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Find Retirement Advisors for Retirement Planning in Lehi, Utah

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.

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Top 13 Retirement Planning firms in Lehi, Utah (Ranked by AUM)

Rank Firm NameAssets Under ManagementTotal ClientsTotal AdvisorsFee Structure
1
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)
2
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
3
ANDINA FAMILY OFFICES
Thanksgiving Business Park, 2600 Executive Parkway, Suite 451
Lehi, UT, 84043
$642,123,815167616
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
$588,000,000840550
Fixed Fees, Other (REFERRAL FEES)
5
SOLIDARITY WEALTH, LLC
3600 N Outlet Parkway, Suite 200
Lehi, UT, 84043
$375,505,65140514
A Percentage of AUM, Subscription Fees, Fixed Fees
6
REEF INVESTMENT MANAGEMENT LLC
2600 N Ashton Blvd., Suite 200
Lehi, UT, 84043
$303,131,76937
A Percentage of AUM
7
SWITCHPOINT FINANCIAL PLANNING LLC
2901 W Bluegrass Blvd, Suite 200 - 26
Lehi, UT, 84043
$156,872,9183973
A Percentage of AUM, Hourly charges, Fixed Fees
8
DECKER RETIREMENT PLANNING INC.
2889 W Ashton Blvd., Suite 125
Lehi, UT, 84043
$117,529,611110519
A Percentage of AUM, Hourly charges
9
MADDIX HOLDINGS
1355 W Innovation Way, Suite 175
Lehi, UT, 84043
$112,500,000706
A Percentage of AUM, Performance Based, Other (CARRIED INTEREST DISTRIBUTIONS)
10
AGILIS WEALTH MANAGEMENT
3450 N Triumph Blvd, Suite 102
Lehi, UT, 84043
$73,502,3453294
A Percentage of AUM
11
MY PROSPER TEAM
3200 Club House Dr., Suite 150
Lehi, UT, 84043
$28,164,0008905
A Percentage of AUM, Hourly charges, Fixed Fees
12
EVESTIA FINANCIAL
2975 W Executive Pkwy, Ste 205
Lehi, UT, 84043
$9,767,470183
A Percentage of AUM
13
SOLIDARITY CAPITAL MANAGEMENT, LLC
3600 N Outlet Parkway, Suite 200
Lehi, UT, 84043
$003
A Percentage of AUM, Performance Based

Information on Top Retirement Planning firms in Lehi, Utah

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
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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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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.

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# 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.

Fee Structure

  • Fixed Fees
  • Other (REFERRAL FEES)

Financial Planning Services

  • Financial Planning
  • Selection of Other Advisors
View Full Profile

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.

Fee Structure

  • A Percentage of AUM
  • Subscription Fees
  • Fixed Fees

Financial Planning Services

  • Financial Planning
  • Portfolio Management for Individuals
View Full Profile

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.

Fee Structure

  • A Percentage of AUM

Financial Planning Services

  • Portfolio Management for pooled Investment
View Full Profile

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.

Fee Structure

  • A Percentage of AUM
  • Hourly charges
  • Fixed Fees

Financial Planning Services

  • Financial Planning
  • Portfolio Management for Individuals
  • Pension Consulting Services
View Full Profile

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.

Fee Structure

  • A Percentage of AUM
  • Hourly charges

Financial Planning Services

  • Financial Planning
  • Portfolio Management for Individuals
  • Selection of Other Advisors
  • Publication of periodicals or Newsleters
View Full Profile

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.

Fee Structure

  • A Percentage of AUM
  • Performance Based
  • Other (CARRIED INTEREST DISTRIBUTIONS)

Financial Planning Services

  • Portfolio Management for Individuals
  • Portfolio Management for pooled Investment
  • Portfolio Management for Business
  • Publication of periodicals or Newsleters
  • Educational Seminars/ Workshops
View Full Profile

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.

Fee Structure

  • A Percentage of AUM

Financial Planning Services

  • Portfolio Management for Individuals
  • Portfolio Management for pooled Investment
View Full Profile

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.

Fee Structure

  • A Percentage of AUM
  • Hourly charges
  • Fixed Fees

Financial Planning Services

  • Financial Planning
  • Portfolio Management for Individuals
  • Selection of Other Advisors
View Full Profile

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.

Fee Structure

  • A Percentage of AUM

Financial Planning Services

  • Portfolio Management for Individuals
View Full Profile

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.

Fee Structure

  • A Percentage of AUM
  • Performance Based

Financial Planning Services

  • Portfolio Management for pooled Investment
View Full Profile

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