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Investment Advisors in Draper, UT: 2026 rankings

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

The short answer

  1. 1

    Highest RFA Score in Draper: Alpine Gold Exchange, RFA Score 74/100; 4.8★ from 124 Google reviews; open Saturdays until 4 PM.

  2. 10

    Most-reviewed: B.O.S.S. Retirement Solutions and Advisors, 296 Google reviews at 4.8★, the most of 120 ranked; ranked #10.

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

120 Draper investment advisors are ranked here by RFA Score, from eight published factors. 2 open Saturdays, based on posted hours. The median Google rating is 4.9★ across 120 rated firms.

Top 10 investment advisors in Draper 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 Draper at a glance
RankBusinessRFA ScoreGoogle ratingBased inHoursNotable for
1Alpine Gold Exchange744.8★ (124)Alpine, 7 mi awaySatTop score
2Atlas Investment Management & Retirement Solutions745.0★ (57)South Jordan, 3 mi away——
3Juston Puchar - Beyond Real Estate at KW Utah Realtors Keller Williams735.0★ (59)Cottonwood Heights, 7 mi away——
4Investor Lighthouse685.0★ (4)Draper——
5Hudson Oaks Wealth Management685.0★ (34)Provo, 21 mi away——
6DFPG Investments, Inc684.3★ (6)South Jordan, 3 mi away——
7Tower Arch Capital685.0★ (3)Draper——
8Capital Wealth675.0★ (252)Lehi, 7 mi away——
9Vitality Capital Management675.0★ (3)South Jordan, 3 mi away——
10B.O.S.S. Retirement Solutions and Advisors674.8★ (296)Lehi, 7 mi away—Most reviews

All 120 investment advisors in Draper, 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 Draper

    #1 Alpine Gold Exchange

    Based in Alpine, 7 mi away

    74/100RFA Score

    Ranked #1 because of its Google rating and specialty focus: 4.8★ from 124 Google reviews, listed on Google as “Investment service”.

    • 4.8★ from 124 Google reviews
    Hours
    Mon–Fri 10 AM–6 PM · Sat 10 AM–4 PM · Sun closed
    Address
    375 S Main St Ste 100, Alpine, UT 84004
    View profile for Alpine Gold Exchange(801) 770-2565

  3. #3 Juston Puchar - Beyond Real Estate at KW Utah Realtors Keller Williams

    Based in Cottonwood Heights, 7 mi away

    73/100RFA Score

    Ranked #3 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

  4. #4 Investor Lighthouse

    Based in Draper

    68/100RFA Score

    Ranked #4 because of its Google rating and specialty focus: 5.0★ from 4 Google reviews, listed on Google as “Investment service”.

    • 5.0★ from 4 Google reviews
    Hours
    Mon–Fri 9 AM–6 PM · Sat–Sun closed
    Address
    12401 S 450 E, Draper, UT 84020
    View profile for Investor Lighthouse(801) 664-1079

  6. #6 DFPG Investments, Inc

    Based in South Jordan, 3 mi away

    68/100RFA Score

    Ranked #6 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

  7. #7 Tower Arch Capital

    Based in Draper

    68/100RFA Score

    Ranked #7 because of its Google rating and specialty focus: 5.0★ from 3 Google reviews, listed on Google as “Investment service”.

    • 5.0★ from 3 Google reviews
    Hours
    Mon–Fri 8:30 AM–5 PM · Sat–Sun closed
    Address
    14034 145 E Ste 300, Draper, UT 84020
    View profile for Tower Arch Capital(801) 997-5808

  8. #8 Capital Wealth

    Based in Lehi, 7 mi away

    67/100RFA Score

    Ranked #8 because of its Google rating and review volume: 5.0★ from 252 Google reviews.

    • 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

  13. #13 EquityTrack

    Based in Sandy, 6 mi away

    66/100RFA Score

    Ranked #13 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

  16. #16 Sundance Bay

    Based in Salt Lake City, 14 mi away

    65/100RFA Score

    Ranked #16 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

  19. #19 Bon Vie Consulting Group

    Based in Salt Lake City, 17 mi away

    65/100RFA Score

    Ranked #19 because of its Google rating and specialty focus: 5.0★ from 6 Google reviews, listed on Google as “Investment company”.

    • 5.0★ from 6 Google reviews
    Hours
    Mon–Fri 9 AM–5 PM · Sat–Sun closed
    Address
    5 S 500 W Unit 815, Salt Lake City, UT 84101
    View profile for Bon Vie Consulting Group(385) 445-2454

  20. #20 LendingClub

    Based in Lehi, 7 mi away

    64/100RFA Score

    Ranked #20 because of its Google rating and specialty focus: 2.1★ from 11 Google reviews, listed on Google as “Investment service”.

    • 2.1★ from 11 Google reviews
    Hours
    Mon–Fri 7 AM–6 PM · Sat–Sun closed
    Address
    2701 N Thanksgiving Way #300, Lehi, UT 84043
    View profile for LendingClub

  21. #21 Fox Financial

    Based in Orem, 20 mi away

    64/100RFA Score

    Ranked #21 because of its Google rating and specialty focus: 4.6★ from 10 Google reviews, listed on Google as “Investment company”.

    • 4.6★ from 10 Google reviews
    Hours
    Mon closed · Tue–Thu 10 AM–4 PM · Fri–Sun closed
    Address
    1145 S 800 E, Orem, UT 84097
    View profile for Fox Financial

  23. #23 Trajan Wealth

    Based in Draper

    64/100RFA Score

    Ranked #23 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

Investment 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 120 ranked investment advisors here; the rest are on their profiles.

investment advisors in Draper, ranks 26 to 50
RankBusinessRFA ScoreGoogle ratingDistance
26Segelke Financial Group644.8★ (72)3 mi
27Zylun Global631.0★ (3)10 mi
28Three Seasons Wealth635.0★ (3)17 mi
29Utah Retirement Systems633.2★ (77)17 mi
30Grandeur Peak Global Advisors633.7★ (3)17 mi
31R.O.I. Wealth Management - Fee Only Financial Advisors625.0★ (40)6 mi
32Bank of Utah - Sandy624.9★ (37)4 mi
33Capita Financial625.0★ (21)In Draper
34Cannon Capital Management, Inc.624.6★ (10)7 mi
35Kickstart Fund625.0★ (39)8 mi
36Partner Alliance Advisors625.0★ (24)3 mi
37Soltis Investment Advisors624.7★ (26)17 mi
38Coign Capital Advisors625.0★ (17)In Draper
39Harris Investment Group625.0★ (3)23 mi
40Allen Financial & Allen Wealth and Asset Management614.5★ (10)8 mi
41Everspire614.9★ (32)7 mi
42Stonecreek Wealth Advisors, Inc.615.0★ (20)3 mi
43Balanced Capital | Corey Noyes, CFP® – Financial Planner615.0★ (132)23 mi
44Carson Wealth615.0★ (31)9 mi
45EP Wealth Advisors615.0★ (28)8 mi
46Peterson Wealth Advisors615.0★ (61)17 mi
47TrueNorth Wealth - Financial Advisors605.0★ (23)8 mi
48Wealth Strategies604.8★ (25)7 mi
49B.O.S.S. Retirement Solutions and Advisors604.7★ (27)8 mi
50B.O.S.S. Retirement Solutions and Advisors604.9★ (91)23 mi

Also serving Draper

20 more investment 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 investment advisors serving Draper
BusinessGoogle ratingDistance
Diversified Financial Services LLC5.0★ (1)In Draper
Edward Jones - Financial Advisor: Kamron Sanders5.0★ (1)In Draper
Edward Jones - Financial Advisor: Ray F Johnson5.0★ (2)In Draper
Gary Christensen - Financial Advisor, Ameriprise Financial Services, LLC5.0★ (2)In Draper
Integrity Financial Groups, Inc.5.0★ (1)In Draper
Lake City Funding5.0★ (55)In Draper
Legacy Real Estate Investments1.0★ (1)In Draper
Lone Peak Advisers2.5★ (6)In Draper
Medicus Wealth Planning5.0★ (71)In Draper
Navigate Private Wealth4.0★ (4)In Draper
Paramount Tax & Accounting CPAs Draper4.8★ (419)In Draper
Pepperwood Financial5.0★ (1)In Draper
Phibbs Financial5.0★ (33)In Draper
Plan Certain Financial, Real Estate, Estate Planning5.0★ (10)In Draper
Proactive Wealth Concepts5.0★ (18)In Draper
Raymond James Financial Services5.0★ (2)In Draper
Summit Global Private Wealth5.0★ (2)In Draper
Suncrest Advisors5.0★ (2)In Draper
Waddell & Reed, Inc. - Financial Advisors1.0★ (1)In Draper
Wright and Associates - Ameriprise Financial Services, LLC4.5★ (2)In Draper

How we ranked Draper investment advisors

We scored 120 Draper 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 Draper 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 Draper: frequently asked questions

Which investment advisor has the highest RFA Score in Draper?

By RFA Score, the highest-ranked investment advisor in Draper, UT is Alpine Gold Exchange with an RFA Score of 74/100. It has 4.8★ from 124 Google reviews. It is open Saturdays until 4 PM. Atlas Investment Management & Retirement Solutions (#2) and Juston Puchar - Beyond Real Estate at KW Utah Realtors Keller Williams (#3) follow. We ranked 120 investment advisors on eight factors, last updated November 9, 2026.

How many investment advisors are there in Draper?

RankedFinancialAdvisors ranks 120 investment advisors serving Draper, UT. 5 of them are based in Draper; 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 investment advisors in Draper work on weekends?

2 of 120 ranked investment advisors post Saturday hours. The highest-ranked open Saturdays is Alpine Gold Exchange (#1). Many advisors meet by appointment, including evenings or by video, outside their posted office hours.

What Google rating do Draper investment advisors have?

The median Google rating among 120 rated investment advisors in Draper is 4.9★, with a median of 10 reviews. B.O.S.S. Retirement Solutions and Advisors has the most, 296 reviews, and ranks #10. 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 Draper count in this ranking?

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

  1. November 2026: RFA Scores recalculated for 120 investment advisors serving Draper.

More investment advisors and Draper pages