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.

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.

Wealth Management CPAs, LLC is a highly reputable investment advisory firm and accounting service provider based in Salt Lake City, UT. With over 290 individual clients and an impressive $114,373,000 in assets under management, the firm is dedicated to helping clients achieve their financial goals. Operating from a single office location, Wealth Management CPAs, LLC has established itself as a trusted partner for individuals and employers seeking comprehensive financial solutions. Their expertise extends to managing assets from employer 401Ks and individual clients, which collectively account for approximately half of their assets under management. This experience positions them well within the industry. The firm's commitment to discretionary management is evident, as they handle 100% of the assets they manage with the utmost care and expertise. Clients trust Wealth Management CPAs, LLC's advisors to make informed investment decisions tailored to their unique financial needs. Their compensation structure is flexible, offering various types such as a percentage of assets under management and hourly charges. This ensures that the firm's advisors are motivated to optimize portfolio performance and provide exceptional service to their clients. Wealth Management CPAs, LLC is supported by a team of seven dedicated professionals, with two of them specializing in investment advisory services. These advisors manage an average of approximately $57,190,000 in assets, aligning with the industry average. Robert Beck and Tamra Williams, two of the longest-tenured registered advisors, bring their extensive experience and knowledge to the firm's operations. With a focus on personalized service, comprehensive accounting, and expert financial management, Wealth Management CPAs, LLC is committed to helping clients navigate their financial journey and build a secure future.

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.

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.

B.O.S.S. Retirement Advisors, LLC is a reputable regional investment advisory firm headquartered in Lehi, UT, with nine offices spread across the region. With a total of 50 dedicated employees, 30 of whom specialize in providing investment advisory services, they offer comprehensive financial solutions to individuals and employer-sponsored 401K plans. With an impressive track record, B.O.S.S. Retirement Advisors manages over $588,000,000 in assets under management for more than 4,300 individual clients. They have established a strong foothold in the industry by ensuring that over 80% of their assets under management come from employer 401K plans or individual investments. Notably, all the assets they handle are managed on a discretionary basis, enabling them to make informed investment decisions on behalf of their clients. The firm's investment advisors have a keen focus on optimizing client returns. On average, each investment advisor oversees approximately $128,040,000 in assets under management, which aligns with the industry standard. B.O.S.S. Retirement Advisors employs a multi-faceted compensation structure that includes a percentage of assets under management and performance-based fees, demonstrating their commitment to delivering value to their clients. B.O.S.S. Retirement Advisors takes pride in their highly qualified team of professionals, many of whom have served the firm for a significant duration. Notable advisors such as Edward Griffin, Charles Maynes, and Tyson Thacker bring extensive expertise and experience to the table, ensuring clients receive sound financial advice and tailored retirement solutions. As a well-established and respected firm, B.O.S.S. Retirement Advisors, LLC strives to empower individuals and employers in making informed financial decisions, securing their financial future, and achieving their retirement goals.

Ascend Investment Partners is a prominent investment advisory firm operating in Ogden, UT, with two strategically located offices. With a total workforce of nine highly skilled professionals, six of whom specialize in investment advisory services, Ascend Investment Partners has established itself as a trusted partner in the financial industry. Drawing on their extensive expertise, Ascend Investment Partners manages an impressive average of approximately $76,060,000 in assets under management per investment advisor, a figure that aligns with industry standards. The firm employs a diverse compensation structure, which includes a percentage of assets under management, ensuring a vested interest in the success of their clients' portfolios. Although 401K and individual accounts make up less than 30% of their assets under management, Ascend Investment Partners possesses the capability to effectively oversee employer funds. Notably, a substantial 94% of the assets they manage are discretionary, granting them flexibility in implementing investment strategies tailored to the unique goals of their clients. With a primary focus on high-net-worth individuals, Ascend Investment Partners serves an extensive client base of over 640 individuals, skillfully managing assets totaling more than $456,334,000. The firm boasts an impressive roster of seasoned advisors, including Christopher Kesler, Garrett Smith, and Darcy Wride, who have contributed significantly to the firm's long-standing success. Ascend Investment Partners exemplifies their commitment to providing exceptional financial services by delivering personalized investment strategies and demonstrating unwavering dedication to their clients' financial well-being. Their strong presence in Ogden, UT, and their outstanding track record make them a go-to partner for individuals seeking expert guidance in managing their investment portfolios.

North Capital, a reputable local investment advisory firm headquartered in Salt Lake City, UT, boasts an impressive track record in the financial industry. With over 160 individual clients and an impressive $267,846,000 in assets under management, they have established themselves as a trusted partner for individuals seeking expert financial guidance. Operating from three strategically located offices, North Capital offers a comprehensive range of services to meet their clients' diverse investment needs. Their expertise extends to areas such as commodity pool operation and commodity trading advisory services, whether registered or exempt from registration. While employer funds make up a significant portion of their managed assets, they also possess the capability to oversee 401K and individual accounts. North Capital's success is further demonstrated by the fact that 91% of the assets they manage are discretionary, highlighting their proficiency in making informed investment decisions on behalf of their clients. Their compensation structure is flexible and includes options such as a percentage of assets under management, hourly charges, and fixed fees, ensuring alignment with client preferences and objectives. The firm's dedicated team comprises nine skilled professionals, with eight of them specializing in providing investment advisory services. Each investment advisor at North Capital manages an average of approximately $33,480,000 in assets, demonstrating their expertise in handling substantial portfolios. Notably, the company boasts a roster of highly experienced advisors, including James Dowd, Michael Weaver, and Joseph Anderson, who have made significant contributions to the firm's long-standing success. With their strong client base, impressive asset management capabilities, and experienced team of professionals, North Capital continues to be a trusted partner for individuals seeking exceptional investment advisory services in the Salt Lake City area and beyond.

Everspire, headquartered in Midvale, UT, is a local investment advisory firm that excels in providing exceptional financial services to individuals and employer 401Ks. With 15 dedicated employees, including 10 experienced investment advisors, Everspire manages a substantial amount of assets under management. On average, each investment advisor oversees approximately $97,060,000, which aligns with the industry average. Everspire's compensation structure offers various options, including a percentage of assets under management, ensuring their advisors are motivated to deliver optimal results for their clients. The firm proudly serves over 330 individual clients, who collectively entrust Everspire with more than $95,461,000 in assets under management. Notably, Everspire's expertise and extensive experience in the employer 401K space make them a trusted partner for companies and individuals seeking reliable investment advisory services. This sector alone contributes to around half of their assets under management, solidifying their position as leaders in this specialized field. The firm operates from a single office in Midvale, UT, strategically located to serve their local clientele efficiently. Everspire's success is attributed in part to the wealth of knowledge possessed by their longest-tenured advisors, including Daniel Carr, Jason Lindquist, and Gerilyn Merrill. These professionals bring valuable insights and a wealth of experience to the table, enabling Everspire to deliver top-notch financial advice and personalized solutions to their valued clients. With their strong track record, client-centric approach, and a dedicated team of experienced advisors, Everspire is poised to continue providing comprehensive investment advisory services to help their clients achieve their financial goals and secure their financial future.

Coign Capital Advisors LLC is a well-established local investment advisory firm headquartered in Draper, UT. With a single office, they cater to a diverse range of clients seeking comprehensive investment solutions. The firm boasts a team of eight dedicated professionals, seven of whom specialize in providing expert investment advisory services. With an impressive track record, Coign Capital Advisors manages an average of approximately $39,840,000 in assets under management per investment advisor. Their compensation structure is designed to align with client objectives and includes various types, such as a percentage of assets under management and fixed fees. While 401K and individual accounts account for less than 30% of their total assets under management, Coign Capital Advisors possesses the capability to effectively manage employer funds. Notably, all the assets they handle are discretionary, empowering the firm to make investment decisions on behalf of their clients. The firm primarily serves high net worth individuals, successfully managing over $278,905,000 in assets for more than 210 individual clients. Coign Capital Advisors prides itself on its team's extensive experience, with seasoned advisors like James Zundel, Heather Syrett, and Adam Lefler contributing their expertise and insight to the company's continued success. Coign Capital Advisors LLC is committed to delivering tailored investment strategies, personalized client service, and prudent financial guidance to help clients achieve their long-term financial goals. With their expertise and client-centric approach, they have earned a strong reputation as a trusted and reliable investment advisory firm in the Draper, UT area.

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.