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Top 100 Financial Advisors Companies in Utah — Graded

195 financial advisors companies in Utah clear our data floor — verified in at least two independent sources with a working phone or website — and are graded by one published formula. The top 100 are below; the full ranked list is split by metro area. Grades refreshed monthly; data current as of 2026-10-28.

Cedar City & Iron County (1)Logan & Cache Valley (12)Rest of Utah (15)Salt Lake Valley (127)St. George Area (8)Utah County (32)
1
99
Capital Pro Partners
Draper · Website
Legitimacy100
Online action100
Reviewsno data yet
Coverage 35% · 2026-10-28
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2
99
Commercial Funding Partners Equipment Leasing
Draper · Website
Legitimacy97
Online action100
Reviewsno data yet
Coverage 35% · 2026-10-28
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3
99
Mountain America Credit Union
American Fork · Website
Legitimacy100
Online action100
Reviewsno data yet
Coverage 35% · 2026-10-28
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4
99
Mountain America Credit Union
Spanish Fork · Website
Legitimacy97
Online action100
Reviewsno data yet
Coverage 35% · 2026-10-28
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5
98
401go
Sandy · Website
Legitimacy96
Online action100
Reviewsno data yet
Coverage 35% · 2026-10-28
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6
98
Akamai Advisors
Salt Lake City · Website
Legitimacy96
Online action100
Reviewsno data yet
Coverage 35% · 2026-10-28
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7
98
Allegis Advisor Group
South Jordan · Website
Legitimacy96
Online action100
Reviewsno data yet
Coverage 35% · 2026-10-28
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8
98
Axios Capital Strategies
St George · Website
Legitimacy96
Online action100
Reviewsno data yet
Coverage 35% · 2026-10-28
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9
98
Bank Of Utah - Layton
Layton · Website
Legitimacy96
Online action100
Reviewsno data yet
Coverage 35% · 2026-10-28
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10
98
Capital Premium Financing
Draper · Website
Legitimacy96
Online action100
Reviewsno data yet
Coverage 35% · 2026-10-28
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11
98
Check City
West Jordan · Website
Legitimacy96
Online action100
Reviewsno data yet
Coverage 35% · 2026-10-28
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12
98
Heritage Wealth Management
Sandy · Website
Legitimacy96
Online action100
Reviewsno data yet
Coverage 35% · 2026-10-28
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13
98
Jake Mellor Financial Services
Price · Website
Legitimacy96
Online action100
Reviewsno data yet
Coverage 35% · 2026-10-28
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14
98
Oficina de Joel Guerrero
Kearns · Website
Legitimacy96
Online action100
Reviewsno data yet
Coverage 35% · 2026-10-28
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15
98
Rock House Financial
Farmington · Website
Legitimacy96
Online action100
Reviewsno data yet
Coverage 35% · 2026-10-28
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16
97
Adams Wealth Advisors
Logan · Website
Legitimacy97
Online action97
Reviewsno data yet
Coverage 35% · 2026-10-28
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17
97
Prestige Financial Services
Draper · Website
Legitimacy97
Online action97
Reviewsno data yet
Coverage 35% · 2026-10-28
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18
97
Accuplan Benefits Services
Riverton · Website
Legitimacy93
Online action100
Reviewsno data yet
Coverage 35% · 2026-10-28
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19
97
Bloomfield CFO
Alpine · Website
Legitimacy93
Online action100
Reviewsno data yet
Coverage 35% · 2026-10-28
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20
97
Check City
West Valley City · Website
Legitimacy93
Online action100
Reviewsno data yet
Coverage 35% · 2026-10-28
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21
97
Crosbie Financial
Logan · Website
Legitimacy93
Online action100
Reviewsno data yet
Coverage 35% · 2026-10-28
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22
97
Edward Jones - Financial Advisor: Tye L Hoffmann, AAMS®
Tooele · Website
Legitimacy93
Online action100
Reviewsno data yet
Coverage 35% · 2026-10-28
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23
97
First Touch Consulting
Riverton · Website
Legitimacy93
Online action100
Reviewsno data yet
Coverage 35% · 2026-10-28
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24
97
Greg Cunningham
Park City · Website
Legitimacy93
Online action100
Reviewsno data yet
Coverage 35% · 2026-10-28
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25
97
H&R Block
Salt Lake City · Website
Legitimacy93
Online action100
Reviewsno data yet
Coverage 35% · 2026-10-28
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26
97
Keeler Thomas Management
Orem · Website
Legitimacy93
Online action100
Reviewsno data yet
Coverage 35% · 2026-10-28
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27
97
LendNation
Salt Lake City · Website
Legitimacy96
Online action97
Reviewsno data yet
Coverage 35% · 2026-10-28
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28
97
Premier Credit Consulting
Draper · Website
Legitimacy96
Online action97
Reviewsno data yet
Coverage 35% · 2026-10-28
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29
97
Rapid Financial Solutions
North Logan · Website
Legitimacy93
Online action100
Reviewsno data yet
Coverage 35% · 2026-10-28
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30
97
Shoop Financial Services
Sandy · Website
Legitimacy93
Online action100
Reviewsno data yet
Coverage 35% · 2026-10-28
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31
97
Solucion Hispana
Orem · Website
Legitimacy93
Online action100
Reviewsno data yet
Coverage 35% · 2026-10-28
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32
97
TCS Equipment Finance
Draper · Website
Legitimacy93
Online action100
Reviewsno data yet
Coverage 35% · 2026-10-28
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33
97
Tetra Capital
Draper · Website
Legitimacy93
Online action100
Reviewsno data yet
Coverage 35% · 2026-10-28
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34
97
The Aclaime Group
Sandy · Website
Legitimacy93
Online action100
Reviewsno data yet
Coverage 35% · 2026-10-28
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35
97
Total Financial Health
American Fork · Website
Legitimacy93
Online action100
Reviewsno data yet
Coverage 35% · 2026-10-28
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36
97
US Title
Draper · Website
Legitimacy93
Online action100
Reviewsno data yet
Coverage 35% · 2026-10-28
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37
97
Utah Bankers Association
Salt Lake City · Website
Legitimacy96
Online action97
Reviewsno data yet
Coverage 35% · 2026-10-28
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38
95
Beneficial International
Salt Lake City · Website
Legitimacy93
Online action97
Reviewsno data yet
Coverage 35% · 2026-10-28
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39
95
Bolt Credit Services
Sandy · Website
Legitimacy93
Online action97
Reviewsno data yet
Coverage 35% · 2026-10-28
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40
95
Elevated Retirement Group
Draper · Website
Legitimacy93
Online action97
Reviewsno data yet
Coverage 35% · 2026-10-28
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41
95
Flat Top Bookkeeping LLC
Saratoga Springs · Website
Legitimacy93
Online action97
Reviewsno data yet
Coverage 35% · 2026-10-28
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42
95
Goldman Sachs
Salt Lake City · Website
Legitimacy93
Online action97
Reviewsno data yet
Coverage 35% · 2026-10-28
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43
95
Hamilton & Company, PC
Logan · Website
Legitimacy96
Online action94
Reviewsno data yet
Coverage 35% · 2026-10-28
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44
95
Integrated Financial Group
South Jordan · Website
Legitimacy93
Online action97
Reviewsno data yet
Coverage 35% · 2026-10-28
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45
95
Trucking Pros
Salt Lake City · Website
Legitimacy93
Online action97
Reviewsno data yet
Coverage 35% · 2026-10-28
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46
94
Rapido Express (Kearns)
Kearns · Website
Legitimacy93
Online action94
Reviewsno data yet
Coverage 35% · 2026-10-28
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47
93
Your Financial Resource, Inc.
Bountiful · Website
Legitimacy96
Online action90
Reviewsno data yet
Coverage 35% · 2026-10-28
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48
91
Solitude Wealth Management
Holladay · Website
Legitimacy93
Online action90
Reviewsno data yet
Coverage 35% · 2026-10-28
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49
90
Check City
Herriman · Website
Legitimacy96
Online action85
Reviewsno data yet
Coverage 35% · 2026-10-28
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50
90
Edward Jones
Salt Lake City · Website
Legitimacy96
Online action85
Reviewsno data yet
Coverage 35% · 2026-10-28
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51
90
Summit Global Investments
Bountiful · Website
Legitimacy93
Online action87
Reviewsno data yet
Coverage 35% · 2026-10-28
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52
90
Vfi Corporate Finance
Salt Lake City · Website
Legitimacy96
Online action85
Reviewsno data yet
Coverage 35% · 2026-10-28
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53
88
Advance America
St. George · Website
Legitimacy93
Online action85
Reviewsno data yet
Coverage 35% · 2026-10-28
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54
88
Colonial Stock Transfer
Salt Lake City · Website
Legitimacy93
Online action85
Reviewsno data yet
Coverage 35% · 2026-10-28
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55
88
Mountain America Credit Union
St George · Website
Legitimacy93
Online action85
Reviewsno data yet
Coverage 35% · 2026-10-28
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56
88
Mountain America Credit Union
St George · Website
Legitimacy93
Online action85
Reviewsno data yet
Coverage 35% · 2026-10-28
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57
88
Primerica
Layton · Website
Legitimacy93
Online action85
Reviewsno data yet
Coverage 35% · 2026-10-28
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58
88
Steward Financial Services
Salt Lake City · Website
Legitimacy93
Online action85
Reviewsno data yet
Coverage 35% · 2026-10-28
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59
88
Suncrest Strategic Advisors
Draper · Website
Legitimacy93
Online action85
Reviewsno data yet
Coverage 35% · 2026-10-28
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60
85
Bench Financial Group
Draper · Website
Legitimacy93
Online action79
Reviewsno data yet
Coverage 35% · 2026-10-28
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61
85
Doug Andrew - 3 Dimensional Wealth
Salt Lake City · Website
Legitimacy64
Online action100
Reviewsno data yet
Coverage 35% · 2026-10-28
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62
83
Diversify
Sandy · Website
Legitimacy100
Online action70
Reviewsno data yet
Coverage 35% · 2026-10-28
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63
83
Oxford Financial Group, Inc.
Salt Lake City · Website
Legitimacy100
Online action70
Reviewsno data yet
Coverage 35% · 2026-10-28
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64
83
Smart Financial
Provo · Website
Legitimacy100
Online action70
Reviewsno data yet
Coverage 35% · 2026-10-28
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65
83
Dollar Financial US
West Valley City · Website
Legitimacy93
Online action75
Reviewsno data yet
Coverage 35% · 2026-10-28
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66
83
National Card Payments
Centerville · Website
Legitimacy93
Online action75
Reviewsno data yet
Coverage 35% · 2026-10-28
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67
82
Progressive Planning
South Jordan · Website
Legitimacy97
Online action70
Reviewsno data yet
Coverage 35% · 2026-10-28
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68
81
Aaa Fair Credit Foundation
Salt Lake City · Website
Legitimacy96
Online action70
Reviewsno data yet
Coverage 35% · 2026-10-28
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69
81
Accuvest Global Advisors
Provo · Website
Legitimacy96
Online action70
Reviewsno data yet
Coverage 35% · 2026-10-28
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70
81
Advanced Financial Planning
Cedar City · Website
Legitimacy96
Online action70
Reviewsno data yet
Coverage 35% · 2026-10-28
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71
81
Afortus Financial
South Jordan · Website
Legitimacy96
Online action70
Reviewsno data yet
Coverage 35% · 2026-10-28
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72
81
Albion Financial Group
Salt Lake City · Website
Legitimacy96
Online action70
Reviewsno data yet
Coverage 35% · 2026-10-28
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73
81
Allen Financial
Clearfield · Website
Legitimacy96
Online action70
Reviewsno data yet
Coverage 35% · 2026-10-28
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74
81
Allen Financial & Allen Wealth And Asset Management
Salt Lake City · Website
Legitimacy96
Online action70
Reviewsno data yet
Coverage 35% · 2026-10-28
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75
81
Alpha Wealth Funds
Park City · Website
Legitimacy96
Online action70
Reviewsno data yet
Coverage 35% · 2026-10-28
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76
81
Altius Learning Inc.
Park City · Website
Legitimacy96
Online action70
Reviewsno data yet
Coverage 35% · 2026-10-28
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77
81
American Credit Foundation
Midvale · Website
Legitimacy96
Online action70
Reviewsno data yet
Coverage 35% · 2026-10-28
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78
81
Andina Advisors
Logan · Website
Legitimacy96
Online action70
Reviewsno data yet
Coverage 35% · 2026-10-28
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79
81
Bestige Holdings
Park City · Website
Legitimacy96
Online action70
Reviewsno data yet
Coverage 35% · 2026-10-28
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80
81
Blackdiamond Consultants
Midvale · Website
Legitimacy96
Online action70
Reviewsno data yet
Coverage 35% · 2026-10-28
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81
81
Boyer Wealth Management
Ogden · Website
Legitimacy96
Online action70
Reviewsno data yet
Coverage 35% · 2026-10-28
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82
81
Brighton Wealth Management Inc
Cottonwood Heights · Website
Legitimacy96
Online action70
Reviewsno data yet
Coverage 35% · 2026-10-28
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83
81
Cannon Capital Management, Inc.
Cottonwood Heights · Website
Legitimacy96
Online action70
Reviewsno data yet
Coverage 35% · 2026-10-28
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84
81
Casull Financial Advisory
South Jordan · Website
Legitimacy96
Online action70
Reviewsno data yet
Coverage 35% · 2026-10-28
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85
81
Choules Financial
Logan · Website
Legitimacy96
Online action70
Reviewsno data yet
Coverage 35% · 2026-10-28
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86
81
Coign Capital Advisors
Draper · Website
Legitimacy96
Online action70
Reviewsno data yet
Coverage 35% · 2026-10-28
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87
81
Cushing Financial
Murray · Website
Legitimacy96
Online action70
Reviewsno data yet
Coverage 35% · 2026-10-28
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88
81
Decker Retirement Planning, Inc.
Lehi · Website
Legitimacy96
Online action70
Reviewsno data yet
Coverage 35% · 2026-10-28
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89
81
Disability Planners
Murray · Website
Legitimacy96
Online action70
Reviewsno data yet
Coverage 35% · 2026-10-28
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90
81
Edward Jones
Layton · Website
Legitimacy96
Online action70
Reviewsno data yet
Coverage 35% · 2026-10-28
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91
81
Emery Financial Group
Sandy · Website
Legitimacy96
Online action70
Reviewsno data yet
Coverage 35% · 2026-10-28
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92
81
Ferrin Capital Advisors, Inc.
Pleasant Grove · Website
Legitimacy96
Online action70
Reviewsno data yet
Coverage 35% · 2026-10-28
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93
81
Financial Educational Systems
Kaysville · Website
Legitimacy96
Online action70
Reviewsno data yet
Coverage 35% · 2026-10-28
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94
81
Freedom Point Financial
South Jordan · Website
Legitimacy96
Online action70
Reviewsno data yet
Coverage 35% · 2026-10-28
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95
81
Gps Capital Markets
South Jordan · Website
Legitimacy96
Online action70
Reviewsno data yet
Coverage 35% · 2026-10-28
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96
81
Keb Enterprises
Pleasant Grove · Website
Legitimacy96
Online action70
Reviewsno data yet
Coverage 35% · 2026-10-28
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97
81
Kornerstone Credit
Draper · Website
Legitimacy96
Online action70
Reviewsno data yet
Coverage 35% · 2026-10-28
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98
81
Kpg Capital Partners
Park City · Website
Legitimacy96
Online action70
Reviewsno data yet
Coverage 35% · 2026-10-28
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99
81
Lefavi Wealth Management
Salt Lake City · Website
Legitimacy96
Online action70
Reviewsno data yet
Coverage 35% · 2026-10-28
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100
81
Lift Credit
Provo · Website
Legitimacy96
Online action70
Reviewsno data yet
Coverage 35% · 2026-10-28
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See every graded financial advisors company: Cedar City & Iron County · Logan & Cache Valley · Rest of Utah · Salt Lake Valley · St. George Area · Utah County

How the AI Score works

Every company carries an AI Score from 1–100, computed by one published formula from the signals measurable today — legitimacy and online action, verified across at least two independent sources (open place datasets and public registries). The formula's other factors — blended reviews, complaint record, and responsiveness — carry no weight in the score until licensed data sources for them exist. When they land, the score re-spreads across the full formula.

One disclosed exception: a score of 100 is reserved for RankMyCompany clients; every other score is computed by the same formula for everyone. Scores are not spread artificially — companies with identical measured data share identical scores — and each listing also shows its rank and its percentile within its category.

Missing-data rule: when a factor has no lawful data source for a company yet, its weight redistributes proportionally across the factors that do have data, and every score shows its data-coverage %. Coverage rises as licensed sources are added; scores are recomputed monthly and score history is kept for every company.

No score is ever adjusted by hand, sold, or removed for payment. Companies marked RMC Client are scored by the exact same formula as everyone else — the 100 cap above is the only exception, and it is disclosed here rather than hidden. If your company's underlying data is wrong, file a correction on the dispute page — disputes fix the data, and the corrected data flows into the next ranking run.

Place data: © OpenStreetMap contributors (ODbL) and Overture Maps Foundation (CDLA Permissive 2.0). Listings are refreshed monthly; a score change from a refresh takes effect only after the new score holds for two consecutive runs. Formula changes are published as a new methodology version — never applied silently.

Read the full standard — The RMC Standard →