Top advisors in Utah
The right financial advisor for you depends on how you weigh location, expertise, experience, the clients they typically serve, and how they work with you.
You might be looking for financial advisors in Utah when you're navigating complex financial decisions or planning for significant life changes. A common mistake is choosing an advisor who doesn't fully understand the local economic environment and regulations, which can affect your financial outcomes.
- Local market insight. Confirm how they incorporate Utah's economic trends and tax rules into your financial plan.
- Experience with diverse firms. Ask about their background in both large and independent firms to gauge adaptability.
- Fee structure clarity. Understand whether they offer flat-fee services and how that impacts your overall costs.
- Client focus. Inquire if they have experience working with high-net-worth individuals or seasoned clients to match your profile.
Here are top matches to get you started. Review each profile to compare experience, credentials, and approach.
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Jill P
Series 63, Series 66
Sandy, UT
Morgan Stanley
Jill Pettijohn's 16 years of experience and Series 63 and 66 licenses equip her to navigate Utah's financial landscape, including estate planning guidance. Working with Morgan Stanley, a large firm known for tailored financial planning and asset management, she offers resources that may differ from smaller local advisors, providing access to extensive institutional support and a broad range of advisory programs.
Experience: 16 years
Avg account: $670,481
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Joshua B
Series 63, Series 66
Salt Lake City, UT
Fidelity
Joshua Beard's experience with Fidelity in Salt Lake City equips him to navigate Utah's financial landscape, especially through his expertise in charitable giving and active portfolio management. His background includes roles at Nike and the University of Utah, and he operates within a large firm that uses a systematic investment process combining research and quantitative analysis, which may offer a structured approach compared to smaller firms.
Experience: 3 years
Avg account: $234,793
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David W
Series 63, Series 65
Draper, UT
Ameriprise
David Wright specializes in retirement income strategies and Social Security optimization, making him well-suited for clients approaching retirement in Utah. His experience at large firms like Ameriprise and Vanguard, combined with a 0.15% AUM fee structure and a focus on clients with significant investable assets, distinguishes him from advisors who may not offer such comprehensive retirement planning services.
Experience: 7 years
Avg account: $471,167
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Nicholas S
CFP®, Series 63, Series 65
Lehi, UT
Telos Partners LLC
Nicholas Stecklein is well-equipped to assist with financial planning in Utah, leveraging his CFP® certification and six years of experience, along with expertise in retirement withdrawal strategies and values-based investing. Operating independently with a flat-fee structure, he offers project-based financial planning and educational seminars, distinguishing him from others by combining local tax preparation services and a tactically diversified investment approach tailored to high-net-worth individuals and business owners.
Experience: 6 years
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John R
Series 63, Series 66
San Francisco, CA
1919 Investment Counsel, LLC
John Roberson brings nearly two decades of experience and specializes in ESG, private investments, and real estate, which can support complex financial needs in Utah despite being based in San Francisco. His affiliation with 1919 Investment Counsel, managing $23.9 billion and serving high-net-worth clients with a core and satellite investment approach, distinguishes him from local advisors by offering extensive institutional resources and a clear 1% AUM fee structure.
Experience: 20 years
Avg account: $4,080,449
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