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Best Investment Firms in Utah

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Firms or Advisors

Verified

Assets (AUM)
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20B+
Years of Experience
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20+
Location
State
Datalign Advisory CRD: 317004 Verified
NATIONWIDE
Datalign Advisory is a platform that connects people with pre-screened financial advisors in 3 minutes. All advisors are fiduciaries, meaning they put your needs and financial goals first.
  • Connect with an advisor based on your preferences and financial profile
  • Nationwide coverage, with-in person and remote advisory available
  • Both asset-based and fee-based advisors available
  • All advisors registered with the SEC
Match
10 Firms Found
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ABACUS INVESTMENT ADVISORS CRD: 147556
SALT LAKE CITY, UT
Client Count and Type
79%General Clients
21%High Net Worth Clients
Less than 1%Banking Or Thrift Institutions
Less than 1%Investment Companies
Less than 1%Business Development Companies
Less than 1%Pooled Investment Vehicles
Less than 1%Pension Profit Sharing
Less than 1%Charitable Organizations
Less than 1%State Or Municipal
Assets Under Management
N/A
Fee Structures
  • % of AUM
  • Hourly
  • Subscription fees
  • Fixed fees
  • Commissions
  • Performance-based fees
ABG CONSULTANTS CRD: 131129
SALT LAKE CITY, UT
Client Count and Type
27%General Clients
3%High Net Worth Clients
Less than 1%Banking Or Thrift Institutions
Less than 1%Investment Companies
Less than 1%Business Development Companies
Less than 1%Pooled Investment Vehicles
69%Pension Profit Sharing
Less than 1%Charitable Organizations
Less than 1%State Or Municipal
Assets Under Management
N/A
Fee Structures
  • % of AUM
  • Hourly
  • Subscription fees
  • Fixed fees
  • Commissions
  • Performance-based fees
ABW WEALTH ADVISORS CRD: 162348
SOUTH JORDAN, UT
Client Count and Type
57%General Clients
39%High Net Worth Clients
Less than 1%Banking Or Thrift Institutions
Less than 1%Investment Companies
Less than 1%Business Development Companies
Less than 1%Pooled Investment Vehicles
Less than 1%Pension Profit Sharing
4%Charitable Organizations
Less than 1%State Or Municipal
Assets Under Management
N/A
Fee Structures
  • % of AUM
  • Hourly
  • Subscription fees
  • Fixed fees
  • Commissions
  • Performance-based fees
ACLAIME ASSET MANAGEMENT, LLC CRD: 159661
SANDY, UT
Client Count and Type
23%General Clients
69%High Net Worth Clients
Less than 1%Banking Or Thrift Institutions
Less than 1%Investment Companies
Less than 1%Business Development Companies
8%Pooled Investment Vehicles
Less than 1%Pension Profit Sharing
Less than 1%Charitable Organizations
Less than 1%State Or Municipal
Assets Under Management
678.42K
Fee Structures
  • % of AUM
  • Hourly
  • Subscription fees
  • Fixed fees
  • Commissions
  • Performance-based fees
ACQUIRE CONSULT LLC CRD: 309197
SOUTH JORDAN, UT
Client Count and Type
100%General Clients
Less than 1%High Net Worth Clients
Less than 1%Banking Or Thrift Institutions
Less than 1%Investment Companies
Less than 1%Business Development Companies
Less than 1%Pooled Investment Vehicles
Less than 1%Pension Profit Sharing
Less than 1%Charitable Organizations
Less than 1%State Or Municipal
Assets Under Management
N/A
Fee Structures
  • % of AUM
  • Hourly
  • Subscription fees
  • Fixed fees
  • Commissions
  • Performance-based fees
ADAMS WEALTH ADVISORS CRD: 286087
LOGAN, UT
Client Count and Type
80%General Clients
19%High Net Worth Clients
Less than 1%Banking Or Thrift Institutions
Less than 1%Investment Companies
Less than 1%Business Development Companies
1%Pooled Investment Vehicles
Less than 1%Pension Profit Sharing
1%Charitable Organizations
Less than 1%State Or Municipal
Assets Under Management
N/A
Fee Structures
  • % of AUM
  • Hourly
  • Subscription fees
  • Fixed fees
  • Commissions
  • Performance-based fees
AFFINITY FINANCIAL, LLC CRD: 311700
SALT LAKE CITY, UT
Client Count and Type
NAN%General Clients
NAN%High Net Worth Clients
NAN%Banking Or Thrift Institutions
NAN%Investment Companies
NAN%Business Development Companies
NAN%Pooled Investment Vehicles
NAN%Pension Profit Sharing
NAN%Charitable Organizations
NAN%State Or Municipal
Assets Under Management
N/A
Fee Structures
  • % of AUM
  • Hourly
  • Subscription fees
  • Fixed fees
  • Commissions
  • Performance-based fees
AFFINITY WEALTH RESOURCES, LLC CRD: 288613
SANDY, UT
Client Count and Type
100%General Clients
Less than 1%High Net Worth Clients
Less than 1%Banking Or Thrift Institutions
Less than 1%Investment Companies
Less than 1%Business Development Companies
Less than 1%Pooled Investment Vehicles
Less than 1%Pension Profit Sharing
Less than 1%Charitable Organizations
Less than 1%State Or Municipal
Assets Under Management
N/A
Fee Structures
  • % of AUM
  • Hourly
  • Subscription fees
  • Fixed fees
  • Commissions
  • Performance-based fees
AG FINANCIAL, LLC CRD: 140226
SALT LAKE CITY, UT
Client Count and Type
86%General Clients
10%High Net Worth Clients
Less than 1%Banking Or Thrift Institutions
Less than 1%Investment Companies
Less than 1%Business Development Companies
2%Pooled Investment Vehicles
3%Pension Profit Sharing
Less than 1%Charitable Organizations
Less than 1%State Or Municipal
Assets Under Management
N/A
Fee Structures
  • % of AUM
  • Hourly
  • Subscription fees
  • Fixed fees
  • Commissions
  • Performance-based fees
AILSA CAPITAL, INC. CRD: 136463
DRAPER, UT
Client Count and Type
86%General Clients
6%High Net Worth Clients
Less than 1%Banking Or Thrift Institutions
Less than 1%Investment Companies
Less than 1%Business Development Companies
Less than 1%Pooled Investment Vehicles
6%Pension Profit Sharing
1%Charitable Organizations
Less than 1%State Or Municipal
Assets Under Management
N/A
Fee Structures
  • % of AUM
  • Hourly
  • Subscription fees
  • Fixed fees
  • Commissions
  • Performance-based fees
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