# Financial advisors in South Jordan, UT > 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. Source: Form ADV filings as of October 2026. Rebuilt monthly. HTML page: https://advisorcensus.com/advisors/ut/salt-lake-city/south-jordan ## At a glance - Investment advisory firms: 17 - Registration: SEC-registered investment adviser: 6, State-registered investment adviser: 8, Exempt reporting adviser: 3 - How firms are compensated (Form ADV Item 5.E; shares of the firms that file it): Fee-only (AdvisorCensus test) 3 (21%); Percentage of assets 13 (93%); Hourly charges 12 (86%); Subscription fees (newsletter or periodical) 1 (7%); Fixed fees 11 (79%); Other 1 (7%); No compensation arrangements reported 3 - Regulatory assets under management (Item 5.F): Under $25 million 2 (12%); $25 million to $100 million 5 (29%); $100 million to $500 million 5 (29%); $1 billion to $5 billion 2 (12%); Not reported 3 (18%) - Years registered: Under 5 years 9 (53%); 5 to 9 years 2 (12%); 10 to 19 years 6 (35%) ## Firms (page 1 of 1, 1 to 17 of 17, sorted by name) | Firm | CRD | City | Registration | Assets band | Years registered | Compensation | | --- | --- | --- | --- | --- | --- | --- | | [Alta Ventures Mexico Management (GP), L.P.](https://advisorcensus.com/firm/alta-ventures-mexico-management-gp-l-p-south-jordan-ut-163867) ([md](https://advisorcensus.com/firm/alta-ventures-mexico-management-gp-l-p-south-jordan-ut-163867.md)) | 163867 | South Jordan, UT | Exempt reporting adviser | Not reported | 14 | Not reported | | [Ashworth Wealth, LLC](https://advisorcensus.com/firm/ashworth-wealth-llc-south-jordan-ut-116950) ([md](https://advisorcensus.com/firm/ashworth-wealth-llc-south-jordan-ut-116950.md)) | 116950 | South Jordan, UT | SEC-registered investment adviser | $100 million to $500 million | 8 | % of assets, Hourly, Fixed fee | | [Aspen Ridge Wealth Management, LLC](https://advisorcensus.com/firm/aspen-ridge-wealth-management-llc-south-jordan-ut-333177) ([md](https://advisorcensus.com/firm/aspen-ridge-wealth-management-llc-south-jordan-ut-333177.md)) | 333177 | South Jordan, UT | State-registered investment adviser | Under $25 million | 1 | % of assets, Hourly, Fixed fee | | [Casull Financial Advisory, LLC](https://advisorcensus.com/firm/casull-financial-advisory-llc-south-jordan-ut-170053) ([md](https://advisorcensus.com/firm/casull-financial-advisory-llc-south-jordan-ut-170053.md)) | 170053 | South Jordan, UT | State-registered investment adviser | Under $25 million | 12 | % of assets, Hourly, Fixed fee | | [Colwyn Investments LC](https://advisorcensus.com/firm/colwyn-investments-lc-south-jordan-ut-171858) ([md](https://advisorcensus.com/firm/colwyn-investments-lc-south-jordan-ut-171858.md)) | 171858 | South Jordan, UT | State-registered investment adviser | $25 million to $100 million | 12 | % of assets, Hourly, Fixed fee | | [Divergent Wealth Advisors, LLC](https://advisorcensus.com/firm/divergent-wealth-advisors-llc-south-jordan-ut-286383) ([md](https://advisorcensus.com/firm/divergent-wealth-advisors-llc-south-jordan-ut-286383.md)) | 286383 | South Jordan, UT | Exempt reporting adviser | Not reported | 1 | Not reported | | [Diversify Advisory Services, LLC](https://advisorcensus.com/firm/diversify-advisory-services-llc-south-jordan-ut-326060) ([md](https://advisorcensus.com/firm/diversify-advisory-services-llc-south-jordan-ut-326060.md)) | 326060 | South Jordan, UT | SEC-registered investment adviser | $1 billion to $5 billion | 3 | % of assets, Hourly, Fixed fee | | [Diversify Wealth Management, LLC](https://advisorcensus.com/firm/diversify-wealth-management-llc-south-jordan-ut-329878) ([md](https://advisorcensus.com/firm/diversify-wealth-management-llc-south-jordan-ut-329878.md)) | 329878 | South Jordan, UT | SEC-registered investment adviser | $1 billion to $5 billion | 2 | % of assets, Hourly, Fixed fee | | [Elysium Wealth Management, LLC](https://advisorcensus.com/firm/elysium-wealth-management-llc-south-jordan-ut-312068) ([md](https://advisorcensus.com/firm/elysium-wealth-management-llc-south-jordan-ut-312068.md)) | 312068 | South Jordan, UT | SEC-registered investment adviser | $100 million to $500 million | 2 | % of assets, Hourly, Fixed fee | | [Encore Retirement Planning, LLC](https://advisorcensus.com/firm/encore-retirement-planning-llc-south-jordan-ut-329427) ([md](https://advisorcensus.com/firm/encore-retirement-planning-llc-south-jordan-ut-329427.md)) | 329427 | South Jordan, UT | State-registered investment adviser | $25 million to $100 million | 2 | Hourly, Fixed fee | | [JRS Wealth Management LLC](https://advisorcensus.com/firm/jrs-wealth-management-llc-south-jordan-ut-306294) ([md](https://advisorcensus.com/firm/jrs-wealth-management-llc-south-jordan-ut-306294.md)) | 306294 | South Jordan, UT | SEC-registered investment adviser | $100 million to $500 million | 0 | % of assets, Hourly, Fixed fee | | [Lifetime Financial](https://advisorcensus.com/firm/lifetime-financial-south-jordan-ut-142283) ([md](https://advisorcensus.com/firm/lifetime-financial-south-jordan-ut-142283.md)) | 142283 | South Jordan, UT | State-registered investment adviser | $25 million to $100 million | 19 | % of assets | | [LPG Capital Management](https://advisorcensus.com/firm/lpg-capital-management-south-jordan-ut-297003) ([md](https://advisorcensus.com/firm/lpg-capital-management-south-jordan-ut-297003.md)) | 297003 | South Jordan, UT | State-registered investment adviser | $100 million to $500 million | 8 | % of assets, Hourly | | [Stirling Heights](https://advisorcensus.com/firm/stirling-heights-south-jordan-ut-332724) ([md](https://advisorcensus.com/firm/stirling-heights-south-jordan-ut-332724.md)) | 332724 | South Jordan, UT | Exempt reporting adviser | Not reported | 2 | Not reported | | [Stonecreek Wealth Advisors](https://advisorcensus.com/firm/stonecreek-wealth-advisors-south-jordan-ut-155300) ([md](https://advisorcensus.com/firm/stonecreek-wealth-advisors-south-jordan-ut-155300.md)) | 155300 | South Jordan, UT | State-registered investment adviser | $25 million to $100 million | 15 | % of assets, Subscription, Fixed fee | | [Tencap Wealth Coaching](https://advisorcensus.com/firm/tencap-wealth-coaching-south-jordan-ut-166130) ([md](https://advisorcensus.com/firm/tencap-wealth-coaching-south-jordan-ut-166130.md)) | 166130 | South Jordan, UT | SEC-registered investment adviser | $100 million to $500 million | 2 | % of assets, Hourly, Other | | [Vitality Capital Management, LLC](https://advisorcensus.com/firm/vitality-capital-management-llc-south-jordan-ut-284276) ([md](https://advisorcensus.com/firm/vitality-capital-management-llc-south-jordan-ut-284276.md)) | 284276 | South Jordan, UT | State-registered investment adviser | $25 million to $100 million | 10 | % of assets, Hourly, Fixed fee | ## Questions people ask **How many financial advisory firms are there in South Jordan, UT?** 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. **How many fee-only financial advisors are in South Jordan, UT?** 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. **How many financial advisors in South Jordan, UT offer financial planning?** 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. **Are the financial advisors in South Jordan, 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 3 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. ## Related pages - [Financial advisors in Utah](https://advisorcensus.com/advisors/ut) (https://advisorcensus.com/advisors/ut.md) - [Financial advisors in Salt Lake City, UT](https://advisorcensus.com/advisors/ut/salt-lake-city) (https://advisorcensus.com/advisors/ut/salt-lake-city.md) - [Fee-only financial advisors in Salt Lake City, UT](https://advisorcensus.com/advisors/ut/salt-lake-city/fee-only) (https://advisorcensus.com/advisors/ut/salt-lake-city/fee-only.md) - [Flat-fee financial advisors in Salt Lake City, UT](https://advisorcensus.com/advisors/ut/salt-lake-city/flat-fee) (https://advisorcensus.com/advisors/ut/salt-lake-city/flat-fee.md) - [Hourly financial advisors in Salt Lake City, UT](https://advisorcensus.com/advisors/ut/salt-lake-city/hourly) (https://advisorcensus.com/advisors/ut/salt-lake-city/hourly.md) - [Financial advisors for business owners in Salt Lake City, UT](https://advisorcensus.com/advisors/ut/salt-lake-city/business-owners) (https://advisorcensus.com/advisors/ut/salt-lake-city/business-owners.md) - [Financial advisors for corporate executives in Salt Lake City, UT](https://advisorcensus.com/advisors/ut/salt-lake-city/corporate-executives) (https://advisorcensus.com/advisors/ut/salt-lake-city/corporate-executives.md) - [Financial advisors for dentists in Salt Lake City, UT](https://advisorcensus.com/advisors/ut/salt-lake-city/dentists) (https://advisorcensus.com/advisors/ut/salt-lake-city/dentists.md) - [Financial advisors for physicians in Salt Lake City, UT](https://advisorcensus.com/advisors/ut/salt-lake-city/physicians) (https://advisorcensus.com/advisors/ut/salt-lake-city/physicians.md) - [Financial advisors for retirees in Salt Lake City, UT](https://advisorcensus.com/advisors/ut/salt-lake-city/retirees) (https://advisorcensus.com/advisors/ut/salt-lake-city/retirees.md) - [Financial advisors in Draper, UT](https://advisorcensus.com/advisors/ut/salt-lake-city/draper) (https://advisorcensus.com/advisors/ut/salt-lake-city/draper.md) - [Financial advisors in Sandy, UT](https://advisorcensus.com/advisors/ut/salt-lake-city/sandy) (https://advisorcensus.com/advisors/ut/salt-lake-city/sandy.md) - [Financial advisors in Provo](https://advisorcensus.com/advisors/ut/provo) (https://advisorcensus.com/advisors/ut/provo.md) - [Financial advisors in Ogden](https://advisorcensus.com/advisors/ut/ogden) (https://advisorcensus.com/advisors/ut/ogden.md) - [Financial advisors in Logan](https://advisorcensus.com/advisors/ut/logan) (https://advisorcensus.com/advisors/ut/logan.md) - [Financial advisors in St. George](https://advisorcensus.com/advisors/ut/st-george) (https://advisorcensus.com/advisors/ut/st-george.md) Cite as: AdvisorCensus. Financial advisors in South Jordan, UT: 17 firms from Form ADV filings as of October 2026.