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.

Foresight Wealth Management, LLC, a prominent investment advisory firm based in Draper, UT, caters to a diverse clientele of over 1,000 individuals, overseeing an impressive $1,347,929,000 in assets under management. With a commitment to exceptional financial guidance, they operate from five strategically located offices. While less than 30% of their assets are dedicated to 401K and individual accounts, Foresight Wealth Management, LLC possesses the expertise to effectively manage employer funds. Notably, a substantial 97% of the assets they handle are managed on a discretionary basis, reflecting their clients' trust in their decision-making abilities. In terms of compensation, Foresight Wealth Management, LLC offers a range of options to suit their clients' preferences. These include a percentage of assets under management, hourly charges, fixed fees, and performance-based fees, ensuring transparency and flexibility in their business model. With a team of 21 dedicated employees, all actively engaged in providing investment advisory services, the firm maintains an average of approximately $64,190,000 in assets under management per investment advisor, in line with industry standards. Among their esteemed registered advisors, Adam Nugent stands out as one of the firm's most tenured professionals, having been with Foresight Wealth Management, LLC since 2016. His extensive experience contributes to the company's commitment to delivering comprehensive and reliable financial solutions. As a local investment advisory firm with a proven track record, Foresight Wealth Management, LLC continues to empower their clients to navigate the complex world of finance with confidence and foresight.

Capita Financial Network, LLC is a prominent local investment advisory firm headquartered in Sandy, UT, with two offices. With an impressive track record, they currently serve over 1,740 individual clients, managing a substantial $1,163,105,000 in assets. As an established player in the industry, Capita Financial Network specializes in providing comprehensive investment advisory services. They have gained significant expertise in managing employer 401Ks and individual accounts, which collectively constitute half of their assets under management. Notably, all the assets they manage are discretionary, offering clients a hands-off approach to their investments. The firm boasts a dedicated team of 31 highly skilled professionals, with 15 specifically focused on delivering investment advisory services. Their experienced investment advisors possess a wealth of knowledge and have a deep understanding of market trends. Noteworthy among the team are Tyler Williamson, Zaccary Call, and Joshua Scott, who have been with the firm for many years, contributing to its longevity and stability. Capita Financial Network's compensation structure encompasses various models, including a percentage of assets under management, ensuring alignment with their clients' financial goals. This approach allows them to provide personalized solutions tailored to each client's unique circumstances. With an average of approximately $77,540,000 in assets under management per investment advisor, Capita Financial Network is on par with the industry average. Beyond investment advisory services, they also act as an insurance broker or agent, offering clients additional avenues to protect and grow their wealth. Overall, Capita Financial Network, LLC is a trusted partner for individuals and businesses seeking expert guidance in managing their assets and securing their financial future.

Navigate Private Wealth, LLC, a local investment advisory firm based out of Draper, UT, is dedicated to providing exceptional financial services to their clients. With over 1,320 individual clients, they manage an impressive portfolio of assets totaling over $338,930,000. Having three offices, Navigate Private Wealth, LLC serves a wide range of clients, offering comprehensive solutions tailored to their unique needs. One area of expertise for Navigate Private Wealth, LLC lies in managing employer 401Ks and individual accounts, accounting for approximately half of their assets under management. Their extensive experience in this space has garnered them a strong reputation and a loyal client base. Notably, the firm manages 100% of their assets on a discretionary basis, ensuring flexibility and agility in their investment strategies. With a team of 17 employees, including 11 investment advisors, Navigate Private Wealth, LLC boasts an impressive average of approximately $30,810,000 in assets under management per advisor. The firm's compensation structure is diverse, offering various options such as a percentage of assets under management, fixed fees, and hourly charges, ensuring clients have the flexibility to choose what works best for them. Navigate Private Wealth, LLC takes pride in its long-standing advisors, including David Eaton, Steven Hendrickson, and David Bunnell, who bring a wealth of experience and expertise to the firm. With their dedication, Navigate Private Wealth, LLC strives to provide personalized and comprehensive financial services to help clients navigate their way to financial success and security.

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.

Divergent Wealth Advisors, LLC, headquartered in South Jordan, UT, is a prominent investment advisory firm that prides itself on delivering exceptional financial solutions to its clients. With a team of 13 highly skilled professionals dedicated to providing comprehensive investment advisory services, they have garnered a reputation for excellence within the industry. With an impressive average of approximately $635,900,000 in assets under management per investment advisor, Divergent Wealth Advisors surpasses the industry average, demonstrating their proficiency in managing substantial portfolios. Their compensation structure offers flexibility, incorporating various types such as a percentage of assets under management, hourly charges, fixed fees, and performance-based fees, ensuring that clients have tailored options to suit their needs. Catering to a diverse clientele, Divergent Wealth Advisors serves over 620 individual clients, expertly managing more than $479,836,000 in assets. Specializing in high-net-worth individuals, they have established themselves as a trusted wealth management partner for affluent clients. Notably, approximately half of their assets under management stem from employer 401Ks or individuals, indicating their extensive experience and success in this particular area. Divergent Wealth Advisors operates with a discretionary approach, managing an impressive 99% of the assets they oversee. Their local presence in South Jordan, UT, with one office, allows them to offer personalized and attentive service to their valued clients. The firm takes pride in its long-tenured advisors, including Brady Ririe, Jordan Collins, and Richard Collins, who contribute their wealth of knowledge and expertise to the company's success. As a forward-thinking investment advisory firm, Divergent Wealth Advisors, LLC continues to set new standards in the industry, empowering their clients to achieve their financial goals through strategic wealth management and personalized guidance.

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.

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.

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.

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.

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.