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: 3333 N Digital Drive #700, Lehi, UT 84043
Clients: 821
Average Clients per Advisor: 31
AUM: $ 2.2B
B.O.S.S. RETIREMENT ADVISORS, LLC
CRD#: 171143
Address: 2500 Executive Parkway Suite 500, Lehi, UT 84048
Clients: 4,827
Average Clients per Advisor: 98
AUM: $ 1.4B
ANDINA FAMILY OFFICES
CRD#: 151762
Address: Thanksgiving Business Park 2600 Executive Parkway, Suite 451, Lehi, UT 84043
Clients: 337
Average Clients per Advisor: 30
AUM: $ 1.0B
SOLIDARITY WEALTH, LLC
CRD#: 315843
Address: 3600 N Outlet Parkway Suite 200, Lehi, UT 84043
Clients: 41
Average Clients per Advisor: 4
AUM: $ 628M
DECKER RETIREMENT PLANNING INC.
CRD#: 284281
Address: 2889 W Ashton Blvd. Suite 125, Lehi, UT 84048
Clients: 713
Average Clients per Advisor: 101
AUM: $ 360M
SWITCHPOINT FINANCIAL PLANNING LLC
CRD#: 282856
Address: 2901 W Bluegrass Blvd Suite 200 - 26, Lehi, UT 84043
Clients: 32
Average Clients per Advisor: 16
AUM: $ 281M
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
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
Brodie Dean Barnes
Registered Affiliation(s):CAPTRUST
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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