Top Financial Advisors in Draper, Utah
Finding the right financial advisor in Draper 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 Draper, 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 Draper, UT.
Find the Best Financial Advisor Firms in Draper:
CAPITA FINANCIAL NETWORK, LLC
CRD#: 290558
Address: 14658 S. Bangerter Pkwy Ste 300, Draper, UT 84020
Clients: 2,103
Average Clients per Advisor: 95
AUM: $ 1.8B
NAVIGATE PRIVATE WEALTH, LLC
CRD#: 170774
Address: 12012 South 700 East Suite 100, Draper, UT 84020
Clients: 1,621
Average Clients per Advisor: 231
AUM: $ 463M
ELEVATED CAPITAL ADVISORS, LLC
CRD#: 226721
Address: 11925 South 700 East, Draper, UT 84020
Clients: 930
Average Clients per Advisor: 46
AUM: $ 433M
COIGN CAPITAL ADVISORS LLC
CRD#: 171306
Address: 12012 South 700 E. Suite 100, Draper, UT 84020
Clients: 227
Average Clients per Advisor: 32
AUM: $ 321M
MEDICUS WEALTH PLANNING, INC.
CRD#: 282904
Address: 11681 S 700 E Suite 200, Draper, UT 84020
Clients: 159
Average Clients per Advisor: 39
AUM: $ 130M
LONE PEAK ADVISERS
CRD#: 296772
Address: 11650 South State Street Suite 200, Draper, UT 84020-7150
Clients: 681
Average Clients per Advisor: 85
AUM: $ 119M
How We Chose the Top Financial Advisors in Draper, Utah
To create this list of top financial advisor firms in Draper, 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 Draper has to offer.
Search Financial Advisors in Draper, Utah
William James Dishman
Registered Affiliation(s):RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
Donald R Bentley
Registered Affiliation(s):MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
Thomas Kerby Hall
Registered Affiliation(s):CWM, LLC
David Alan Madsen
Registered Affiliation(s):MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
Jeffry Jonathon Roundy
Registered Affiliation(s):MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
Mark Edward Muir
Registered Affiliation(s):AMERIPRISE FINANCIAL SERVICES, LLC
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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