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Financial Planners in Salt Lake City, 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 Salt Lake City: American United Federal Credit Union, RFA Score 76/100; 4.6★ from 333 Google reviews.

  2. 9

    Most-reviewed: Paramount Tax & Accounting CPAs of Lehi, 506 Google reviews at 4.9★, the most of 230 ranked; ranked #9.

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

230 Salt Lake City financial planners 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 4.8★ across 230 rated firms.

Top 10 financial planners in Salt Lake City 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 Salt Lake City at a glance
RankBusinessRFA ScoreGoogle ratingBased inNotable for
1American United Federal Credit Union764.6★ (333)Salt Lake CityTop score
2Strategic Planning Group765.0★ (284)Bountiful, 9 mi away—
3Altura Benefits | Group Health Insurance Brokers765.0★ (115)Salt Lake City—
4American United Federal Credit Union754.7★ (211)Salt Lake City—
5Paramount Tax & Accounting West Jordan755.0★ (334)West Jordan, 12 mi away—
6Haynie744.7★ (130)Salt Lake City—
7Paramount Tax & Accounting Bountiful744.9★ (170)Bountiful, 9 mi away—
8Paramount Tax & Accounting CPAs Draper734.8★ (419)Draper, 16 mi away—
9Paramount Tax & Accounting CPAs of Lehi734.9★ (506)Lehi, 22 mi awayMost reviews
10American United Federal Credit Union734.7★ (263)Sandy, 12 mi away—

All 230 financial planners in Salt Lake City, 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.

  6. #6 Haynie

    Based in Salt Lake City

    74/100RFA Score

    Ranked #6 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

  15. #15 Capital Wealth

    Based in Lehi, 23 mi away

    72/100RFA Score

    Ranked #15 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

  17. #17 Lefavi Wealth Management

    Based in Salt Lake City

    71/100RFA Score

    Ranked #17 because of its Google rating and specialty focus: 4.8★ from 39 Google reviews, listed on Google as “Financial planner”.

    • 4.8★ from 39 Google reviews
    Hours
    Mon–Thu 8 AM–5 PM · Fri 8 AM–3 PM · Sat–Sun closed
    Address
    2323 S Foothill Dr #100, Salt Lake City, UT 84109
    View profile for Lefavi Wealth Management(801) 486-9000

  22. #22 Livet Wealth

    Based in Salt Lake City

    71/100RFA Score

    Ranked #22 because of its Google rating and specialty focus: 5.0★ from 30 Google reviews, listed on Google as “Financial planner”.

    • 5.0★ from 30 Google reviews
    Address
    1308 S 1700 E Ste 208, Salt Lake City, UT 84108
    View profile for Livet Wealth(801) 893-8320

  24. #24 EP Wealth Advisors

    Based in Salt Lake City

    71/100RFA Score

    Ranked #24 because of its Google rating and specialty focus: 5.0★ from 28 Google reviews, listed on Google as “Financial planner”.

    • 5.0★ from 28 Google reviews
    Hours
    Mon–Fri 8 AM–5 PM · Sat–Sun closed
    Address
    3115 Lion Ln E Ste 100, Salt Lake City, UT 84121
    View profile for EP Wealth Advisors(801) 944-7702

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 Salt Lake City, ranks 26 to 50
RankBusinessRFA ScoreGoogle ratingDistance
26Money Insights715.0★ (190)23 mi
27Mitchell & Associates, LLC714.9★ (42)5 mi
28TrueNorth Wealth - Financial Advisors705.0★ (23)In Salt Lake City
29Trenton M Christensen - Financial Advisor, Ameriprise Financial Services, LLC705.0★ (21)In Salt Lake City
30B.O.S.S. Retirement Solutions and Advisors704.9★ (77)14 mi
31B.O.S.S. Retirement Solutions and Advisors704.7★ (27)In Salt Lake City
32Wealth Management CPAs705.0★ (20)In Salt Lake City
33Decker Retirement Planning, Inc.704.8★ (24)In Salt Lake City
34Medicus Wealth Planning705.0★ (71)15 mi
35Thomas Jones Insurance Agency Inc704.9★ (38)7 mi
36Carson Wealth695.0★ (31)7 mi
37Smedley Financial695.0★ (16)In Salt Lake City
38B.O.S.S. Retirement Solutions and Advisors694.6★ (61)10 mi
39ARC Wealth Management695.0★ (15)In Salt Lake City
40Tencap Wealth Coaching - Financial Advisor695.0★ (53)15 mi
41Sword and Shield Estate Planning694.7★ (17)In Salt Lake City
42Lake City Funding695.0★ (55)16 mi
43Bright Solution Credit Repair694.9★ (34)10 mi
44Everspire694.9★ (32)9 mi
45FJ & Associates, PLLC694.8★ (93)20 mi
46Thrive Retirement Planning695.0★ (22)7 mi
47Dan Wallwitz - Tax Strategist (CPA, CFP, and Utah Realtor)685.0★ (32)12 mi
48Dentist Advisors685.0★ (11)In Salt Lake City
49Savology685.0★ (81)24 mi
50Salt Lake Financial Planning685.0★ (26)10 mi

Also serving Salt Lake City

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 Salt Lake City
BusinessGoogle ratingDistance
Edward Jones - Financial Advisor: Andreas Harkort3.0★ (2)In Salt Lake City
Edward Jones - Financial Advisor: Laura A Harkort, CFP®|CEPA®|AAMS®|CRPS™3.7★ (3)In Salt Lake City
Galileo Financial Network3.0★ (2)In Salt Lake City
GM express services5.0★ (5)In Salt Lake City
Goldman Sachs2.8★ (49)In Salt Lake City
Goldman Sachs2.5★ (11)In Salt Lake City
Investable5.0★ (3)In Salt Lake City
Morgan Stanley Financial Advisors3.5★ (4)In Salt Lake City
Planned Security Advisors, LLC5.0★ (13)In Salt Lake City
Platinum Financing Group5.0★ (60)In Salt Lake City
Refined Wealth Management5.0★ (2)In Salt Lake City
Salt Lake City, UT Private Wealth Management - UBS Financial Services Inc.4.5★ (2)In Salt Lake City
Salt Lake Financial Advisors5.0★ (2)In Salt Lake City
SLC Bookkeeping5.0★ (107)In Salt Lake City
Soltis Investment Advisors4.7★ (26)In Salt Lake City
Solutions Financial Services4.8★ (6)In Salt Lake City
Squire4.9★ (13)In Salt Lake City
Summit Global Investments4.7★ (27)In Salt Lake City
Sundance Bay3.6★ (14)In Salt Lake City
Three Seasons Wealth5.0★ (3)In Salt Lake City

How we ranked Salt Lake City financial planners

We scored 230 Salt Lake City 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 Salt Lake City 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 Salt Lake City: frequently asked questions

Which financial planner has the highest RFA Score in Salt Lake City?

By RFA Score, the highest-ranked financial planner in Salt Lake City, UT is American United Federal Credit Union with an RFA Score of 76/100. It has 4.6★ from 333 Google reviews. Strategic Planning Group (#2) and Altura Benefits | Group Health Insurance Brokers (#3) follow. We ranked 230 financial planners on eight factors, last updated November 9, 2026.

How many financial planners are there in Salt Lake City?

RankedFinancialAdvisors ranks 230 financial planners serving Salt Lake City, UT. 17 of them are based in Salt Lake City; 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 Salt Lake City work on weekends?

25 of 230 ranked financial planners post Saturday hours and 3 post Sunday hours. Many advisors meet by appointment, including evenings or by video, outside their posted office hours.

What Google rating do Salt Lake City financial planners have?

The median Google rating among 230 rated financial planners in Salt Lake City is 4.8★, with a median of 18 reviews. Paramount Tax & Accounting CPAs of Lehi has the most, 506 reviews, and ranks #9. 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 Salt Lake City count in this ranking?

Yes, if they are within 25 mi of the Salt Lake City 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 Salt Lake City 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 Salt Lake City 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 Salt Lake City

  1. November 2026: RFA Scores recalculated for 230 financial planners serving Salt Lake City.

More financial planners and Salt Lake City pages