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Financial Planners in Herriman, UT: 2026 rankings

230 financial planners ranked by RFA ScoreUpdated 0 paid placements in this rankingHow we rank →

The short answer

  1. 1

    Highest RFA Score in Herriman: Paramount Tax & Accounting CPAs of Lehi, RFA Score 77/100; 4.9★ from 506 Google reviews.

  2. 11

    Most-reviewed: American United Federal Credit Union, 430 Google reviews at 4.4★, the most of 230 ranked after Paramount Tax & Accounting CPAs of Lehi; ranked #11.

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

230 Herriman financial planners are ranked here by RFA Score, from eight published factors. 28 open Saturdays and 3 open Sundays, based on posted hours. The median Google rating is 4.8★ across 230 rated firms.

Top 10 financial planners in Herriman 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 planners in Herriman at a glance
RankBusinessRFA ScoreGoogle ratingBased inNotable for
1Paramount Tax & Accounting CPAs of Lehi774.9★ (506)Lehi, 9 mi awayTop score
2Paramount Tax & Accounting West Jordan775.0★ (334)West Jordan, 7 mi away—
3Paramount Tax & Accounting Herriman764.9★ (253)Riverton, 3 mi away—
4Paramount Tax & Accounting CPAs Draper754.8★ (419)Draper, 9 mi away—
5Capital Wealth755.0★ (252)Lehi, 9 mi away—
6B.O.S.S. Retirement Solutions and Advisors744.8★ (296)Lehi, 10 mi away—
7Money Insights745.0★ (190)Payson, 13 mi away—
8Paramount Tax & Accounting South Jordan734.9★ (127)South Jordan, 7 mi away—
9American United Federal Credit Union734.7★ (263)Sandy, 10 mi away—
10New Millennium Group - Financial Advisors734.8★ (167)Sandy, 8 mi away—

All 230 financial planners in Herriman, 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, 9 mi away

    75/100RFA 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

  14. #14 Evolving Money

    Based in Herriman

    72/100RFA Score

    Ranked #14 because of its Google rating and specialty focus: 5.0★ from 43 Google reviews, listed on Google as “Financial planner”.

    • 5.0★ from 43 Google reviews
    Hours
    Mon–Fri 9 AM–5 PM · Sat–Sun closed
    View profile for Evolving Money(801) 576-9226

  16. #16 Savology

    Based in Lehi, 10 mi away

    72/100RFA Score

    Ranked #16 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

  22. #22 Lake City Funding

    Based in Draper, 8 mi away

    71/100RFA Score

    Ranked #22 because of its Google rating and specialty focus: 5.0★ from 55 Google reviews, listed on Google as “Financial planner”.

    • 5.0★ from 55 Google reviews
    Hours
    Mon–Sat 8 AM–10 PM · Sun closed
    Address
    12401 S 450 E e2, Draper, UT 84020
    View profile for Lake City Funding(801) 573-1113

  24. #24 Trajan Wealth

    Based in Draper, 8 mi away

    70/100RFA Score

    Ranked #24 because of its Google rating and specialty focus: 4.7★ from 62 Google reviews, listed on Google as “Financial planner”.

    • 4.7★ from 62 Google reviews
    Hours
    Mon–Fri 8 AM–5 PM · Sat–Sun closed
    Address
    13907 Minuteman Dr Ste 125, Draper, UT 84020
    View profile for Trajan Wealth(801) 899-7600

  25. #25 Haynie

    Based in Salt Lake City, 15 mi away

    70/100RFA Score

    Ranked #25 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

Financial planners 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 230 ranked financial planners here; the rest are on their profiles.

financial planners in Herriman, ranks 26 to 50
RankBusinessRFA ScoreGoogle ratingDistance
26American United Federal Credit Union704.7★ (211)20 mi
27Bank of America (with Drive-thru ATM)705.0★ (106)20 mi
28Amicus Settlement Planners705.0★ (41)9 mi
29Integrated Financial Group694.8★ (43)8 mi
30American United Federal Credit Union694.8★ (164)22 mi
31Zions Bank West Jordan/Copper Hills694.4★ (62)6 mi
32Phibbs Financial695.0★ (33)8 mi
33Paramount Tax & Accounting Saratoga Springs695.0★ (44)12 mi
34CORE Financial, Inc.695.0★ (82)19 mi
35Zions Bank694.2★ (116)9 mi
36Partner Alliance Advisors685.0★ (24)7 mi
37Bright Solution Credit Repair684.9★ (34)10 mi
38101 Financial685.0★ (78)22 mi
39Zions Bank684.0★ (51)3 mi
40Mitchell & Associates, LLC684.9★ (42)15 mi
41Carson Wealth685.0★ (31)12 mi
42Capita Financial685.0★ (21)8 mi
43Everspire684.9★ (32)12 mi
44Salt Lake Financial Planning675.0★ (26)12 mi
45Peterson Wealth Advisors675.0★ (61)22 mi
46Granite Canyon Wealth Management675.0★ (16)7 mi
47Larson & Company, Certified Public Accountants674.1★ (28)4 mi
48Bank of America Financial Center674.7★ (15)4 mi
49Soulence Tax and Wealth Advisors - Tax Accountant & Wealth Management Services in Pleasant Grove, UT674.6★ (65)17 mi
50Rovin Capital675.0★ (20)10 mi

Also serving Herriman

20 more financial planners 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 planners serving Herriman
BusinessGoogle ratingDistance
American Funds Investments LLC5.0★ (1)In Herriman
Ameriprise Financial3.0★ (2)12 mi
ArbiterPayTM1.0★ (2)9 mi
BlackRidge Wealth Management5.0★ (2)7 mi
Brent N. Earle - Employee Benefits ConsultantIn Herriman
Brevity Wealth Solutions5.0★ (2)7 mi
Bull River Wealth Management - Ameriprise Financial Services, LLC5.0★ (2)12 mi
Cultivated WealthIn Herriman
Gary Christensen - Financial Advisor, Ameriprise Financial Services, LLC5.0★ (2)9 mi
NewLife Financial Coaching5.0★ (9)In Herriman
Progressive Planning5.0★ (2)7 mi
Raymond James Financial Services5.0★ (2)8 mi
Steve Shake - Mountain America Investment Services3.0★ (2)7 mi
Steward Financial Services5.0★ (2)11 mi
Summit Global Private Wealth5.0★ (2)9 mi
Suncrest Advisors5.0★ (2)10 mi
Trek Financial - Sandy Office5.0★ (2)12 mi
Utah MillionaireIn Herriman
Valencia FinancialIn Herriman
Wright and Associates - Ameriprise Financial Services, LLC4.5★ (2)9 mi

How we ranked Herriman financial planners

We scored 230 Herriman financial planners 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 Herriman 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 planner

  1. Confirm the financial planner 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 planner

  • 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 planner?
  • 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 planners in Herriman: frequently asked questions

Which financial planner has the highest RFA Score in Herriman?

By RFA Score, the highest-ranked financial planner in Herriman, UT is Paramount Tax & Accounting CPAs of Lehi with an RFA Score of 77/100. It has 4.9★ from 506 Google reviews. Paramount Tax & Accounting West Jordan (#2) and Paramount Tax & Accounting Herriman (#3) follow. We ranked 230 financial planners on eight factors, last updated November 9, 2026.

How many financial planners are there in Herriman?

RankedFinancialAdvisors ranks 230 financial planners serving Herriman, UT. 1 of them is based in Herriman; 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 planners in Herriman work on weekends?

28 of 230 ranked financial planners post Saturday hours and 3 post Sunday hours. The highest-ranked open Saturdays is Lake City Funding (#22). Many advisors meet by appointment, including evenings or by video, outside their posted office hours.

What Google rating do Herriman financial planners have?

The median Google rating among 230 rated financial planners in Herriman is 4.8★, with a median of 19 reviews. Paramount Tax & Accounting CPAs of Lehi has the most, 506 reviews, and ranks #1. We adjust ratings for review count, so a few five-star reviews cannot top the list.

How does RankedFinancialAdvisors rank financial planners?

Each financial planner 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 planners outside Herriman count in this ranking?

Yes, if they are within 25 mi of the Herriman city center, our service radius for financial planners. 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 planners 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 planner do?

Financial planners build a written plan across a client’s goals: cash flow, savings, investments, insurance needs, taxes, retirement and estate. Many charge a flat or hourly fee for the plan, an ongoing retainer, or a share of the assets they manage.

How are financial planners in Herriman ranked?

By RFA Score: public signals such as the Google rating and review count, how clearly the firm offers financial planning 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 planner’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 planner in Herriman 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 planners 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 Herriman

  1. November 2026: RFA Scores recalculated for 230 financial planners serving Herriman.

More financial planners and Herriman pages