Ways to browse Independent advisors serving Utah

Pick a specialty to browse more Independent advisors serving Utah.

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	896
Wealth management	634
Private / alternative investments	583
Options & derivatives strategies	523
Retirement income strategy	511
Executive	496
Retirement plans for business owners (SEP, solo 401k)	482
General retirement planning	377
Active portfolio management	354
Retired	350
Tax-loss harvesting	328
Charitable giving & philanthropy	268
Annuities	258
Concentrated stock management	246
Income planning	216
College savings (529s, UTMA, etc.)	199
Cash flow / budgeting	197
Business exit / sale strategy	175
Passive / index investing	153
General tax planning	140
ESG / Sustainable investing	133
Real estate investing	120
Doctor or Medical Professional	114
Equity compensation tax strategy	103
General estate planning guidance	102
Approaching retirement	84
Life insurance needs analysis	84
Business succession planning	75
Long-term care insurance	64
Mid-Career Professionals	60
Retired	51
Retirement withdrawal strategies	47
Debt management	46
Tax strategies for small businesses	45
Divorce financial planning	44
Business ownership considerations	43
Social Security optimization	41
Medicare planning	35
HENRY (High Earners, Not Rich Yet)	33
Established Professionals	29
Equity Recipients (RS/RSU, SOP, ESPP)	25
Values-based investing	23
Business sale tax planning	20
Self-Employed	20
Family Business	16
Dentist	12
Factor investing / smart beta	12
Financial Professional	12
Technology Professional	10
Charitable giving tax strategies	9
Educators, Teachers, and Academics	8
Attorney	7
Young Professionals	6
Roth conversion strategy	4

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