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Find Retirement Advisors for Retirement Planning in Provo, 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 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 registration checks. 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.

Finding the Best Retirement Planners in Provo, Utah

Last Updated - April 25, 2025

Provo has 1 Retirementplanning.net vetted Retirement Planners and Advisors on the online list below for you to choose from and 6 non-vetted advisors in your local area. These retirement advisors in Provo, Utah have an average of 18 years of experience.

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List of Qualified Retirement Planning Advisors in Provo, Utah

advisor
vector.svg VERIFIED

Mitch 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

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Top 6 Retirement Planning firms in Provo, Utah (Ranked by AUM)

Rank Firm NameAssets Under ManagementTotal ClientsTotal AdvisorsFee Structure
1

5314 River Run Drive, Suite 210
Provo, UT, 84604
$8,777,551,7353353917
A percentage of AUM, Fixed fees
2

5255 N Edgewood Drive, Suite 225
Provo, UT, 84604
$1,739,496,789391329
A percentage of AUM, Fixed fees
3

3507 N University Ave, Suite 150
Provo, UT, 84604
$1,125,318,236650743
A percentage of AUM, Hourly charges, Fixed fees
4

3575 N. 100 E., Suite 350
Provo, UT, 84604
$517,953,7583106
A percentage of AUM, Fixed fees, Performance Based
5

3651 North 100 East, Suite 275
Provo, UT, 84604-4557
$156,415,8964345
A percentage of AUM, Hourly charges, Performance Based
6

180 N University Ave, Suite 250
Provo, UT, 84601
$003
Hourly charges

Information on Top Retirement Planning firms in Provo, Utah

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)
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QualificationsFirm CRD# 323988

Assets Under Management $1,739,496,789

No. Of Clients3913

Clients Per Financial Advisor135

THE NORDEN GROUP LLC is a financial advisory firm situated in Provo, Utah. With a nearly $2B assets under management, the firm specializes in crafting personalized retirement planning solutions for 3913 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

Financial Planning Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Education seminars/workshops
  • Other (GENERAL CONSULTING SERVICES)
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QualificationsFirm CRD# 325175

Assets Under Management $1,125,318,236

No. Of Clients6507

Clients Per Financial Advisor151

PORTSIDE WEALTH GROUP, LLC is a financial advisory firm situated in Provo, Utah. With a nearly $1B assets under management, the firm specializes in crafting personalized retirement planning solutions for 6507 clients. The team consists of 43 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
  • Portfolio management for businesses or institutional clients
  • Pesnsion consulting services
  • Selection for other advisors
View Full Profile

QualificationsFirm CRD# 134096

Assets Under Management $517,953,758

No. Of Clients310

Clients Per Financial Advisor52

ACCUVEST GLOBAL ADVISORS, INC. is a financial advisory firm situated in Provo, Utah. With a nearly $518M assets under management, the firm specializes in crafting personalized retirement planning solutions for 310 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
  • Fixed fees
  • Performance Based

Financial Planning Services

  • Portfolio management for individuals and/or small businesses
  • Portfolio management for investment companies
  • Selection for other advisors
  • Other (RESEARCH & CONSULTING FOR OTHER ADVISERS)
View Full Profile

QualificationsFirm CRD# 105962

Assets Under Management $156,415,896

No. Of Clients434

Clients Per Financial Advisor87

PARAGON WEALTH MANAGEMENT is a financial advisory firm situated in Provo, Utah. With a nearly $156M assets under management, the firm specializes in crafting personalized retirement planning solutions for 434 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
  • 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
View Full Profile

QualificationsFirm CRD# 333059

Assets Under Management $0

No. Of Clients0

Clients Per Financial Advisor0

BLUE DIAMOND CAPITAL INVESTMENT ADVISORS is a financial advisory firm situated in Provo, 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

  • Hourly charges

Financial Planning Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for pooled investment vehicles
View Full Profile

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