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Financial Advisors in Tooele, UT: 2026 rankings

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

The short answer

  1. 1

    Highest RFA Score in Tooele: Paramount Tax & Accounting West Jordan, RFA Score 73/100; 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 210 ranked; ranked #2.

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

210 Tooele financial advisors are ranked here by RFA Score, from eight published factors. 25 open Saturdays and 3 open Sundays, based on posted hours. The median Google rating is 4.9★ across 210 rated firms.

Top 10 financial advisors in Tooele 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 Tooele at a glance
RankBusinessRFA ScoreGoogle ratingBased inNotable for
1Paramount Tax & Accounting West Jordan735.0★ (334)West Jordan, 19 mi awayTop score
2Paramount Tax & Accounting CPAs of Lehi734.9★ (506)Lehi, 22 mi awayMost reviews
3American United Federal Credit Union734.8★ (164)Grantsville, 9 mi away—
4Paramount Tax & Accounting Herriman734.9★ (253)Riverton, 16 mi away—
5Capital Wealth725.0★ (252)Lehi, 22 mi away—
6Paramount Tax & Accounting CPAs Draper724.8★ (419)Draper, 23 mi away—
7Lighthouse Financial714.9★ (217)Lehi, 22 mi away—
8B.O.S.S. Retirement Solutions and Advisors714.8★ (296)Lehi, 23 mi away—
9GenWealth Advisory Group714.9★ (218)Cottonwood Heights, 24 mi away—
10American United Federal Credit Union704.4★ (430)West Jordan, 19 mi away—

All 210 financial advisors in Tooele, 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, 22 mi away

    72/100RFA 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

  7. #7 Lighthouse Financial

    Based in Lehi, 22 mi away

    71/100RFA Score

    Ranked #7 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

  9. #9 GenWealth Advisory Group

    Based in Cottonwood Heights, 24 mi away

    71/100RFA Score

    Ranked #9 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

  23. #23 Savology

    Based in Lehi, 23 mi away

    68/100RFA Score

    Ranked #23 because of its Google rating and specialty focus: 5.0★ from 81 Google reviews, listed on Google as “Financial planner”.

    • 5.0★ from 81 Google reviews
    Hours
    Mon–Fri 8 AM–6 PM · Sat–Sun closed
    Address
    2701 N Thanksgiving Way #100, Lehi, UT 84043
    View profile for Savology

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

financial advisors in Tooele, ranks 26 to 50
RankBusinessRFA ScoreGoogle ratingDistance
26Medicus Wealth Planning685.0★ (71)23 mi
27Paramount Tax & Accounting - Cottonwood Heights684.7★ (136)24 mi
28Haynie684.7★ (130)23 mi
29Tencap Wealth Coaching - Financial Advisor685.0★ (53)19 mi
30Atlas Investment Management & Retirement Solutions685.0★ (57)20 mi
31Elysium Wealth Management684.8★ (65)19 mi
32BeMoneySTRONG.com685.0★ (62)22 mi
33Segelke Financial Group684.8★ (72)20 mi
34Lake City Funding675.0★ (55)22 mi
35CP Taxes & Services LLC675.0★ (49)21 mi
36Juston Puchar - Beyond Real Estate at KW Utah Realtors Keller Williams675.0★ (59)24 mi
37Trajan Wealth674.7★ (62)22 mi
38Zions Bank West Jordan/Copper Hills674.4★ (62)17 mi
39Amicus Settlement Planners675.0★ (41)22 mi
40Paramount Tax & Accounting Saratoga Springs675.0★ (44)23 mi
41R.O.I. Wealth Management - Fee Only Financial Advisors665.0★ (40)22 mi
42Integrated Financial Group664.8★ (43)21 mi
43Tech Wealth, LLC665.0★ (42)23 mi
44Edward Jones - Financial Advisor: Tye L Hoffmann, AAMS®663.7★ (6)In Tooele
45Evolving Money665.0★ (43)24 mi
46Phibbs Financial665.0★ (33)21 mi
47Bank of Utah - Sandy664.9★ (37)22 mi
48Walston Advisory Firm664.8★ (45)23 mi
49Tencap Wealth Coaching - Financial Advisor665.0★ (40)25 mi
50Bright Solution Credit Repair664.9★ (34)22 mi

Also serving Tooele

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 Tooele
BusinessGoogle ratingDistance
ArbiterPayTM1.0★ (2)21 mi
BlackRidge Wealth Management5.0★ (2)20 mi
Brevity Wealth Solutions5.0★ (2)20 mi
Commodity Futures Utah LLC5.0★ (2)16 mi
Edward Jones - Financial Advisor: Carmen Alderete, CRPS™5.0★ (2)20 mi
Edward Jones - Financial Advisor: Dale Bunnell5.0★ (1)In Tooele
Edward Jones - Financial Advisor: Marcus E Johnson, CFP®|CPWA®|CEPA®|AAMS®5.0★ (2)21 mi
Edward Jones - Financial Advisor: Ray F Johnson5.0★ (2)21 mi
Edward Jones - Financial Advisor: Tyler R Johnson5.0★ (2)21 mi
Katella Wealth Management5.0★ (2)19 mi
Mel Sweat-Modern Woodmen of America5.0★ (1)In Tooele
Plum Accounting5.0★ (2)19 mi
Progressive Planning5.0★ (2)21 mi
Steve Shake - Mountain America Investment Services3.0★ (2)18 mi
Steward Financial Services5.0★ (2)21 mi
Wells Fargo AdvisorsIn Tooele
Wells Fargo Advisors5.0★ (2)15 mi
Wells Fargo Construction5.0★ (1)In Tooele
Zions DirectIn Tooele
Zions Direct1.0★ (2)21 mi

How we ranked Tooele financial advisors

We scored 210 Tooele 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 Tooele 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 Tooele: frequently asked questions

Which financial advisor has the highest RFA Score in Tooele?

By RFA Score, the highest-ranked financial advisor in Tooele, UT is Paramount Tax & Accounting West Jordan with an RFA Score of 73/100. It has 5.0★ from 334 Google reviews. Paramount Tax & Accounting CPAs of Lehi (#2) and American United Federal Credit Union (#3) follow. We ranked 210 financial advisors on eight factors, last updated November 9, 2026.

How many financial advisors are there in Tooele?

RankedFinancialAdvisors ranks 210 financial advisors serving Tooele, UT. 3 of them are based in Tooele; 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 Tooele work on weekends?

25 of 210 ranked financial advisors post Saturday hours and 3 post Sunday hours. The highest-ranked open Saturdays is Allegis Financial Partners - Jimmy Searle (#20). Many advisors meet by appointment, including evenings or by video, outside their posted office hours.

What Google rating do Tooele financial advisors have?

The median Google rating among 210 rated financial advisors in Tooele is 4.9★, with a median of 17 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 Tooele count in this ranking?

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

  1. November 2026: RFA Scores recalculated for 210 financial advisors serving Tooele.
  2. November 2026: 1 duplicate listing merged.

More financial advisors and Tooele pages