← Top 100 Financial Advisors in Utah

Financial Advisors Companies in Salt Lake Valley — Graded

All 127 graded financial advisors companies in Salt Lake Valley, Utah, in statewide rank order. Same published formula, no paid placements. Data current as of 2026-10-28.

1
99
Capital Pro Partners
Draper · Website
Legitimacy100
Online action100
Reviewsno data yet
Coverage 35% · 2026-10-28
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2
99
Commercial Funding Partners Equipment Leasing
Draper · Website
Legitimacy97
Online action100
Reviewsno data yet
Coverage 35% · 2026-10-28
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5
98
401go
Sandy · Website
Legitimacy96
Online action100
Reviewsno data yet
Coverage 35% · 2026-10-28
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6
98
Akamai Advisors
Salt Lake City · Website
Legitimacy96
Online action100
Reviewsno data yet
Coverage 35% · 2026-10-28
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7
98
Allegis Advisor Group
South Jordan · Website
Legitimacy96
Online action100
Reviewsno data yet
Coverage 35% · 2026-10-28
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9
98
Bank Of Utah - Layton
Layton · Website
Legitimacy96
Online action100
Reviewsno data yet
Coverage 35% · 2026-10-28
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10
98
Capital Premium Financing
Draper · Website
Legitimacy96
Online action100
Reviewsno data yet
Coverage 35% · 2026-10-28
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11
98
Check City
West Jordan · Website
Legitimacy96
Online action100
Reviewsno data yet
Coverage 35% · 2026-10-28
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12
98
Heritage Wealth Management
Sandy · Website
Legitimacy96
Online action100
Reviewsno data yet
Coverage 35% · 2026-10-28
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14
98
Oficina de Joel Guerrero
Kearns · Website
Legitimacy96
Online action100
Reviewsno data yet
Coverage 35% · 2026-10-28
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15
98
Rock House Financial
Farmington · Website
Legitimacy96
Online action100
Reviewsno data yet
Coverage 35% · 2026-10-28
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17
97
Prestige Financial Services
Draper · Website
Legitimacy97
Online action97
Reviewsno data yet
Coverage 35% · 2026-10-28
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18
97
Accuplan Benefits Services
Riverton · Website
Legitimacy93
Online action100
Reviewsno data yet
Coverage 35% · 2026-10-28
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20
97
Check City
West Valley City · Website
Legitimacy93
Online action100
Reviewsno data yet
Coverage 35% · 2026-10-28
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22
97
Edward Jones - Financial Advisor: Tye L Hoffmann, AAMS®
Tooele · Website
Legitimacy93
Online action100
Reviewsno data yet
Coverage 35% · 2026-10-28
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23
97
First Touch Consulting
Riverton · Website
Legitimacy93
Online action100
Reviewsno data yet
Coverage 35% · 2026-10-28
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25
97
H&R Block
Salt Lake City · Website
Legitimacy93
Online action100
Reviewsno data yet
Coverage 35% · 2026-10-28
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27
97
LendNation
Salt Lake City · Website
Legitimacy96
Online action97
Reviewsno data yet
Coverage 35% · 2026-10-28
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28
97
Premier Credit Consulting
Draper · Website
Legitimacy96
Online action97
Reviewsno data yet
Coverage 35% · 2026-10-28
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30
97
Shoop Financial Services
Sandy · Website
Legitimacy93
Online action100
Reviewsno data yet
Coverage 35% · 2026-10-28
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32
97
TCS Equipment Finance
Draper · Website
Legitimacy93
Online action100
Reviewsno data yet
Coverage 35% · 2026-10-28
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33
97
Tetra Capital
Draper · Website
Legitimacy93
Online action100
Reviewsno data yet
Coverage 35% · 2026-10-28
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34
97
The Aclaime Group
Sandy · Website
Legitimacy93
Online action100
Reviewsno data yet
Coverage 35% · 2026-10-28
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36
97
US Title
Draper · Website
Legitimacy93
Online action100
Reviewsno data yet
Coverage 35% · 2026-10-28
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37
97
Utah Bankers Association
Salt Lake City · Website
Legitimacy96
Online action97
Reviewsno data yet
Coverage 35% · 2026-10-28
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38
95
Beneficial International
Salt Lake City · Website
Legitimacy93
Online action97
Reviewsno data yet
Coverage 35% · 2026-10-28
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39
95
Bolt Credit Services
Sandy · Website
Legitimacy93
Online action97
Reviewsno data yet
Coverage 35% · 2026-10-28
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40
95
Elevated Retirement Group
Draper · Website
Legitimacy93
Online action97
Reviewsno data yet
Coverage 35% · 2026-10-28
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42
95
Goldman Sachs
Salt Lake City · Website
Legitimacy93
Online action97
Reviewsno data yet
Coverage 35% · 2026-10-28
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44
95
Integrated Financial Group
South Jordan · Website
Legitimacy93
Online action97
Reviewsno data yet
Coverage 35% · 2026-10-28
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45
95
Trucking Pros
Salt Lake City · Website
Legitimacy93
Online action97
Reviewsno data yet
Coverage 35% · 2026-10-28
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46
94
Rapido Express (Kearns)
Kearns · Website
Legitimacy93
Online action94
Reviewsno data yet
Coverage 35% · 2026-10-28
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47
93
Your Financial Resource, Inc.
Bountiful · Website
Legitimacy96
Online action90
Reviewsno data yet
Coverage 35% · 2026-10-28
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48
91
Solitude Wealth Management
Holladay · Website
Legitimacy93
Online action90
Reviewsno data yet
Coverage 35% · 2026-10-28
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49
90
Check City
Herriman · Website
Legitimacy96
Online action85
Reviewsno data yet
Coverage 35% · 2026-10-28
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50
90
Edward Jones
Salt Lake City · Website
Legitimacy96
Online action85
Reviewsno data yet
Coverage 35% · 2026-10-28
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51
90
Summit Global Investments
Bountiful · Website
Legitimacy93
Online action87
Reviewsno data yet
Coverage 35% · 2026-10-28
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52
90
Vfi Corporate Finance
Salt Lake City · Website
Legitimacy96
Online action85
Reviewsno data yet
Coverage 35% · 2026-10-28
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54
88
Colonial Stock Transfer
Salt Lake City · Website
Legitimacy93
Online action85
Reviewsno data yet
Coverage 35% · 2026-10-28
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57
88
Primerica
Layton · Website
Legitimacy93
Online action85
Reviewsno data yet
Coverage 35% · 2026-10-28
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58
88
Steward Financial Services
Salt Lake City · Website
Legitimacy93
Online action85
Reviewsno data yet
Coverage 35% · 2026-10-28
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59
88
Suncrest Strategic Advisors
Draper · Website
Legitimacy93
Online action85
Reviewsno data yet
Coverage 35% · 2026-10-28
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60
85
Bench Financial Group
Draper · Website
Legitimacy93
Online action79
Reviewsno data yet
Coverage 35% · 2026-10-28
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61
85
Doug Andrew - 3 Dimensional Wealth
Salt Lake City · Website
Legitimacy64
Online action100
Reviewsno data yet
Coverage 35% · 2026-10-28
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62
83
Diversify
Sandy · Website
Legitimacy100
Online action70
Reviewsno data yet
Coverage 35% · 2026-10-28
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63
83
Oxford Financial Group, Inc.
Salt Lake City · Website
Legitimacy100
Online action70
Reviewsno data yet
Coverage 35% · 2026-10-28
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65
83
Dollar Financial US
West Valley City · Website
Legitimacy93
Online action75
Reviewsno data yet
Coverage 35% · 2026-10-28
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66
83
National Card Payments
Centerville · Website
Legitimacy93
Online action75
Reviewsno data yet
Coverage 35% · 2026-10-28
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67
82
Progressive Planning
South Jordan · Website
Legitimacy97
Online action70
Reviewsno data yet
Coverage 35% · 2026-10-28
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68
81
Aaa Fair Credit Foundation
Salt Lake City · Website
Legitimacy96
Online action70
Reviewsno data yet
Coverage 35% · 2026-10-28
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71
81
Afortus Financial
South Jordan · Website
Legitimacy96
Online action70
Reviewsno data yet
Coverage 35% · 2026-10-28
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72
81
Albion Financial Group
Salt Lake City · Website
Legitimacy96
Online action70
Reviewsno data yet
Coverage 35% · 2026-10-28
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73
81
Allen Financial
Clearfield · Website
Legitimacy96
Online action70
Reviewsno data yet
Coverage 35% · 2026-10-28
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74
81
Allen Financial & Allen Wealth And Asset Management
Salt Lake City · Website
Legitimacy96
Online action70
Reviewsno data yet
Coverage 35% · 2026-10-28
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77
81
American Credit Foundation
Midvale · Website
Legitimacy96
Online action70
Reviewsno data yet
Coverage 35% · 2026-10-28
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80
81
Blackdiamond Consultants
Midvale · Website
Legitimacy96
Online action70
Reviewsno data yet
Coverage 35% · 2026-10-28
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81
81
Boyer Wealth Management
Ogden · Website
Legitimacy96
Online action70
Reviewsno data yet
Coverage 35% · 2026-10-28
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82
81
Brighton Wealth Management Inc
Cottonwood Heights · Website
Legitimacy96
Online action70
Reviewsno data yet
Coverage 35% · 2026-10-28
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83
81
Cannon Capital Management, Inc.
Cottonwood Heights · Website
Legitimacy96
Online action70
Reviewsno data yet
Coverage 35% · 2026-10-28
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84
81
Casull Financial Advisory
South Jordan · Website
Legitimacy96
Online action70
Reviewsno data yet
Coverage 35% · 2026-10-28
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86
81
Coign Capital Advisors
Draper · Website
Legitimacy96
Online action70
Reviewsno data yet
Coverage 35% · 2026-10-28
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87
81
Cushing Financial
Murray · Website
Legitimacy96
Online action70
Reviewsno data yet
Coverage 35% · 2026-10-28
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89
81
Disability Planners
Murray · Website
Legitimacy96
Online action70
Reviewsno data yet
Coverage 35% · 2026-10-28
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90
81
Edward Jones
Layton · Website
Legitimacy96
Online action70
Reviewsno data yet
Coverage 35% · 2026-10-28
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91
81
Emery Financial Group
Sandy · Website
Legitimacy96
Online action70
Reviewsno data yet
Coverage 35% · 2026-10-28
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93
81
Financial Educational Systems
Kaysville · Website
Legitimacy96
Online action70
Reviewsno data yet
Coverage 35% · 2026-10-28
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94
81
Freedom Point Financial
South Jordan · Website
Legitimacy96
Online action70
Reviewsno data yet
Coverage 35% · 2026-10-28
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95
81
Gps Capital Markets
South Jordan · Website
Legitimacy96
Online action70
Reviewsno data yet
Coverage 35% · 2026-10-28
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97
81
Kornerstone Credit
Draper · Website
Legitimacy96
Online action70
Reviewsno data yet
Coverage 35% · 2026-10-28
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99
81
Lefavi Wealth Management
Salt Lake City · Website
Legitimacy96
Online action70
Reviewsno data yet
Coverage 35% · 2026-10-28
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101
81
Medicus Wealth Planning
Draper · Website
Legitimacy96
Online action70
Reviewsno data yet
Coverage 35% · 2026-10-28
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103
81
Mountain West Advisors
Murray · Website
Legitimacy96
Online action70
Reviewsno data yet
Coverage 35% · 2026-10-28
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104
81
Net Worth Advisory Group
Sandy · Website
Legitimacy96
Online action70
Reviewsno data yet
Coverage 35% · 2026-10-28
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106
81
Peterson Wealth Services Inc
South Ogden · Website
Legitimacy96
Online action70
Reviewsno data yet
Coverage 35% · 2026-10-28
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108
81
Porch Financial
Sandy · Website
Legitimacy96
Online action70
Reviewsno data yet
Coverage 35% · 2026-10-28
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110
81
Sanford Rose Associates - Newman Group
Salt Lake City · Website
Legitimacy96
Online action70
Reviewsno data yet
Coverage 35% · 2026-10-28
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111
81
Signal Wealth Advisors, Llc.
Midvale · Website
Legitimacy96
Online action70
Reviewsno data yet
Coverage 35% · 2026-10-28
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113
81
Sorenson Impact Foundation
Salt Lake City · Website
Legitimacy96
Online action70
Reviewsno data yet
Coverage 35% · 2026-10-28
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115
81
Steve Story & Associates Inc.
Ogden · Website
Legitimacy96
Online action70
Reviewsno data yet
Coverage 35% · 2026-10-28
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117
81
Taylor Derrick Capital
Salt Lake City · Website
Legitimacy96
Online action70
Reviewsno data yet
Coverage 35% · 2026-10-28
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119
81
Tingey Advisors
Salt Lake City · Website
Legitimacy96
Online action70
Reviewsno data yet
Coverage 35% · 2026-10-28
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120
81
Veritas Wealth Management, Llc
Salt Lake City · Website
Legitimacy96
Online action70
Reviewsno data yet
Coverage 35% · 2026-10-28
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121
81
Vitality Capital Management
South Jordan · Website
Legitimacy96
Online action70
Reviewsno data yet
Coverage 35% · 2026-10-28
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122
81
Vonderharr Wagner Associates Llc.
Salt Lake City · Website
Legitimacy96
Online action70
Reviewsno data yet
Coverage 35% · 2026-10-28
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123
81
Wasatch Credit Consulting
West Jordan · Website
Legitimacy96
Online action70
Reviewsno data yet
Coverage 35% · 2026-10-28
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125
80
Covington Capital Corporation
Ogden · Website
Legitimacy93
Online action70
Reviewsno data yet
Coverage 35% · 2026-10-28
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126
80
Davis Financial LLC
West Haven · Website
Legitimacy93
Online action70
Reviewsno data yet
Coverage 35% · 2026-10-28
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127
80
Discount Title Loans
Ogden · Website
Legitimacy93
Online action70
Reviewsno data yet
Coverage 35% · 2026-10-28
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131
80
Liquid Loans
South Salt Lake · Website
Legitimacy93
Online action70
Reviewsno data yet
Coverage 35% · 2026-10-28
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132
80
Merrill Lynch Wealth Management
Salt Lake City · Website
Legitimacy93
Online action70
Reviewsno data yet
Coverage 35% · 2026-10-28
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134
80
OneMain Financial
Layton · Website
Legitimacy93
Online action70
Reviewsno data yet
Coverage 35% · 2026-10-28
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135
80
OneMain Financial
Salt Lake City · Website
Legitimacy93
Online action70
Reviewsno data yet
Coverage 35% · 2026-10-28
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137
80
Solomon Financial Advisors
Salt Lake City · Website
Legitimacy93
Online action70
Reviewsno data yet
Coverage 35% · 2026-10-28
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138
80
The Equitable Finance Company
Murray · Website
Legitimacy93
Online action70
Reviewsno data yet
Coverage 35% · 2026-10-28
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141
77
Fidelity Investments
Salt Lake City · Website
Legitimacy100
Online action60
Reviewsno data yet
Coverage 35% · 2026-10-28
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143
75
Lone Peak Advisers
Draper · Website
Legitimacy96
Online action60
Reviewsno data yet
Coverage 35% · 2026-10-28
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144
75
Miller Financial, Inc.
Salt Lake City · Website
Legitimacy96
Online action60
Reviewsno data yet
Coverage 35% · 2026-10-28
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146
75
Rondure Global Advisors
Salt Lake City · Website
Legitimacy96
Online action60
Reviewsno data yet
Coverage 35% · 2026-10-28
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147
75
Strategic Planning Group
Bountiful · Website
Legitimacy96
Online action60
Reviewsno data yet
Coverage 35% · 2026-10-28
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148
75
Taggart Investments Inc
Ogden · Website
Legitimacy96
Online action60
Reviewsno data yet
Coverage 35% · 2026-10-28
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150
73
Aegis Wealth Group, Llc
Midvale · Website
Legitimacy76
Online action70
Reviewsno data yet
Coverage 35% · 2026-10-28
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153
73
Blackridge Financial Group, Llc
South Jordan · Website
Legitimacy76
Online action70
Reviewsno data yet
Coverage 35% · 2026-10-28
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154
73
Capita Financial Network
Sandy · Website
Legitimacy76
Online action70
Reviewsno data yet
Coverage 35% · 2026-10-28
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155
73
First Steps, Inc
Salt Lake City · Website
Legitimacy76
Online action70
Reviewsno data yet
Coverage 35% · 2026-10-28
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156
73
Fortress Asset Management
Salt Lake City · Website
Legitimacy76
Online action70
Reviewsno data yet
Coverage 35% · 2026-10-28
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157
73
G &amp M Property Solutions, Llc
Salt Lake City · Website
Legitimacy76
Online action70
Reviewsno data yet
Coverage 35% · 2026-10-28
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160
73
Hrc Wealth Management Llc
Salt Lake City · Website
Legitimacy76
Online action70
Reviewsno data yet
Coverage 35% · 2026-10-28
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161
73
Investiv Llc
Kaysville · Website
Legitimacy76
Online action70
Reviewsno data yet
Coverage 35% · 2026-10-28
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162
73
Jd Investment Management, L.l.c
Salt Lake City · Website
Legitimacy76
Online action70
Reviewsno data yet
Coverage 35% · 2026-10-28
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164
73
Lunt Capital Management, Inc
Salt Lake City · Website
Legitimacy76
Online action70
Reviewsno data yet
Coverage 35% · 2026-10-28
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168
73
Surge Ventures Llc
Salt Lake City · Website
Legitimacy76
Online action70
Reviewsno data yet
Coverage 35% · 2026-10-28
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170
73
Torro
Murray · Website
Legitimacy76
Online action70
Reviewsno data yet
Coverage 35% · 2026-10-28
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171
73
Us Development
Layton · Website
Legitimacy76
Online action70
Reviewsno data yet
Coverage 35% · 2026-10-28
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172
73
Wilding Wealth Concepts
Bountiful · Website
Legitimacy76
Online action70
Reviewsno data yet
Coverage 35% · 2026-10-28
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173
71
Susquehanna Salt Lake
Salt Lake City · Website
Legitimacy93
Online action55
Reviewsno data yet
Coverage 35% · 2026-10-28
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174
70
First Southwestern Financial Services
Roy · Website
Legitimacy93
Online action52
Reviewsno data yet
Coverage 35% · 2026-10-28
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175
67
Edge Capital Auto Finance Llc
Draper · Website
Legitimacy76
Online action60
Reviewsno data yet
Coverage 35% · 2026-10-28
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176
67
Financial Connection, Inc
Taylorsville · Website
Legitimacy76
Online action60
Reviewsno data yet
Coverage 35% · 2026-10-28
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181
55
Divergent Wealth Advisors
Midvale · Website
Legitimacy96
Online action25
Reviewsno data yet
Coverage 35% · 2026-10-28
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182
55
Ld Bowerman Investments, Llc
Draper · Website
Legitimacy96
Online action25
Reviewsno data yet
Coverage 35% · 2026-10-28
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183
55
Reliance Investing
Sandy · Website
Legitimacy96
Online action25
Reviewsno data yet
Coverage 35% · 2026-10-28
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184
54
Total Merchant Services
Salt Lake City · Website
Legitimacy93
Online action25
Reviewsno data yet
Coverage 35% · 2026-10-28
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185
48
Ameriprise Financial
Ogden
Legitimacy96
Online action12
Reviewsno data yet
Coverage 35% · 2026-10-28
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190
41
Moffitt Wealth Management Group, Llc.
Salt Lake City
Legitimacy96
Online action0
Reviewsno data yet
Coverage 35% · 2026-10-28
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192
41
Nielsen Financial Services Inc
Salt Lake City
Legitimacy96
Online action0
Reviewsno data yet
Coverage 35% · 2026-10-28
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195
41
Williams Investment Management
Salt Lake City
Legitimacy96
Online action0
Reviewsno data yet
Coverage 35% · 2026-10-28
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How the AI Score works

Every company carries an AI Score from 1–100, computed by one published formula from the signals measurable today — legitimacy and online action, verified across at least two independent sources (open place datasets and public registries). The formula's other factors — blended reviews, complaint record, and responsiveness — carry no weight in the score until licensed data sources for them exist. When they land, the score re-spreads across the full formula.

One disclosed exception: a score of 100 is reserved for RankMyCompany clients; every other score is computed by the same formula for everyone. Scores are not spread artificially — companies with identical measured data share identical scores — and each listing also shows its rank and its percentile within its category.

Missing-data rule: when a factor has no lawful data source for a company yet, its weight redistributes proportionally across the factors that do have data, and every score shows its data-coverage %. Coverage rises as licensed sources are added; scores are recomputed monthly and score history is kept for every company.

No score is ever adjusted by hand, sold, or removed for payment. Companies marked RMC Client are scored by the exact same formula as everyone else — the 100 cap above is the only exception, and it is disclosed here rather than hidden. If your company's underlying data is wrong, file a correction on the dispute page — disputes fix the data, and the corrected data flows into the next ranking run.

Place data: © OpenStreetMap contributors (ODbL) and Overture Maps Foundation (CDLA Permissive 2.0). Listings are refreshed monthly; a score change from a refresh takes effect only after the new score holds for two consecutive runs. Formula changes are published as a new methodology version — never applied silently.

Read the full standard — The RMC Standard →