Midvale, UT Office
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West Ridge Advisors
Team
Firm-wide stats for West Ridge Advisors
About
West Ridge Advisors serves individual and high‑net‑worth clients as well as retirement plan sponsors, offering financial planning, investment consultation, and portfolio management on both a discretionary and non‑discretionary basis. The firm operates with an 11‑advisor team and manages roughly $396 million in client assets while also providing retirement plan consulting and periodic educational workshops.
Investment strategy is based on Modern Portfolio Theory with an emphasis on global diversification, tax efficiency, low‑cost vehicles, and periodic rebalancing. West Ridge also offers personalized (direct) indexing through a partnership with Vanguard Personalized Indexing—where Vanguard acts as a sub‑adviser and Fidelity is the custodian for those strategies—and refers clients to unaffiliated third‑party managers when appropriate while retaining oversight.
Notable aspects of the firm’s structure include ownership by an accounting firm (Udall CPA Group) and common control with an affiliated insurance agency, relationships the brochure discloses and that can give rise to referrals or cross‑service opportunities. The firm maintains multiple offices despite its team size and routinely provides complimentary educational seminars; some supervised persons also serve as trustees for client trusts, which the firm identifies as a custody‑related consideration.
Based on West Ridge Advisors
Expertise
Based on West Ridge Advisors
Location
7396 Union Park Ave. Suite 101
Midvale UT 84047
Advisors at this office
2
Advisors at this office
Alan E
Series 65
Midvale, UT
West Ridge Advisors
Alan Erickson is a Series 65-licensed advisor at West Ridge Advisors with nine years of industry experience. He has been with West Ridge Advisors since 2017 and concurrently maintains a role at Udall CPA Group, PLLC, an accounting firm. Outside of his advisory work, Erickson is involved in several non-investment business activities including managing a payroll services company and participating as a managing member in various real estate and tax-related ventures. West Ridge Advisors serves individual and high-net-worth clients as well as retirement plan sponsors, providing financial planning, investment consulting, and portfolio management. The firm employs an 11-advisor team and uses an investment approach based on Modern Portfolio Theory, emphasizing global diversification, tax efficiency, and low-cost investments.
Brian S
Series 65, Series 66
Midvale, UT
West Ridge Advisors
Brian Stoker is a financial advisor with West Ridge Advisors in Midvale, UT, holding Series 65 and Series 66 licenses and bringing 18 years of industry experience. His prior roles include positions at GWN Securities Inc., Legend Advisory, LLC, and Equitable Advisors. He also provides life, accident, and health insurance products to clients as part of his business activities. West Ridge Advisors serves individual and high-net-worth clients as well as retirement plan sponsors, offering financial planning, investment consultation, and portfolio management. The firm emphasizes Modern Portfolio Theory with global diversification, tax efficiency, and low-cost vehicles, and utilizes personalized indexing through Vanguard along with third-party manager referrals when appropriate.
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