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Investment Advisors in Bountiful, UT: 2026 rankings

104 investment advisors ranked by RFA ScoreUpdated 0 paid placements in this rankingHow we rank →

The short answer

  1. 1

    Highest RFA Score in Bountiful: Juston Puchar - Beyond Real Estate at KW Utah Realtors Keller Williams, RFA Score 70/100; 5.0★ from 59 Google reviews.

  2. 17

    Most-reviewed: New Millennium Group - Financial Advisors, 167 Google reviews at 4.8★, the most of 104 ranked; ranked #17.

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

104 Bountiful investment advisors are ranked here by RFA Score, from eight published factors. 1 open Saturdays, based on posted hours. The median Google rating is 4.9★ across 104 rated firms.

Most of this list also appears on the Investment advisors in Salt Lake City ranking. See Investment advisors in Salt Lake City

Top 10 investment advisors in Bountiful 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 investment advisors in Bountiful at a glance
RankBusinessRFA ScoreGoogle ratingBased inNotable for
1Juston Puchar - Beyond Real Estate at KW Utah Realtors Keller Williams705.0★ (59)Cottonwood Heights, 18 mi awayTop score
2Atlas Investment Management & Retirement Solutions695.0★ (57)South Jordan, 23 mi away—
3Fidelity Investments673.8★ (31)Salt Lake City, 8 mi away—
4Atlas Clearing, Inc. (d/b/a "AtlasClearing" / "Wilson-Davis")673.8★ (13)Salt Lake City, 9 mi away—
5Bon Vie Consulting Group675.0★ (6)Salt Lake City, 9 mi away—
6Sundance Bay653.6★ (14)Salt Lake City, 11 mi away—
7Utah Retirement Systems653.2★ (77)Salt Lake City, 9 mi away—
8Three Seasons Wealth655.0★ (3)Salt Lake City, 9 mi away—
9Grandeur Peak Global Advisors643.7★ (3)Salt Lake City, 9 mi away—
10Soltis Investment Advisors644.7★ (26)Salt Lake City, 9 mi away—

All 104 investment advisors in Bountiful, 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.

  1. Ranked #1 in Bountiful

    #1 Juston Puchar - Beyond Real Estate at KW Utah Realtors Keller Williams

    Based in Cottonwood Heights, 18 mi away

    70/100RFA Score

    Ranked #1 because of its Google rating and specialty focus: 5.0★ from 59 Google reviews, listed on Google as “Investment service”.

    • 5.0★ from 59 Google reviews
    Hours
    Mon–Fri 9 AM–6 PM · Sat–Sun closed
    Address
    1265 East Fort Union Blvd #300A, Cottonwood Heights, UT 84047
    View profile for Juston Puchar - Beyond Real Estate at KW Utah Realtors Keller Williams(801) 842-3737

  6. #6 Sundance Bay

    Based in Salt Lake City, 11 mi away

    65/100RFA Score

    Ranked #6 because of its Google rating and specialty focus: 3.6★ from 14 Google reviews, listed on Google as “Investment company”.

    • 3.6★ from 14 Google reviews
    Hours
    Mon–Fri 9 AM–5:30 PM · Sat–Sun closed
    Address
    1240 E 2100 S #300, Salt Lake City, UT 84106
    View profile for Sundance Bay(801) 783-3430

  7. #7 Utah Retirement Systems

    Based in Salt Lake City, 9 mi away

    65/100RFA Score

    Ranked #7 because of its Google rating and specialty focus: 3.2★ from 77 Google reviews, listed on Google as “Investment service”.

    • 3.2★ from 77 Google reviews
    Hours
    Mon–Fri 8 AM–5 PM · Sat–Sun closed
    Address
    560 E 200 S, Salt Lake City, UT 84102
    View profile for Utah Retirement Systems(801) 366-7770

  8. #8 Three Seasons Wealth

    Based in Salt Lake City, 9 mi away

    65/100RFA Score

    Ranked #8 because of its Google rating and specialty focus: 5.0★ from 3 Google reviews, listed on Google as “Investment company”.

    • 5.0★ from 3 Google reviews
    Hours
    Mon–Fri 8:30 AM–5 PM · Sat–Sun closed
    Address
    111 E Broadway #1250, Salt Lake City, UT 84111
    View profile for Three Seasons Wealth(801) 662-0585

  13. #13 DFPG Investments, Inc

    Based in South Jordan, 23 mi away

    62/100RFA Score

    Ranked #13 because of its Google rating and specialty focus: 4.3★ from 6 Google reviews, listed on Google as “Investment service”.

    • 4.3★ from 6 Google reviews
    Hours
    Mon–Fri 8 AM–5 PM · Sat–Sun closed
    Address
    10876 S River Front Pkwy #600, South Jordan, UT 84095
    View profile for DFPG Investments, Inc(801) 838-9999

  14. #14 EquityTrack

    Based in Sandy, 19 mi away

    62/100RFA Score

    Ranked #14 because of its Google rating and specialty focus: 3.7★ from 3 Google reviews, listed on Google as “Investment service”.

    • 3.7★ from 3 Google reviews
    Hours
    Mon–Fri 9 AM–5 PM · Sat–Sun closed
    Address
    7840 S 700 E, Sandy, UT 84070
    View profile for EquityTrack(801) 433-9925

  22. #22 Bank of Utah - Bountiful

    Based in Bountiful

    60/100RFA Score

    Ranked #22 because of its Google rating and specialty focus: 4.6★ from 15 Google reviews, listed on Google as “Financial consultant”.

    • 4.6★ from 15 Google reviews
    Hours
    Mon–Tue 9 AM–5:30 PM · Wed closed · Thu–Fri 9 AM–5:30 PM · Sat–Sun closed
    Address
    100 S 500 W, Bountiful, UT 84010
    View profile for Bank of Utah - Bountiful(801) 689-0900

  23. #23 Livet Wealth

    Based in Salt Lake City, 10 mi away

    60/100RFA Score

    Ranked #23 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

How we ranked Bountiful investment advisors

We scored 104 Bountiful investment 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 Bountiful 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 an investment advisor

  1. Confirm the investment 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 an investment 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 investment 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.

Investment advisors in Bountiful: frequently asked questions

Which investment advisor has the highest RFA Score in Bountiful?

By RFA Score, the highest-ranked investment advisor in Bountiful, UT is Juston Puchar - Beyond Real Estate at KW Utah Realtors Keller Williams with an RFA Score of 70/100. It has 5.0★ from 59 Google reviews. Atlas Investment Management & Retirement Solutions (#2) and Fidelity Investments (#3) follow. We ranked 104 investment advisors on eight factors, last updated November 9, 2026.

How many investment advisors are there in Bountiful?

RankedFinancialAdvisors ranks 104 investment advisors serving Bountiful, UT. 2 of them are based in Bountiful; the rest serve it from nearby towns. Counts are as of November 2026.

Which investment advisors in Bountiful work on weekends?

1 of 104 ranked investment advisors post Saturday hours. Many advisors meet by appointment, including evenings or by video, outside their posted office hours.

What Google rating do Bountiful investment advisors have?

The median Google rating among 104 rated investment advisors in Bountiful is 4.9★, with a median of 10 reviews. New Millennium Group - Financial Advisors has the most, 167 reviews, and ranks #17. We adjust ratings for review count, so a few five-star reviews cannot top the list.

How does RankedFinancialAdvisors rank investment advisors?

Each investment 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 investment advisors outside Bountiful count in this ranking?

Yes, if they are within 25 mi of the Bountiful city center, our service radius for investment 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 investment 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 an investment advisor do?

Investment advisors manage portfolios and give advice about securities for a fee. In the US, firms register with the SEC or a state securities regulator and file a Form ADV brochure; in Canada, portfolio managers and dealers register with the provincial securities regulator.

How are investment advisors in Bountiful ranked?

By RFA Score: public signals such as the Google rating and review count, how clearly the firm offers investment advice and how close it is. Paid placements never change the order, and the score does not measure investment performance.

How do I check an investment 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 investment advisor in Bountiful 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 investment 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 Bountiful

  1. November 2026: RFA Scores recalculated for 104 investment advisors serving Bountiful.

More investment advisors and Bountiful pages