Personalized advice for Portfolio
Size of 100K and above
FINRA/SEC Registered Advisors
With so many financial products and solutions available in the market, it is a daunting task to choose the best one for you. We have over 20 years of experience in finding you the best financial planner as per your requirements in the field of retirement planning. Our vetted certified retirement financial planners can help you plan for your dream retirement.
All our retirement planners go through rigorous industry experience, disclosures, and registrations check. Our qualified retirement planners are specialized in investment management, insurance advisory, 401k rollovers, and estate planning. Their work experience ranges from being part of small independent firms to Fortune 500 companies.
Rank | Firm Name | Assets Under Management | Total Clients | Total Advisors | Fee Structure |
---|---|---|---|---|---|
1 | 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) |
2 | 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 |
3 | ANDINA FAMILY OFFICES Thanksgiving Business Park, 2600 Executive Parkway, Suite 451 Lehi, UT, 84043 | $642,123,815 | 1676 | 16 | A Percentage of AUM, Hourly charges, Fixed Fees, Performance Based |
4 | B.O.S.S. RETIREMENT ADVISORS, LLC 3400 N Ashton Blvd, Suite 190 Lehi, UT, 84043 | $588,000,000 | 8405 | 50 | Fixed Fees, Other (REFERRAL FEES) |
5 | SOLIDARITY WEALTH, LLC 3600 N Outlet Parkway, Suite 200 Lehi, UT, 84043 | $375,505,651 | 405 | 14 | A Percentage of AUM, Subscription Fees, Fixed Fees |
6 | REEF INVESTMENT MANAGEMENT LLC 2600 N Ashton Blvd., Suite 200 Lehi, UT, 84043 | $303,131,769 | 3 | 7 | A Percentage of AUM |
7 | SWITCHPOINT FINANCIAL PLANNING LLC 2901 W Bluegrass Blvd, Suite 200 - 26 Lehi, UT, 84043 | $156,872,918 | 397 | 3 | A Percentage of AUM, Hourly charges, Fixed Fees |
8 | DECKER RETIREMENT PLANNING INC. 2889 W Ashton Blvd., Suite 125 Lehi, UT, 84043 | $117,529,611 | 1105 | 19 | A Percentage of AUM, Hourly charges |
9 | MADDIX HOLDINGS 1355 W Innovation Way, Suite 175 Lehi, UT, 84043 | $112,500,000 | 70 | 6 | A Percentage of AUM, Performance Based, Other (CARRIED INTEREST DISTRIBUTIONS) |
10 | AGILIS WEALTH MANAGEMENT 3450 N Triumph Blvd, Suite 102 Lehi, UT, 84043 | $73,502,345 | 329 | 4 | A Percentage of AUM |
11 | MY PROSPER TEAM 3200 Club House Dr., Suite 150 Lehi, UT, 84043 | $28,164,000 | 890 | 5 | A Percentage of AUM, Hourly charges, Fixed Fees |
12 | EVESTIA FINANCIAL 2975 W Executive Pkwy, Ste 205 Lehi, UT, 84043 | $9,767,470 | 18 | 3 | A Percentage of AUM |
13 | SOLIDARITY CAPITAL MANAGEMENT, LLC 3600 N Outlet Parkway, Suite 200 Lehi, UT, 84043 | $0 | 0 | 3 | A Percentage of AUM, Performance Based |
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.
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.
QualificationsFirm CRD# 151762
Assets Under Management $642,123,815
No. Of Clients1676
Clients Per Financial Advisor105
ANDINA FAMILY OFFICES is a financial advisory firm situated in Lehi, Utah. With a nearly $642M assets under management, the firm specializes in crafting personalized retirement planning solutions for 1676 clients. The team consists of 16 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
QualificationsFirm CRD# 171143
Assets Under Management $588,000,000
No. Of Clients8405
Clients Per Financial Advisor168
B.O.S.S. RETIREMENT ADVISORS, LLC is a financial advisory firm situated in Lehi, Utah. With a nearly $588M assets under management, the firm specializes in crafting personalized retirement planning solutions for 8405 clients. The team consists of 50 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
QualificationsFirm CRD# 315843
Assets Under Management $375,505,651
No. Of Clients405
Clients Per Financial Advisor29
SOLIDARITY WEALTH, LLC is a financial advisory firm situated in Lehi, Utah. With a nearly $376M assets under management, the firm specializes in crafting personalized retirement planning solutions for 405 clients. The team consists of 14 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
QualificationsFirm CRD# 309186
Assets Under Management $303,131,769
No. Of Clients3
Clients Per Financial Advisor0
REEF INVESTMENT MANAGEMENT LLC is a financial advisory firm situated in Lehi, Utah. With a nearly $303M assets under management, the firm specializes in crafting personalized retirement planning solutions for 3 clients. The team consists of 7 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
QualificationsFirm CRD# 282856
Assets Under Management $156,872,918
No. Of Clients397
Clients Per Financial Advisor132
SWITCHPOINT FINANCIAL PLANNING LLC is a financial advisory firm situated in Lehi, Utah. With a nearly $157M assets under management, the firm specializes in crafting personalized retirement planning solutions for 397 clients. The team consists of 3 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
QualificationsFirm CRD# 284281
Assets Under Management $117,529,611
No. Of Clients1105
Clients Per Financial Advisor58
DECKER RETIREMENT PLANNING INC. is a financial advisory firm situated in Lehi, Utah. With a nearly $118M assets under management, the firm specializes in crafting personalized retirement planning solutions for 1105 clients. The team consists of 19 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
QualificationsFirm CRD# 324001
Assets Under Management $112,500,000
No. Of Clients70
Clients Per Financial Advisor12
MADDIX HOLDINGS is a financial advisory firm situated in Lehi, Utah. With a nearly $113M assets under management, the firm specializes in crafting personalized retirement planning solutions for 70 clients. The team consists of 6 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
QualificationsFirm CRD# 127066
Assets Under Management $73,502,345
No. Of Clients329
Clients Per Financial Advisor82
AGILIS WEALTH MANAGEMENT is a financial advisory firm situated in Lehi, Utah. With a nearly $74M assets under management, the firm specializes in crafting personalized retirement planning solutions for 329 clients. The team consists of 4 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
QualificationsFirm CRD# 311144
Assets Under Management $28,164,000
No. Of Clients890
Clients Per Financial Advisor178
MY PROSPER TEAM is a financial advisory firm situated in Lehi, Utah. With a nearly $28M assets under management, the firm specializes in crafting personalized retirement planning solutions for 890 clients. The team consists of 5 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
QualificationsFirm CRD# 313074
Assets Under Management $9,767,470
No. Of Clients18
Clients Per Financial Advisor6
EVESTIA FINANCIAL is a financial advisory firm situated in Lehi, Utah. With a nearly $10M assets under management, the firm specializes in crafting personalized retirement planning solutions for 18 clients. The team consists of 3 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
QualificationsFirm CRD# 322596
Assets Under Management $0
No. Of Clients0
Clients Per Financial Advisor0
SOLIDARITY CAPITAL MANAGEMENT, LLC is a financial advisory firm situated in Lehi, Utah. With a nearly $0 assets under management, the firm specializes in crafting personalized retirement planning solutions for 0 clients. The team consists of 3 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.