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.

DFPG Investments, LLC is a reputable regional investment advisory firm headquartered in Sandy, UT. With a total workforce of 156 dedicated professionals, 87 of whom specialize in providing top-notch investment advisory services, DFPG Investments demonstrates a commitment to delivering expert financial guidance. Renowned for their exceptional expertise, the firm manages an impressive average of approximately $144,240,000 in assets under management per investment advisor, significantly surpassing industry standards. DFPG Investments' compensation structure encompasses various types, such as a percentage of assets under management and performance-based fees, ensuring alignment with client success. Serving a diverse clientele, the firm boasts over 4,600 individual clients, entrusting DFPG Investments with their substantial $2,009,732,000 in assets under management. Primarily catering to high net worth individuals, the majority of the assets under DFPG's management are for this esteemed clientele, while 401K and individual accounts constitute a smaller portion. Setting themselves apart in the industry, DFPG Investments possesses the expertise and capability to manage employer funds in addition to discretionary assets. Moreover, they extend their services as an insurance broker or agent, offering comprehensive financial solutions to meet their clients' diverse needs. DFPG Investments operates across 24 offices, firmly establishing their regional presence. With a focus on long-term client relationships, the firm boasts an impressive roster of experienced advisors. Notably, Darren Speight, Jason Connolly, and Joseph Langlois stand out as some of the longest-tenured and highly regarded professionals at DFPG Investments, contributing to the firm's sterling reputation and success.

Riggs Capital Management, LLC, a local investment advisory firm based in American Fork, UT, is dedicated to providing comprehensive financial solutions to its clients. With over 300 individual clients and an impressive $252,989,000 in assets under management, the firm has established itself as a trusted partner in wealth management. Riggs Capital Management focuses on delivering personalized investment strategies tailored to the unique needs and goals of each client. With a deep understanding of the intricacies of employer 401Ks and individual investments, they possess extensive experience in this space. Notably, 100% of the assets they manage are handled with discretionary authority, ensuring a proactive approach to portfolio management. The firm's team consists of eight highly skilled professionals, six of whom provide investment advisory services. These experts boast an average of $42,160,000 in assets under management per investment advisor, reflecting their ability to handle substantial portfolios with precision. Riggs Capital Management employs a flexible compensation structure that includes various options, such as a percentage of assets under management and hourly charges. This adaptability enables them to accommodate diverse client preferences and needs. With a solid reputation in the industry, Riggs Capital Management has nurtured enduring relationships with its clients. Notably, Sheila Johnston, Craig Riggs, and Jay Riggs are among the firm's longest-tenured advisors, contributing their expertise and commitment to client success. In the ever-changing financial landscape, Riggs Capital Management, LLC remains steadfast in its mission to provide comprehensive investment advisory services and guide clients towards their financial aspirations.

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.

Firstpurpose Wealth LLC is a prominent local investment advisory firm headquartered in Orem, UT, with three strategically located offices. With a total of 46 dedicated professionals, 24 of whom specialize in investment advisory services, Firstpurpose Wealth LLC boasts a highly skilled team. Their collective expertise enables them to effectively manage an impressive average of approximately $19,090,000 in assets per investment advisor. The firm's compensation structure is flexible, offering various options such as a percentage of assets under management, hourly charges, and fixed fees. Notably, nearly half of the assets under Firstpurpose Wealth LLC's management originate from employer 401Ks or individual accounts, showcasing their substantial experience and success in this specific domain. Additionally, the firm manages all client assets on a discretionary basis, providing clients with peace of mind and allowing them to focus on their financial goals. In addition to their investment advisory services, Firstpurpose Wealth LLC extends its expertise as an accountant or accounting firm. Their comprehensive approach to financial management has garnered them a broad client base of over 1,100 individuals. Impressively, the firm manages assets worth a staggering $458,072,000 on behalf of their valued clients. Firstpurpose Wealth LLC prides itself on its talented team, including highly experienced advisors like Scott Carlson, James Spainhower, and Robert Strasburg. These individuals have demonstrated long-standing dedication to the firm, further enhancing its reputation for delivering exceptional financial guidance and superior client service.

Peterson Wealth Advisors, LLC, a prominent local investment advisory firm based in Orem, UT, boasts an impressive track record in managing assets for their extensive clientele. With over 390 individual clients and an impressive $479,065,000 in assets under management, Peterson Wealth Advisors, LLC has established itself as a trusted financial partner in the region. Distinguishing themselves in the industry, Peterson Wealth Advisors, LLC has extensive experience managing employer 401Ks and individual investments, with approximately half of their assets under management originating from these sources. As a testament to their expertise, 99% of the assets they oversee are discretionary, showcasing their commitment to personalized and tailored investment strategies. The firm's compensation structure is diverse, encompassing various types, including a percentage of assets under management. With a team of 10 dedicated employees, all of whom provide comprehensive investment advisory services, Peterson Wealth Advisors, LLC ensures that their clients receive personalized attention and expert guidance. On average, each investment advisor oversees approximately $47,910,000 in assets under management, which aligns with the industry standard. At Peterson Wealth Advisors, LLC, clients benefit from the knowledge and experience of their team of seasoned advisors. Notably, some of the firm's longest-tenured advisors include Daniel Ruske, Carson Johnson, and Scott Peterson. Their collective expertise and commitment to delivering exceptional financial advice have played a pivotal role in the firm's success and client satisfaction. With a strong presence in the region, Peterson Wealth Advisors, LLC continues to provide comprehensive wealth management solutions, helping individuals and businesses navigate the complexities of the financial landscape and achieve their long-term financial goals.

Dentist Advisors, based out of South Jordan, UT, is a leading local investment advisory firm specializing in serving dentists and dental professionals. With over 560 individual clients and an impressive $314,278,000 in assets under management, Dentist Advisors has established itself as a trusted financial partner in the dental industry. The firm operates from three strategically located offices, allowing them to effectively serve clients nationwide. While 401K and individual accounts make up less than 30% of their assets under management, Dentist Advisors possesses the expertise and capability to manage employer funds, catering to the unique needs of dental practices. Dentist Advisors prides itself on providing personalized and comprehensive financial solutions to high net worth individuals. With 100% of the assets they manage being discretionary, clients benefit from a tailored approach that aligns with their specific goals and circumstances. The firm's compensation structure is flexible, offering various options such as a percentage of assets under management, hourly charges, and fixed fees. This ensures transparency and allows clients to choose the fee structure that best suits their preferences and requirements. With a team of 20 dedicated professionals, including eight investment advisors, Dentist Advisors delivers exceptional service to their clientele. Notable among the experienced advisors are Abby Morton, Matthew Mulcock, and Reese Harper, who have been with the firm for many years, providing valuable insights and guidance. With a track record of success and a commitment to client satisfaction, Dentist Advisors continues to help dental professionals achieve their financial goals through prudent investment management and comprehensive financial planning services.

Decker Retirement Planning Inc., a local investment advisory firm based in Lehi, UT, is a trusted partner for individuals and employers seeking expert retirement planning solutions. With a team of 19 dedicated professionals, including 5 experienced investment advisors, they offer comprehensive services tailored to their clients' needs. Their impressive average of approximately $42,810,000 in assets under management per investment advisor reflects their commitment to delivering exceptional results. As a fee-based firm, Decker Retirement Planning Inc. employs a compensation structure that includes a percentage of assets under management and performance-based fees. This approach ensures alignment with their clients' financial goals and underscores their commitment to delivering value. With over 540 individual clients and a staggering $117,530,000 in assets under management, Decker Retirement Planning Inc. has established a solid reputation in the industry. More than 80% of their assets under management come from employer 401(k) plans and individual clients, highlighting their expertise in managing these types of accounts. Decker Retirement Planning Inc. prides itself on its ability to handle the complexities of 401(k) plans for employers and employees. The firm's extensive experience and 100% discretionary management of all assets make them a reliable choice for employers seeking optimal retirement solutions. With eight offices conveniently located throughout the area, Decker Retirement Planning Inc. ensures accessibility and convenience for their clients. The firm boasts a team of highly qualified advisors, including Clayton Bradshaw, Brian Decker, and John Switzer, who bring their expertise and longevity to the table. In summary, Decker Retirement Planning Inc. stands as a premier investment advisory firm, dedicated to helping clients navigate the intricacies of retirement planning. Their impressive track record, comprehensive services, and experienced team make them a trusted partner for a secure financial future.

My Prosper Team is a reputable investment advisory firm based in Lehi, UT. With a team of 5 dedicated professionals, including 2 experienced investment advisors, the firm is committed to providing top-quality financial services. Each investment advisor at My Prosper Team manages an average of $22,290,000 in assets under management, showcasing their proficiency in wealth management. The firm's compensation structure is comprehensive, including a percentage of assets under management. This allows for a flexible and client-focused approach to compensation. With over 500 individual clients, My Prosper Team oversees more than $28,164,000 in assets under management. Notably, approximately half of their managed assets are derived from employer 401(k) plans and individual accounts, highlighting their expertise in this specific area. Impressively, 100% of the assets managed by My Prosper Team are under their discretionary authority, indicating the high level of trust their clients place in their investment strategies. As a small investment advisory firm, My Prosper Team has established a strong presence in Lehi, UT. With a single office location, they provide personalized and attentive services to their clients. Ryan Robertson and Tyler Hansen, two of the firm's longest-tenured registered advisors, contribute their extensive experience and expertise to the success of My Prosper Team, ensuring that clients receive exceptional financial guidance and support.

Evestia Financial is a distinguished investment advisory firm based in Lehi, UT. With a team of three dedicated professionals, including two investment advisors, they provide expert financial guidance to their clients. Evestia Financial maintains an impressive average of approximately $22,010,000 in assets under management per investment advisor. The firm offers a diverse compensation structure, which includes a percentage of assets under management and performance-based fees. This flexibility allows them to align their interests with their clients' financial goals. Evestia Financial boasts a loyal client base, serving over 20 individual clients and managing assets worth more than $9,767,000. Although 401K and individual accounts represent less than 30% of their assets under management, the firm possesses the capability to effectively manage employer funds when required. Operating under a discretionary approach, Evestia Financial manages 100% of the assets entrusted to them, ensuring proactive decision-making and personalized attention for their clients. Located in Lehi, UT, Evestia Financial is known for its commitment to delivering exceptional financial services. Rick Jaster and Bradley Wilson, two of the longest-tenured registered advisors at the firm, bring extensive experience and expertise to their roles, further strengthening the firm's reputation. With a dedication to providing tailored financial solutions and a team of seasoned professionals, Evestia Financial has become a trusted partner for individuals seeking comprehensive investment advisory services in Lehi and surrounding areas.

Squire Wealth Advisors, headquartered in Orem, UT, is a prominent local investment advisory firm with a strong track record of success. With over 330 individual clients and an impressive $316,843,000 in assets under management, the firm has established itself as a trusted partner for individuals seeking expert financial guidance. Operating from two offices, Squire Wealth Advisors offers comprehensive investment advisory services to a diverse range of clients. While 401K and individual accounts constitute less than 30% of their assets under management, the firm possesses the expertise to effectively manage employer funds. Notably, an overwhelming 99% of the assets they oversee are discretionary, allowing them to make informed decisions and provide tailored investment strategies. With a team of 13 dedicated employees, all of whom are actively engaged in providing investment advisory services, Squire Wealth Advisors ensures a personalized approach for each client. Their average asset under management per investment advisor stands at an impressive $24,370,000, demonstrating the firm's commitment to delivering exceptional results. Squire Wealth Advisors employs a flexible compensation structure that includes various models, such as a percentage of assets under management and hourly charges. This approach ensures alignment with their clients' needs and goals while maintaining transparency and fairness. The firm takes pride in its experienced team of advisors, including the highly tenured David Bigler, Wayne Barben, and Julie Anderson. Their wealth of knowledge and expertise in the industry contribute significantly to the firm's reputation and client satisfaction. Squire Wealth Advisors continues to be a trusted partner in helping individuals and organizations navigate the complexities of the financial landscape, providing strategic guidance and personalized solutions for long-term financial success.