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Find Retirement Advisors for Retirement Planning in Utah
While moving closer to retirement, the focus shifts to savings. However, without solid retirement planning, the transition into life after paid work ends can be confusing and seem uncertain. At this crossroad, you would find yourself battling a few 'life' questions such as:
1. Is it the right time to retire?
2. Will I be able to lead a decent lifestyle with my current savings?
3. How much money should I withdraw from my investments so that I have enough money left in my account?
4. How to handle my 401k rollover and IRA?
A retirement planner can help you walk through this journey of planning your finances. A retirement financial planner can answer all your doubts and build financial strategies.
Among the top retirement financial planners in Utah, we have a list of vetted experienced & certified professionals to help you find the best retirement planners for your requirements near you.
Finding the Best Retirement Planners in Utah
Last Updated - April 24, 2025Utah has 2 Retirementplanning.net vetted Retirement Planners and Advisors on the online list below for you to choose from and 129 non-vetted advisors in your local area. These retirement advisors in Utah have an average of 14 years of experience.
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List of Qualified Retirement Planning Advisors in Utah
VERIFIEDMitch Simkins
Farther Finance, LLC
Qualifications
CRD# 5416538
Firm CRD# 302050
Series 7, 66
Minimum Assets Required
$500,000
Advisory Services:
Financial Planning, Retirement Planning, Wealth Management, Risk Management, Education Funding and Planning, Financial Planning for Businesses, Investment Advice & Management, Estate Planning & Trusts, Insurance Products & Annuities
Compensation/Fee
Fee-Based, Flat Fee, Based on Assets
VERIFIEDRiley Crosbie
CPA, CFP®, NSSA®
Adams Wealth Advisors
Qualifications
CRD# 6538869
Firm CRD# 286087
Series 65
Minimum Assets Required
$500,000
Advisory Services:
Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Money Management, Risk Management, Education Funding and Planning, Financial Advice & Consulting, Financial Planning for Individuals, Financial Planning for Businesses, Investment Advice & Management, Tax Advice and Services, Estate Planning & Trusts
Compensation/Fee
Fee-Based, Based on Assets
Since 1998
Since 1998A BETTER WAY TO FIND THE RIGHT FINANCIAL ADVISOR
Top 15 Retirement Planning firms in Utah (Ranked by AUM)
| Rank | Firm Name | Assets Under Management | Total Clients | Total Advisors | Fee Structure |
|---|---|---|---|---|---|
| 1 | 111 E. Sego Lily Drive, #400 Sandy, UT, 84070 | $47,001,314,000 | 132 | 2300 | A percentage of AUM, Performance Based |
| 2 | 505 Wakara Way, 3rd Floor Salt Lake City, UT, 84108 | $26,663,066,907 | 237 | 90 | A percentage of AUM, Performance Based |
| 3 | 5314 River Run Drive, Suite 210 Provo, UT, 84604 | $8,777,551,735 | 33539 | 17 | A percentage of AUM, Fixed fees |
| 4 | 20 North Main, Suite 400 St. George, UT, 84770 | $6,821,969,061 | 3884 | 72 | A percentage of AUM, Fixed fees, Performance Based |
| 5 | 2795 E Cottonwood Parkway, Suite 600 Salt Lake City, UT, 84121 | $6,672,033,386 | 1963 | 24 | A percentage of AUM, Fixed fees, Performance Based, Other (SHARE IN ETF PROFITS AFTER EXPENSES) |
| 6 | 136 S Main St, Ste 720 Salt Lake City, UT, 84101 | $6,316,870,974 | 18 | 53 | A percentage of AUM, Performance Based |
| 7 | 111 South Main Street, Suite 2350 Salt Lake City, UT, 84111-1929 | $4,862,981,883 | 590 | 49 | A percentage of AUM, Fixed fees, Performance Based |
| 8 | 40 N 100 E, Farmington, UT, 84025 | $3,812,690,525 | 149 | 6 | A percentage of AUM, Hourly charges, Other (REFERRAL FEES) |
| 9 | 9017 S Riverside Dr., Suite 210 Sandy, UT, 84070 | $3,206,698,268 | 14301 | 156 | A percentage of AUM, Hourly charges |
| 10 | 9017 S Riverside Dr Suite 210, Sandy, UT, 84070 | $2,287,672,457 | 15718 | 46 | A percentage of AUM, Hourly charges, Fixed fees |
| 11 | 60 E. South Temple, Suite 2100 Salt Lake City, UT, 84111 | $2,130,000,279 | 15 | 35 | A percentage of AUM, Performance Based |
| 12 | 2755 E. Cottonwood Parkway, Suite 400 Salt Lake City, UT, 84121 | $2,126,417,239 | 31 | 39 | A percentage of AUM, Fixed fees, Performance Based |
| 13 | 620 South Main Street, Bountiful, UT, 84010 | $2,028,895,819 | 6110 | 32 | A percentage of AUM, Hourly charges, Performance Based |
| 14 | 1240 East 2100 South, Suite 300, Salt Lake City, UT, 84106-2817 | $2,021,527,724 | 6 | 72 | A percentage of AUM, Performance Based |
| 15 | 3333 N Digital Drive, #700 Lehi, UT, 84043 | $2,016,635,518 | 3750 | 15 | A percentage of AUM, Hourly charges, Fixed fees, Other (SHARE IN THE FEE CHARGED BY THE SUB ADVISER) |
Information on Top Retirement Planning firms in Utah
QualificationsFirm CRD# 159127
Assets Under Management $47,001,314,000
No. Of Clients132
Clients Per Financial Advisor0
BRIDGE INVESTMENT GROUP is a financial advisory firm situated in Sandy, Utah. With a nearly $47B assets under management, the firm specializes in crafting personalized retirement planning solutions for 132 clients. The team consists of 2300 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
Fee Structure
- A percentage of AUM
- Performance Based
Financial Planning Services
- Portfolio management for pooled investment vehicles
- Other (PORTFOLIO MANAGEMENT FOR JOINT VENTURES)
QualificationsFirm CRD# 106081
Assets Under Management $26,663,066,907
No. Of Clients237
Clients Per Financial Advisor3
WASATCH ADVISORS LP is a financial advisory firm situated in Salt Lake City, Utah. With a nearly $27B assets under management, the firm specializes in crafting personalized retirement planning solutions for 237 clients. The team consists of 90 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
Fee Structure
- A percentage of AUM
- Performance Based
Financial Planning Services
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses or institutional clients
- Other (PROVIDE MODEL PORTFOLIO DATA TO CLIENTS)
QualificationsFirm CRD# 288576
Assets Under Management $8,777,551,735
No. Of Clients33539
Clients Per Financial Advisor1973
TOWNSQUARE CAPITAL, LLC is a financial advisory firm situated in Provo, Utah. With a nearly $9B assets under management, the firm specializes in crafting personalized retirement planning solutions for 33539 clients. The team consists of 17 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
Fee Structure
- A percentage of AUM
- Fixed fees
Financial Planning Services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses or institutional clients
- Pesnsion consulting services
- Selection for other advisors
- Other (SUB-ADVISORY SERVICES)
QualificationsFirm CRD# 154690
Assets Under Management $6,821,969,061
No. Of Clients3884
Clients Per Financial Advisor54
SOLTIS INVESTMENT ADVISORS, LLC is a financial advisory firm situated in St. George, Utah. With a nearly $7B assets under management, the firm specializes in crafting personalized retirement planning solutions for 3884 clients. The team consists of 72 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
Fee Structure
- A percentage of AUM
- Fixed fees
- Performance Based
Financial Planning Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pesnsion consulting services
- Selection for other advisors
- Publication of periodicals and newsletters
- Education seminars/workshops
QualificationsFirm CRD# 285645
Assets Under Management $6,672,033,386
No. Of Clients1963
Clients Per Financial Advisor82
SEPIO CAPITAL, LP is a financial advisory firm situated in Salt Lake City, Utah. With a nearly $7B assets under management, the firm specializes in crafting personalized retirement planning solutions for 1963 clients. The team consists of 24 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
Fee Structure
- A percentage of AUM
- Fixed fees
- Performance Based
- Other (SHARE IN ETF PROFITS AFTER EXPENSES)
Financial Planning Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses or institutional clients
- Pesnsion consulting services
- Selection for other advisors
QualificationsFirm CRD# 158270
Assets Under Management $6,316,870,974
No. Of Clients18
Clients Per Financial Advisor0
GRANDEUR PEAK GLOBAL ADVISORS is a financial advisory firm situated in Salt Lake City, Utah. With a nearly $6B assets under management, the firm specializes in crafting personalized retirement planning solutions for 18 clients. The team consists of 53 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
Fee Structure
- A percentage of AUM
- Performance Based
Financial Planning Services
- Portfolio management for investment companies
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses or institutional clients
QualificationsFirm CRD# 281399
Assets Under Management $4,862,981,883
No. Of Clients590
Clients Per Financial Advisor12
CYNOSURE GROUP, LLC is a financial advisory firm situated in Salt Lake City, Utah. With a nearly $5B assets under management, the firm specializes in crafting personalized retirement planning solutions for 590 clients. The team consists of 49 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
Fee Structure
- A percentage of AUM
- Fixed fees
- Performance Based
Financial Planning Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses or institutional clients
- Selection for other advisors
QualificationsFirm CRD# 133417
Assets Under Management $3,812,690,525
No. Of Clients149
Clients Per Financial Advisor25
MORETON ASSET MANAGEMENT, LLC is a financial advisory firm situated in Farmington, Utah. With a nearly $4B assets under management, the firm specializes in crafting personalized retirement planning solutions for 149 clients. The team consists of 6 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
Fee Structure
- A percentage of AUM
- Hourly charges
- Other (REFERRAL FEES)
Financial Planning Services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Education seminars/workshops
- Other (REFERRALS TO OTHER IAR)
QualificationsFirm CRD# 326060
Assets Under Management $3,206,698,268
No. Of Clients14301
Clients Per Financial Advisor92
DIVERSIFY ADVISORY SERVICES, LLC is a financial advisory firm situated in Sandy, Utah. With a nearly $3B assets under management, the firm specializes in crafting personalized retirement planning solutions for 14301 clients. The team consists of 156 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
Fee Structure
- A percentage of AUM
- Hourly charges
Financial Planning Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Selection for other advisors
QualificationsFirm CRD# 329878
Assets Under Management $2,287,672,457
No. Of Clients15718
Clients Per Financial Advisor342
DIVERSIFY WEALTH MANAGEMENT, LLC is a financial advisory firm situated in Sandy, Utah. With a nearly $2B assets under management, the firm specializes in crafting personalized retirement planning solutions for 15718 clients. The team consists of 46 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
Fee Structure
- A percentage of AUM
- Hourly charges
- Fixed fees
Financial Planning Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
QualificationsFirm CRD# 142885
Assets Under Management $2,130,000,279
No. Of Clients15
Clients Per Financial Advisor0
KEYSTONE NATIONAL GROUP, LLC is a financial advisory firm situated in Salt Lake City, Utah. With a nearly $2B assets under management, the firm specializes in crafting personalized retirement planning solutions for 15 clients. The team consists of 35 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
Fee Structure
- A percentage of AUM
- Performance Based
Financial Planning Services
- Portfolio management for investment companies
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses or institutional clients
QualificationsFirm CRD# 159450
Assets Under Management $2,126,417,239
No. Of Clients31
Clients Per Financial Advisor1
PETERSON PARTNERS is a financial advisory firm situated in Salt Lake City, Utah. With a nearly $2B assets under management, the firm specializes in crafting personalized retirement planning solutions for 31 clients. The team consists of 39 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
Fee Structure
- A percentage of AUM
- Fixed fees
- Performance Based
Financial Planning Services
- Portfolio management for pooled investment vehicles
QualificationsFirm CRD# 157091
Assets Under Management $2,028,895,819
No. Of Clients6110
Clients Per Financial Advisor191
SUMMIT GLOBAL INVESTMENTS, LLC is a financial advisory firm situated in Bountiful, Utah. With a nearly $2B assets under management, the firm specializes in crafting personalized retirement planning solutions for 6110 clients. The team consists of 32 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
Fee Structure
- A percentage of AUM
- Hourly charges
- Performance Based
Financial Planning Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses or institutional clients
- Other (ANALYTICAL SERVICES.)
QualificationsFirm CRD# 301868
Assets Under Management $2,021,527,724
No. Of Clients6
Clients Per Financial Advisor0
SUNDANCE BAY is a financial advisory firm situated in Salt Lake City, Utah. With a nearly $2B assets under management, the firm specializes in crafting personalized retirement planning solutions for 6 clients. The team consists of 72 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
Fee Structure
- A percentage of AUM
- Performance Based
Financial Planning Services
- Portfolio management for pooled investment vehicles
QualificationsFirm CRD# 174728
Assets Under Management $2,016,635,518
No. Of Clients3750
Clients Per Financial Advisor250
DRIVE WEALTH ADVISERS is a financial advisory firm situated in Lehi, Utah. With a nearly $2B assets under management, the firm specializes in crafting personalized retirement planning solutions for 3750 clients. The team consists of 15 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
Fee Structure
- A percentage of AUM
- Hourly charges
- Fixed fees
- Other (SHARE IN THE FEE CHARGED BY THE SUB ADVISER)
Financial Planning Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pesnsion consulting services
- Selection for other advisors
- Other (GENERAL CONSULTING SERVICES, FAMILY OFFICE SERVICES)
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