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Utah's 25 Premier Wealth Management Firms

4
min read
Top 25 wealth management companies in Utah Main

Utah's 25 Premier Wealth Management Firms

4
min read
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Top 25 wealth management companies in Utah Main
Top firms trust Inven to find niche companies

Wealth management is a sector that focuses on providing financial services to affluent individuals and businesses. The services they offer vary but typically involve investment management, retirement planning, estate planning, and tax services. These companies often utilize in-depth market analysis, comprehensive wealth planning, and strategic advising to help their clients meet their financial goals. As markets continue to grow in complexity, wealth management companies are poised to provide more personalized, tech-driven solutions to tackle a diverse set of investment goals and needs.


Top 25 wealth management companies in Utah

1. Soltis Investment Advisors

Soltis Advisors is a wealth management firm that helps clients build resources to support the life they choose. They offer personalized investment advice and retirement planning services with a focus on minimizing conflicts of interest. Their fee-only structure ensures unbiased recommendations based on clients' goals. Soltis Advisors aims to interpret and apply information from global markets to achieve financial success for their clients.


2. Mountain West Advisors

Mountain West Advisors, now known as Wealth Strategies, is a financial services company dedicated to helping individuals and families achieve their financial goals. They offer personalized strategies tailored to each client's needs and provide services in areas such as retirement planning, estate planning, investments, insurance, taxes, and lifestyle management.


3. Rich Investments

Rich Investments, Inc. is a family-owned and operated Registered Investment Advisory firm that provides fee-only investment and wealth management services. With a belief in evidence-based investing, the company employs a strategy that is grounded in academic research and focuses on cost-effective portfolios. Their investment philosophy is guided by Catholic values, offering clients a unique and strategic investment experience.


4. FirstPurpose Wealth

FirstPurpose Wealth is an investment advisory company offering a comprehensive range of services including investment management, tax planning, retirement planning, and estate planning. Their team of experienced advisors aims to help clients make the most of their financial opportunities and achieve their financial goals.


5. Merrill Financial Associates

Merrill Financial Associates offers comprehensive financial advisement and money management services, guiding clients towards their long-term wealth goals through transparent communication, strategy, and execution.


6. Net Worth Advisory Group

Net Worth Advisory Group is a team of fee-only fiduciary financial advisors located in Sandy, Utah. They provide comprehensive financial planning, retirement planning, and investment management services with a focus on aligning their interests with those of their clients. They offer personalized strategies and unbiased guidance to help clients build and protect their wealth.


7. Adams Wealth Advisors

Adams Wealth Advisors is a financial advisory firm offering comprehensive wealth management services. Our team of experienced professionals provides personalized solutions to help clients achieve their financial goals. We offer investment advice, retirement planning, estate planning, and tax planning services.


8. Savvi

  • Website: savvi.com
  • Headquarters: Salt Lake City, Utah, United States
  • Founded: 2017
  • Headcount: 11-50
  • LinkedIn

Savvi is a company that offers a range of financial services and solutions to individuals and businesses. They provide tailored investment advice, wealth management services, and innovative financial products to help clients achieve their financial goals.


9. TownSquare Capital

TownSquare Capital is an investment platform based in Provo, Utah. They offer a flexible chassis to augment their clients' current investment programs. Their services include money manager vetting, portfolio construction and management, efficiency and structure audits, tax optimization, and full-service trading operations. They work with wealth advisory firms, family offices, corporations, endowments, foundations, and governments.


10. WSLM Legacy House Assisted Living Logan

LegacyRetire is a company that offers retirement planning and financial advisory services to individuals and businesses. They specialize in helping clients create personalized retirement strategies and manage their investments for long-term financial stability.


11. Ballet Center

Wrightway Enterprises is a company that offers a range of services and solutions to its clients. They specialize in providing strategic advice, financial analysis, and investment management services. With a team of experienced professionals, the company aims to help individuals and organizations achieve their financial goals.


12. Albion Financial Group

Albion Financial Group is a registered investment advisor committed to guiding clients to a secure financial future. They offer financial advising, investment management, and ESG investing services. With a focus on understanding personal financial goals, they help clients make good financial decisions year after year.


13. Wealth Advocates

Wealth Advocates is an investment company that focuses on helping individuals and families achieve financial comfort and security. They offer personalized financial strategies and guidance to help clients reach their financial goals and manage their investments.


14. Afton Klein Group

Afton Klein Group is a company that offers investment banking services.


15. Apple Tree Assisted Living

CozyRetire provides retirement planning services and solutions to individuals looking to enjoy a comfortable retirement. With personalized financial advice and tailored investment strategies, CozyRetire helps individuals achieve their retirement goals.


16. The Norden Group

The Norden Group is a team of experienced financial professionals that offers bespoke public and private portfolio allocations, tax optimization, estate strategy and structure, and asset protection.


17. Decker Retirement Planning

Decker Retirement Planning is a company that specializes in helping individuals plan for a safer retirement. They offer personalized retirement planning strategies aimed at maximizing income and minimizing risk.


18. Lone Peak Advisers

Lone Peak Advisers is an asset management firm that provides clients with tailored access to thousands of asset management strategies to achieve their investment objectives.


19. Camden Financial

Camden Financial Consultants is an advisory firm that offers investment, retirement, estate, insurance, tax, and lifestyle planning services to individuals and businesses.


20. Keeler Thomas Management

Keeler Thomas Management is a financial services company that helps people make sense of their opportunities and prepare for each stage of their financial life.


21. K S Financial

KS Financial Advisors is a wealth management firm offering securities and advisory services through Centaurus Financial, Inc. They provide a team-focused approach to improve the quality of the client experience in tax matters, retirement, asset allocation, risk management, and estate planning.


22. Hogan Financial Services

Hogan Financial Services is a wealth management firm established in 1986, dedicated to providing professional financial services, including retirement planning, wealth preservation, personal and classic car insurance, and insurance strategies to individuals, families, and business owners.


23. City of South Salt Lake

  • Website: sslc.com
  • Headquarters: South Salt Lake, Utah, United States
  • Founded: 1998
  • Headcount: 201-500
  • LinkedIn

SSLC.com is a company that offers professional services in financial planning and investment banking. They specialize in providing expert financial advice and solutions to clients, helping them achieve their financial goals.


24. Afortus financial

  • Website: afortus.com
  • Headquarters: South Jordan, Utah, United States
  • Founded: 2016
  • Headcount: 11-50
  • LinkedIn

Afortus.com is a company that offers a range of investment banking services and solutions. They provide expert advice and assistance in various financial transactions such as mergers and acquisitions, capital raising, and asset management.


25. Diversify, Inc.

Diversify.com is a financial services company offering investments, wealth management, and insurance solutions. With a commitment to improving the lives of their clients, they provide personalized financial planning and guidance. Diversify.com distinguishes themselves from other firms with their team of experienced advisors and a focus on delivering the Diversify Difference.


Want to find more wealth management companies?


If you want to find more companies that offer services from investment advice to retirement planning you can do so with Inven. This list was built with Inven and there are hundreds of companies like these globally.


With Inven you'll also get to know the company's:


  • Ownership: Which of these are private equity backed? Which are family-owned?
  • Contact data: Who are the owners and CEO's? What are their emails and phone numbers?
  • Financials: How do these companies perform financially? What are their revenues and profit margins?

...and a lot more!

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