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Financial Advisors in South Jordan Heights, UT: 2026 rankings

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

The short answer

  1. 1

    Highest RFA Score in South Jordan Heights: Paramount Tax & Accounting West Jordan, RFA Score 77/100; 5.0★ from 334 Google reviews.

  2. 2

    Most-reviewed: Paramount Tax & Accounting CPAs of Lehi, 506 Google reviews at 4.9★, the most of 374 ranked; ranked #2.

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

374 South Jordan Heights financial advisors are ranked here by RFA Score, from eight published factors. 42 open Saturdays and 7 open Sundays, based on posted hours. The median Google rating is 4.9★ across 374 rated firms.

Top 10 financial advisors in South Jordan Heights 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 South Jordan Heights at a glance
RankBusinessRFA ScoreGoogle ratingBased inNotable for
1Paramount Tax & Accounting West Jordan775.0★ (334)West Jordan, 2 mi awayTop score
2Paramount Tax & Accounting CPAs of Lehi754.9★ (506)Lehi, 9 mi awayMost reviews
3Paramount Tax & Accounting CPAs Draper754.8★ (419)Draper, 5 mi away—
4Paramount Tax & Accounting Herriman754.9★ (253)Riverton, 3 mi away—
5Capital Wealth745.0★ (252)Lehi, 10 mi away—
6GenWealth Advisory Group744.9★ (218)Cottonwood Heights, 6 mi away—
7Paramount Tax & Accounting South Jordan744.9★ (127)South Jordan, 2 mi away—
8American United Federal Credit Union744.7★ (263)Sandy, 5 mi away—
9New Millennium Group - Financial Advisors744.8★ (167)Sandy, 3 mi away—
10Lighthouse Financial734.9★ (217)Lehi, 9 mi away—

All 374 financial advisors in South Jordan Heights, 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.

  5. #5 Capital Wealth

    Based in Lehi, 10 mi away

    74/100RFA Score

    Ranked #5 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

  6. #6 GenWealth Advisory Group

    Based in Cottonwood Heights, 6 mi away

    74/100RFA Score

    Ranked #6 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

  10. #10 Lighthouse Financial

    Based in Lehi, 9 mi away

    73/100RFA Score

    Ranked #10 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

  23. #23 Segelke Financial Group

    Based in South Jordan, 2 mi away

    72/100RFA Score

    Ranked #23 because of its Google rating and specialty focus: 4.8★ from 72 Google reviews, listed on Google as “Financial consultant”.

    • 4.8★ from 72 Google reviews
    Hours
    Mon–Fri 9 AM–5 PM · Sat–Sun closed
    Address
    10808 S River Front Pkwy #351, South Jordan, UT 84095
    View profile for Segelke Financial Group(801) 987-3973

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

financial advisors in South Jordan Heights, ranks 26 to 50
RankBusinessRFA ScoreGoogle ratingDistance
26Brighter Retirement Advisors725.0★ (105)11 mi
27Lake City Funding715.0★ (55)5 mi
28Juston Puchar - Beyond Real Estate at KW Utah Realtors Keller Williams715.0★ (59)7 mi
29Stonebriar Wealth Advisors715.0★ (82)10 mi
30Strategic Planning Group715.0★ (284)23 mi
31Savology715.0★ (81)11 mi
32Alpine Gold Exchange714.8★ (124)12 mi
33American United Federal Credit Union714.6★ (187)11 mi
34Integrated Financial Group714.8★ (43)3 mi
35American United Federal Credit Union714.7★ (211)15 mi
36Haynie704.7★ (130)11 mi
37Phibbs Financial705.0★ (33)3 mi
38Bank of Utah - Sandy704.9★ (37)3 mi
39Trajan Wealth704.7★ (62)6 mi
40Evolving Money705.0★ (43)7 mi
41Happier Wealth705.0★ (108)18 mi
42Walston Advisory Firm704.8★ (45)5 mi
43CP Taxes & Services LLC705.0★ (49)10 mi
44Bright Solution Credit Repair704.9★ (34)5 mi
45Zions Bank West Jordan/Copper Hills704.4★ (62)3 mi
46Partner Alliance Advisors705.0★ (24)2 mi
47BeMoneySTRONG.com705.0★ (62)13 mi
48Tencap Wealth Coaching - Financial Advisor695.0★ (40)9 mi
49Bank of America (with Drive-thru ATM)695.0★ (106)19 mi
50Amicus Settlement Planners695.0★ (41)10 mi

Also serving South Jordan Heights

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 South Jordan Heights
BusinessGoogle ratingDistance
ArbiterPayTM1.0★ (2)3 mi
BlackRidge Wealth Management5.0★ (2)1 mi
Brevity Wealth Solutions5.0★ (2)1 mi
Commodity Futures Utah LLC5.0★ (2)5 mi
Edward Jones - Financial Advisor: Marcus E Johnson, CFP®|CPWA®|CEPA®|AAMS®5.0★ (2)3 mi
Edward Jones - Financial Advisor: Ray F Johnson5.0★ (2)4 mi
Edward Jones - Financial Advisor: Tyler R Johnson5.0★ (2)3 mi
Gary Christensen - Financial Advisor, Ameriprise Financial Services, LLC5.0★ (2)5 mi
HUB International1.0★ (2)3 mi
Katella Wealth Management5.0★ (2)2 mi
Pinnacle Wealth Strategies5.0★ (2)3 mi
Plum Accounting5.0★ (2)2 mi
Progressive Planning5.0★ (2)2 mi
Raymond James Financial Services5.0★ (2)6 mi
Steve Shake - Mountain America Investment Services3.0★ (2)4 mi
Summit Global Private Wealth5.0★ (2)5 mi
Wells Fargo Advisors5.0★ (2)4 mi
Wes Barlow - Bank of Utah VP, Mortgage Area Manager5.0★ (2)3 mi
Wright and Associates - Ameriprise Financial Services, LLC4.5★ (2)5 mi
Zions Direct1.0★ (2)3 mi

How we ranked South Jordan Heights financial advisors

We scored 374 South Jordan Heights 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 South Jordan Heights 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 South Jordan Heights: frequently asked questions

Which financial advisor has the highest RFA Score in South Jordan Heights?

By RFA Score, the highest-ranked financial advisor in South Jordan Heights, UT is Paramount Tax & Accounting West Jordan with an RFA Score of 77/100. It has 5.0★ from 334 Google reviews. Paramount Tax & Accounting CPAs of Lehi (#2) and Paramount Tax & Accounting CPAs Draper (#3) follow. We ranked 374 financial advisors on eight factors, last updated November 9, 2026.

How many financial advisors are there in South Jordan Heights?

RankedFinancialAdvisors ranks 374 financial advisors serving South Jordan Heights, UT. Another 20 within 25 mi are listed but not ranked yet. Counts are as of November 2026.

Which financial advisors in South Jordan Heights work on weekends?

42 of 374 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 South Jordan Heights financial advisors have?

The median Google rating among 374 rated financial advisors in South Jordan Heights is 4.9★, with a median of 15 reviews. Paramount Tax & Accounting CPAs of Lehi has the most, 506 reviews, and ranks #2. 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 South Jordan Heights count in this ranking?

Yes, if they are within 25 mi of the South Jordan Heights 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 South Jordan Heights 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 South Jordan Heights 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 South Jordan Heights

  1. November 2026: RFA Scores recalculated for 374 financial advisors serving South Jordan Heights.
  2. November 2026: 1 duplicate listing merged.

More financial advisors and South Jordan Heights pages