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Financial Advisors in Holladay, UT: 2026 rankings

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

The short answer

  1. 1

    Highest RFA Score in Holladay: Paramount Tax & Accounting West Jordan, RFA Score 75/100; 5.0★ from 334 Google reviews.

  2. 7

    Most-reviewed: Paramount Tax & Accounting CPAs of Lehi, 506 Google reviews at 4.9★, the most of 348 ranked; ranked #7.

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

348 Holladay financial advisors are ranked here by RFA Score, from eight published factors. 40 open Saturdays and 7 open Sundays, based on posted hours. The median Google rating is 4.9★ across 348 rated firms.

Top 10 financial advisors in Holladay 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 Holladay at a glance
RankBusinessRFA ScoreGoogle ratingBased inNotable for
1Paramount Tax & Accounting West Jordan755.0★ (334)West Jordan, 8 mi awayTop score
2GenWealth Advisory Group754.9★ (218)Cottonwood Heights, 4 mi away—
3Paramount Tax & Accounting CPAs Draper744.8★ (419)Draper, 10 mi away—
4Altura Benefits | Group Health Insurance Brokers745.0★ (115)Salt Lake City, 4 mi away—
5American United Federal Credit Union744.6★ (333)Salt Lake City, 4 mi away—
6American United Federal Credit Union734.7★ (263)Sandy, 6 mi away—
7Paramount Tax & Accounting CPAs of Lehi734.9★ (506)Lehi, 16 mi awayMost reviews
8Strategic Planning Group735.0★ (284)Bountiful, 15 mi away—
9American United Federal Credit Union734.7★ (211)Salt Lake City, 6 mi away—
10Paramount Tax & Accounting Herriman734.9★ (253)Riverton, 13 mi away—

All 348 financial advisors in Holladay, 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.

  2. #2 GenWealth Advisory Group

    Based in Cottonwood Heights, 4 mi away

    75/100RFA Score

    Ranked #2 because of its Google rating and specialty focus: 4.9★ from 218 Google reviews, listed on Google as “Financial advisor”.

    • 4.9★ from 218 Google reviews
    Hours
    Mon–Thu 9 AM–5 PM · Fri 9 AM–3 PM · Sat–Sun closed
    Address
    7396 Union Park Ave Ste 301, Cottonwood Heights, UT 84047
    View profile for GenWealth Advisory Group(801) 383-0333

  13. #13 Capital Wealth

    Based in Lehi, 17 mi away

    72/100RFA Score

    Ranked #13 because of its Google rating and specialty focus: 5.0★ from 252 Google reviews, listed on Google as “Financial planner”.

    • 5.0★ from 252 Google reviews
    Hours
    Mon–Fri 8:30 AM–5:30 PM · Sat–Sun closed
    Address
    3400 N Ashton Blvd #190, Lehi, UT 84048
    View profile for Capital Wealth(801) 210-2800

  15. #15 Juston Puchar - Beyond Real Estate at KW Utah Realtors Keller Williams

    Based in Cottonwood Heights, 3 mi away

    72/100RFA Score

    Ranked #15 because of its Google rating and specialty focus: 5.0★ from 59 Google reviews, listed on Google as “Investment service”.

    • 5.0★ from 59 Google reviews
    Hours
    Mon–Fri 9 AM–6 PM · Sat–Sun closed
    Address
    1265 East Fort Union Blvd #300A, Cottonwood Heights, UT 84047
    View profile for Juston Puchar - Beyond Real Estate at KW Utah Realtors Keller Williams(801) 842-3737

  20. #20 Haynie

    Based in Salt Lake City, 7 mi away

    72/100RFA Score

    Ranked #20 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 Lighthouse Financial

    Based in Lehi, 16 mi away

    71/100RFA Score

    Ranked #21 because of its Google rating and specialty focus: 4.9★ from 217 Google reviews, listed on Google as “Financial consultant”.

    • 4.9★ from 217 Google reviews
    Hours
    Mon–Fri 9 AM–5 PM · Sat–Sun closed
    Address
    3381 W Mayflower Ave, Lehi, UT 84043
    View profile for Lighthouse Financial(888) 418-1288

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 348 ranked financial advisors here; the rest are on their profiles.

financial advisors in Holladay, ranks 26 to 50
RankBusinessRFA ScoreGoogle ratingDistance
26Platinum Financing Group715.0★ (60)7 mi
27Medicus Wealth Planning715.0★ (71)9 mi
28Mitchell & Associates, LLC714.9★ (42)3 mi
29American United Federal Credit Union714.6★ (187)11 mi
30Atlas Investment Management & Retirement Solutions705.0★ (57)9 mi
31Green Street Wealth Advisors705.0★ (24)In Holladay
32CP Taxes & Services LLC705.0★ (49)8 mi
33Segelke Financial Group704.8★ (72)9 mi
34Walston Advisory Firm704.8★ (45)5 mi
35EP Wealth Advisors705.0★ (28)3 mi
36Lefavi Wealth Management704.8★ (39)4 mi
37Sapphire Wealth Management705.0★ (106)17 mi
38Lake City Funding705.0★ (55)10 mi
39Brighter Retirement Advisors705.0★ (105)17 mi
40Carson Wealth705.0★ (31)4 mi
41Tencap Wealth Coaching - Financial Advisor705.0★ (53)10 mi
42Everspire704.9★ (32)4 mi
43Alpine Gold Exchange704.8★ (124)16 mi
44Elysium Wealth Management704.8★ (65)10 mi
45TrueNorth Wealth - Financial Advisors705.0★ (23)2 mi
46Bright Solution Credit Repair704.9★ (34)5 mi
47Livet Wealth705.0★ (30)5 mi
48Salt Lake Financial Planning705.0★ (26)4 mi
49Charles Schwab704.4★ (36)In Holladay
50Stonebriar Wealth Advisors695.0★ (82)17 mi

Also serving Holladay

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 Holladay
BusinessGoogle ratingDistance
Andy Schrank - ThriventIn Holladay
Armstrong Miller O'Leary Group - Morgan StanleyIn Holladay
Cottonwood Capital ManagementIn Holladay
Edward Jones - Financial AdvisorIn Holladay
Edward Jones - Financial Advisor: Kirsten M SahagunIn Holladay
First Western AdvisorsIn Holladay
First Western Advisors - Raymond JamesIn Holladay
Holladay Wealth Advisors5.0★ (1)In Holladay
Interwise Tax5.0★ (2)In Holladay
Lunt Capital Management IncIn Holladay
Morgan Stanley Financial Advisors3.0★ (2)In Holladay
Outpost AdvisorsIn Holladay
Payment DealsIn Holladay
Plan Certain FinancialIn Holladay
Solitude Wealth ManagementIn Holladay
Spencer Orme - Mountain America Investment ServicesIn Holladay
Wells Fargo Advisors5.0★ (2)In Holladay
Word of Mouth Financial ServicesIn Holladay
You First FinancialIn Holladay
Zions DirectIn Holladay

How we ranked Holladay financial advisors

We scored 348 Holladay 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 Holladay 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 Holladay: frequently asked questions

Which financial advisor has the highest RFA Score in Holladay?

By RFA Score, the highest-ranked financial advisor in Holladay, UT is Paramount Tax & Accounting West Jordan with an RFA Score of 75/100. It has 5.0★ from 334 Google reviews. GenWealth Advisory Group (#2) and Paramount Tax & Accounting CPAs Draper (#3) follow. We ranked 348 financial advisors on eight factors, last updated November 9, 2026.

How many financial advisors are there in Holladay?

RankedFinancialAdvisors ranks 348 financial advisors serving Holladay, UT. 2 of them are based in Holladay; 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 Holladay work on weekends?

40 of 348 ranked financial advisors post Saturday hours and 7 post Sunday hours. Many advisors meet by appointment, including evenings or by video, outside their posted office hours.

What Google rating do Holladay financial advisors have?

The median Google rating among 348 rated financial advisors in Holladay is 4.9★, with a median of 16 reviews. Paramount Tax & Accounting CPAs of Lehi has the most, 506 reviews, and ranks #7. 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 Holladay count in this ranking?

Yes, if they are within 25 mi of the Holladay 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 Holladay 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 Holladay 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 Holladay

  1. November 2026: RFA Scores recalculated for 348 financial advisors serving Holladay.
  2. November 2026: 1 duplicate listing merged.

More financial advisors and Holladay pages