# Financial advisors in Provo, UT

> AdvisorCensus lists 81 investment advisory firms with a principal office in the Provo metro area, drawn from Form ADV filings as of October 2026. Firms are listed alphabetically; 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.

Source: Form ADV filings as of October 2026. Rebuilt monthly. HTML page: https://advisorcensus.com/advisors/ut/provo/page/2

## At a glance

- Investment advisory firms: 81
- Registration: SEC-registered investment adviser: 36, State-registered investment adviser: 26, Exempt reporting adviser: 19
- How firms are compensated (Form ADV Item 5.E; shares of the firms that file it): Fee-only (AdvisorCensus test) 21 (34%); Percentage of assets 57 (92%); Hourly charges 26 (42%); Subscription fees (newsletter or periodical) 1 (2%); Fixed fees 31 (50%); Performance-based fees 11 (18%); Other 6 (10%); No compensation arrangements reported 19
- Regulatory assets under management (Item 5.F): Under $25 million 12 (15%); $25 million to $100 million 12 (15%); $100 million to $500 million 18 (22%); $500 million to $1 billion 7 (9%); $1 billion to $5 billion 7 (9%); Over $5 billion 1 (1%); Not reported 24 (30%)
- Years registered: Under 5 years 53 (65%); 5 to 9 years 14 (17%); 10 to 19 years 13 (16%); 20 years or more 1 (1%)

## Firms (page 2 of 2, 51 to 81 of 81, sorted by name)

| Firm | CRD | City | Registration | Assets band | Years registered | Compensation |
| --- | --- | --- | --- | --- | --- | --- |
| [Reef Investment Management LLC](https://advisorcensus.com/firm/reef-investment-management-llc-lehi-ut-309186) ([md](https://advisorcensus.com/firm/reef-investment-management-llc-lehi-ut-309186.md)) | 309186 | Lehi, UT | SEC-registered investment adviser | $100 million to $500 million | 5 | % of assets, Fixed fee |
| [Retirement Advice LLC](https://advisorcensus.com/firm/retirement-advice-llc-provo-ut-325031) ([md](https://advisorcensus.com/firm/retirement-advice-llc-provo-ut-325031.md)) | 325031 | Provo, UT | State-registered investment adviser | $25 million to $100 million | 3 | % of assets, Hourly, Fixed fee |
| [Retirement Solutions Investments, Inc.](https://advisorcensus.com/firm/retirement-solutions-investments-inc-provo-ut-171199) ([md](https://advisorcensus.com/firm/retirement-solutions-investments-inc-provo-ut-171199.md)) | 171199 | Provo, UT | State-registered investment adviser | $25 million to $100 million | 12 | % of assets, Fixed fee, Other |
| [Sabin Investment Management, Inc.](https://advisorcensus.com/firm/sabin-investment-management-inc-lehi-ut-143629) ([md](https://advisorcensus.com/firm/sabin-investment-management-inc-lehi-ut-143629.md)) | 143629 | Lehi, UT | State-registered investment adviser | $25 million to $100 million | 10 | % of assets |
| [Salt Valley Associates, LLC](https://advisorcensus.com/firm/salt-valley-associates-llc-lehi-ut-314688) ([md](https://advisorcensus.com/firm/salt-valley-associates-llc-lehi-ut-314688.md)) | 314688 | Lehi, UT | Exempt reporting adviser | Not reported | 0 | Not reported |
| [Salt VC, LLC](https://advisorcensus.com/firm/salt-vc-llc-lehi-ut-344303) ([md](https://advisorcensus.com/firm/salt-vc-llc-lehi-ut-344303.md)) | 344303 | Lehi, UT | Exempt reporting adviser | Not reported | 0 | Not reported |
| [Sandlot Partners, LLC](https://advisorcensus.com/firm/sandlot-partners-llc-orem-ut-311409) ([md](https://advisorcensus.com/firm/sandlot-partners-llc-orem-ut-311409.md)) | 311409 | Orem, UT | SEC-registered investment adviser | $500 million to $1 billion | 4 | % of assets, Performance fee |
| [Sandlot Private Wealth LLC](https://advisorcensus.com/firm/sandlot-private-wealth-llc-orem-ut-335925) ([md](https://advisorcensus.com/firm/sandlot-private-wealth-llc-orem-ut-335925.md)) | 335925 | Orem, UT | SEC-registered investment adviser | Under $25 million | 1 | % of assets, Performance fee |
| [Solidarity Capital Management, LLC](https://advisorcensus.com/firm/solidarity-capital-management-llc-lehi-ut-322596) ([md](https://advisorcensus.com/firm/solidarity-capital-management-llc-lehi-ut-322596.md)) | 322596 | Lehi, UT | SEC-registered investment adviser | $100 million to $500 million | 3 | % of assets, Performance fee |
| [Solidarity Wealth, LLC](https://advisorcensus.com/firm/solidarity-wealth-llc-lehi-ut-315843) ([md](https://advisorcensus.com/firm/solidarity-wealth-llc-lehi-ut-315843.md)) | 315843 | Lehi, UT | SEC-registered investment adviser | $500 million to $1 billion | 4 | % of assets, Subscription, Fixed fee |
| [Soulence Wealth Management](https://advisorcensus.com/firm/soulence-wealth-management-pleasant-grove-ut-340580) ([md](https://advisorcensus.com/firm/soulence-wealth-management-pleasant-grove-ut-340580.md)) | 340580 | Pleasant Grove, UT | SEC-registered investment adviser | $100 million to $500 million | 0 | % of assets |
| [Squire Wealth Advisors](https://advisorcensus.com/firm/squire-wealth-advisors-orem-ut-117750) ([md](https://advisorcensus.com/firm/squire-wealth-advisors-orem-ut-117750.md)) | 117750 | Orem, UT | SEC-registered investment adviser | $500 million to $1 billion | 13 | % of assets, Hourly, Fixed fee |
| [Staffieri Capital LLC](https://advisorcensus.com/firm/staffieri-capital-llc-lindon-ut-341715) ([md](https://advisorcensus.com/firm/staffieri-capital-llc-lindon-ut-341715.md)) | 341715 | Lindon, UT | State-registered investment adviser | Under $25 million | 0 | % of assets, Hourly |
| [Stonebriar Wealth, LLC](https://advisorcensus.com/firm/stonebriar-wealth-llc-lehi-ut-327618) ([md](https://advisorcensus.com/firm/stonebriar-wealth-llc-lehi-ut-327618.md)) | 327618 | Lehi, UT | SEC-registered investment adviser | $100 million to $500 million | 1 | % of assets, Fixed fee |
| [Strategia Investments, LLC](https://advisorcensus.com/firm/strategia-investments-llc-orem-ut-328696) ([md](https://advisorcensus.com/firm/strategia-investments-llc-orem-ut-328696.md)) | 328696 | Orem, UT | State-registered investment adviser | Not reported | 2 | % of assets |
| [Summit Ridge Advisors](https://advisorcensus.com/firm/summit-ridge-advisors-mapleton-ut-335600) ([md](https://advisorcensus.com/firm/summit-ridge-advisors-mapleton-ut-335600.md)) | 335600 | Mapleton, UT | State-registered investment adviser | $25 million to $100 million | 1 | % of assets, Hourly |
| [Sunset Retirement Advisors LLC](https://advisorcensus.com/firm/sunset-retirement-advisors-llc-provo-ut-333226) ([md](https://advisorcensus.com/firm/sunset-retirement-advisors-llc-provo-ut-333226.md)) | 333226 | Provo, UT | State-registered investment adviser | Under $25 million | 1 | % of assets, Hourly, Fixed fee |
| [Swell Collective Management](https://advisorcensus.com/firm/swell-collective-management-lehi-ut-327353) ([md](https://advisorcensus.com/firm/swell-collective-management-lehi-ut-327353.md)) | 327353 | Lehi, UT | Exempt reporting adviser | Not reported | 3 | Not reported |
| [Switchpoint Financial Planning LLC](https://advisorcensus.com/firm/switchpoint-financial-planning-llc-lehi-ut-282856) ([md](https://advisorcensus.com/firm/switchpoint-financial-planning-llc-lehi-ut-282856.md)) | 282856 | Lehi, UT | SEC-registered investment adviser | $100 million to $500 million | 4 | % of assets, Hourly, Fixed fee |
| [Tanara Wealth Management LLC](https://advisorcensus.com/firm/tanara-wealth-management-llc-lehi-ut-340174) ([md](https://advisorcensus.com/firm/tanara-wealth-management-llc-lehi-ut-340174.md)) | 340174 | Lehi, UT | SEC-registered investment adviser | $1 billion to $5 billion | 0 | % of assets, Hourly, Fixed fee |
| [Tandem Partners Group, LLC](https://advisorcensus.com/firm/tandem-partners-group-llc-lehi-ut-328028) ([md](https://advisorcensus.com/firm/tandem-partners-group-llc-lehi-ut-328028.md)) | 328028 | Lehi, UT | Exempt reporting adviser | Not reported | 2 | Not reported |
| [Tech Wealth, LLC](https://advisorcensus.com/firm/tech-wealth-llc-lehi-ut-311267) ([md](https://advisorcensus.com/firm/tech-wealth-llc-lehi-ut-311267.md)) | 311267 | Lehi, UT | State-registered investment adviser | Under $25 million | 5 | % of assets, Hourly, Fixed fee |
| [The Norden Group LLC](https://advisorcensus.com/firm/the-norden-group-llc-provo-ut-323988) ([md](https://advisorcensus.com/firm/the-norden-group-llc-provo-ut-323988.md)) | 323988 | Provo, UT | SEC-registered investment adviser | $1 billion to $5 billion | 3 | % of assets, Fixed fee |
| [The Professional Financial Company LLC](https://advisorcensus.com/firm/the-professional-financial-company-llc-orem-ut-286419) ([md](https://advisorcensus.com/firm/the-professional-financial-company-llc-orem-ut-286419.md)) | 286419 | Orem, UT | SEC-registered investment adviser | $100 million to $500 million | 7 | % of assets, Fixed fee |
| [Thistle Creek Capital, LLC](https://advisorcensus.com/firm/thistle-creek-capital-llc-lehi-ut-331449) ([md](https://advisorcensus.com/firm/thistle-creek-capital-llc-lehi-ut-331449.md)) | 331449 | Lehi, UT | SEC-registered investment adviser | $100 million to $500 million | 1 | Performance fee, Other |
| [Timpanogos Financial Advisors, Inc.](https://advisorcensus.com/firm/timpanogos-financial-advisors-inc-orem-ut-328166) ([md](https://advisorcensus.com/firm/timpanogos-financial-advisors-inc-orem-ut-328166.md)) | 328166 | Orem, UT | State-registered investment adviser | $25 million to $100 million | 2 | % of assets, Hourly, Fixed fee |
| [Tintic Partners, LLC](https://advisorcensus.com/firm/tintic-partners-llc-lehi-ut-334765) ([md](https://advisorcensus.com/firm/tintic-partners-llc-lehi-ut-334765.md)) | 334765 | Lehi, UT | Exempt reporting adviser | Not reported | 0 | Not reported |
| [Townsquare Capital, LLC](https://advisorcensus.com/firm/townsquare-capital-llc-lehi-ut-288576) ([md](https://advisorcensus.com/firm/townsquare-capital-llc-lehi-ut-288576.md)) | 288576 | Lehi, UT | SEC-registered investment adviser | Over $5 billion | 9 | % of assets, Fixed fee |
| [West RIM Capital Associates II, L.P.](https://advisorcensus.com/firm/west-rim-capital-associates-ii-l-p-lehi-ut-145085) ([md](https://advisorcensus.com/firm/west-rim-capital-associates-ii-l-p-lehi-ut-145085.md)) | 145085 | Lehi, UT | SEC-registered investment adviser | $1 billion to $5 billion | 18 | % of assets, Performance fee |
| [West RIM II UGP, LLC](https://advisorcensus.com/firm/west-rim-ii-ugp-llc-lehi-ut-339904) ([md](https://advisorcensus.com/firm/west-rim-ii-ugp-llc-lehi-ut-339904.md)) | 339904 | Lehi, UT | SEC-registered investment adviser | $1 billion to $5 billion | 0 | % of assets, Performance fee |
| [Xchangefund LLC](https://advisorcensus.com/firm/xchangefund-llc-vineyard-ut-337242) ([md](https://advisorcensus.com/firm/xchangefund-llc-vineyard-ut-337242.md)) | 337242 | Vineyard, UT | Exempt reporting adviser | Not reported | 1 | Not reported |

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## Questions people ask

**How many financial advisory firms are there in Provo, UT?**
AdvisorCensus lists 81 investment advisory firms with a principal office in the Provo metro area, from Form ADV filings as of October 2026: 36 SEC-registered, 26 state-registered, and 19 exempt reporting advisers. Firms may request removal, so the count can differ slightly from the number of firms that file Form ADV.

**How many fee-only financial advisors are in Provo, UT?**
21 of the 81 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.

**How many financial advisors in Provo, UT offer financial planning?**
40 of the 62 firms in Provo, UT 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.

**Are the financial advisors in Provo, UT fiduciaries?**
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 21 firms that meet AdvisorCensus's fee-only test report none of those sales ties.

**How do I check whether a financial advisor has disciplinary disclosures?**
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.

**Does AdvisorCensus rate, verify, or recommend these firms?**
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.

**What does regulatory assets under management mean?**
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.

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Every firm in this list as CSV: https://advisorcensus.com/advisors/ut/provo.csv

Cite as: AdvisorCensus. Financial advisors in Provo, UT: 81 firms from Form ADV filings as of October 2026.