Ways to browse advisors serving Salt Lake City, UT

Pick a specialty or descriptor to browse more advisors serving Salt Lake City, UT.

By how they work

Type	Advisors
Large-firm	3,411
Flat-fee	1,917
Independent	1,202
Seasoned	1,099
CFP®-certified	522

By who they serve

Type	Advisors
High-net-worth	721
Baby Boomer	44
Millennial	4
Gen X	3

Browse by specialty

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

Specialty	Advisors
Founder/Business Owner	2,103
Active portfolio management	1,347
Retired	1,252
Charitable giving & philanthropy	1,202
Wealth management	1,153
Executive	1,016
Tax-loss harvesting	812
Retirement income strategy	664
Retirement plans for business owners (SEP, solo 401k)	611
General retirement planning	601
General estate planning guidance	550
Private / alternative investments	500
Options & derivatives strategies	455
College savings (529s, UTMA, etc.)	399
Income planning	341
Cash flow / budgeting	331
Approaching retirement	313
Annuities	265
ESG / Sustainable investing	252
HENRY (High Earners, Not Rich Yet)	240
Business exit / sale strategy	236
Mid-Career Professionals	233
Concentrated stock management	219
Passive / index investing	205
Social Security optimization	173
Retirement withdrawal strategies	120
Divorce financial planning	109
Real estate investing	109
Doctor or Medical Professional	108
Multi-generational wealth transfer	98
General tax planning	93
Life insurance needs analysis	72
Financial Professional	71
Business ownership considerations	70
Long-term care insurance	60
Debt management	53
Equity compensation tax strategy	45
Established Professionals	45
Retired	45
Planning for children with special needs	40
Business succession planning	39
Self-Employed	39
Medicare planning	33
Tax strategies for small businesses	31
Equity Recipients (RS/RSU, SOP, ESPP)	30
Attorney	26
Values-based investing	26
Educators, Teachers, and Academics	23
Business Financial Management	22
Family Business	20
Liquidity event planning	17
Women Professionals	16
Dentist	15
Business sale tax planning	13
Factor investing / smart beta	13
LGBTQIA	13
Military & Veterans	10
Technology Professional	9
Intergenerational Families	8
Charitable giving tax strategies	5
Home buying	3

Not sure where to start?

We'll help you think it through—whether you ultimately need an advisor or not. Warmer helps you compare advisors clearly, so you can choose with confidence.

Find your advisor

For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor’s Form ADV and do your own diligence before deciding whether to work with them.

Advisor matching and introductions are provided by FinanceHQ LLC (“FHQ”), a wholly-owned subsidiary of Warmer and an SEC-registered investment advisor. We receive compensation from certain participating advisors for introductions or referrals. This creates a conflict of interest because we have an incentive to recommend advisors who compensate us, including those who pay us more. You pay no fee to use our matching service, and advisor fees are not increased because of a referral or introduction. We do not review the ongoing performance of advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.

By using our service, you agree to our Terms of Service and Advisory Agreement, and acknowledge our Privacy Policy. Please review FHQ’s ADV Part 2A and Form CRS. Logos provided by Logo.dev

Find the right match for you

Answer a few quick questions and we'll tailor results to your goals, so you can hire smarter.

Find your advisor

A smarter way to hire an advisor Warmer combines best-in-class advisor data with guidance to help you clarify what you need, understand why an advisor may — or may not — fit, and move forward with confidence. Show more

Compare and choose confidently

Warmer combines best-in-class advisor data with guidance to help you clarify what you need, understand why an advisor may — or may not — fit, and move forward with confidence.

How Warmer works

Thoughtfully vetted, clearly explained Get to know your advisors' credentials, history, specialization, client fit, and communication style. We're selective about who we recommend — and tell you why we think someone fits your situation. Show more

We review transparently

Get to know your advisors' credentials, history, specialization, client fit, and communication style. We're selective about who we recommend — and tell you why we think someone fits your situation.

Our methodology

Always free and always on your side We help you book free consultations with your matches. You only pay an advisor if you decide to hire them. And our support doesn't end with an introduction — we're here to make sure the relationship works for you. Show more

Free. Confidence that lasts

We help you book free consultations with your matches. You only pay an advisor if you decide to hire them. And our support doesn't end with an introduction — we're here to make sure the relationship works for you.

Our ongoing support