-midvale-ut-2535", "city": "Midvale", "state": "UT", "years_registered": null, "raum_band": "not_reported", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 172834, "name": "Mill Creek Investment Management", "name_as_filed": "MILL CREEK INVESTMENT MANAGEMENT", "url": "https://advisorcensus.com/firm/mill-creek-investment-management-172834", "city": null, "state": null, "years_registered": 9, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "hourly", "performance_based" ], "enhanced": false }, { "crd_number": 343428, "name": "Momentum Wealth Management", "name_as_filed": "MOMENTUM WEALTH MANAGEMENT", "url": "https://advisorcensus.com/firm/momentum-wealth-management-orem-ut-343428", "city": "Orem", "state": "UT", "years_registered": 0, "raum_band": "not_reported", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 331596, "name": "Money Illustrated Advisory Services", "name_as_filed": "MONEY ILLUSTRATED ADVISORY SERVICES", "url": "https://advisorcensus.com/firm/money-illustrated-advisory-services-331596", "city": null, "state": null, "years_registered": 2, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 300040, "name": "MP3, LLC", "name_as_filed": "MP3, LLC", "url": "https://advisorcensus.com/firm/mp3-llc-park-city-ut-300040", "city": "Park City", "state": "UT", "years_registered": 7, "raum_band": "not_reported", "compensation_types": [], "enhanced": false }, { "crd_number": 311144, "name": "My Prosper Team", "name_as_filed": "MY PROSPER TEAM", "url": "https://advisorcensus.com/firm/my-prosper-team-lehi-ut-311144", "city": "Lehi", "state": "UT", "years_registered": 5, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 337496, "name": "Narstar", "name_as_filed": "NARSTAR", "url": "https://advisorcensus.com/firm/narstar-337496", "city": null, "state": null, "years_registered": 0, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 173534, "name": "Narus Financial Partners, LLC", "name_as_filed": "NARUS FINANCIAL PARTNERS, LLC", "url": "https://advisorcensus.com/firm/narus-financial-partners-llc-salt-lake-city-ut-173534", "city": "Salt Lake City", "state": "UT", "years_registered": 11, "raum_band": "500m_1b", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 325945, "name": "Navigate Financial LLC", "name_as_filed": "NAVIGATE FINANCIAL LLC", "url": "https://advisorcensus.com/firm/navigate-financial-llc-salt-lake-city-ut-325945", "city": "Salt Lake City", "state": "UT", "years_registered": 3, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "hourly", "subscription", "fixed" ], "enhanced": false }, { "crd_number": 170774, "name": "Navigate Private Wealth, LLC", "name_as_filed": "NAVIGATE PRIVATE WEALTH, LLC", "url": "https://advisorcensus.com/firm/navigate-private-wealth-llc-draper-ut-170774", "city": "Draper", "state": "UT", "years_registered": 12, "raum_band": "500m_1b", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 126983, "name": "Net Worth Advisory Group, LLC", "name_as_filed": "NET WORTH ADVISORY GROUP, LLC", "url": "https://advisorcensus.com/firm/net-worth-advisory-group-llc-sandy-ut-126983", "city": "Sandy", "state": "UT", "years_registered": 20, "raum_band": "500m_1b", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 299249, "name": "New Millennium Group", "name_as_filed": "NEW MILLENNIUM GROUP", "url": "https://advisorcensus.com/firm/new-millennium-group-sandy-ut-299249", "city": "Sandy", "state": "UT", "years_registered": 5, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 286059, "name": "Newpark Wealth Management", "name_as_filed": "NEWPARK WEALTH MANAGEMENT", "url": "https://advisorcensus.com/firm/newpark-wealth-management-park-city-ut-286059", "city": "Park City", "state": "UT", "years_registered": 9, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 330332, "name": "Nibley Financial LLC", "name_as_filed": "NIBLEY FINANCIAL LLC", "url": "https://advisorcensus.com/firm/nibley-financial-llc-heber-ut-330332", "city": "Heber", "state": "UT", "years_registered": 2, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 316602, "name": "Niemann Investments LLC", "name_as_filed": "NIEMANN INVESTMENTS LLC", "url": "https://advisorcensus.com/firm/niemann-investments-llc-riverton-ut-316602", "city": "Riverton", "state": "UT", "years_registered": 4, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "performance_based" ], "enhanced": false }, { "crd_number": 148802, "name": "North Capital", "name_as_filed": "NORTH CAPITAL", "url": "https://advisorcensus.com/firm/north-capital-salt-lake-city-ut-148802", "city": "Salt Lake City", "state": "UT", "years_registered": 9, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 328411, "name": "Nuwealth Advisors, LLC", "name_as_filed": "NUWEALTH ADVISORS, LLC", "url": "https://advisorcensus.com/firm/nuwealth-advisors-llc-st-george-ut-328411", "city": "St. George", "state": "UT", "years_registered": 2, "raum_band": "25m_100m", "compensation_types": [ "hourly", "other" ], "enhanced": false }, { "crd_number": 140612, "name": "Oak Lane Advisors", "name_as_filed": "OAK LANE ADVISORS", "url": "https://advisorcensus.com/firm/oak-lane-advisors-centerville-ut-140612", "city": "Centerville", "state": "UT", "years_registered": 7, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 290187, "name": "Oakhouse Partners, LLC", "name_as_filed": "OAKHOUSE PARTNERS, LLC", "url": "https://advisorcensus.com/firm/oakhouse-partners-llc-park-city-ut-290187", "city": "Park City", "state": "UT", "years_registered": 8, "raum_band": "not_reported", "compensation_types": [], "enhanced": false }, { "crd_number": 165355, "name": "Octant Quantitative Investment Management LLC", "name_as_filed": "OCTANT QUANTITATIVE INVESTMENT MANAGEMENT LLC", "url": "https://advisorcensus.com/firm/octant-quantitative-investment-management-llc-salt-lake-city-ut-165355", "city": "Salt Lake City", "state": "UT", "years_registered": 11, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "performance_based" ], "enhanced": false }, { "crd_number": 283040, "name": "Olympus Peaks Financial, LLC", "name_as_filed": "OLYMPUS PEAKS FINANCIAL, LLC", "url": "https://advisorcensus.com/firm/olympus-peaks-financial-llc-sandy-ut-283040", "city": "Sandy", "state": "UT", "years_registered": 0, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "hourly" ], "enhanced": false }, { "crd_number": 326155, "name": "Optimal Investment Performance, LLC", "name_as_filed": "OPTIMAL INVESTMENT PERFORMANCE, LLC", "url": "https://advisorcensus.com/firm/optimal-investment-performance-llc-326155", "city": null, "state": null, "years_registered": 2, "raum_band": "not_reported", "compensation_types": [ "hourly", "fixed" ], "enhanced": false }, { "crd_number": 332725, "name": "Oxford Wealth Management", "name_as_filed": "OXFORD WEALTH MANAGEMENT", "url": "https://advisorcensus.com/firm/oxford-wealth-management-lindon-ut-332725", "city": "Lindon", "state": "UT", "years_registered": 2, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "fixed", "performance_based" ], "enhanced": false }, { "crd_number": 147725, "name": "Palisade Wealth Management", "name_as_filed": "PALISADE WEALTH MANAGEMENT", "url": "https://advisorcensus.com/firm/palisade-wealth-management-draper-ut-147725", "city": "Draper", "state": "UT", "years_registered": 1, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 105962, "name": "Paragon Wealth Management", "name_as_filed": "PARAGON WEALTH MANAGEMENT", "url": "https://advisorcensus.com/firm/paragon-wealth-management-provo-ut-105962", "city": "Provo", "state": "UT", "years_registered": 32, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "hourly", "performance_based" ], "enhanced": false }, { "crd_number": 296893, "name": "Parkview Investments LLC", "name_as_filed": "PARKVIEW INVESTMENTS LLC", "url": "https://advisorcensus.com/firm/parkview-investments-llc-296893", "city": null, "state": null, "years_registered": 8, "raum_band": "not_reported", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 339560, "name": "Peak Horizons Capital", "name_as_filed": "PEAK HORIZONS CAPITAL", "url": "https://advisorcensus.com/firm/peak-horizons-capital-clearfield-ut-339560", "city": "Clearfield", "state": "UT", "years_registered": 0, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "hourly" ], "enhanced": false }, { "crd_number": 167757, "name": "Peak Investment Coaching, LLC", "name_as_filed": "PEAK INVESTMENT COACHING, LLC", "url": "https://advisorcensus.com/firm/peak-investment-coaching-llc-logan-ut-167757", "city": "Logan", "state": "UT", "years_registered": 13, "raum_band": "not_reported", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 162762, "name": "Pelion Venture Partners", "name_as_filed": "PELION VENTURE PARTNERS", "url": "https://advisorcensus.com/firm/pelion-venture-partners-salt-lake-city-ut-162762", "city": "Salt Lake City", "state": "UT", "years_registered": 14, "raum_band": "not_reported", "compensation_types": [], "enhanced": false }, { "crd_number": 328110, "name": "Pendulum Asset Management, LLC", "name_as_filed": "PENDULUM ASSET MANAGEMENT, LLC", "url": "https://advisorcensus.com/firm/pendulum-asset-management-llc-328110", "city": null, "state": null, "years_registered": 2, "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" } }