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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 - May 14, 2024

Utah has 1 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 0 years of experience.

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List of Qualified Retirement Planning Advisors in Utah

advisor-photo

Qualifications
Firm CRD# 155216

Minimum Assets Required
$50,000

Advisory Services:

Not Specified.

Compensation/Fee

Not Specified

Top 15 Retirement Planning firms in Utah (Ranked by AUM)

Rank Firm NameAssets Under ManagementTotal ClientsTotal AdvisorsFee Structure
1
BRIDGE INVESTMENT GROUP
111 E. Sego Lily Drive, #400
Sandy, UT, 84070
$43,318,716,0001222250
A Percentage of AUM, Performance Based
2
WASATCH ADVISORS LP
505 Wakara Way, 3rd Floor
Salt Lake City, UT, 84108
$22,406,537,11623890
A Percentage of AUM, Performance Based
3
TOWNSQUARE CAPITAL, LLC
5314 River Run Drive, Suite 210
Provo, UT, 84604
$6,250,778,0682860889
A Percentage of AUM, Hourly charges, Fixed Fees
4
GRANDEUR PEAK GLOBAL ADVISORS
136 S Main St, Ste 720
Salt Lake City, UT, 84101
$6,193,243,6091853
A Percentage of AUM, Performance Based
5
SOLTIS INVESTMENT ADVISORS, LLC
20 North Main, Suite 400
St. George, UT, 84770
$5,644,684,596338756
A Percentage of AUM, Fixed Fees, Performance Based
6
SEPIO CAPITAL, LP
2795 E Cottonwood Parkway, Suite 600
Salt Lake City, UT, 84121
$5,059,745,774231529
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
$3,843,101,45157933
A Percentage of AUM, Hourly charges, Fixed Fees, Performance Based
8
MORETON ASSET MANAGEMENT, LLC
40 N 100 E,
Farmington, UT, 84025
$3,530,414,2551456
A Percentage of AUM, Hourly charges, Other (REFERRAL FEES)
9
PETERSON PARTNERS
2755 E. Cottonwood Parkway, Suite 400
Salt Lake City, UT, 84121
$2,057,792,6082738
A Percentage of AUM, Fixed Fees, Performance Based
10
DIVERSIFY ADVISORY SERVICES, LLC
9017 S Riverside Dr., Suite 210
Sandy, UT, 84070
$2,009,732,33010642156
A Percentage of AUM, Hourly charges
11
DFPG INVESTMENTS, LLC
9017 S Riverside Drive, Suite 210
Sandy, UT, 84070
$2,009,732,33010642156
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
$1,959,976,3399317
A Percentage of AUM, Fixed Fees
13
DRIVE WEALTH ADVISERS
3333 N Digital Drive, #700
Lehi, UT, 84043
$1,830,137,115329214
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
$1,810,015,8141526
A Percentage of AUM, Performance Based
15
WEST RIM CAPITAL ASSOCIATES II, L.P.
2801 North Thanksgiving Way, Suite 200
Lehi, UT, 84043
$1,788,465,6101929
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
View Full Profile

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
View Full Profile

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
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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
View Full Profile

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
View Full Profile

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
View Full Profile

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
View Full Profile

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
View Full Profile

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
View Full Profile

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
View Full Profile

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
View Full Profile

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
View Full Profile

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
View Full Profile

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
View Full Profile

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
View Full Profile

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