Ways to browse advisors serving Utah

Pick a specialty or descriptor to browse more advisors serving Utah.

By how they work

Type	Advisors
Large-firm	4,873
Flat-fee	3,142
Independent	2,006
Seasoned	1,954
CFP®-certified	887

By who they serve

Type	Advisors
High-net-worth	948
Baby Boomer	58
Millennial	6
Gen X	3

Browse by city

Find advisors near a specific metro area in Utah.

City	Advisors
Murray, UT	4,630
Salt Lake City, UT	4,613
Lehi, UT	4,500
Orem, UT	4,388
Provo, UT	4,341
Heber, UT	814
Brigham City, UT	506
Ogden, UT	371
St. George, UT	195
Logan, UT	120
Cedar City, UT	15
Vernal, UT	8
Price, UT	6

Browse by specialty

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

Specialty	Advisors
Founder/Business Owner	3,366
Wealth management	1,951
Retired	1,851
Active portfolio management	1,766
Executive	1,585
Charitable giving & philanthropy	1,412
Retirement income strategy	1,192
Retirement plans for business owners (SEP, solo 401k)	1,189
Tax-loss harvesting	1,126
General retirement planning	922
Private / alternative investments	884
College savings (529s, UTMA, etc.)	764
Business exit / sale strategy	737
General estate planning guidance	723
Options & derivatives strategies	650
ESG / Sustainable investing	617
Income planning	593
Cash flow / budgeting	515
Passive / index investing	515
Annuities	477
Approaching retirement	467
Concentrated stock management	362
HENRY (High Earners, Not Rich Yet)	352
Mid-Career Professionals	352
Social Security optimization	297
Business succession planning	218
Retirement withdrawal strategies	206
Equity compensation tax strategy	188
Real estate investing	182
General tax planning	147
Multi-generational wealth transfer	137
Divorce financial planning	126
Doctor or Medical Professional	119
Business ownership considerations	109
Financial Professional	95
Established Professionals	92
Life insurance needs analysis	88
Long-term care insurance	74
Debt management	72
Self-Employed	67
Business Financial Management	55
Retired	52
Planning for children with special needs	51
Tax strategies for small businesses	46
Equity Recipients (RS/RSU, SOP, ESPP)	41
Medicare planning	39
Values-based investing	39
Attorney	36
Married/Couples/Partners	34
Women Professionals	34
Family Business	30
Divorced	29
Educators, Teachers, and Academics	29
Business sale tax planning	25
Factor investing / smart beta	24
Dentist	23
Liquidity event planning	23
Exec comp design	16
LGBTQIA	14
Technology Professional	13
Military & Veterans	12
Charitable giving tax strategies	9
Intergenerational Families	9
Startup equity planning	9
Stock option exercise strategy	8
Young Families	7
Young Professionals	7
Elder care planning	5
Inheritance planning	4
Roth conversion strategy	4
Home buying	3

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