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UtahTopRated / Financial Advisors

Best financial advisors in Utah

The highest rated financial advisors across Utah, aggregated from every TopRated city directory in the state.

Rankings updated September 2026 from Google ratings and review volume - not paid placement

The full Utah ranking

1
Capital Wealth Independent · Locally Owned
Provo · ★★★★★ 5 · 242 Google reviews
2
Net Worth Advisory Group Independent · Locally Owned
Salt Lake City · ★★★★★ 5 · 89 Google reviews
3
Happier Wealth Independent · Locally Owned
Provo · ★★★★★ 5 · 77 Google reviews
4
Momentum Wealth Independent · Locally Owned
Provo · ★★★★★ 5 · 61 Google reviews
5
Park City Investor - Your Local Real Estate Experts Independent · Locally Owned
Park City · ★★★★★ 5 · 40 Google reviews
6
Livet Wealth Independent · Locally Owned
Salt Lake City · ★★★★★ 5 · 27 Google reviews
7
TrueNorth Wealth - Financial Advisors Independent · Locally Owned
Salt Lake City · ★★★★★ 5 · 23 Google reviews
8
Park City Wealth Advisors Independent · Locally Owned
Park City · ★★★★★ 5 · 18 Google reviews

How to pick well

Ask one question first: are you a fiduciary, and how are you paid? Fee-only fiduciaries answer in one sentence. Anyone who dances around commissions is telling you the answer anyway.

Looking for financial advisors near me in Utah? Start from the city directory closest to you: Salt Lake City, Park City, Provo. Each one ranks the local companies and shows the service area, which matters more on this kind of work than a statewide average.

Financial Advisors in Utah: common questions

Who are the best financial advisors in Utah?

Based on Google ratings and review volume as of September 2026, the top rated financial advisors in Utah are Capital Wealth, Net Worth Advisory Group, Happier Wealth. See the live ranked list, ratings, and contact details on this page.

How do I find financial advisors near me in Utah?

Every company ranked on this page serves Utah and the surrounding area, including Salt Lake City, Park City, Provo. Open any listing for its address, phone number and service area, then call the two or three closest to you. Distance is worth checking yourself: the nearest financial advisor is not automatically the best one, so this page ranks on rating and review volume first and leaves proximity to you.

How do I choose a financial advisor in Utah?

Ask one question first: are you a fiduciary, and how are you paid? Fee-only fiduciaries answer in one sentence. Anyone who dances around commissions is telling you the answer anyway.

Are you a top-rated Utah pro?

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Prefer to talk? Call or text the Top Rated directory on (813) 454-0813. This is our number, not the number of any business listed here.