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 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.
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.
Mitch Simkins
Farther Finance, LLC
Qualifications
CRD# 5416538
Firm CRD# 302050
Series 7, 66
Minimum Assets Required
$500,000
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
Fee-Based, Flat Fee, Based on Assets
Rank | Firm Name | Assets Under Management | Total Clients | Total Advisors | Fee Structure |
---|---|---|---|---|---|
1 | 5314 River Run Drive, Suite 210 Provo, UT, 84604 | $8,777,551,735 | 33539 | 17 | A percentage of AUM, Fixed fees |
2 | 5255 N Edgewood Drive, Suite 225 Provo, UT, 84604 | $1,739,496,789 | 3913 | 29 | A percentage of AUM, Fixed fees |
3 | 3507 N University Ave, Suite 150 Provo, UT, 84604 | $1,125,318,236 | 6507 | 43 | A percentage of AUM, Hourly charges, Fixed fees |
4 | 3575 N. 100 E., Suite 350 Provo, UT, 84604 | $517,953,758 | 310 | 6 | A percentage of AUM, Fixed fees, Performance Based |
5 | 3651 North 100 East, Suite 275 Provo, UT, 84604-4557 | $156,415,896 | 434 | 5 | A percentage of AUM, Hourly charges, Performance Based |
6 | 180 N University Ave, Suite 250 Provo, UT, 84601 | $0 | 0 | 3 | Hourly charges |
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.
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.
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.
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.
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.
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.
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