Financial Planners in Utah: Ranked Lists by City (2026)
63 cities with a ranked listUpdated 0 paid placements in any rankingHow we rank →
We rank financial planners in 63 Utah cities, 9,866 city rankings in all. The largest lists are Sandy Hills (245), Alpine (242) and Draper (242).
Financial planners by city in Utah
Every Utah city with a ranked list of financial planners, largest first. Each list ranks firms within 25 mi of the city.
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.
Highest RFA Scores among Utah financial planners
Each score is computed within its own city list, so use the city pages to compare businesses. Shown for orientation, not as a state ranking.
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.
| # | Firm | RFA Score | City list | Google rating |
|---|---|---|---|---|
| 1 | Paramount Tax & Accounting of St. George | 79 | #1 in Saint George | 5.0★ (159) |
| 2 | Money Insights | 79 | #1 in Payson | 5.0★ (190) |
| 3 | Paramount Tax & Accounting CPAs of Lehi | 79 | #1 in Lehi | 4.9★ (506) |
| 4 | Paramount Tax & Accounting West Jordan | 79 | #1 in West Jordan | 5.0★ (334) |
| 5 | Strategic Planning Group | 78 | #1 in Bountiful | 5.0★ (284) |
| 6 | Capital Wealth | 78 | #2 in Lehi | 5.0★ (252) |
| 7 | Paramount Tax & Accounting CPAs Draper | 78 | #1 in Draper | 4.8★ (419) |
| 8 | American United Federal Credit Union | 77 | #1 in Grantsville | 4.8★ (164) |
| 9 | Paramount Tax & Accounting CPAs Kaysville / Layton | 77 | #1 in Layton | 5.0★ (173) |
| 10 | Ashton & Associates Wealth Management & Insurance | 77 | #2 in Saint George | 5.0★ (80) |