{
  "path": "/advisors/ut/salt-lake-city/south-jordan",
  "url": "https://advisorcensus.com/advisors/ut/salt-lake-city/south-jordan",
  "page_type": "metro_city",
  "title": "Financial advisors in South Jordan, UT",
  "filters": {},
  "scope_total": 17,
  "faq": [
    {
      "q": "How many financial advisory firms are there in South Jordan, UT?",
      "a": "AdvisorCensus lists 17 investment advisory firms with a principal office in South Jordan, Utah (part of the Salt Lake City metro area), from Form ADV filings as of October 2026: 6 SEC-registered, 8 state-registered, and 3 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 South Jordan, UT?",
      "a": "3 of the 17 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 South Jordan, UT offer financial planning?",
      "a": "12 of the 14 firms in South Jordan, 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."
    },
    {
      "q": "Are the financial advisors in South Jordan, UT 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 3 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 17 investment advisory firms with a principal office in South Jordan, Utah (part of the Salt Lake City metro area), drawn from Form ADV filings as of October 2026. Firms are listed alphabetically; the full Salt Lake City metro area, including neighboring cities, is on its own page. 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 South Jordan, UT: 17 firms from Form ADV filings as of October 2026.",
  "total_firms": 17,
  "page": 1,
  "total_pages": 1,
  "sort": "name",
  "registration_types": {
    "sec": 6,
    "state": 8,
    "exempt": 3
  },
  "fee_model_mix": [
    {
      "code": "fee-only",
      "count": 3
    },
    {
      "code": "percentage_of_aum",
      "count": 13
    },
    {
      "code": "hourly",
      "count": 12
    },
    {
      "code": "subscription",
      "count": 1
    },
    {
      "code": "fixed",
      "count": 11
    },
    {
      "code": "commissions",
      "count": 0
    },
    {
      "code": "performance_based",
      "count": 0
    },
    {
      "code": "other",
      "count": 1
    },
    {
      "code": "not_reported",
      "count": 3
    }
  ],
  "years_registered_distribution": [
    {
      "code": "under_5",
      "count": 9
    },
    {
      "code": "5_to_9",
      "count": 2
    },
    {
      "code": "10_to_19",
      "count": 6
    },
    {
      "code": "20_plus",
      "count": 0
    },
    {
      "code": "not_reported",
      "count": 0
    }
  ],
  "raum_band_distribution": [
    {
      "code": "under_25m",
      "count": 2
    },
    {
      "code": "25m_100m",
      "count": 5
    },
    {
      "code": "100m_500m",
      "count": 5
    },
    {
      "code": "500m_1b",
      "count": 0
    },
    {
      "code": "1b_5b",
      "count": 2
    },
    {
      "code": "over_5b",
      "count": 0
    },
    {
      "code": "not_reported",
      "count": 3
    }
  ],
  "firms": [
    {
      "crd_number": 163867,
      "name": "Alta Ventures Mexico Management (GP), L.P.",
      "name_as_filed": "ALTA VENTURES MEXICO MANAGEMENT (GP), L.P.",
      "url": "https://advisorcensus.com/firm/alta-ventures-mexico-management-gp-l-p-south-jordan-ut-163867",
      "city": "South Jordan",
      "state": "UT",
      "years_registered": 14,
      "raum_band": "not_reported",
      "compensation_types": [],
      "enhanced": false
    },
    {
      "crd_number": 116950,
      "name": "Ashworth Wealth, LLC",
      "name_as_filed": "ASHWORTH WEALTH, LLC",
      "url": "https://advisorcensus.com/firm/ashworth-wealth-llc-south-jordan-ut-116950",
      "city": "South Jordan",
      "state": "UT",
      "years_registered": 8,
      "raum_band": "100m_500m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 333177,
      "name": "Aspen Ridge Wealth Management, LLC",
      "name_as_filed": "ASPEN RIDGE WEALTH MANAGEMENT, LLC",
      "url": "https://advisorcensus.com/firm/aspen-ridge-wealth-management-llc-south-jordan-ut-333177",
      "city": "South Jordan",
      "state": "UT",
      "years_registered": 1,
      "raum_band": "under_25m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 170053,
      "name": "Casull Financial Advisory, LLC",
      "name_as_filed": "CASULL FINANCIAL ADVISORY, LLC",
      "url": "https://advisorcensus.com/firm/casull-financial-advisory-llc-south-jordan-ut-170053",
      "city": "South Jordan",
      "state": "UT",
      "years_registered": 12,
      "raum_band": "under_25m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 171858,
      "name": "Colwyn Investments LC",
      "name_as_filed": "COLWYN INVESTMENTS LC",
      "url": "https://advisorcensus.com/firm/colwyn-investments-lc-south-jordan-ut-171858",
      "city": "South Jordan",
      "state": "UT",
      "years_registered": 12,
      "raum_band": "25m_100m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 286383,
      "name": "Divergent Wealth Advisors, LLC",
      "name_as_filed": "DIVERGENT WEALTH ADVISORS, LLC",
      "url": "https://advisorcensus.com/firm/divergent-wealth-advisors-llc-south-jordan-ut-286383",
      "city": "South Jordan",
      "state": "UT",
      "years_registered": 1,
      "raum_band": "not_reported",
      "compensation_types": [],
      "enhanced": false
    },
    {
      "crd_number": 326060,
      "name": "Diversify Advisory Services, LLC",
      "name_as_filed": "DIVERSIFY ADVISORY SERVICES, LLC",
      "url": "https://advisorcensus.com/firm/diversify-advisory-services-llc-south-jordan-ut-326060",
      "city": "South Jordan",
      "state": "UT",
      "years_registered": 3,
      "raum_band": "1b_5b",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "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": 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": 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": 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": 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": 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": 332724,
      "name": "Stirling Heights",
      "name_as_filed": "STIRLING HEIGHTS",
      "url": "https://advisorcensus.com/firm/stirling-heights-south-jordan-ut-332724",
      "city": "South Jordan",
      "state": "UT",
      "years_registered": 2,
      "raum_band": "not_reported",
      "compensation_types": [],
      "enhanced": false
    },
    {
      "crd_number": 155300,
      "name": "Stonecreek Wealth Advisors",
      "name_as_filed": "STONECREEK WEALTH ADVISORS",
      "url": "https://advisorcensus.com/firm/stonecreek-wealth-advisors-south-jordan-ut-155300",
      "city": "South Jordan",
      "state": "UT",
      "years_registered": 15,
      "raum_band": "25m_100m",
      "compensation_types": [
        "percentage_of_aum",
        "subscription",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 166130,
      "name": "Tencap Wealth Coaching",
      "name_as_filed": "TENCAP WEALTH COACHING",
      "url": "https://advisorcensus.com/firm/tencap-wealth-coaching-south-jordan-ut-166130",
      "city": "South Jordan",
      "state": "UT",
      "years_registered": 2,
      "raum_band": "100m_500m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "other"
      ],
      "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
    }
  ],
  "states": [],
  "metros": [],
  "siblings": {
    "national": "/advisors",
    "state": {
      "path": "/advisors/ut",
      "label": "Financial advisors in Utah"
    },
    "metro": {
      "path": "/advisors/ut/salt-lake-city",
      "label": "Financial advisors in Salt Lake City, UT"
    },
    "city_pages": [
      {
        "path": "/advisors/ut/salt-lake-city/draper",
        "label": "Financial advisors in Draper, UT",
        "firm_count": 16
      },
      {
        "path": "/advisors/ut/salt-lake-city/sandy",
        "label": "Financial advisors in Sandy, UT",
        "firm_count": 12
      }
    ],
    "fee_pages": [
      {
        "path": "/advisors/ut/salt-lake-city/fee-only",
        "label": "Fee-only financial advisors in Salt Lake City, UT",
        "firm_count": 39
      },
      {
        "path": "/advisors/ut/salt-lake-city/flat-fee",
        "label": "Flat-fee financial advisors in Salt Lake City, UT",
        "firm_count": 69
      },
      {
        "path": "/advisors/ut/salt-lake-city/hourly",
        "label": "Hourly financial advisors in Salt Lake City, UT",
        "firm_count": 58
      }
    ],
    "answer_pages": [
      {
        "path": "/advisors/ut/salt-lake-city/for-high-net-worth-individuals",
        "firm_count": 92,
        "label": "Financial advisors for high-net-worth individuals in Salt Lake City, UT"
      },
      {
        "path": "/advisors/ut/salt-lake-city/for-retirement-plans",
        "firm_count": 48,
        "label": "Financial advisors for retirement plans in Salt Lake City, UT"
      },
      {
        "path": "/advisors/ut/salt-lake-city/for-businesses",
        "firm_count": 34,
        "label": "Financial advisors for businesses in Salt Lake City, UT"
      },
      {
        "path": "/advisors/ut/salt-lake-city/for-charities",
        "firm_count": 36,
        "label": "Financial advisors for charitable organizations in Salt Lake City, UT"
      },
      {
        "path": "/advisors/ut/salt-lake-city/no-account-minimum",
        "firm_count": 16,
        "label": "Financial advisors with no account minimum in Salt Lake City, UT"
      }
    ],
    "niche_pages": [
      {
        "path": "/advisors/ut/salt-lake-city/business-owners",
        "firm_count": 2,
        "label": "Financial advisors for business owners in Salt Lake City, UT"
      },
      {
        "path": "/advisors/ut/salt-lake-city/corporate-executives",
        "firm_count": 1,
        "label": "Financial advisors for corporate executives in Salt Lake City, UT"
      },
      {
        "path": "/advisors/ut/salt-lake-city/dentists",
        "firm_count": 1,
        "label": "Financial advisors for dentists in Salt Lake City, UT"
      },
      {
        "path": "/advisors/ut/salt-lake-city/physicians",
        "firm_count": 1,
        "label": "Financial advisors for physicians in Salt Lake City, UT"
      },
      {
        "path": "/advisors/ut/salt-lake-city/retirees",
        "firm_count": 1,
        "label": "Financial advisors for retirees in Salt Lake City, UT"
      }
    ]
  },
  "csv": null,
  "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"
  }
}