Ways to browse advisors serving Provo, UT

Pick a specialty or descriptor to browse more advisors serving Provo, UT.

By how they work

Type	Advisors
Large-firm	3,199
Flat-fee	1,798
Independent	1,142
Seasoned	1,002
CFP®-certified	484

By who they serve

Type	Advisors
High-net-worth	709
Baby Boomer	27
Millennial	4

Browse by specialty

Find advisors serving Provo, UT who focus on a specific topic, profession, or life stage — retirement planning, equity comp, business owners, and more.

Specialty	Advisors
Founder/Business Owner	1,919
Active portfolio management	1,280
Charitable giving & philanthropy	1,167
Retired	1,141
Wealth management	1,140
Executive	920
Tax-loss harvesting	728
Retirement plans for business owners (SEP, solo 401k)	713
Retirement income strategy	603
General retirement planning	560
General estate planning guidance	531
Private / alternative investments	481
Options & derivatives strategies	416
College savings (529s, UTMA, etc.)	366
Income planning	315
Cash flow / budgeting	309
Approaching retirement	281
Annuities	246
Business exit / sale strategy	226
ESG / Sustainable investing	224
HENRY (High Earners, Not Rich Yet)	208
Mid-Career Professionals	200
Passive / index investing	189
Concentrated stock management	181
Social Security optimization	158
Business succession planning	110
Retirement withdrawal strategies	108
Doctor or Medical Professional	106
Divorce financial planning	104
General tax planning	100
Real estate investing	96
Multi-generational wealth transfer	89
Financial Professional	70
Life insurance needs analysis	59
Business ownership considerations	58
Debt management	51
Long-term care insurance	51
Equity compensation tax strategy	43
Established Professionals	42
Retired	41
Planning for children with special needs	40
Self-Employed	34
Tax strategies for small businesses	30
Equity Recipients (RS/RSU, SOP, ESPP)	28
Attorney	25
Medicare planning	24
Educators, Teachers, and Academics	22
Business Financial Management	21
Family Business	20
Liquidity event planning	16
Values-based investing	14
LGBTQIA	12
Business sale tax planning	11
Women Professionals	9
Intergenerational Families	8
Technology Professional	8
Factor investing / smart beta	5
Charitable giving tax strategies	4
Home buying	3

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