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Investment Advisors in Tooele, UT: 2026 rankings

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

The short answer

  1. 1

    Highest RFA Score in Tooele: Atlas Investment Management & Retirement Solutions, RFA Score 70/100; 5.0★ from 57 Google reviews.

  2. 9

    Most-reviewed: B.O.S.S. Retirement Solutions and Advisors, 296 Google reviews at 4.8★, the most of 59 ranked; ranked #9.

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

59 Tooele investment advisors are ranked here by RFA Score, from eight published factors. 1 open Saturdays, based on posted hours. The median Google rating is 5.0★ across 59 rated firms.

Top 10 investment advisors in Tooele 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 Tooele at a glance
RankBusinessRFA ScoreGoogle ratingBased inNotable for
1Atlas Investment Management & Retirement Solutions705.0★ (57)South Jordan, 20 mi awayTop score
2Juston Puchar - Beyond Real Estate at KW Utah Realtors Keller Williams695.0★ (59)Cottonwood Heights, 24 mi away—
3DFPG Investments, Inc644.3★ (6)South Jordan, 20 mi away—
4Capital Wealth635.0★ (252)Lehi, 22 mi away—
5Sandos Financial Inc. Investment Advisory635.0★ (3)South Jordan, 19 mi away—
6Investor Lighthouse635.0★ (4)Draper, 22 mi away—
7Vitality Capital Management635.0★ (3)South Jordan, 20 mi away—
8Tower Arch Capital635.0★ (3)Draper, 22 mi away—
9B.O.S.S. Retirement Solutions and Advisors624.8★ (296)Lehi, 23 mi awayMost reviews
10EquityTrack623.7★ (3)Sandy, 23 mi away—

All 59 investment advisors in Tooele, 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.

  2. #2 Juston Puchar - Beyond Real Estate at KW Utah Realtors Keller Williams

    Based in Cottonwood Heights, 24 mi away

    69/100RFA Score

    Ranked #2 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

  3. #3 DFPG Investments, Inc

    Based in South Jordan, 20 mi away

    64/100RFA Score

    Ranked #3 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

  4. #4 Capital Wealth

    Based in Lehi, 22 mi away

    63/100RFA Score

    Ranked #4 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

  6. #6 Investor Lighthouse

    Based in Draper, 22 mi away

    63/100RFA Score

    Ranked #6 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

  8. #8 Tower Arch Capital

    Based in Draper, 22 mi away

    63/100RFA Score

    Ranked #8 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

  10. #10 EquityTrack

    Based in Sandy, 23 mi away

    62/100RFA Score

    Ranked #10 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

  14. #14 LendingClub

    Based in Lehi, 23 mi away

    61/100RFA Score

    Ranked #14 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

  19. #19 Trajan Wealth

    Based in Draper, 22 mi away

    59/100RFA Score

    Ranked #19 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

  22. #22 Bank of Utah - Sandy

    Based in Sandy, 22 mi away

    58/100RFA Score

    Ranked #22 because of its Google rating and specialty focus: 4.9★ from 37 Google reviews, listed on Google as “Financial consultant”.

    • 4.9★ from 37 Google reviews
    Hours
    Mon–Tue 9 AM–5:30 PM · Wed closed · Thu–Fri 9 AM–5:30 PM · Sat–Sun closed
    Address
    9320 S State St, Sandy, UT 84070
    View profile for Bank of Utah - Sandy(801) 562-5375

  24. #24 Carson Wealth

    Based in Murray, 23 mi away

    58/100RFA Score

    Ranked #24 because of its Google rating and specialty focus: 5.0★ from 31 Google reviews, listed on Google as “Financial planner”.

    • 5.0★ from 31 Google reviews
    Hours
    Mon–Thu 9 AM–5 PM · Fri–Sun closed
    Address
    5295 S Commerce Dr Ste 160, Murray, UT 84107
    View profile for Carson Wealth(801) 316-4110

  25. #25 Partner Alliance Advisors

    Based in South Jordan, 20 mi away

    58/100RFA Score

    Ranked #25 because of its Google rating and specialty focus: 5.0★ from 24 Google reviews, listed on Google as “Financial planner”.

    • 5.0★ from 24 Google reviews
    Hours
    Mon–Fri 9 AM–5 PM · Sat–Sun closed
    Address
    10808 S River Front Pkwy #3044, South Jordan, UT 84095
    View profile for Partner Alliance Advisors(801) 447-2923

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

investment advisors in Tooele, ranks 26 to 50
RankBusinessRFA ScoreGoogle ratingDistance
26Everspire574.9★ (32)24 mi
27Stonecreek Wealth Advisors, Inc.575.0★ (20)21 mi
28Capita Financial575.0★ (21)22 mi
29Wealth Management CPAs575.0★ (20)23 mi
30Wealth Strategies564.8★ (25)24 mi
31Coign Capital Advisors565.0★ (17)22 mi
32Edward Jones - Financial Advisor: Michelle A Chadwick, CFP®565.0★ (11)19 mi
33Edward Jones - Financial Advisor: Rick Royce564.6★ (10)18 mi
34Mountain Goat Wealth Management555.0★ (13)23 mi
35Amicus Retirement Planners555.0★ (11)22 mi
36401GO554.0★ (41)22 mi
37Financial Strategies Institute555.0★ (12)24 mi
38Edward Jones - Financial Advisor: Megan J Bennett, CFP®|CEPA®554.9★ (8)20 mi
39Colonial Stock Transfer544.4★ (13)23 mi
40Beacon Pointe Advisors545.0★ (7)22 mi
41Bank of Utah - Redwood Road544.0★ (23)23 mi
42Elevated Retirement Group544.5★ (8)23 mi
43Edward Jones - Financial Advisor: Scott L Jones545.0★ (4)19 mi
44Teton Wealth Group544.9★ (7)24 mi
45Edward Jones - Financial Advisor: Heidi S Warr, CFP®545.0★ (4)20 mi
46Edward Jones - Financial Advisor: Chance L Hiskey, CEPA®|AAMS®535.0★ (3)19 mi
47RISE Wealth Management & Planning534.5★ (6)23 mi
48Capstone Partners - Utah534.2★ (5)22 mi
49Drive Wealth Advisers535.0★ (4)23 mi
50Edward Jones - Financial Advisor: Tyler Gentry, CFP®|ChFC®|CEPA®|CRPC™535.0★ (5)25 mi

Also serving Tooele

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 Tooele
BusinessGoogle ratingDistance
Allegis Financial Partners - Jimmy Searle5.0★ (11)In Tooele
BlackRidge Wealth Management5.0★ (2)20 mi
Bonewell, Morris & Associates - Tooele Branch4.3★ (18)In Tooele
Brevity Wealth Solutions5.0★ (2)20 mi
Bull River Wealth Management - Ameriprise Financial Services, LLC5.0★ (2)24 mi
Edward Jones - Financial Advisor: Carmen Alderete, CRPS™5.0★ (2)20 mi
Edward Jones - Financial Advisor: Dale Bunnell5.0★ (1)In Tooele
Edward Jones - Financial Advisor: Marcus E Johnson, CFP®|CPWA®|CEPA®|AAMS®5.0★ (2)21 mi
Edward Jones - Financial Advisor: Ray F Johnson5.0★ (2)21 mi
Edward Jones - Financial Advisor: Tyler R Johnson5.0★ (2)21 mi
Gary Christensen - Financial Advisor, Ameriprise Financial Services, LLC5.0★ (2)23 mi
Mel Sweat-Modern Woodmen of America5.0★ (1)In Tooele
Peak Financial Network Solutions5.0★ (2)22 mi
Summit Global Private Wealth5.0★ (2)23 mi
TownSquare Capital5.0★ (2)23 mi
Varro Capital Group5.0★ (2)23 mi
Wells Fargo AdvisorsIn Tooele
Wells Fargo Advisors5.0★ (2)15 mi
Wright and Associates - Ameriprise Financial Services, LLC4.5★ (2)22 mi
Zions DirectIn Tooele

How we ranked Tooele investment advisors

We scored 59 Tooele 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 Tooele 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 Tooele: frequently asked questions

Which investment advisor has the highest RFA Score in Tooele?

By RFA Score, the highest-ranked investment advisor in Tooele, UT is Atlas Investment Management & Retirement Solutions with an RFA Score of 70/100. It has 5.0★ from 57 Google reviews. Juston Puchar - Beyond Real Estate at KW Utah Realtors Keller Williams (#2) and DFPG Investments, Inc (#3) follow. We ranked 59 investment advisors on eight factors, last updated November 9, 2026.

How many investment advisors are there in Tooele?

RankedFinancialAdvisors ranks 59 investment advisors serving Tooele, UT. 1 of them is based in Tooele; 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 Tooele work on weekends?

1 of 59 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 Tooele investment advisors have?

The median Google rating among 59 rated investment advisors in Tooele is 5.0★, with a median of 10 reviews. B.O.S.S. Retirement Solutions and Advisors has the most, 296 reviews, and ranks #9. 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 Tooele count in this ranking?

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

  1. November 2026: RFA Scores recalculated for 59 investment advisors serving Tooele.

More investment advisors and Tooele pages