Areas served: Salt Lake City, UT and surrounding Salt Lake County
Salt Lake City's financial advisory landscape includes independent RIAs, wirehouse advisors, and hybrid firms serving diverse client needs from tech professionals in the Silicon Slopes to multi-generational family wealth management. The local market features advisors specializing in everything from retirement planning for government employees to equity compensation strategies for rapidly growing companies. This directory provides detailed comparisons of fee structures, credentials, fiduciary commitments, and service models to help you identify advisors aligned with your financial situation.
Strategic Planning Group is a fee-based fiduciary financial advisory firm with over 40 years of experience serving clients throughout Utah and across all 50 states. Based in Bountiful, they specialize in retirement planning, investment management, 401(k) and IRA analysis, and wealth management tailored to each life stage. Their proprietary tools—including the Strategic Retirement Score® and Perfect Calendar™—help clients build comprehensive retirement blueprints and achieve long-term financial success with personalized monitoring and transparent guidance.
GenWealth Advisory Group is a financial advisory firm in Cottonwood Heights specializing in personalized retirement planning and wealth management. They guide clients through comprehensive financial reviews, strategy development, and ongoing plan implementation using their proprietary Right-Track Retirement Plan™ framework. The team helps clients discover their retirement vision, evaluate their financial position, and create customized plans aligned with their goals and timeline.
Net Worth Advisory Group is a fee-only fiduciary financial advisory firm in Sandy, Utah, serving the Salt Lake City area. Founded by Ray E. LeVitre, CFP®, the team specializes in comprehensive financial planning, retirement planning, and ongoing investment management for clients seeking personalized, unbiased guidance. As fee-only advisors with no commissions or kickbacks, they align their interests directly with clients and collaborate with other professionals like attorneys and CPAs to build comprehensive wealth strategies.
Peterson Wealth Advisors is a retirement-focused wealth management firm serving individuals in Orem, Salt Lake City, and Utah Valley. They specialize in retirement income planning, investment management, legacy and estate planning, Social Security and pension optimization, tax planning, and Medicare/health insurance planning. The firm's proprietary Perennial Income Model™ helps clients design sustainable retirement income to last a lifetime, with particular expertise serving those approaching, transitioning to, or already in retirement.
Peterson Wealth Services is a Registered Investment Advisor in South Ogden specializing in comprehensive financial planning for high-net-worth families, business owners, retirees, and women navigating major life transitions. They offer investment management, retirement and goal planning, estate and trust planning, business financial services, and divorce financial planning. The firm focuses on tax minimization, portfolio diversification, asset protection, and personalized wealth strategies tailored to each client's unique circumstances.
Capital Wealth is a fiduciary financial advisory firm specializing in comprehensive retirement income planning, tax optimization, and federal employee benefits. Founded by Mike Stevens in 2009, the firm serves Utah families and federal employees with integrated planning that coordinates retirement accounts, Social Security timing, estate planning, and tax strategies. They manage Self-Directed Brokerage Accounts within active workplace plans and offer specialized guidance on FERS pensions, TSP strategy, and Medicare coordination—all under a fiduciary standard legally required to prioritize client interests.
Presidio Wealth Management is an independent financial advisory firm based in Midvale serving Utah clients with comprehensive wealth planning and investment management. The team specializes in retirement planning, investment strategy, and personalized financial guidance tailored to individual client goals. They work with clients to build and protect wealth through disciplined, strategic approaches.
R.O.I. Wealth Management is a second-generation, family-owned fee-only financial advisory firm serving Utah since 1992. Led by CFP professionals Grant and Ben Olson, they provide comprehensive financial planning, active portfolio management, tax strategy, retirement planning, estate planning, and strategic consulting—all structured around conflict-free, fiduciary advice with no commissions or product sales. With over $85 million in assets under management and a focus on behavioral coaching and personalized guidance, they work with clients at every wealth stage, from young families starting out to multi-generational legacy planning.
CORE Financial, Inc. is an independent financial advisory firm based in Pleasant Grove specializing in comprehensive wealth management, retirement planning, and investment strategies for individuals and small business owners. Led by experienced advisors, they provide personalized financial guidance designed to help clients build and protect their wealth through evidence-based investment approaches and strategic planning.
Trajan Wealth is a fiduciary financial advisory firm founded by U.S. Marine Corps veterans, offering comprehensive wealth management, retirement planning, and estate & tax strategy services. Based in Draper with national reach, they provide integrated planning that coordinates investments, legal services, and tax expertise under one roof—eliminating the need to juggle multiple firms. Their fee-only, commission-free structure and fiduciary commitment ensure clients receive objective guidance aligned with their goals, values, and risk tolerance.
New Millennium Group is an independent financial advisory firm based in Sandy, Utah, offering comprehensive financial planning and investment management services to individuals and families. With a 4.8-star rating from 166 reviews, they help clients build wealth, plan for retirement, and achieve their long-term financial goals through personalized strategies and expert guidance.
TrueNorth Wealth is an independent financial advisory firm based in Salt Lake City that provides comprehensive wealth management and financial planning services. They work with individuals and families to develop personalized investment strategies, retirement planning, and overall financial guidance. Their team of experienced advisors focuses on helping clients build and preserve wealth through a consultative, client-centered approach.
Stonecreek Wealth Advisors is an independent financial advisory firm in South Jordan serving individuals and families throughout Utah. They provide comprehensive wealth management, investment planning, and retirement strategies tailored to their clients' long-term financial goals. Known for personalized service and a client-focused approach, they help investors build and protect their wealth through strategic planning.
5 Wealth Management is an independent financial advisory firm based in Farmington, Utah, serving clients throughout the Wasatch Front region. They provide comprehensive financial planning, investment management, and retirement strategy services tailored to individuals and families seeking to build and preserve wealth. The team focuses on personalized guidance to help clients achieve their long-term financial goals.
Granite Canyon Wealth Management is an independent financial advisory firm in South Jordan serving individuals and families throughout the Salt Lake Valley. They provide comprehensive wealth management, investment management, retirement planning, and financial strategy services tailored to help clients build and preserve wealth. With a focus on personalized service and long-term relationships, they work closely with clients to develop strategies aligned with their specific financial goals.
Park City Wealth Advisors provides comprehensive financial planning and investment management services to help clients build and preserve wealth. Based in Park City, they work with individuals and families to develop personalized strategies aligned with their long-term financial goals. Their team combines accounting expertise with wealth advisory services to offer integrated financial solutions.
Decker Retirement Planning, Inc. is a specialized financial advisory firm in Salt Lake City focused exclusively on retirement planning and wealth management for individuals and families. Led by experienced financial professionals, they provide comprehensive retirement strategy, investment management, and personalized financial guidance to help clients build and preserve wealth for their retirement years.
Soltis Investment Advisors is an independent financial advisory firm serving Salt Lake City and surrounding areas with comprehensive wealth management and investment planning services. The team provides personalized strategies for retirement planning, investment management, and financial goal setting tailored to individual client needs. They focus on building long-term client relationships through transparent advice and fiduciary-standard guidance.
Trenton M Christensen is a financial advisor with Ameriprise Financial Services, offering comprehensive financial planning and advisory services to individuals and families in the Salt Lake City area. He provides personalized guidance on investments, retirement planning, and wealth management strategies tailored to clients' specific goals and circumstances.
Wealth Management CPAs is an independent accounting and financial planning firm in Salt Lake City specializing in tax strategy, wealth management, and business accounting for high-net-worth individuals and business owners. Led by experienced CPAs, they combine tax expertise with comprehensive financial planning to help clients optimize their financial positions and build long-term wealth.
Everspire is a financial advisory firm based in Midvale serving Utah clients with comprehensive wealth management, investment strategy, and financial planning services. The team works with individuals and families to build personalized financial plans aligned with their long-term goals, offering guidance on retirement planning, investment management, and overall wealth optimization.
EP Wealth Advisors is an independent financial advisory firm in Salt Lake City serving individuals and families with comprehensive wealth management, investment planning, and retirement strategies. Founded on principles of fiduciary responsibility, they focus on personalized financial guidance tailored to each client's unique goals and circumstances.
ARC Wealth Management is an independent financial advisory firm in Salt Lake City serving individuals and families with comprehensive wealth management, investment planning, and financial strategy. The team focuses on personalized service and long-term relationship building to help clients achieve their financial goals through tailored investment management and planning services.
Lefavi Wealth Management is an independent financial advisory firm in Salt Lake City specializing in comprehensive wealth management, retirement planning, and investment management for individuals and families. Led by experienced advisors, they provide personalized financial strategies designed to help clients build and preserve wealth across various life stages and market conditions.
Wealth Factory is a financial advisory firm based in Salt Lake City specializing in wealth building strategies for entrepreneurs and business owners. They offer comprehensive financial planning, investment management, and business tax optimization services designed to help clients grow and protect their wealth. Their team combines personalized guidance with strategic planning to address the unique financial needs of self-employed professionals and business operators.
Heritage Wealth Management is an independent financial advisory firm based in Sandy, UT, specializing in comprehensive wealth planning and investment management for individuals and families. The firm helps clients build and preserve wealth through personalized financial strategies, retirement planning, and investment portfolio management tailored to each client's unique goals and timeline.
Smedley Financial is an independent financial advisory firm based in Salt Lake City offering comprehensive wealth management and financial planning services. They work with individuals and families to develop personalized financial strategies, retirement planning, and investment management tailored to each client's unique goals and circumstances.
Albion Financial Group is an independent financial advisory firm based in Salt Lake City serving Utah clients with comprehensive wealth management and financial planning services. The firm helps individuals and families build and preserve wealth through personalized investment strategies, retirement planning, and financial guidance tailored to their specific goals and circumstances.
Strategic Planning Group is the top-ranked financial advisor in Salt Lake City with a Lantern Score of 85.40/100 and a 5-star rating based on 260 reviews. Based in Bountiful with over 40 years of experience, they specialize in serving pre-retirees, retirees, and families seeking comprehensive wealth management and 401(k)/IRA rollover guidance.
Capital Wealth (Lantern Score: 83.64/100) is specifically known for helping federal employees plan FERS retirement, offering comprehensive retirement income planning and tax optimization strategies. They also specialize in workplace 401(k) rollovers and estate planning for high-net-worth families.
Net Worth Advisory Group (Lantern Score: 84.41/100), Peterson Wealth Services Inc (Lantern Score: 83.78/100), and Wealth Factory (Lantern Score: 75.21/100) all specialize in comprehensive wealth planning for business owners. Wealth Factory particularly focuses on entrepreneurs and self-employed professionals seeking wealth-building strategies.
No financial advisors among the 28 listed providers in Salt Lake City are open on weekends. All firms operate during standard business hours during the week.
R.O.I. Wealth Management (Lantern Score: 82.70/100) is a family-owned fee-only firm led by CFP professionals since 1992, specializing in conflict-free fiduciary advice for high-net-worth families and multi-generational wealth planning. GenWealth Advisory Group (Lantern Score: 85.16/100) also serves high-net-worth individuals with personalized retirement income strategies.
Peterson Wealth Services Inc (Lantern Score: 83.78/100) in South Ogden specifically serves widows and divorced women alongside high-net-worth families and business owners, offering comprehensive wealth planning tailored to their unique circumstances.