Top Financial Advisors in Lehi, Utah
Finding the right financial advisor in Lehi is a difficult thing to do. Not only are there seemingly endless advisors to choose from, but it is challenging to evaluate whether any given advisor has the right experience and specializations to match your unique needs. AdvisorCheck is here to help. Our comprehensive database of financial advisors in the US, including the best financial advisors in Lehi, combined with our one-of-a-kind tool kit allows you to find, evaluate, and monitor financial advisors better than ever before.
To start, here are some of the top financial advisor firms in Lehi, UT.
Find the Best Financial Advisor Firms in Lehi:
DRIVE WEALTH ADVISERS
CRD#: 174728
Address: 2000 W. Ashton Blvd. Suite 120, Lehi, UT 84043
Clients: 625
Average Clients per Advisor: 48
AUM: $ 1.8B
ANDINA FAMILY OFFICES
CRD#: 151762
Address: Thanksgiving Business Park 2600 Executive Parkway, Suite 451, Lehi, UT 84043
Clients: 225
Average Clients per Advisor: 17
AUM: $ 642M
B.O.S.S. RETIREMENT ADVISORS, LLC
CRD#: 171143
Address: 3400 N Ashton Blvd Suite 190, Lehi, UT 84043
Clients: 4,300
Average Clients per Advisor: 143
AUM: $ 588M
SOLIDARITY WEALTH, LLC
CRD#: 315843
Address: 3300 N. Triumph Boulevard, Suite 100 Suite 200, Lehi, UT 84043
Clients: 22
Average Clients per Advisor: 3
AUM: $ 376M
SWITCHPOINT FINANCIAL PLANNING LLC
CRD#: 282856
Address: 2901 W Bluegrass Blvd Suite 200 - 26, Lehi, UT 84043
Clients: 41
Average Clients per Advisor: 13
AUM: $ 157M
DECKER RETIREMENT PLANNING INC.
CRD#: 284281
Address: 2889 W Ashton Blvd. Suite 125, Lehi, UT 84043
Clients: 539
Average Clients per Advisor: 107
AUM: $ 118M
How We Chose the Top Financial Advisors in Lehi, Utah
To create this list of top financial advisor firms in Lehi, we started by identifying SEC-registered firms with at least $100 million in assets under management (AUM). We included firms that employ professionals registered to provide investment advisory services, either solely as investment adviser representatives (IARs) or as both IARs and registered brokers. Dually registered advisors can offer investment advice and also help clients buy or sell securities like stocks and mutual funds. From there, we ranked the remaining firms based on several key factors, giving higher rankings to those with greater total AUM and to those that primarily serve individual clients rather than institutional investors. This approach helps ensure you're choosing from among the best financial advisors Lehi has to offer.
Search Financial Advisors in Lehi, Utah
Stephanie Stoffers
Registered Affiliation(s):WELLS FARGO CLEARING SERVICES, LLC
Bradley Glen Hansen
Registered Affiliation(s):D.A. DAVIDSON & CO.
Steven George Rung
Registered Affiliation(s):WASATCH ADVISORS INC
Julio C Gonzalez
Registered Affiliation(s):MORGAN STANLEY
Pamela Ann Fisher
Registered Affiliation(s):RAYMOND JAMES & ASSOCIATES, INC.
Monica Mary Joffre
Registered Affiliation(s):FIDELITY PERSONAL AND WORKPLACE ADVISORS
Alison Dohring Mortarotti
Registered Affiliation(s):WELLS FARGO CLEARING SERVICES, LLC
Paul Evan Hill
Registered Affiliation(s):CETERA ADVISOR NETWORKS LLC
Justin Goff Bitner
Registered Affiliation(s):COMMONWEALTH FINANCIAL NETWORK
H Blake Parkinson
Registered Affiliation(s):MML INVESTORS SERVICES, LLC
Scott Allen
Registered Affiliation(s):LPL FINANCIAL LLC
David Bruce Guzy
Registered Affiliation(s):CETERA ADVISOR NETWORKS LLC
Greg Gerald Thurman
Registered Affiliation(s):HARRISDIRECT LLC
Kyle D Glover
Registered Affiliation(s):MORGAN STANLEY
Brian Scott Urie
Registered Affiliation(s):LPL FINANCIAL LLC
David Daniel Hogan
Registered Affiliation(s):BFC PLANNING, INC.
Kelvin J Foutz
Registered Affiliation(s):MORGAN STANLEY
Thomas W Feisthamel
Registered Affiliation(s):MORGAN STANLEY
Robert Ivar Sandberg
Registered Affiliation(s):ARBOR POINT ADVISORS
R Kelly Harris
Registered Affiliation(s):CETERA ADVISOR NETWORKS LLC
Roger Michael Bird
Registered Affiliation(s):AMERIPRISE FINANCIAL SERVICES, LLC
Thomas Kerby Hall
Registered Affiliation(s):CWM, LLC
Derek Demar Bohne
Registered Affiliation(s):SECURITIES AMERICA ADVISORS, INC.
Cote Alan Mangel
Registered Affiliation(s):CHARLES SCHWAB & CO., INC.
Disclaimers
AdvisorCheck is an independent third party. The information on this page was compiled by AdvisorCheck from publicly available sources. Neither the listed firms nor financial advisors contributed to or influenced the creation of this content. Additionally, AdvisorCheck was not compensated in any way for producing or publishing this information. Terms like "top," "best," or "leading" are used for editorial purposes only and do not represent a formal ranking or endorsement. These descriptions are subjective, may reflect publicly available data, opinions, or third-party sources, and should not be construed as guarantees of future performance or results.
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