Oak Lane Advisors, based out of Centerville, UT, is a reputable local investment advisory firm that caters to a diverse clientele. With over 450 individual clients, they oversee an impressive $258,680,000 in assets under management. Oak Lane Advisors operates from two offices and offers a wide range of financial services, including insurance brokerage and agent services. Although 401K and individual accounts constitute less than 30% of their assets under management, Oak Lane Advisors possesses the expertise to handle employer funds. An overwhelming 97% of the assets they manage are discretionary, reflecting their ability to make autonomous investment decisions on behalf of their clients. Specializing in high-net-worth individuals, Oak Lane Advisors consistently attracts clients seeking personalized and comprehensive financial management solutions. Their compensation structure is designed to align their interests with their clients', utilizing various models such as a percentage of assets under management and fixed fees. The firm takes pride in its dedicated team of six employees, all of whom are investment advisors providing top-notch services. Each investment advisor manages an average of approximately $43,110,000 in assets. Notably, Oak Lane Advisors boasts a roster of experienced professionals, including Larry Clayton, Michael Jones, and Joseph Cannon, who have been with the firm for an extended period, contributing their wealth of knowledge and expertise. Oak Lane Advisors strives to deliver exceptional financial guidance, leveraging their industry insights and personalized approach to help clients achieve their financial goals and secure a prosperous future.

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.

TOWNSQUARE CAPITAL, LLC, headquartered in Provo, UT, is a prominent regional investment advisory firm with a robust presence in the financial industry. With over 6,030 individual clients and an impressive $6,244,415,000 in assets under management, they have established themselves as a trusted partner for investors seeking expert guidance. Spanning across 41 offices, Townsquare Capital offers comprehensive investment advisory services to a diverse client base. While managing 401K and individual accounts comprise less than 30% of their total assets under management, the firm possesses the expertise and capability to effectively oversee employer funds. Notably, all the assets they manage are discretionary, demonstrating their commitment to tailored investment strategies. Townsquare Capital's compensation structure is flexible and caters to clients' unique needs. They employ various fee arrangements, including a percentage of assets under management, hourly charges, and fixed fees, ensuring transparent and fair remuneration. The firm boasts a dedicated team of 89 employees, with 70 professionals exclusively focused on delivering exceptional investment advisory services. On average, each investment advisor oversees approximately $89,210,000 in assets under management, aligning with industry standards. With a reputation for longevity and experience, Townsquare Capital nurtures a talented advisory team. Notable among their longest-tenured advisors are Raymond Johns, Xavier Desforges, and Kurt Brown, who bring a wealth of expertise and insight to the firm. Townsquare Capital, LLC continues to exemplify excellence in investment advisory services, providing their clients with comprehensive financial solutions and guidance for long-term success.

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.

New Millennium Group is a prominent investment advisory firm headquartered in Sandy, UT. With three strategically located offices, the company boasts a team of 13 highly skilled professionals, with seven dedicated to providing top-notch investment advisory services. Each investment advisor manages an impressive average of $16,340,000 in assets, exemplifying their expertise and commitment to delivering exceptional results. The compensation structure at New Millennium Group encompasses various types, including a percentage of assets under management, fixed fees, and hourly charges, ensuring flexibility and tailored solutions for their diverse clientele. Notably, nearly half of their assets under management are derived from employer 401Ks or individuals, a testament to their strong track record and deep understanding of this niche market. Additionally, New Millennium Group extends their services beyond investment advisory, functioning as an insurance broker or agent. This comprehensive approach allows them to cater to a wider range of client needs, offering comprehensive financial solutions under one roof. With an extensive client base of over 660 individuals, New Millennium Group currently manages an impressive $114,396,000 in assets. The firm takes pride in their team of highly experienced advisors, including notable individuals like Bryon Powell, Tyler Glazier, and Derek Overstreet, who have been instrumental in the company's continued success. New Millennium Group is committed to providing personalized and professional financial guidance, ensuring their clients' financial well-being and security in the ever-evolving economic landscape.

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.

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.

Olympus Wealth Management, LLC is a reputable local investment advisory firm based in Cottonwood Heights, UT. With over 50 individual clients, they oversee an impressive $787,733,000 in assets under management. The firm operates out of a single office, serving clients with personalized financial guidance and investment strategies. A notable feature of Olympus Wealth Management is their discretionary management of 84% of the assets they handle, granting them the flexibility to make informed investment decisions on behalf of their clients. Their compensation structure encompasses various methods, such as a percentage of assets under management and fixed fees, ensuring alignment with clients' best interests. With a dedicated team of 17 employees, 13 of whom specialize in investment advisory services, Olympus Wealth Management offers a comprehensive range of expertise and knowledge to support their clients' financial goals. Each investment advisor at the firm manages an average of approximately $60,590,000 in assets, showcasing their ability to handle substantial portfolios. Among the experienced professionals at Olympus Wealth Management, notable advisors include Scott Poelman, Scott Bird, and Matthew Bloomkrull, who have demonstrated long-standing commitment and expertise in the field. Their presence adds further depth to the firm's capabilities and strengthens their reputation as trusted financial advisors. Overall, Olympus Wealth Management, LLC stands out as a distinguished local firm, providing personalized investment advisory services and managing significant assets with a focus on delivering tailored solutions to their clients' financial needs.