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Financial Advisors in Farmington, UT: 2026 rankings

242 financial advisors ranked by RFA ScoreUpdated 0 paid placements in this rankingHow we rank →

The short answer

  1. 1

    Highest RFA Score in Farmington: Strategic Planning Group, RFA Score 77/100; 5.0★ from 284 Google reviews.

  2. 10

    Most-reviewed: American United Federal Credit Union, 333 Google reviews at 4.6★, the most of 242 ranked; ranked #10.

Rankings can't be bought. Financial advisors can't pay to change their rank or score. How we rank

242 Farmington financial advisors are ranked here by RFA Score, from eight published factors. 36 open Saturdays and 5 open Sundays, based on posted hours. The median Google rating is 4.8★ across 242 rated firms.

Top 10 financial advisors in Farmington at a glance

Ranked by RFA Score from public data such as Google reviews, not by investment performance; sponsored listings are paid, shown separately and never change rank.

Top 10 financial advisors in Farmington at a glance
RankBusinessRFA ScoreGoogle ratingBased inHoursNotable for
1Strategic Planning Group775.0★ (284)Bountiful, 6 mi away—Top score
2Utah Senior Planning755.0★ (177)Kaysville, 6 mi away——
3Paramount Tax & Accounting CPAs Kaysville / Layton755.0★ (173)Kaysville, 6 mi away——
4Paramount Tax & Accounting Bountiful754.9★ (170)Bountiful, 6 mi away——
5FJ & Associates, PLLC724.8★ (93)Kaysville, 6 mi away——
6Thomas Jones Insurance Agency Inc724.9★ (38)Farmington——
7First Command714.9★ (77)Layton, 9 mi away——
8American United Federal Credit Union714.7★ (211)Salt Lake City, 16 mi away——
9Jon Gates, CFP®, CRPC®, Intermountain Financial Partners715.0★ (62)Clearfield, 10 mi awayEvenings—
10American United Federal Credit Union714.6★ (333)Salt Lake City, 19 mi away—Most reviews

All 242 financial advisors in Farmington, in rank order

Ordered by RFA Score, a 0–100 score from eight published factors. Paid placement never changes the order.

Ranked by RFA Score from public data such as Google reviews, not by investment performance; sponsored listings are paid, shown separately and never change rank.

Scores below: based on 6 of 8 factors; registration and recency not yet collected. Hatched segments mark factors we don't have yet.

  1. Ranked #1 in Farmington

    #1 Strategic Planning Group

    Based in Bountiful, 6 mi away

    77/100RFA Score

    Ranked #1 because of its Google rating and specialty focus: 5.0★ from 284 Google reviews, listed on Google as “Financial planner”.

    • 5.0★ from 284 Google reviews
    Hours
    Mon–Fri 9 AM–5 PM · Sat–Sun closed
    Address
    190 S Main St, Bountiful, UT 84010
    View profile for Strategic Planning Group(801) 627-2200

  2. #2 Utah Senior Planning

    Based in Kaysville, 6 mi away

    75/100RFA Score

    Ranked #2 because of its Google rating and specialty focus: 5.0★ from 177 Google reviews, listed on Google as “Financial consultant”.

    • 5.0★ from 177 Google reviews
    Hours
    Mon–Fri 9 AM–5:30 PM · Sat–Sun closed
    Address
    1330 Flint Meadow Dr, Kaysville, UT 84037
    View profile for Utah Senior Planning(801) 546-9556

  5. #5 FJ & Associates, PLLC

    Based in Kaysville, 6 mi away

    72/100RFA Score

    Ranked #5 because of its Google rating and specialty focus: 4.8★ from 93 Google reviews, listed on Google as “Financial planner”.

    • 4.8★ from 93 Google reviews
    Hours
    Mon–Fri 9 AM–5 PM · Sat–Sun closed
    Address
    612 N Kays Dr Ste 120, Kaysville, UT 84037
    View profile for FJ & Associates, PLLC(801) 436-3722

  7. #7 First Command

    Based in Layton, 9 mi away

    71/100RFA Score

    Ranked #7 because of its Google rating and specialty focus: 4.9★ from 77 Google reviews, listed on Google as “Financial planner”.

    • 4.9★ from 77 Google reviews
    Hours
    Mon–Fri 9 AM–4 PM · Sat–Sun closed
    Address
    2307 N Hill Field Rd Ste 104, Layton, UT 84041
    View profile for First Command(801) 774-5601

  13. #13 5 Wealth Management

    Based in Farmington

    70/100RFA Score

    Ranked #13 because of its Google rating and specialty focus: 4.9★ from 23 Google reviews, listed on Google as “Financial planner”.

    • 4.9★ from 23 Google reviews
    Hours
    Mon–Thu 9 AM–5 PM · Fri 10 AM–3 PM · Sat–Sun closed
    Address
    991 Shepard Ln Ste 110, Farmington, UT 84025
    View profile for 5 Wealth Management(801) 558-1358

  14. #14 Platinum Financing Group

    Based in Salt Lake City, 15 mi away

    69/100RFA Score

    Ranked #14 because of its Google rating and specialty focus: 5.0★ from 60 Google reviews, listed on Google as “Financial consultant”.

    • 5.0★ from 60 Google reviews
    Hours
    Mon–Fri 10 AM–7 PM · Sat–Sun closed
    Address
    159 W Broadway Ste 200, Salt Lake City, UT 84101
    View profile for Platinum Financing Group(310) 387-9600

  15. #15 Haynie

    Based in Salt Lake City, 18 mi away

    69/100RFA Score

    Ranked #15 because of its Google rating and specialty focus: 4.7★ from 130 Google reviews, listed on Google as “Financial planner”.

    • 4.7★ from 130 Google reviews
    Hours
    Mon–Thu 8 AM–5 PM · Fri–Sun closed
    Address
    1785 2320 S, Salt Lake City, UT 84119
    View profile for Haynie(801) 340-9529

  21. #21 Zions Bank South Ogden

    Based in South Ogden, 13 mi away

    69/100RFA Score

    Ranked #21 because of its Google rating and specialty focus: 4.6★ from 66 Google reviews, listed on Google as “Financial planner”.

    • 4.6★ from 66 Google reviews
    Hours
    Mon–Thu 9 AM–5 PM · Fri 9 AM–6 PM · Sat–Sun closed
    Address
    5635 Harrison Blvd, South Ogden, UT 84403
    View profile for Zions Bank South Ogden(801) 479-7993

  23. #23 Trajan Wealth

    Based in Farmington

    68/100RFA Score

    Ranked #23 because of its Google rating and specialty focus: 4.6★ from 16 Google reviews, listed on Google as “Financial planner”.

    • 4.6★ from 16 Google reviews
    Hours
    Mon–Fri 8 AM–5 PM · Sat–Sun closed
    Address
    775 N 1525 W 2nd Floor, Farmington, UT 84025
    View profile for Trajan Wealth(801) 899-7600

  25. #25 Zions Bank

    Based in Kaysville, 5 mi away

    68/100RFA Score

    Ranked #25 because of its Google rating and specialty focus: 4.8★ from 20 Google reviews, listed on Google as “Financial planner”.

    • 4.8★ from 20 Google reviews
    Hours
    Mon–Thu 9 AM–5 PM · Fri 9 AM–6 PM · Sat–Sun closed
    Address
    33 S Main St, Kaysville, UT 84037
    View profile for Zions Bank(801) 991-2808

Financial advisors ranked #26 to #50

#1 to #25 are shown in full above. Here are #26 to #50, in RFA Score order; each links to its profile. We publish the top 50 of 242 ranked financial advisors here; the rest are on their profiles.

financial advisors in Farmington, ranks 26 to 50
RankBusinessRFA ScoreGoogle ratingDistance
26Paramount Tax & Accounting - Cottonwood Heights684.7★ (136)25 mi
27Thrive Retirement Planning685.0★ (22)8 mi
28Doutre Financial Coaching685.0★ (25)10 mi
29CP Taxes & Services LLC685.0★ (49)20 mi
30Presidio Wealth Management675.0★ (65)25 mi
31Zions Bank673.7★ (30)In Farmington
32Bank of Utah - Layton674.4★ (34)9 mi
33Zions Bank673.9★ (39)4 mi
34Paramount Tax & Accounting Capitol Hill675.0★ (29)15 mi
35Juston Puchar - Beyond Real Estate at KW Utah Realtors Keller Williams675.0★ (59)25 mi
36Wealth Enhancement Group675.0★ (7)In Farmington
37First Command Financial Advisor - Mike Lyon, RICP®675.0★ (16)9 mi
38Advanced Retirement Strategies675.0★ (10)4 mi
39Livet Wealth675.0★ (30)17 mi
40Mitchell & Associates, LLC664.9★ (42)20 mi
41Tencap Wealth Coaching - Financial Advisor665.0★ (40)21 mi
42Bank of Utah - Bountiful664.6★ (15)6 mi
43Lefavi Wealth Management664.8★ (39)18 mi
44OakTree Premium Finance665.0★ (6)In Farmington
45Aggressive Credit Repair, LLC665.0★ (282)9 mi
46Edward Jones - Financial Advisor: James S Packard, CEPA®665.0★ (28)18 mi
47Legacy Financial Strategies664.7★ (15)9 mi
48Summit Global Investments664.7★ (27)15 mi
49Dan Wallwitz - Tax Strategist (CPA, CFP, and Utah Realtor)665.0★ (32)20 mi
50Soltis Investment Advisors664.7★ (26)15 mi

Also serving Farmington

20 more financial advisors within 25 mi that we can't rank yet: too few reviews, or a specialty we couldn't confirm. Listed A to Z.

Unranked financial advisors serving Farmington
BusinessGoogle ratingDistance
Bank of America (with Drive-thru ATM)5.0★ (2)In Farmington
Bob Aamodt5.0★ (1)In Farmington
Edward JonesIn Farmington
Edward Jones - Financial Advisor: Braden K BurnsIn Farmington
Edward Jones - Financial Advisor: Joshua D Burns, CFP®5.0★ (1)In Farmington
Elevation Wealth PlanningIn Farmington
John Kunz Financial5.0★ (1)In Farmington
Landmark Wealth Advisors, LLC5.0★ (2)In Farmington
Northwestern Mutual - FarmingtonIn Farmington
Premier Financial Planning5.0★ (2)In Farmington
Promontory Financial Planning, LLCIn Farmington
Robert BurtonIn Farmington
Sawyere MonsonIn Farmington
Stout Wealth Management of Raymond JamesIn Farmington
Summit View Financial, LLCIn Farmington
Taylor Kennard Financial5.0★ (2)In Farmington
The Prudent PlannerIn Farmington
Wells Fargo AdvisorsIn Farmington
Wells fargo Wealth AdvisorsIn Farmington
Zions DirectIn Farmington

How we ranked Farmington financial advisors

We scored 242 Farmington financial advisors on eight factors, weighted as shown. A firm is ranked when its specialty is confirmed and it has 3 or more Google reviews or a claimed profile. A firm with no Google reviews scores zero on rating, review volume and recency. Other unknown factors are left out, not counted as zero. Scores last refreshed November 9, 2026.

Paid placement never changes a rank or score. Sponsored businesses are paid, labelled, limited to 3 and shown above the ranking, outside it.

Read the full method: formula, sources and exclusions

RFA Score factors and weights
FactorWeightComputed fromIn Farmington data
Reputation30%Google star rating, adjusted for how many reviews back it (client experience, not investment results)Measured
Registration20%Active SEC, state or Canadian securities registration matched in public records (not yet measured)Not yet collected
Review volume10%Number of Google reviews, compared with the most-reviewed firm on the listMeasured
Recency5%Share of reviews from the last 12 monthsNot yet collected
Specialty focus15%How clearly the firm offers this specialty (its Google category and name)Measured
Proximity5%Based in the city scores highest, less the farther away it isMeasured
Claimed profile10%The firm has claimed its Ranked Financial Advisors profile (free or paid earn the same)Measured
Partnered5%The firm links to Ranked Financial Advisors from its own website with our badge, checked periodicallyMeasured

How to choose a financial advisor

  1. Confirm the financial advisor and the firm are registered: Investor.gov and FINRA BrokerCheck in the US, the CSA National Registration Search in Canada. Read any disclosure events.
  2. Ask whether they act as a fiduciary on your account at all times, and get the answer in writing.
  3. Ask how they are paid: a percentage of assets, flat or hourly fees, a retainer, commissions, or a mix. Each creates different conflicts of interest.
  4. Read the firm’s Form CRS and Form ADV Part 2A brochure (fees, services, conflicts, disciplinary history) before you sign.
  5. Check designations with the body that grants them, such as the CFP Board for CFP® professionals.
  6. Ask about account minimums and who holds your money: your assets should sit with an independent custodian in your name.
  7. Compare at least two or three firms, and be wary of anyone who promises returns or pushes you to decide quickly.

Questions to ask a financial advisor

  • Are you a fiduciary for all of the advice you give me, and will you put that in writing?
  • How are you paid, in total dollars per year for an account like mine? Do you earn commissions or other payments from product providers?
  • Which registrations and designations do you hold, and where can I verify them?
  • Who will hold my assets, and how will I see statements directly from that custodian?
  • What services are included in your fee, and what would cost extra with you as my financial advisor?
  • Do you have a minimum account size or minimum fee?
  • Have you or your firm had any complaints or disciplinary actions? Where would I see them?
  • How often will we meet, and who will I work with day to day?
  • What happens to my plan or accounts if you retire or leave the firm?

Terms explained

Fiduciary
Someone legally required to act in a client’s interest. In the US, registered investment advisers owe their clients a fiduciary duty of care and loyalty under the Investment Advisers Act of 1940.
Registered investment adviser (RIA)
A firm registered with the SEC or a state securities regulator to give investment advice for pay. Most firms managing $100 million or more register with the SEC; smaller firms usually register with their state.
Investment adviser representative (IAR)
A person who gives advice on behalf of a registered investment adviser, usually registered with the states where they work.
Broker-dealer
A firm that buys and sells securities for customers. US broker-dealers are members of FINRA; their registered representatives typically earn commissions.
Regulation Best Interest (Reg BI)
The SEC rule, in force since June 30, 2020, requiring broker-dealers to act in a retail customer’s best interest when recommending a security or account type.
Form ADV
The registration form every investment adviser files. Part 1 holds facts about the firm; Part 2A, the brochure, describes services, fees, conflicts of interest and disciplinary history in plain English.
Form CRS
A short relationship summary that advisers and broker-dealers give retail investors, covering services, fees, conflicts, standard of conduct and disciplinary history.
CRD number
The Central Registration Depository number FINRA and the SEC assign to each firm and registered person; use it to look them up on Investor.gov or BrokerCheck.
Assets under management (AUM) fee
A yearly fee set as a percentage of the money an advisor manages for you. Advisor surveys have put the median around 1% on accounts up to $1 million, lower on larger accounts.
Fee-only
An advisor paid only by clients, with no commissions or other payments from product providers.
Fee-based
An advisor who charges client fees and may also earn commissions on some products. It is not the same as fee-only.
CFP® professional
A person certified by the CFP Board after meeting education, exam, experience and ethics requirements. The CFP Board requires them to act as a fiduciary when giving financial advice.

Financial advisors in Farmington: frequently asked questions

Which financial advisor has the highest RFA Score in Farmington?

By RFA Score, the highest-ranked financial advisor in Farmington, UT is Strategic Planning Group with an RFA Score of 77/100. It has 5.0★ from 284 Google reviews. Utah Senior Planning (#2) and Paramount Tax & Accounting CPAs Kaysville / Layton (#3) follow. We ranked 242 financial advisors on eight factors, last updated November 9, 2026.

How many financial advisors are there in Farmington?

RankedFinancialAdvisors ranks 242 financial advisors serving Farmington, UT. 6 of them are based in Farmington; the rest serve it from nearby towns. Another 20 within 25 mi are listed but not ranked yet. Counts are as of November 2026.

Which financial advisors in Farmington work on weekends?

36 of 242 ranked financial advisors post Saturday hours and 5 post Sunday hours. Many advisors meet by appointment, including evenings or by video, outside their posted office hours.

What Google rating do Farmington financial advisors have?

The median Google rating among 242 rated financial advisors in Farmington is 4.8★, with a median of 15 reviews. American United Federal Credit Union has the most, 333 reviews, and ranks #10. We adjust ratings for review count, so a few five-star reviews cannot top the list.

How does RankedFinancialAdvisors rank financial advisors?

Each financial advisor gets a 0–100 RFA Score from eight published factors, led by reputation (30%), specialty focus (15%), review volume (10%) and claimed profile (10%). A firm with no Google reviews scores zero on rating, review volume and recency; other factors we cannot measure are left out. Only firms with a confirmed specialty and 3 or more reviews, or a claimed profile, are ranked.

Do financial advisors outside Farmington count in this ranking?

Yes, if they are within 25 mi of the Farmington city center, our service radius for financial advisors. Each listing shows where the firm is based and how far away it is. Proximity is 5% of the RFA Score, so a nearby firm gets a small edge.

Can financial advisors pay to rank higher on RankedFinancialAdvisors?

No. The RFA Score never reads payment status, and this ranking has 0 paid placements. Up to 3 Featured firms may appear above the list, labelled Sponsored and showing their honest rank.

What does a financial advisor do?

Financial advisors help clients plan and manage their money, from budgeting and saving to investing, retirement and estate questions. In the US they work as registered investment adviser representatives, as broker-dealer representatives, or both.

How are financial advisors in Farmington ranked?

By RFA Score: public signals such as the Google rating and review count, how clearly the firm offers financial advice and how close it is. Paid placements never change the order, and the score does not measure investment performance.

How do I check a financial advisor’s registration and record?

Search the person and the firm on Investor.gov (the SEC’s adviser search) and on FINRA BrokerCheck. A firm’s Form ADV and any disciplinary history are public there.

Is every financial advisor in Farmington a fiduciary?

Not necessarily. Investment adviser representatives owe a fiduciary duty on advisory accounts; broker-dealer representatives follow Regulation Best Interest when they recommend a security. Ask which applies to your account and read the firm’s Form CRS.

How much do financial advisors charge?

Fees depend on the firm and the service: a percentage of assets managed each year, a flat or hourly planning fee, a retainer, or commissions. Ask for the fee schedule in writing and read the firm’s Form ADV Part 2A brochure or, in Canada, its relationship disclosure.

Update log for Farmington

  1. November 2026: RFA Scores recalculated for 242 financial advisors serving Farmington.

More financial advisors and Farmington pages