Financial advisors in Lehi, UT

187 match · page 1 of 7

Alex Graham
Financial advisor at Tanara Wealth Management LLC
Tanara Wealth Management LLC · $1.09B AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Anthon Sant
Financial advisor at Mml Investors Services, LLC
Mml Investors Services, LLC · $115.64B AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Benjamin Gajardo
Financial advisor at Gajardo Wealth Management LLC
Gajardo Wealth Management LLC · $7.2M AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Brady Fuller
Financial advisor at B.o.s.s. Retirement Advisors, LLC
B.o.s.s. Retirement Advisors, LLC · $1.38B AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Brady Murray
Financial advisor at Mml Investors Services, LLC
Mml Investors Services, LLC · $115.64B AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Brennon Bowen
Financial advisor at Pure Financial Advisors, LLC
Pure Financial Advisors, LLC · $11.05B AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Brock Alvord
Financial advisor at Tanara Wealth Management LLC
Tanara Wealth Management LLC · $1.09B AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Chad Poulson
Financial advisor at Decker Retirement Planning Inc.
Decker Retirement Planning Inc. · $359.9M AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Christopher Dolan
Financial advisor at B.o.s.s. Retirement Advisors, LLC
B.o.s.s. Retirement Advisors, LLC · $1.38B AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Cory Carling
Financial advisor at Capital Wealth, LLC
Capital Wealth, LLC · $116M AUM
CFP®VerifiedFinancial planning
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Curtis Willardson
Financial advisor at Lpl Financial LLC
LPL Financial LLC · $819.12B AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Daniel Allgaier
Financial advisor at Artstone Private Wealth
Artstone Private Wealth · $4.1M AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
David Kleinman
Financial advisor at Pure Financial Advisors, LLC
Pure Financial Advisors, LLC · $11.05B AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Gregory Maxwell
Financial advisor at Amicus Financial Advisors, LLC
Amicus Financial Advisors, LLC · $550.9M AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Howard Ashlock
Financial advisor at Stifel, Nicolaus & Company, Incorporated
Stifel, Nicolaus & Company, Incorporated · $197.53B AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
James Sweeney
Financial advisor at Switchpoint Financial Planning LLC
Switchpoint Financial Planning LLC · $367.1M AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Jared Mitchell
Financial advisor at Edward Jones
Edward Jones · $1.01T AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Jason Weaver
Financial advisor at B.o.s.s. Retirement Advisors, LLC
B.o.s.s. Retirement Advisors, LLC · $1.38B AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
John Brough
Financial advisor at B.o.s.s. Retirement Advisors, LLC
B.o.s.s. Retirement Advisors, LLC · $1.38B AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Joshua Glenn
Financial advisor at Private Advisory
Private Advisory · $2.14B AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Kaige Korth
Financial advisor at Drive Wealth Advisers
Drive Wealth Advisers · $1.5B AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Larry Peterson
Financial advisor at Amicus Financial Advisors, LLC
Amicus Financial Advisors, LLC · $550.9M AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Lowell Crabb
Financial advisor at Drive Wealth Advisers
Drive Wealth Advisers · $1.5B AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Marco Figueroa
Financial advisor at Amicus Financial Advisors, LLC
Amicus Financial Advisors, LLC · $550.9M AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Mark Knutson
Financial advisor at Osaic Wealth, Inc.
Osaic Wealth, Inc. · $234.86B AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Matthew Chambers
Financial advisor at Private Advisory
Private Advisory · $2.14B AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
McKenna Sheldon
Financial advisor at Private Advisory
Private Advisory · $2.14B AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Michael Pelo
Financial advisor at Mml Investors Services, LLC
Mml Investors Services, LLC · $115.64B AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Michael Reid
Financial advisor at Drive Wealth Advisers
Drive Wealth Advisers · $1.5B AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Nicholas Bodily
Financial advisor at Amicus Financial Advisors, LLC
Amicus Financial Advisors, LLC · $550.9M AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗

How this list works

Facts, not ratings. Where each advisor works, their firm, and their CFP® certification come from public SEC records (Form ADV and the SEC's adviser database), updated weekly. There are no reviews or star ratings.
No one pays to be here, or to rank higher. Advisors who've claimed their Advicer.bio page come first, because they're the ones who can answer a message. Then verified advisors, then CFP® professionals, then A to Z.
Check before you hire. Every advisor has a link to their SEC record, with their registrations and any disclosures.
This isn't advice or a recommendation of any advisor. It's a starting point.

Before you hire an advisor in Lehi, UT

Look up their record. The SEC link on each advisor shows where they've worked, their registrations and any disciplinary disclosures.
Read the firm's brochure. Every registered firm files a Form ADV Part 2 that explains its services, fees and conflicts of interest in plain language.
Ask how they're paid. A flat fee, a percentage of assets, hourly, or commissions on products. Each one changes what you pay and what they recommend.
Ask whether they act as a fiduciary for all of your accounts, all of the time, and get the answer in writing.
Check the fit. Ask who they usually work with, what's included, and how often you'll talk. A first meeting is usually free.

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Financial advisors in Lehi, UT.

How this list works

Before you hire an advisor in Lehi, UT