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.

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.

Truenorth Wealth is a local investment advisory firm based out of Salt Lake City, UT, with a team of 17 dedicated professionals. Among them, 6 highly skilled individuals provide exceptional investment advisory services to their diverse clientele. With an average of $62,810,000 in assets under management per investment advisor, Truenorth Wealth maintains a competitive position within the industry. The firm's compensation structure caters to various client needs and includes a range of options such as a percentage of assets under management, hourly charges, and fixed fees. This flexibility ensures that clients can choose the payment method that aligns with their preferences and financial goals. Truenorth Wealth proudly serves over 570 individual clients, managing a substantial total of over $879,943,000 in assets. While 401K and individual accounts constitute less than 30% of their assets under management, the firm possesses the expertise and capability to effectively manage employer funds as well. With four offices strategically located in Salt Lake City, Truenorth Wealth is conveniently accessible to clients seeking personalized investment advisory services. The firm takes pride in its team of experienced advisors, including Jared Empey, C Hopkins, and Martin Watkins, who boast extensive tenures with the company. Their expertise and dedication contribute to Truenorth Wealth's reputation as a trusted partner in helping clients navigate the complexities of the financial world. Overall, Truenorth Wealth offers comprehensive investment advisory services, expertly managing client assets and striving to exceed expectations through personalized and tailored solutions.

Cannon Capital Management, Inc. is a reputable investment advisory firm headquartered in Salt Lake City, UT, with a rich history of providing personalized financial services. With over 180 individual clients, the company boasts an impressive portfolio of assets under management, totaling over $260,558,000. Their commitment to excellence and client satisfaction sets them apart in the industry. Specializing in comprehensive wealth management solutions, Cannon Capital Management offers a diverse range of investment strategies tailored to meet the unique goals and risk tolerance of each client. While their expertise extends to managing employer funds, they primarily focus on discretionary accounts, which account for 64% of their assets under management. The firm's compensation structure is flexible, with various options available, including a percentage of assets under management. This ensures alignment with client interests and motivates the team to achieve exceptional results. With a total of 8 dedicated professionals on staff, including 3 investment advisors, Cannon Capital Management maintains a favorable advisor-to-assets ratio. Notably, Christopher Harris, Chace Cannon, and Clinton Cannon are among the longest-tenured advisors at the firm, contributing their wealth of knowledge and experience to the team. Their expertise, combined with the firm's diligent research and analysis, enables Cannon Capital Management to deliver sound investment strategies and foster long-lasting client relationships. Cannon Capital Management, Inc. remains committed to its mission of preserving and growing wealth for its clients. Through their comprehensive advisory services and a client-centric approach, they continue to establish themselves as a trusted partner in the financial industry.

Summit Global Investments, LLC is a local investment advisory firm based out of Bountiful, UT, with two offices strategically located to serve their clients efficiently. With a total of 21 dedicated employees, Summit Global Investments offers comprehensive investment advisory services, with 12 professionals specializing in this field. Demonstrating their commitment to their clients' financial success, Summit Global Investments manages an average of approximately $128,060,000 in assets under management per investment advisor, aligning with the industry average. Their compensation structure is diverse, including a percentage of assets under management, hourly charges, and performance-based fees. While 401K and individual accounts represent less than 30% of their assets under management, Summit Global Investments possesses the capability to effectively manage employer funds. Remarkably, they exercise full discretion over 100% of the assets entrusted to them. In addition to their core services, Summit Global Investments also offers expertise as a commodity pool operator or commodity trading advisor, whether registered or exempt from registration, further expanding their range of financial solutions. The firm boasts an extensive client base, catering to over 3,570 individual clients and effectively managing assets worth over $1,536,736,000. This success is attributed, in part, to the contributions of their longest tenured advisors, including Richard Thawley, Trevor Thompson, and Aash Shah, who bring a wealth of experience and expertise to the team. Summit Global Investments, LLC is dedicated to providing tailored investment strategies, personalized advice, and exceptional service, empowering their clients to achieve their financial goals and secure a prosperous future.

Lefavi Wealth Management is a reputable investment advisory firm based out of Salt Lake City, UT. With one office location, the firm boasts a team of five dedicated professionals, four of whom specialize in providing top-notch investment advisory services. Known for their expertise in the industry, Lefavi Wealth Management manages an average of approximately $88,200,000 in assets per investment advisor, aligning well with the industry standard. Their compensation structure is diverse, incorporating various methods such as a percentage of assets under management. With a strong focus on employer 401Ks and individual clients, nearly half of their assets under management are sourced from these areas, reflecting their solid experience and understanding of the specific needs and challenges in this space. Notably, all the assets they manage are under discretionary management, enabling them to make informed decisions on behalf of their clients. Lefavi Wealth Management primarily caters to high net worth individuals, and their impressive client base includes over 410 individual clients who collectively entrust them with over $352,781,000 in assets under management. The firm takes pride in its experienced team, with long-tenured advisors such as Jay Greenburg, Jeffrey Kemp, and Stuart Enterline contributing to the company's success and reputation. Committed to delivering exceptional service and tailored investment strategies, Lefavi Wealth Management stands as a trusted partner for individuals seeking comprehensive and reliable wealth management solutions in Salt Lake City and beyond.

Albion Financial Group is a reputable investment advisory firm headquartered in Salt Lake City, UT. With one office location, the firm is deeply rooted in the local community. Comprised of a team of 32 dedicated professionals, Albion Financial Group excels in providing top-notch investment advisory services, with seven experts solely focused on this area. Their impressive average of approximately $201,300,000 in assets under management per investment advisor sets them apart from industry norms. The firm's compensation structure is diverse, encompassing various types such as a percentage of assets under management, hourly charges, fixed fees, and performance-based fees. While 401K and individual accounts account for less than 30% of their total assets under management, Albion Financial Group possesses the expertise and capability to efficiently manage employer funds. A noteworthy 92% of the assets they handle are discretionary, showcasing their skill in navigating investments and making informed decisions on behalf of their clients. With a particular focus on high-net-worth individuals, Albion Financial Group caters to over 580 individual clients, who entrust them with an impressive $1,409,106,000 in assets under management. The firm takes pride in its team of experienced advisors, including Catherine Barron, Debra Knotts, and John Bird, who have served as pillars of the company for many years. Albion Financial Group's long-standing presence in the industry and commitment to delivering exceptional financial guidance make them a trusted partner for individuals seeking expert investment advice.

Tingey Advisors Inc, a small investment advisory firm headquartered in Salt Lake City, UT, boasts an impressive track record and a loyal client base. With over 290 individual clients, the firm manages a substantial $340,150,000 in assets. While they primarily serve high net worth individuals, Tingey Advisors Inc also possesses the expertise to handle employer funds, although these make up a smaller portion of their assets under management. With a team of three dedicated employees, all of whom provide investment advisory services, Tingey Advisors Inc ensures personalized attention and comprehensive financial guidance. Each investment advisor manages an average of $113,380,000 in assets, a figure that aligns with the industry average. The firm's compensation structure encompasses various types, including a percentage of assets under management and hourly charges, ensuring flexibility for clients. Alan Tingey and Jon Tingey, two of the firm's longest-tenured registered advisors, contribute to Tingey Advisors Inc's extensive industry experience and expertise. With their knowledge and dedication, the firm has established a strong reputation for delivering exceptional results and financial growth. Tingey Advisors Inc operates with a focus on discretionary asset management, as 99% of the assets they manage fall under this category. Additionally, the firm prides itself on its commitment to providing customized solutions tailored to each client's unique financial goals and risk tolerance. As a leading investment advisory firm in Salt Lake City, UT, Tingey Advisors Inc continues to solidify its position as a trusted partner for individuals and organizations seeking comprehensive wealth management services.

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.

Smedley Financial Services Inc is a local investment advisory firm based out of Salt Lake City, UT. With one office, they serve a diverse client base of over 750 individuals and manage assets totaling more than $260,039,000. The firm boasts a team of 10 employees, including seven experienced investment advisors who provide comprehensive investment advisory services. Specializing in managing assets for employer 401Ks and individuals, Smedley Financial Services Inc has established a strong reputation in the industry. They have extensive experience in this space and manage approximately $37,150,000 in assets per investment advisor, indicating their ability to handle substantial portfolios effectively. Smedley Financial Services Inc follows a compensation structure that offers various options, including a percentage of assets under management, hourly charges, fixed fees, and commissions. This flexible approach allows clients to choose the payment method that aligns with their needs and preferences. In addition to their investment advisory services, Smedley Financial Services Inc also acts as an insurance broker or agent, providing clients with a comprehensive range of financial solutions. They ensure that 100% of the assets they manage are under their discretion, offering clients peace of mind and the confidence that their investments are being handled with care. Notably, Smedley Financial Services Inc takes pride in its team of dedicated advisors. Some of the firm's longest-tenured professionals include James Derrick, Shane Thomas, and Roger Smedley, whose wealth of knowledge and expertise contribute to the firm's success and client satisfaction.

Slayton Lewis Inc, a small investment advisory firm headquartered in Salt Lake City, UT, operates with a steadfast commitment to providing exceptional financial guidance. With two offices strategically located in the city, they are well-positioned to serve their clients' needs. Led by a team of seasoned professionals, Slayton Lewis Inc boasts a dedicated staff of five individuals, three of whom specialize in delivering expert investment advisory services. With an average of $84,550,000 in assets under management per investment advisor, Slayton Lewis Inc maintains a competitive standing in the industry. Their compensation structure encompasses various models, including a percentage of assets under management, hourly charges, and fixed fees, ensuring flexible options for their valued clients. Distinguishing themselves in the field, Slayton Lewis Inc manages a remarkable 97% of discretionary assets, indicating a high level of trust bestowed upon them by their clientele. Predominantly catering to high-net-worth individuals, the firm prides itself on managing over $253,636,000 in assets for more than 20 individual clients. Within the company, William Campbell stands as one of the longest-serving registered advisors, bringing his extensive expertise to the firm since 2017. With an unwavering dedication to delivering superior financial advice and fostering enduring client relationships, Slayton Lewis Inc sets itself apart as a trusted partner in navigating the complex landscape of investments.

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.