Browse all Seasoned advisors in Utah

Every advisor below is licensed to work with clients in Utah. Narrow by specialty to find someone who focuses on your situation.

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	1,139
Retired	697
Wealth management	605
Tax-loss harvesting	565
Executive	518
Retirement plans for business owners (SEP, solo 401k)	432
Active portfolio management	350
Retirement income strategy	350
General retirement planning	258
College savings (529s, UTMA, etc.)	255
Charitable giving & philanthropy	251
Private / alternative investments	230
Income planning	198
ESG / Sustainable investing	189
Options & derivatives strategies	189
Approaching retirement	185
Annuities	184
General estate planning guidance	172
Cash flow / budgeting	168
Business exit / sale strategy	166
Passive / index investing	126
HENRY (High Earners, Not Rich Yet)	117
Mid-Career Professionals	117
Concentrated stock management	110
Social Security optimization	110
Self-Employed	89
Retirement withdrawal strategies	80
Business succession planning	72
Equity compensation tax strategy	72
Real estate investing	39
Divorce financial planning	38
Financial Professional	37
General tax planning	33
Multi-generational wealth transfer	26
Doctor or Medical Professional	25
Planning for children with special needs	25
Established Professionals	23
Long-term care insurance	22
Business ownership considerations	19
Educators, Teachers, and Academics	13
Values-based investing	13
Attorney	12
Life insurance needs analysis	11
Medicare planning	9
Debt management	6
Retired	6
Women Professionals	6
Equity Recipients (RS/RSU, SOP, ESPP)	5
Tax strategies for small businesses	5
Charitable giving tax strategies	3

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