Healthequity Advisors, a small investment advisory firm based out of Draper, UT, operates from a single office location. With a total of eight employees, a select few specialize in offering investment advisory services. Compared to the industry average, Healthequity Advisors boasts an impressive average of approximately $1,053,350,000 in assets under management per investment advisor, demonstrating their proficiency in handling substantial portfolios. Their compensation structure encompasses various types, such as a percentage of assets under management and fixed fees. Renowned for their expertise in managing employer 401K plans and individual assets, Healthequity Advisors manages over 80% of their assets under management on behalf of employers and individuals. A significant portion, accounting for 58%, falls under the discretionary category, allowing them to make investment decisions autonomously. The firm caters to a vast clientele, serving over 96,230 individual clients, whose combined assets under management exceed $1,053,350,000. Among the highly experienced team, James Ivie stands as one of the longest tenured registered advisors, having been with the firm since 2017. Healthequity Advisors prides itself on its knowledgeable staff, equipped to guide employers and employees alike in managing their 401K plans effectively. With their extensive experience and track record of success, Healthequity Advisors stands as a trusted partner for individuals and organizations seeking sound investment advisory services in the Draper, UT area.

Andina Family Offices, based in Lehi, UT, is a distinguished local investment advisory firm with a strong presence in the industry. With over 230 individual clients, Andina manages an impressive $642,124,000 in assets under management, showcasing their expertise and commitment to their clients' financial well-being. The firm operates from three strategically located offices, ensuring convenient accessibility for their clientele. While Andina Family Offices primarily focuses on managing discretionary assets, which account for 44% of their portfolio, they also possess the capability to effectively manage employer funds. They offer a diverse range of compensation structures, including a percentage of assets under management, hourly charges, fixed fees, and performance-based fees, providing flexibility to meet the unique needs of their clients. Comprised of a dedicated team of 17 professionals, 13 of whom are experienced investment advisors, Andina Family Offices boasts an average of approximately $49,390,000 in assets under management per investment advisor, aligning with the industry average. The firm takes pride in their exceptional talent pool, including long-tenured advisors such as Amy Daniels, Casey Monsen, and Eric Barlow, who bring a wealth of experience and expertise to their clients. Andina Family Offices is committed to delivering personalized investment strategies, tailored to each client's financial goals and aspirations. With their solid track record, comprehensive range of services, and a team of seasoned professionals, Andina Family Offices is well-positioned to provide exceptional investment advisory services to individuals and organizations seeking to optimize their financial growth and security.

Physician Wealth Advisors, Inc. is a reputable investment advisory firm headquartered in Salt Lake City, UT, with an additional office. With a team of 14 dedicated professionals, including 7 experienced investment advisors, they offer comprehensive wealth management services to physicians and healthcare professionals. Known for their exceptional expertise, Physician Wealth Advisors, Inc. has established a strong track record of success in the financial industry. Their investment advisors oversee an impressive average of approximately $189,490,000 in assets under management per advisor, surpassing the industry average. The firm's compensation structure includes various methods, such as a percentage of assets under management, ensuring alignment with their clients' financial goals. While 401K and individual accounts account for less than 30% of their assets under management, Physician Wealth Advisors, Inc. possesses the capability to effectively manage employer funds. Notably, 65% of the assets they oversee are discretionary, highlighting their proficiency in making informed investment decisions. In addition to their investment advisory services, Physician Wealth Advisors, Inc. also serves as an insurance broker or agent, further expanding their range of financial solutions. Their impressive clientele comprises over 800 individual clients, with assets under management exceeding $1,326,457,000. With a strong team of experienced professionals, Physician Wealth Advisors, Inc. boasts several long-tenured advisors, including Wendy Lewis, Jeffrey Zesiger, and Patrick Brady, who contribute their vast knowledge and expertise to the firm's success. Clients can trust Physician Wealth Advisors, Inc. to provide tailored financial strategies and sound advice to help them achieve their financial objectives.

Net Worth Advisory Group, LLC, based out of Sandy, UT, is a reputable investment advisory firm serving the local community. With a single office location, the company boasts a dedicated team of 16 employees, 9 of whom specialize in providing comprehensive investment advisory services. The firm manages an average of approximately $58,270,000 in assets under management per investment advisor, reflecting an industry-standard performance. Net Worth Advisory Group, LLC employs a flexible compensation structure that includes various options such as a percentage of assets under management, hourly charges, and fixed fees. While their portfolio composition reveals that less than 30% of the assets under management come from 401K and individual accounts, the company possesses the expertise and capability to effectively manage employer funds. Notably, 62% of the assets they manage are under discretionary authority, indicating a high level of trust placed in their investment strategies. The firm primarily focuses on serving high-net-worth individuals, who constitute the majority of their client base. With over 540 individual clients and an impressive $524,433,000 in assets under management, Net Worth Advisory Group, LLC has garnered a strong reputation in the industry. The company takes pride in its experienced team, including notable advisors like Richard Smith, David Swapp, and Raymond Levitre, who have demonstrated long-standing commitment to the firm's clients and their financial goals. With their comprehensive expertise and client-centric approach, Net Worth Advisory Group, LLC is dedicated to providing reliable investment advisory services to help clients achieve their financial objectives.

Soltis Investment Advisors, LLC is a reputable regional investment advisory firm located in St. George, UT, with a total of 56 dedicated employees. Within the team, 36 professionals specialize in providing top-notch investment advisory services. With an average of $66,340,000 in assets under management per investment advisor, Soltis falls in line with the industry average. Their compensation structure includes various methods, such as a percentage of assets under management. Currently, Soltis Investment Advisors serves a substantial client base of over 1,570 individuals, managing a substantial sum of assets totaling more than $5,644,685,000. While the firm primarily handles assets outside of 401K and individual accounts, comprising less than 30% of their total managed assets, they possess the capability to effectively manage employer funds. Notably, Soltis Investment Advisors maintains a discretionary management approach, ensuring that they have full authority over 100% of the assets they oversee. Their commitment to excellence and personalized service is reflected in their eight office locations, providing convenient access to clients across the region. The firm boasts a team of highly experienced advisors, some of whom have demonstrated long-standing dedication to the organization. Prominent among them are Brett Archibald, Tyler Wilkinson, and James Shumway, who have earned recognition for their expertise and commitment to helping clients achieve their financial goals. With their extensive knowledge and the firm's trusted reputation, Soltis Investment Advisors continues to deliver comprehensive investment advisory services to individuals and businesses alike.

Strategic Planning Group, a local investment advisory firm based out of Bountiful, UT, is dedicated to providing exceptional financial guidance to individuals and businesses alike. With its main office in Bountiful, the firm boasts a team of nine talented professionals, five of whom specialize in delivering top-notch investment advisory services. With an average of $73,700,000 in assets under management per investment advisor, Strategic Planning Group maintains a solid standing in the industry, aligning with the industry average. Their compensation structure is flexible and offers various options, including a percentage of assets under management, hourly charges, and fixed fees. Known for their expertise in managing employer 401Ks and individual portfolios, approximately half of Strategic Planning Group's assets under management are derived from these sources. This significant experience in the field has contributed to the firm's reputation for delivering tailored investment strategies that align with clients' long-term financial goals. Strategic Planning Group's unwavering commitment to delivering superior service has attracted a substantial client base of over 860 individuals, who entrust the firm with a total of $368,490,000 in assets under management. This notable achievement speaks to the firm's ability to build enduring relationships based on trust, transparency, and financial success. The firm takes pride in its team of seasoned advisors, with notable individuals such as Thomas Craner, John Park, and Ryan Craner, who have demonstrated their dedication and expertise over the years. Their extensive experience and comprehensive knowledge enable them to provide clients with strategic insights and informed investment decisions. Whether it's retirement planning, asset allocation, or risk management, Strategic Planning Group is the go-to partner for individuals and businesses seeking comprehensive and personalized investment solutions in Bountiful, UT, and beyond.

Blue Barn Wealth, headquartered in Orem, UT, is a distinguished investment advisory firm serving high net worth individuals and businesses. With two offices, this small yet dynamic firm comprises a team of six dedicated professionals, four of whom specialize in providing expert investment advisory services. Demonstrating their expertise, each investment advisor manages an average of $69,140,000 in assets under management, aligning with industry standards. Blue Barn Wealth boasts a diverse compensation structure to cater to their clients' needs, offering options such as a percentage of assets under management, hourly charges, and fixed fees. While their assets under management primarily consist of discretionary accounts, encompassing 98% of the total, the firm also possesses the capacity to oversee employer funds. Notably, 401K and individual accounts make up less than 30% of their asset portfolio. With an impressive client base of over 130 individuals, Blue Barn Wealth skillfully oversees assets valued at more than $276,546,000. The firm's reputation is further enhanced by their experienced advisors, including Jeffrey Brimhall, Hyrum Smith, and Benjamin Cummings, who have demonstrated their commitment to client success over the course of their tenures. Blue Barn Wealth prides itself on delivering tailored investment strategies, ensuring financial security and growth for their discerning clientele. With their comprehensive range of services and seasoned professionals, Blue Barn Wealth continues to stand out as a trusted partner in wealth management, dedicated to helping clients achieve their financial goals.

Parker Advisory Group, LLC, based out of St. George, UT, is a reputable investment advisory firm that caters to the financial needs of high net worth individuals. With over 140 clients and a staggering $187,176,000 in assets under management, they have established themselves as a trusted partner in wealth management. Their expertise lies in managing employer 401Ks and individual investments, accounting for approximately half of their assets under management. Parker Advisory Group, LLC operates from two offices and boasts a team of four dedicated professionals, two of whom provide investment advisory services. Their client-centric approach ensures that 100% of the assets they manage are handled with utmost discretion, prioritizing the financial goals and interests of their valued clients. The firm's compensation structure is flexible, offering options such as hourly charges and fixed fees to suit clients' specific requirements. With an average of $93,590,000 in assets under management per investment advisor, Parker Advisory Group, LLC stands on par with the industry average in terms of efficiency and personalized attention. Chad Parker and Kaylan Andersen, two of the longest tenured registered advisors with the firm, contribute their extensive experience and knowledge to deliver exceptional financial guidance. Their dedication to building long-lasting client relationships sets Parker Advisory Group, LLC apart in the competitive investment advisory landscape. Parker Advisory Group, LLC is committed to providing comprehensive wealth management services, making it a preferred choice for individuals seeking professional expertise in achieving their financial goals.

ALTA CAPITAL MANAGEMENT LLC: Alta Capital Management LLC is a leading investment advisory firm based out of Salt Lake City, UT. With a team of 25 dedicated professionals, they are committed to delivering exceptional financial solutions to their clients. Seventeen of these professionals specialize in providing top-notch investment advisory services, ensuring that clients receive personalized and expert guidance in managing their assets. Standing out from the competition, Alta Capital Management LLC boasts an impressive average of approximately $1,424,680,000 in assets under management per investment advisor, surpassing the industry average. Their compensation structure includes various types, such as a percentage of assets under management and performance-based fees, aligning their success with that of their clients. Catering to a diverse range of clients, Alta Capital Management LLC proudly serves over 1,190 individual clients, managing a substantial portfolio worth over $1,473,348,000. While the majority of their assets under management are not from 401K and individual accounts, they possess the necessary expertise to handle employer funds as well. With seven offices located strategically across the region, Alta Capital Management LLC is deeply rooted in the Salt Lake City community. The firm prides itself on its long-standing commitment to excellence, evident through the tenure of advisors such as Robert Cheney, Lynn Miller, and Andrew Schaffernoth, who have contributed significantly to the firm's success. Alta Capital Management LLC manages all assets under their purview with the utmost discretion, ensuring that client interests are prioritized and protected. With their expertise and local presence, they offer a trusted and reliable partner for individuals and organizations seeking expert investment advice in Salt Lake City, UT.

GO INVEST LLC is a small investment advisory firm based out of West Jordan, UT. With their main office located in the area, the company prides itself on providing exceptional investment advisory services. Despite having just one total employee, they offer a comprehensive range of expertise and support to their clients. On average, each investment advisor at GO INVEST LLC manages approximately $65,260,000 in assets, which aligns with the industry average. Their compensation structure includes various types, such as a percentage of assets under management and performance-based fees, ensuring that their interests are closely aligned with their clients' success. With over 470 individual clients, GO INVEST LLC has accumulated an impressive $47,144,000 in assets under management. Notably, more than 80% of these assets are attributed to employer 401K plans and individual investors. This highlights their expertise and experience in managing 401K plans for both employers and employees. One standout member of the team is Nathan Beck, who has been a registered advisor with the firm since 2018. His extensive tenure reflects the company's commitment to stability and long-term relationships with clients. As a trusted investment advisory firm, GO INVEST LLC has established a strong presence in the West Jordan area, serving a diverse range of clients with their expert knowledge and personalized approach.

The Martin Worley Group, headquartered in Cottonwood Heights, UT, is a reputable local investment advisory firm serving clients with their financial needs. With two office locations, this well-established firm comprises a team of five dedicated professionals, all of whom specialize in providing comprehensive investment advisory services. Leveraging their expertise, the Martin Worley Group manages an average of $52,050,000 in assets under management per investment advisor, aligning with industry standards. The Martin Worley Group offers a versatile compensation structure, catering to their clients' preferences. Their options include a percentage-based fee structure tied to the assets under management, hourly charges, and fixed fees. While 401K and individual accounts make up less than 30% of their assets under management, the firm possesses the expertise and capabilities to handle employer funds as well. Notably, 100% of the assets managed by the Martin Worley Group are discretionary, allowing them to make informed investment decisions on behalf of their clients. With a primary focus on high net worth individuals, the Martin Worley Group boasts an impressive roster of over 150 individual clients, who collectively entrust the firm with more than $260,273,000 in assets under management. A testament to their experience and commitment, the Martin Worley Group features esteemed advisors such as Brian Worley, Jack Griffin, and Terra Thurgood, who have been with the firm for an extensive period. With their unwavering dedication, comprehensive services, and proven track record, the Martin Worley Group stands as a trusted partner in helping individuals navigate their investment journey and secure their financial future.