Peterson Wealth Services Inc. is a reputable investment advisory firm based out of South Ogden, UT, with two offices strategically located to serve their diverse clientele. With a total of six dedicated professionals, four of whom specialize in providing exceptional investment advisory services, the firm is committed to assisting clients in achieving their financial goals. On average, each investment advisor at Peterson Wealth Services Inc. manages approximately $77,170,000 in assets, a figure that aligns with industry standards. Their compensation structure is designed to be flexible, incorporating various methods such as a percentage of assets under management and fixed fees. Notably, half of the firm's assets under management come from employer 401Ks and individual investors, indicating their extensive experience and proficiency in this area. Furthermore, an impressive 99% of the assets they manage are under discretionary management, highlighting their clients' trust and confidence in their expertise. In addition to investment advisory services, Peterson Wealth Services Inc. also acts as an insurance broker or agent, providing comprehensive financial solutions to their valued clientele. With a client base of over 350 individuals, the firm manages an impressive $308,671,000 in assets. Peterson Wealth Services Inc. takes pride in its experienced team, including highly tenured advisors such as Margaret Pigg, Shaun Peterson, and Billy Peterson, who have played a significant role in the firm's success. Through their unwavering commitment to client satisfaction, Peterson Wealth Services Inc. continues to establish itself as a trusted and reliable partner in helping individuals and businesses secure their financial futures.

The Karras Company, Inc., a reputable investment advisory firm headquartered in Roy, UT, caters to a diverse clientele of over 240 individual clients. With a remarkable track record, they oversee an impressive $279,779,000 in assets under management. The company boasts a strong presence in the financial industry, providing top-notch services as a registered representative of a broker-dealer. Notably, approximately half of their assets under management originate from employer 401Ks and individuals, reflecting their extensive expertise in this specialized area. With a commitment to delivering exceptional results, The Karras Company, Inc. has gained a solid reputation for managing 89% of their assets in a discretionary capacity. Their compensation structure encompasses various options, including a percentage of assets under management, fixed fees, hourly charges, and commissions. This diverse approach ensures flexibility and caters to the unique needs of their valued clients. The firm maintains a dedicated team of six talented professionals, with four specifically focused on providing comprehensive investment advisory services. On average, each investment advisor at The Karras Company, Inc. manages approximately $69,940,000 in assets under management, aligning with the industry standard. The company takes pride in the expertise and longevity of their advisors, with notable names such as William Merrell, Brett Karras, and Nolan Karras, who have demonstrated exceptional commitment and service to their clients over the years. With an unwavering dedication to client satisfaction and a strong foundation in investment management, The Karras Company, Inc. continues to thrive in the competitive financial landscape, delivering outstanding results for their diverse and discerning clientele.

Strategic Advocates, LLC is a highly regarded investment advisory firm headquartered in Logan, UT. With a team of 14 talented professionals, they are committed to delivering exceptional financial services to their clients. Among their staff, 9 experts specialize in investment advisory, boasting extensive knowledge and experience in the industry. Their impressive track record is reflected in the average of $147,970,000 in assets under management per investment advisor, surpassing the industry norm. As a testament to their expertise, Strategic Advocates manages a substantial portfolio, overseeing assets worth over $266,960,000 on behalf of more than 1,250 individual clients. Notably, their proficiency extends to the management of employer 401Ks and individual accounts, which collectively contribute to half of their total assets under management. This success is a result of their deep understanding and extensive experience in this space. Strategic Advocates, LLC distinguishes itself through its comprehensive compensation structure, which includes various options such as a percentage of assets under management, hourly charges, and fixed fees. This flexible approach ensures that clients can choose the payment method that best aligns with their needs and preferences. With five office locations, Strategic Advocates maintains a strong local presence in Logan, UT. The firm's longevity and continuity are further bolstered by the expertise of their longest-serving advisors, including Ammon Doman, Joseph Griffin, and Collin Sinnott. Their commitment to delivering personalized and strategic investment advisory services has earned Strategic Advocates, LLC a well-deserved reputation as a trusted partner in wealth management.

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.