Browse all advisors in Utah

Every advisor below is licensed to work with clients in Utah. Narrow by specialty or by the type of advisor you want.

Browse by type

Filter these advisors by firm type, credential, fee structure, or the kinds of clients they work with.

Browse by specialty

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

Specialty
Advisors
Founder/Business Owner
3,358
Wealth management
1,918
Retired
1,848
Active portfolio management
1,769
Tax-loss harvesting
1,676
Executive
1,575
Charitable giving & philanthropy
1,414
Retirement plans for business owners (SEP, solo 401k)
1,187
Retirement income strategy
1,183
General retirement planning
926
Private / alternative investments
858
College savings (529s, UTMA, etc.)
768
General estate planning guidance
714
Options & derivatives strategies
651
ESG / Sustainable investing
618
Income planning
591
Passive / index investing
515
Cash flow / budgeting
513
Business exit / sale strategy
503
Annuities
477
Approaching retirement
466
Concentrated stock management
365
Mid-Career Professionals
352
HENRY (High Earners, Not Rich Yet)
328
Social Security optimization
306
Self-Employed
268
Business succession planning
221
Retirement withdrawal strategies
204
Equity compensation tax strategy
186
Real estate investing
182
General tax planning
148
Multi-generational wealth transfer
136
Divorce financial planning
127
Doctor or Medical Professional
118
Business ownership considerations
107
Financial Professional
93
Life insurance needs analysis
88
Long-term care insurance
74
Debt management
72
Established Professionals
69
Business Financial Management
55
Retired
52
Planning for children with special needs
51
Tax strategies for small businesses
44
Equity Recipients (RS/RSU, SOP, ESPP)
41
Medicare planning
39
Values-based investing
39
Attorney
36
Married/Couples/Partners
34
Women Professionals
34
Divorced
29
Educators, Teachers, and Academics
29
Business sale tax planning
23
Dentist
23
Factor investing / smart beta
22
Liquidity event planning
22
Exec comp design
16
Family Business
14
LGBTQIA
14
Technology Professional
13
Military & Veterans
12
Charitable giving tax strategies
10
Intergenerational Families
9
Startup equity planning
9
Stock option exercise strategy
8
Young Families
7
Young Professionals
6
Elder care planning
5
Inheritance planning
4
Roth conversion strategy
4
Home buying
3
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