{ "path": "/advisors/ut", "url": "https://advisorcensus.com/advisors/ut/page/8", "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": 8, "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": 326517, "name": "Three Seasons Wealth", "name_as_filed": "THREE SEASONS WEALTH", "url": "https://advisorcensus.com/firm/three-seasons-wealth-salt-lake-city-ut-326517", "city": "Salt Lake City", "state": "UT", "years_registered": 3, "raum_band": "1b_5b", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 328166, "name": "Timpanogos Financial Advisors, Inc.", "name_as_filed": "TIMPANOGOS FINANCIAL ADVISORS, INC.", "url": "https://advisorcensus.com/firm/timpanogos-financial-advisors-inc-orem-ut-328166", "city": "Orem", "state": "UT", "years_registered": 2, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 107539, "name": "Tingey Advisors Inc", "name_as_filed": "TINGEY ADVISORS INC", "url": "https://advisorcensus.com/firm/tingey-advisors-inc-salt-lake-city-ut-107539", "city": "Salt Lake City", "state": "UT", "years_registered": 11, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "hourly" ], "enhanced": false }, { "crd_number": 334765, "name": "Tintic Partners, LLC", "name_as_filed": "TINTIC PARTNERS, LLC", "url": "https://advisorcensus.com/firm/tintic-partners-llc-lehi-ut-334765", "city": "Lehi", "state": "UT", "years_registered": 0, "raum_band": "not_reported", "compensation_types": [], "enhanced": false }, { "crd_number": 169057, "name": "Tower Arch Capital", "name_as_filed": "TOWER ARCH CAPITAL", "url": "https://advisorcensus.com/firm/tower-arch-capital-draper-ut-169057", "city": "Draper", "state": "UT", "years_registered": 11, "raum_band": "1b_5b", "compensation_types": [ "percentage_of_aum", "performance_based" ], "enhanced": false }, { "crd_number": 288576, "name": "Townsquare Capital, LLC", "name_as_filed": "TOWNSQUARE CAPITAL, LLC", "url": "https://advisorcensus.com/firm/townsquare-capital-llc-lehi-ut-288576", "city": "Lehi", "state": "UT", "years_registered": 9, "raum_band": "over_5b", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 329786, "name": "Trivium Capital Partners, LLC", "name_as_filed": "TRIVIUM CAPITAL PARTNERS, LLC", "url": "https://advisorcensus.com/firm/trivium-capital-partners-llc-logan-ut-329786", "city": "Logan", "state": "UT", "years_registered": 2, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 142205, "name": "Truenorth Wealth", "name_as_filed": "TRUENORTH WEALTH", "url": "https://advisorcensus.com/firm/truenorth-wealth-salt-lake-city-ut-142205", "city": "Salt Lake City", "state": "UT", "years_registered": 18, "raum_band": "1b_5b", "compensation_types": [ "percentage_of_aum", "hourly", "other" ], "enhanced": false }, { "crd_number": 165044, "name": "Twin Peaks Wealth Management LLC", "name_as_filed": "TWIN PEAKS WEALTH MANAGEMENT LLC", "url": "https://advisorcensus.com/firm/twin-peaks-wealth-management-llc-cottonwood-heights-ut-165044", "city": "Cottonwood Heights", "state": "UT", "years_registered": 13, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 340667, "name": "Tzero Capital Partners, LLC", "name_as_filed": "TZERO CAPITAL PARTNERS, LLC", "url": "https://advisorcensus.com/firm/tzero-capital-partners-llc-salt-lake-city-ut-340667", "city": "Salt Lake City", "state": "UT", "years_registered": 0, "raum_band": "not_reported", "compensation_types": [], "enhanced": false }, { "crd_number": 288402, "name": "Uinta Investment Partners LLC", "name_as_filed": "UINTA INVESTMENT PARTNERS LLC", "url": "https://advisorcensus.com/firm/uinta-investment-partners-llc-park-city-ut-288402", "city": "Park City", "state": "UT", "years_registered": 0, "raum_band": "not_reported", "compensation_types": [], "enhanced": false }, { "crd_number": 317826, "name": "Union Hedge Funds, LLC", "name_as_filed": "UNION HEDGE FUNDS, LLC", "url": "https://advisorcensus.com/firm/union-hedge-funds-llc-heber-city-ut-317826", "city": "Heber City", "state": "UT", "years_registered": 0, "raum_band": "not_reported", "compensation_types": [], "enhanced": false }, { "crd_number": 326472, "name": "V2 Markets", "name_as_filed": "V2 MARKETS", "url": "https://advisorcensus.com/firm/v2-markets-salt-lake-city-ut-326472", "city": "Salt Lake City", "state": "UT", "years_registered": 0, "raum_band": "not_reported", "compensation_types": [], "enhanced": false }, { "crd_number": 338534, "name": "Valkyrie Ventures Management, LLC", "name_as_filed": "VALKYRIE VENTURES MANAGEMENT, LLC", "url": "https://advisorcensus.com/firm/valkyrie-ventures-management-llc-park-city-ut-338534", "city": "Park City", "state": "UT", "years_registered": 0, "raum_band": "not_reported", "compensation_types": [], "enhanced": false }, { "crd_number": 156887, "name": "Vantage Point Investments, Inc.", "name_as_filed": "VANTAGE POINT INVESTMENTS, INC.", "url": "https://advisorcensus.com/firm/vantage-point-investments-inc-156887", "city": null, "state": null, "years_registered": 12, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed", "other" ], "enhanced": false }, { "crd_number": 287757, "name": "Vantage Point Management, Inc.", "name_as_filed": "VANTAGE POINT MANAGEMENT, INC.", "url": "https://advisorcensus.com/firm/vantage-point-management-inc-north-ogden-ut-287757", "city": "North Ogden", "state": "UT", "years_registered": 9, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum", "hourly" ], "enhanced": false }, { "crd_number": 338571, "name": "Velvet Ventures, LLC", "name_as_filed": "VELVET VENTURES, LLC", "url": "https://advisorcensus.com/firm/velvet-ventures-llc-salt-lake-city-ut-338571", "city": "Salt Lake City", "state": "UT", "years_registered": 0, "raum_band": "not_reported", "compensation_types": [], "enhanced": false }, { "crd_number": 160600, "name": "Veritas Wealth Management, LLC", "name_as_filed": "VERITAS WEALTH MANAGEMENT, LLC", "url": "https://advisorcensus.com/firm/veritas-wealth-management-llc-salt-lake-city-ut-160600", "city": "Salt Lake City", "state": "UT", "years_registered": 0, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 333313, "name": "Verticus Advisors Inc.", "name_as_filed": "VERTICUS ADVISORS INC.", "url": "https://advisorcensus.com/firm/verticus-advisors-inc-333313", "city": null, "state": null, "years_registered": 1, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 284276, "name": "Vitality Capital Management, LLC", "name_as_filed": "VITALITY CAPITAL MANAGEMENT, LLC", "url": "https://advisorcensus.com/firm/vitality-capital-management-llc-south-jordan-ut-284276", "city": "South Jordan", "state": "UT", "years_registered": 10, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 284481, "name": "VON Colln Financial Group", "name_as_filed": "VON COLLN FINANCIAL GROUP", "url": "https://advisorcensus.com/firm/von-colln-financial-group-ogden-ut-284481", "city": "Ogden", "state": "UT", "years_registered": 10, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 166332, "name": "Walkerhaven Capital Management, LLC", "name_as_filed": "WALKERHAVEN CAPITAL MANAGEMENT, LLC", "url": "https://advisorcensus.com/firm/walkerhaven-capital-management-llc-166332", "city": null, "state": null, "years_registered": 13, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 167044, "name": "Walkerhaven Equities GP, LLC", "name_as_filed": "WALKERHAVEN EQUITIES GP, LLC", "url": "https://advisorcensus.com/firm/walkerhaven-equities-gp-llc-167044", "city": null, "state": null, "years_registered": 13, "raum_band": "not_reported", "compensation_types": [ "performance_based" ], "enhanced": false }, { "crd_number": 106081, "name": "Wasatch Advisors LP", "name_as_filed": "WASATCH ADVISORS LP", "url": "https://advisorcensus.com/firm/wasatch-advisors-lp-salt-lake-city-ut-106081", "city": "Salt Lake City", "state": "UT", "years_registered": 50, "raum_band": "over_5b", "compensation_types": [ "percentage_of_aum", "performance_based" ], "enhanced": false }, { "crd_number": 326762, "name": "Wasatch Equity Partners", "name_as_filed": "WASATCH EQUITY PARTNERS", "url": "https://advisorcensus.com/firm/wasatch-equity-partners-logan-ut-326762", "city": "Logan", "state": "UT", "years_registered": 1, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "performance_based" ], "enhanced": false }, { "crd_number": 335443, "name": "Wasatch Health Partners", "name_as_filed": "WASATCH HEALTH PARTNERS", "url": "https://advisorcensus.com/firm/wasatch-health-partners-salt-lake-city-ut-335443", "city": "Salt Lake City", "state": "UT", "years_registered": 1, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "other" ], "enhanced": false }, { "crd_number": 325037, "name": "Wasatch Investment Fund Manager, LLC", "name_as_filed": "WASATCH INVESTMENT FUND MANAGER, LLC", "url": "https://advisorcensus.com/firm/wasatch-investment-fund-manager-llc-logan-ut-325037", "city": "Logan", "state": "UT", "years_registered": 1, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "other" ], "enhanced": false }, { "crd_number": 113322, "name": "Wasatch Management Partners, L.L.C.", "name_as_filed": "WASATCH MANAGEMENT PARTNERS, L.L.C.", "url": "https://advisorcensus.com/firm/wasatch-management-partners-l-l-c-salt-lake-city-ut-113322", "city": "Salt Lake City", "state": "UT", "years_registered": 14, "raum_band": "not_reported", "compensation_types": [], "enhanced": false }, { "crd_number": 330999, "name": "Wealth Foundations Partners, LLC", "name_as_filed": "WEALTH FOUNDATIONS PARTNERS, LLC", "url": "https://advisorcensus.com/firm/wealth-foundations-partners-llc-salt-lake-city-ut-330999", "city": "Salt Lake City", "state": "UT", "years_registered": 0, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 338077, "name": "Wealth Innovation Group", "name_as_filed": "WEALTH INNOVATION GROUP", "url": "https://advisorcensus.com/firm/wealth-innovation-group-logan-ut-338077", "city": "Logan", "state": "UT", "years_registered": 0, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 310096, "name": "Wealth Management CPAS, LLC", "name_as_filed": "WEALTH MANAGEMENT CPAS, LLC", "url": "https://advisorcensus.com/firm/wealth-management-cpas-llc-salt-lake-city-ut-310096", "city": "Salt Lake City", "state": "UT", "years_registered": 4, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "hourly" ], "enhanced": false }, { "crd_number": 284136, "name": "Wealth Mode", "name_as_filed": "WEALTH MODE", "url": "https://advisorcensus.com/firm/wealth-mode-bountiful-ut-284136", "city": "Bountiful", "state": "UT", "years_registered": 10, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 145085, "name": "West RIM Capital Associates II, L.P.", "name_as_filed": "WEST RIM CAPITAL ASSOCIATES II, L.P.", "url": "https://advisorcensus.com/firm/west-rim-capital-associates-ii-l-p-lehi-ut-145085", "city": "Lehi", "state": "UT", "years_registered": 18, "raum_band": "1b_5b", "compensation_types": [ "percentage_of_aum", "performance_based" ], "enhanced": false }, { "crd_number": 339904, "name": "West RIM II UGP, LLC", "name_as_filed": "WEST RIM II UGP, LLC", "url": "https://advisorcensus.com/firm/west-rim-ii-ugp-llc-lehi-ut-339904", "city": "Lehi", "state": "UT", "years_registered": 0, "raum_band": "1b_5b", "compensation_types": [ "percentage_of_aum", "performance_based" ], "enhanced": false }, { "crd_number": 125012, "name": "Westwood Global Investments", "name_as_filed": "WESTWOOD GLOBAL INVESTMENTS", "url": "https://advisorcensus.com/firm/westwood-global-investments-park-city-ut-125012", "city": "Park City", "state": "UT", "years_registered": 23, "raum_band": "over_5b", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 304042, "name": "White Pine Financial LLC", "name_as_filed": "WHITE PINE FINANCIAL LLC", "url": "https://advisorcensus.com/firm/white-pine-financial-llc-draper-ut-304042", "city": "Draper", "state": "UT", "years_registered": 6, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 116274, "name": "Wilson Financial Advisors, Inc.", "name_as_filed": "WILSON FINANCIAL ADVISORS, INC.", "url": "https://advisorcensus.com/firm/wilson-financial-advisors-inc-salt-lake-city-ut-116274", "city": "Salt Lake City", "state": "UT", "years_registered": 34, "raum_band": "not_reported", "compensation_types": [ "hourly", "fixed" ], "enhanced": false }, { "crd_number": 294731, "name": "Wilson Wealth Management, Inc.", "name_as_filed": "WILSON WEALTH MANAGEMENT, INC.", "url": "https://advisorcensus.com/firm/wilson-wealth-management-inc-salt-lake-city-ut-294731", "city": "Salt Lake City", "state": "UT", "years_registered": 8, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 139074, "name": "Winter Harbor Advisors, L.L.C.", "name_as_filed": "WINTER HARBOR ADVISORS, L.L.C.", "url": "https://advisorcensus.com/firm/winter-harbor-advisors-l-l-c-139074", "city": null, "state": null, "years_registered": 20, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 116452, "name": "WMW Management, Inc.", "name_as_filed": "WMW MANAGEMENT, INC.", "url": "https://advisorcensus.com/firm/wmw-management-inc-farmington-ut-116452", "city": "Farmington", "state": "UT", "years_registered": 16, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 315122, "name": "WMX Advisors, LLC DBA Wealth Management Experience", "name_as_filed": "WMX ADVISORS, LLC DBA WEALTH MANAGEMENT EXPERIENCE", "url": "https://advisorcensus.com/firm/wmx-advisors-llc-dba-wealth-management-experience-saint-george-ut-315122", "city": "Saint George", "state": "UT", "years_registered": 5, "raum_band": "not_reported", "compensation_types": [ "percentage_of_aum", "hourly" ], "enhanced": false }, { "crd_number": 328862, "name": "Woodlot Capital Management", "name_as_filed": "WOODLOT CAPITAL MANAGEMENT", "url": 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"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" } }