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.

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.

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.

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.

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.

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.

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.

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.