Best Financial Planner in Utah
Top Financial Planner Listings in Utah
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Showing 1-50 of 105 Financial Planner listings in Utah · page 1 of 3
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- Financial Planner
- Lehi, Utah
- (801) 210-2800
- capitalwealth.com
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- Financial Planner
- Mapleton, Utah
- (801) 210-9358
- morkelfinancial.com
Morkel Financial and Tax Services is a Financial Planner in Mapleton, UT. The practice provides tax preparation and year-round planning for business owners, equity-compensation earners, and real estate investors across Utah County and nationwide. Founder Ewan...
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- Financial Planner
- Sandy, Utah
- (801) 467-5115
- diversify.com
Diversify is a Financial Planner in Sandy, UT, located at 700 W. The firm operates as a wealth management organization that empowers financial advisors and their clients by combining institutional resources with a boutique, personalized approach. It serves...
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- Financial Planner
- Salt Lake City, Utah
- (801) 656-2900
- rbcroyalbank.com
RBC Wealth Management Branch - Salt Lake City is a financial planner in Salt Lake City, UT. The firm provides a variety of personal banking services and products designed to help clients manage finances, invest, and prepare for major life milestones such as...
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- Financial Planner
- Salt Lake City, Utah
- (801) 401-2031
- ameripriseadvisors.com
Jake Ritter, a certified financial advisor at Ameriprise Financial Services, provides personalized financial advice and services to help clients achieve their financial goals through asset management, retirement planning, and estate planning.
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- Financial Planner
- Salt Lake City, Utah
- (385) 595-6594
- marinerfinance.com
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- Financial Planner
- Salt Lake City, Utah
- (801) 366-6963
- austintexas.org
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- Financial Planner
- Salt Lake City, Utah
- (801) 274-1820
- truenorthwealth.com
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- Financial Planner
- South Salt Lake, Utah
- (801) 937-3359
- saltlakefinancialplanning.com
Salt Lake Financial Planning of South Salt Lake: Salt Lake Financial Planning is a financial planner in Salt Lake City, UT. They offer comprehensive services including planning to understand income and spending, insurance reviews for adequate coverage, retirement guidance for long-term savings, and legacy...
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- Financial Planner
- Ogden, Utah
- (801) 475-4002
- petersonws.com
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- Financial Planner
- Draper, Utah
- (801) 566-5058
- capita.com
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- Financial Planner
- Springville, Utah
- (385) 398-4015
- pomegranatefinancial.com
Pomegranate Financial LLC of Springville: Pomegranate Financial LLC is a financial planner in Springville, UT. The firm provides custom financial and tax strategies designed to help working families pay off debt more quickly, invest appropriately, and reduce tax liabilities. Services offered include...
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- Financial Planner
- Bountiful, Utah
- (801) 683-6000
- alliancewealthadvisors.com
Alliance Wealth Advisors of Bountiful: Alliance Wealth Advisors is a Financial Planner in Bountiful, UT. The firm is an independent SEC‑registered investment company that provides advice and planning to individuals, families, and businesses. It offers personalized wealth solutions across three...
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- Financial Planner
- Orem, Utah
- (801) 226-7722
- squirewealthadvisors.com
Squire Wealth Advisors is a Financial Planner in Orem, UT. The firm operates as a fee-only fiduciary and full-service wealth manager serving individuals and businesses in Orem and Salt Lake City. It holds a 5.00 rating based on 4 reviews. The firm’s approach...
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- Financial Planner
- Salt Lake City, Utah
- (801) 683-1000
- carsonwealth.com
Carson Wealth of Salt Lake City is a financial planner in Salt Lake City, UT. The firm provides financial planning and wealth management for families, small businesses, and individual clients. Its service portfolio includes financial planning and strategy...
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- Financial Planner
- Murray, Utah
- (801) 255-7019
- peakfinancialsolutions.com
Peak Financial Network Solutions is a financial planner in Murray, UT. The firm provides wealth protection and financial retirement planning services to individuals and small businesses, with a specific focus on helping retirees and pre-retirees explore...
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- Financial Planner
- Salt Lake City, Utah
- (801) 396-7000
- deckerretirementplanning.com
Decker Retirement Planning, Inc. of Salt Lake City is a financial planner in Salt Lake City, UT. The firm provides retirement planning rooted in a math-based and principle-driven approach, serving clients transitioning from the accumulation phase to the...
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- Financial Planner
- Harrisville, Utah
- (801) 737-2312
- jacksonhewitt.com
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- Financial Planner
- Salt Lake City, Utah
- (801) 355-0800
- nielsen.com
Nielsen Financial Services Inc is a Financial Planner in Salt Lake City, UT. The business maintains a 5.00 rating. Nielsen operates as a global leader in audience measurement, data, and analytics. The organization provides solutions for media planning...
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- Financial Planner
- South Jordan, Utah
- (801) 495-4992
- edwardjones.com
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- Financial Planner
- West Jordan, Utah
- (801) 821-1723
- granitewealth.com
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- Financial Planner
- St. George, Utah
- (435) 986-9525
- wysonfinancial.com
Wyson Financial is a Financial Planner in St. George, UT, located at 375 E Riverside Dr. The firm provides wealth management, financial planning, investment management, portfolio analysis, and insurance services, including NextGen Annuities. Founder Dan...
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- Financial Planner
- Ogden, Utah
- (801) 476-1200
- ascend.org
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- Financial Planner
- Salt Lake City, Utah
- (801) 214-9400
- voyagerway.com
Voyager Wealth Advisors of Salt Lake City: Voyager Wealth Advisors is a financial planner in Salt Lake City, UT. The firm serves clients in Utah and California, offering personalized wealth management, sophisticated investment strategies, and legacy planning. They help individuals navigate life events...
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- Financial Planner
- Midvale, Utah
- (385) 281-7849
- edwardjones.com
Edward Jones - Financial Advisor: John M Johnson is a financial planner in Midvale, UT. The firm provides wealth management and financial strategies designed to help clients manage their wealth and build their financial futures. Edward Jones operates with a...
Score breakdown
- Financial Planner
- Salt Lake City, Utah
- (385) 351-0200
- refinedwm.com
Refined Wealth Management is a financial planner in Salt Lake City, Utah. The firm provides comprehensive financial and investment planning solutions, specializing in asset management, tax preparation, estate planning, and retirement benefits maximization...
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- Financial Planner
- Provo, Utah
- (801) 770-0149
- edwardjones.com
Edward Jones - Financial Advisor: Brandon M Smith, CRPC™ is a financial planner in Provo, UT. The firm provides wealth management and financial strategies to help clients build their financial futures. This office maintains a 5.00 rating. As part of a...
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- Financial Planner
- Salt Lake City, Utah
- (800) 521-8840
- local.ubs.com
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- Financial Planner
- Orem, Utah
- (801) 356-9600
- firsthorizon.com
First Financial Advisors of Orem is a financial planner in Orem, UT. The firm provides a variety of financial services, including personal banking, business banking, and wealth management. Their offerings include checking accounts, mortgage solutions, and...
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- Financial Planner
- South Jordan, Utah
- (801) 254-2229
- edwardjones.com
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- Financial Planner
- West Valley City, Utah
- (801) 955-2630
- wellsfargo.com
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- Financial Planner
- Salt Lake City, Utah
- (801) 535-1300
- advisor.ml.com
Merrill Lynch Wealth Management of Salt Lake City: Merrill Lynch Wealth Management is a financial planner in Salt Lake City, UT. They provide comprehensive wealth management services to individuals, families, business owners, executives, and institutions. With experience navigating both rising and turbulent...
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- Financial Planner
- Salt Lake City, Utah
- (801) 944-7702
- epwealth.com
EP Wealth Advisors of Salt Lake City: EP Wealth Advisors is a Financial planner in Salt Lake City, UT. They offer comprehensive financial planning services tailored to federal employees, professional athletes, and women, providing specialized support through initiatives like the Women’s...
Score breakdown
- Financial Planner
- North Ogden, Utah
- (801) 990-5055
- bossretirement.com
B.O.S.S. Retirement Solutions and Advisors of North Ogden: B.O.S.S. Retirement Solutions and Advisors is a financial planner in North Ogden, UT. The firm provides expert retirement planning services to clients across Utah, Idaho, Washington, and Arizona. Their specialized offerings include the B.O.S.S. Retirement...
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- Financial Planner
- Ogden, Utah
- (801) 479-4341
- cornerstonesva.org
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- Financial Planner
- Kaysville, Utah
- (801) 546-9556
- utahseniorplanning.com
Utah Senior Planning is a Financial Planner in Kaysville, UT, located at 1330 Flint Meadow Dr. The firm specializes in Medicaid planning, VA benefits, and asset protection strategies for seniors and veterans. Operating Monday through Friday from 9:00 AM to...
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- Financial Planner
- Salt Lake City, Utah
- (435) 500-5979
- parkcitywealthadvisors.com
Park City Wealth Advisors is a Financial Planner in Salt Lake City, UT. Services include portfolio construction, exit optimization, legacy preservation, tax planning, and estate planning. The team works with clients throughout the country to align investments...
Score breakdown
- Financial Planner
- West Valley City, Utah
- (801) 206-4747
- westernfrontwealth.com
Western Front Wealth Advisors is a financial planner in West Valley City, UT. The firm provides a wide variety of services including retirement planning, investment planning, insurance planning, education planning, tax planning, and estate planning. They...
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- Financial Planner
- Midvale, Utah
- (801) 290-3201
- presidiowealth.com
Presidio Wealth Management is a financial planner in Midvale, Utah. The firm provides tailored wealth management, comprehensive financial planning, and retirement income planning to families, small businesses, and medical professionals. Their services include...
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- Financial Planner
- Salt Lake City, Utah
- (801) 578-8000
- advisor.morganstanley.com
Morgan Stanley Financial Advisors of Salt Lake City: Morgan Stanley's Salt Lake City Branch offers comprehensive wealth management services, including advanced planning and exclusive private investment platforms to help clients achieve their financial goals.
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- Financial Planner
- Cedar City, Utah
- (435) 525-2115
- ameripriseadvisors.com
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- Financial Planner
- Orem, Utah
- (801) 225-0000
- petersonwealthadvisors.com
Peterson Wealth Advisors of Orem: Peterson Wealth Advisors is a financial planner in Orem, UT. This comprehensive financial services firm provides personalized strategies designed to help clients achieve their financial and life goals. The firm focuses on helping individuals plan for...
Score breakdown
- Financial Planner
- South Jordan, Utah
- (801) 447-2923
- partnerallianceadvisors.com
Partner Alliance Advisors is a Financial Planner in South Jordan, UT, located at 10808 S River Front Pky #3044. It holds a rating of 5.00 based on customer reviews. Kelly Zitting, CFP®, leads the firm, which operates under a fiduciary promise to act in the...
Score breakdown
- Financial Planner
- Salt Lake City, Utah
- (800) 521-8840
- local.ubs.com
Salt Lake City, UT Private Wealth Management is a financial planner in Salt Lake City, UT. It provides wealth management services, integrating complex investing, planning, and financing priorities into a tailored plan. The firm aims to be a primary source of...
Score breakdown
- Financial Planner
- Salt Lake City, Utah
- (801) 569-9589
- allenfinancial.com
Allen Financial & Allen Wealth and Asset Management of Salt Lake City: Allen Financial & Allen Wealth and Asset Management is a financial planner in Salt Lake City, UT. The firm provides wealth management, financial planning, and wealth preservation services to help clients achieve financial freedom and navigate life's...
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- Financial Planner
- Draper, Utah
- (801) 553-8999
- raymondjames.com
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- Financial Planner
- South Salt Lake, Utah
- (801) 487-3700
- albionfinancial.com
Albion Financial Group of South Salt Lake: Albion Financial Group is a Financial Planner in South Salt Lake, UT. They specialize in providing comprehensive services such as financial advising and investment management, with an emphasis on ESG Investing. Albion aims to assist clients in making sound...
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- Financial Planner
- Cottonwood Heights, Utah
- (385) 275-3600
- raymondjames.com
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- Financial Planner
- Ogden, Utah
- (801) 525-2300
- northwestern.edu
Northwestern Mutual - South Ogden is a Financial Planner in Ogden, UT. Located at 5929 Fashion Point Dr #101, this firm offers financial planning services to individuals and families seeking expert advice in managing their finances. With a rating of 3.1 based...
Score breakdown
- Financial Planner
- Provo, Utah
- (801) 356-7100
- mymerrill.com
Merrill Financial Associates: Log in to your Merrill Lynch account to transfer funds, check on your statements and tax documents, deposit checks, e-sign documents, and more.
Recently Updated Financial Planner in Utah
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Score breakdown
- Financial Planner
- Mapleton, Utah
- (801) 210-9358
- morkelfinancial.com
Morkel Financial and Tax Services is a Financial Planner in Mapleton, UT. The practice provides tax preparation and year-round planning for business owners, equity-compensation earners, and real estate investors across Utah County and nationwide. Founder Ewan...
Score breakdown
- Financial Planner
- Sandy, Utah
- (801) 467-5115
- diversify.com
Diversify is a Financial Planner in Sandy, UT, located at 700 W. The firm operates as a wealth management organization that empowers financial advisors and their clients by combining institutional resources with a boutique, personalized approach. It serves...
Score breakdown
- Financial Planner
- Orem, Utah
- (801) 226-7722
- squirewealthadvisors.com
Squire Wealth Advisors is a Financial Planner in Orem, UT. The firm operates as a fee-only fiduciary and full-service wealth manager serving individuals and businesses in Orem and Salt Lake City. It holds a 5.00 rating based on 4 reviews. The firm’s approach...
Score breakdown
- Financial Planner
- Salt Lake City, Utah
- (801) 396-7000
- deckerretirementplanning.com
Decker Retirement Planning, Inc. of Salt Lake City is a financial planner in Salt Lake City, UT. The firm provides retirement planning rooted in a math-based and principle-driven approach, serving clients transitioning from the accumulation phase to the...
Score breakdown
- Financial Planner
- St. George, Utah
- (435) 986-9525
- wysonfinancial.com
Wyson Financial is a Financial Planner in St. George, UT, located at 375 E Riverside Dr. The firm provides wealth management, financial planning, investment management, portfolio analysis, and insurance services, including NextGen Annuities. Founder Dan...
Score breakdown
- Financial Planner
- Salt Lake City, Utah
- (801) 214-9400
- voyagerway.com
Voyager Wealth Advisors of Salt Lake City: Voyager Wealth Advisors is a financial planner in Salt Lake City, UT. The firm serves clients in Utah and California, offering personalized wealth management, sophisticated investment strategies, and legacy planning. They help individuals navigate life events...
Score breakdown
- Financial Planner
- Salt Lake City, Utah
- (435) 500-5979
- parkcitywealthadvisors.com
Park City Wealth Advisors is a Financial Planner in Salt Lake City, UT. Services include portfolio construction, exit optimization, legacy preservation, tax planning, and estate planning. The team works with clients throughout the country to align investments...
Score breakdown
- Financial Planner
- Salt Lake City, Utah
- (801) 662-0585
- threeseasonswealth.com
Three Seasons Wealth is a financial planner in Salt Lake City, UT. The firm operates as an Independent Registered Investment Advisor focused on risk mitigation, wealth accumulation, and personalized service for high net worth individuals, families, and...
What the Data Shows for Financial Planners in Utah
26% of the 80 financial planners we measured in Utah reach an AI Visibility score of 50 or higher. Their average AI Visibility score is 36, compared with an average SEO score of 66.
The average Google rating across 97 rated financial planners is 4.7, and the median listing has 4 reviews.
None of the 105 financial planners has been claimed by its owner yet.
Figures from BizScoreAI's stored scans, latest score update Oct 28, 2026. What each score measures: How We Score.
Looking for the best financial planner in Utah? BizScoreAI scores 105 Financial Planner listings across Utah on online visibility, AI-search presence, reviews and profile completeness so you can compare at a glance. Open any profile for its full BizScore breakdown - and if it is your business, claim your free listing.
Frequently Asked Questions
How are Utah Financial Planner listings ordered on BizScoreAI?
Claimed listings appear before unclaimed listings, and within each group businesses are ordered by BizScore. Claiming a listing is free, and paid plans and Featured listings do not change this order. BizScore is a composite of AI-search visibility, traditional SEO, citation presence and profile completeness.
How do I claim my financial planner listing in Utah?
Open its profile and select claim - it is free, and lets you correct details and improve your search and AI visibility.
Is being listed free?
Yes. Every financial planner listing in Utah is listed and scored for free, and claiming is free too.
