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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 can 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 - January 7, 2025Utah has 2 Retirementplanning.net vetted Retirement Planners and Advisors on the online list below for you to choose from and 122 non-vetted advisors in your local area. These retirement advisors in Utah have an average of 14 years of experience.
HELP ME FIND MY PLANNER
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 | BRIDGE INVESTMENT GROUP 111 E. Sego Lily Drive, #400 Sandy, UT, 84070 | $43,318,716,000 | 122 | 2250 | A Percentage of AUM, Performance Based |
| 2 | WASATCH ADVISORS LP 505 Wakara Way, 3rd Floor Salt Lake City, UT, 84108 | $22,406,537,116 | 238 | 90 | A Percentage of AUM, Performance Based |
| 3 | TOWNSQUARE CAPITAL, LLC 5314 River Run Drive, Suite 210 Provo, UT, 84604 | $6,250,778,068 | 28608 | 89 | A Percentage of AUM, Hourly charges, Fixed Fees |
| 4 | GRANDEUR PEAK GLOBAL ADVISORS 136 S Main St, Ste 720 Salt Lake City, UT, 84101 | $6,193,243,609 | 18 | 53 | A Percentage of AUM, Performance Based |
| 5 | SOLTIS INVESTMENT ADVISORS, LLC 20 North Main, Suite 400 St. George, UT, 84770 | $5,644,684,596 | 3387 | 56 | A Percentage of AUM, Fixed Fees, Performance Based |
| 6 | SEPIO CAPITAL, LP 2795 E Cottonwood Parkway, Suite 600 Salt Lake City, UT, 84121 | $5,059,745,774 | 2315 | 29 | A Percentage of AUM, Fixed Fees, Performance Based, Other (SHARE IN ETF PROFITS AFTER EXPENSES) |
| 7 | CYNOSURE GROUP, LLC 111 South Main Street, Suite 2350 Salt Lake City, UT, 84111-1929 | $3,843,101,451 | 579 | 33 | A Percentage of AUM, Hourly charges, Fixed Fees, Performance Based |
| 8 | MORETON ASSET MANAGEMENT, LLC 40 N 100 E, Farmington, UT, 84025 | $3,530,414,255 | 145 | 6 | A Percentage of AUM, Hourly charges, Other (REFERRAL FEES) |
| 9 | PETERSON PARTNERS 2755 E. Cottonwood Parkway, Suite 400 Salt Lake City, UT, 84121 | $2,057,792,608 | 27 | 38 | A Percentage of AUM, Fixed Fees, Performance Based |
| 10 | DIVERSIFY ADVISORY SERVICES, LLC 9017 S Riverside Dr., Suite 210 Sandy, UT, 84070 | $2,009,732,330 | 10642 | 156 | A Percentage of AUM, Hourly charges |
| 11 | DFPG INVESTMENTS, LLC 9017 S Riverside Drive, Suite 210 Sandy, UT, 84070 | $2,009,732,330 | 10642 | 156 | A Percentage of AUM, Hourly charges, Fixed Fees |
| 12 | ZIONS CAPITAL ADVISORS, INC. Zions Capital Advisors, One South Main St., 12th Floor Salt Lake City, UT, 84133 | $1,959,976,339 | 93 | 17 | A Percentage of AUM, Fixed Fees |
| 13 | DRIVE WEALTH ADVISERS 3333 N Digital Drive, #700 Lehi, UT, 84043 | $1,830,137,115 | 3292 | 14 | A Percentage of AUM, Hourly charges, Fixed Fees, Other (SHARE IN THE FEE CHARGED BY THE SUB ADVISER) |
| 14 | KEYSTONE NATIONAL GROUP, LLC 60 E. South Temple, Suite 2100 Salt Lake City, UT, 84111 | $1,810,015,814 | 15 | 26 | A Percentage of AUM, Performance Based |
| 15 | WEST RIM CAPITAL ASSOCIATES II, L.P. 2801 North Thanksgiving Way, Suite 200 Lehi, UT, 84043 | $1,788,465,610 | 19 | 29 | A Percentage of AUM, Performance Based |
Information on Top Retirement Planning firms in Utah
QualificationsFirm CRD# 159127
Assets Under Management $43,318,716,000
No. Of Clients122
Clients Per Financial Advisor0
BRIDGE INVESTMENT GROUP is a financial advisory firm situated in Sandy, Utah. With a nearly $43B assets under management, the firm specializes in crafting personalized retirement planning solutions for 122 clients. The team consists of 2250 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
QualificationsFirm CRD# 106081
Assets Under Management $22,406,537,116
No. Of Clients238
Clients Per Financial Advisor3
WASATCH ADVISORS LP is a financial advisory firm situated in Salt Lake City, Utah. With a nearly $22B assets under management, the firm specializes in crafting personalized retirement planning solutions for 238 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
- Portfolio Management for Investment
- Portfolio Management for pooled Investment
- Portfolio Management for Business
QualificationsFirm CRD# 288576
Assets Under Management $6,250,778,068
No. Of Clients28608
Clients Per Financial Advisor321
TOWNSQUARE CAPITAL, LLC is a financial advisory firm situated in Provo, Utah. With a nearly $6B assets under management, the firm specializes in crafting personalized retirement planning solutions for 28608 clients. The team consists of 89 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
- Portfolio Management for Individuals
- Portfolio Management for pooled Investment
- Portfolio Management for Business
- Pension Consulting Services
- Selection of Other Advisors
- Educational Seminars/ Workshops
QualificationsFirm CRD# 158270
Assets Under Management $6,193,243,609
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
- Portfolio Management for pooled Investment
- Portfolio Management for Business
QualificationsFirm CRD# 154690
Assets Under Management $5,644,684,596
No. Of Clients3387
Clients Per Financial Advisor60
SOLTIS INVESTMENT ADVISORS, LLC is a financial advisory firm situated in St. George, Utah. With a nearly $6B assets under management, the firm specializes in crafting personalized retirement planning solutions for 3387 clients. The team consists of 56 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
- Portfolio Management for Individuals
- Portfolio Management for Business
- Pension Consulting Services
- Selection of Other Advisors
- Publication of periodicals or Newsleters
- Educational Seminars/ Workshops
QualificationsFirm CRD# 285645
Assets Under Management $5,059,745,774
No. Of Clients2315
Clients Per Financial Advisor80
SEPIO CAPITAL, LP 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 2315 clients. The team consists of 29 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
- Portfolio Management for Individuals
- Portfolio Management for Investment
- Portfolio Management for pooled Investment
- Portfolio Management for Business
- Pension Consulting Services
- Selection of Other Advisors
QualificationsFirm CRD# 281399
Assets Under Management $3,843,101,451
No. Of Clients579
Clients Per Financial Advisor18
CYNOSURE GROUP, LLC is a financial advisory firm situated in Salt Lake City, Utah. With a nearly $4B assets under management, the firm specializes in crafting personalized retirement planning solutions for 579 clients. The team consists of 33 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
Fee Structure
- A Percentage of AUM
- Hourly charges
- Fixed Fees
- Performance Based
Financial Planning Services
- Financial Planning
- Portfolio Management for Individuals
- Portfolio Management for pooled Investment
- Selection of Other Advisors
QualificationsFirm CRD# 133417
Assets Under Management $3,530,414,255
No. Of Clients145
Clients Per Financial Advisor24
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 145 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
- Portfolio Management for Business
- Educational Seminars/ Workshops
QualificationsFirm CRD# 159450
Assets Under Management $2,057,792,608
No. Of Clients27
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 27 clients. The team consists of 38 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
QualificationsFirm CRD# 326060
Assets Under Management $2,009,732,330
No. Of Clients10642
Clients Per Financial Advisor68
DIVERSIFY ADVISORY SERVICES, 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 10642 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
- Portfolio Management for Individuals
- Portfolio Management for Business
- Selection of Other Advisors
QualificationsFirm CRD# 155576
Assets Under Management $2,009,732,330
No. Of Clients10642
Clients Per Financial Advisor68
DFPG INVESTMENTS, 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 10642 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
- Fixed Fees
Financial Planning Services
- Financial Planning
- Portfolio Management for Individuals
- Portfolio Management for Business
- Selection of Other Advisors
QualificationsFirm CRD# 131308
Assets Under Management $1,959,976,339
No. Of Clients93
Clients Per Financial Advisor5
ZIONS CAPITAL ADVISORS, INC. 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 93 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 Business
QualificationsFirm CRD# 174728
Assets Under Management $1,830,137,115
No. Of Clients3292
Clients Per Financial Advisor235
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 3292 clients. The team consists of 14 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
- Portfolio Management for Individuals
- Portfolio Management for Business
- Pension Consulting Services
- Selection of Other Advisors
QualificationsFirm CRD# 142885
Assets Under Management $1,810,015,814
No. Of Clients15
Clients Per Financial Advisor1
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 26 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
- Portfolio Management for pooled Investment
- Portfolio Management for Business
QualificationsFirm CRD# 145085
Assets Under Management $1,788,465,610
No. Of Clients19
Clients Per Financial Advisor1
WEST RIM CAPITAL ASSOCIATES II, L.P. 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 19 clients. The team consists of 29 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
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