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Investment Advisors in West Haven, UT: 2026 rankings

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

The short answer

  1. 1

    Highest RFA Score in West Haven: B.O.S.S. Retirement Solutions and Advisors, RFA Score 64/100; 4.9★ from 81 Google reviews.

  2. 7

    Most-reviewed: Froerer Real Estate and Property Management, 254 Google reviews at 3.9★, the most of 35 ranked; ranked #7.

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

35 West Haven investment advisors are ranked here by RFA Score, from eight published factors. The median Google rating is 5.0★ across 35 rated firms.

Top 10 investment advisors in West Haven 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 West Haven at a glance
RankBusinessRFA ScoreGoogle ratingBased inHoursNotable for
1B.O.S.S. Retirement Solutions and Advisors644.9★ (81)Ogden, 5 mi away—Top score
2Wells Fargo Advisors641.0★ (3)Roy, 3 mi away——
3Peterson Wealth Services Inc635.0★ (68)South Ogden, 7 mi away——
4Bank of Utah Corporate Office634.7★ (83)Ogden, 4 mi away——
5Jon Gates, CFP®, CRPC®, Intermountain Financial Partners635.0★ (62)Clearfield, 8 mi awayEvenings—
6Edward Jones - Financial Advisor: James S Packard, CEPA®615.0★ (28)Ogden, 5 mi awayEvenings—
7Froerer Real Estate and Property Management613.9★ (254)Ogden, 4 mi away—Most reviews
8Davis Financial LLC605.0★ (13)West Haven——
9Bank of Utah - Ben Lomond605.0★ (21)Ogden, 6 mi away——
10Bank of Utah - Roy604.4★ (25)Roy, 3 mi away——

All 35 investment advisors in West Haven, 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.

  8. #8 Davis Financial LLC

    Based in West Haven

    60/100RFA Score

    Ranked #8 because of its Google rating and specialty focus: 5.0★ from 13 Google reviews, listed on Google as “Financial planner”.

    • 5.0★ from 13 Google reviews
    Hours
    Mon–Fri 9 AM–5 PM · Sat–Sun closed
    Address
    4640 S 3500 W Ste 2, West Haven, UT 84401
    View profile for Davis Financial LLC(801) 620-0586

  9. #9 Bank of Utah - Ben Lomond

    Based in Ogden, 6 mi away

    60/100RFA Score

    Ranked #9 because of its Google rating and specialty focus: 5.0★ from 21 Google reviews, listed on Google as “Financial consultant”.

    • 5.0★ from 21 Google reviews
    Hours
    Mon–Tue 9 AM–5:30 PM · Wed closed · Thu–Fri 9 AM–5:30 PM · Sat–Sun closed
    Address
    115 Washington Blvd, Ogden, UT 84404
    View profile for Bank of Utah - Ben Lomond(801) 399-4425

  10. #10 Bank of Utah - Roy

    Based in Roy, 3 mi away

    60/100RFA Score

    Ranked #10 because of its Google rating and specialty focus: 4.4★ from 25 Google reviews, listed on Google as “Financial consultant”.

    • 4.4★ from 25 Google reviews
    Hours
    Mon–Tue 9 AM–5:30 PM · Wed closed · Thu–Fri 9 AM–5:30 PM · Sat–Sun closed
    Address
    5729 S 1900 W, Roy, UT 84067
    View profile for Bank of Utah - Roy(801) 825-1647

  11. #11 Bank of Utah - Layton

    Based in Layton, 9 mi away

    59/100RFA Score

    Ranked #11 because of its Google rating and specialty focus: 4.4★ from 34 Google reviews, listed on Google as “Financial consultant”.

    • 4.4★ from 34 Google reviews
    Hours
    Mon–Tue 9 AM–5:30 PM · Wed closed · Thu–Fri 9 AM–5:30 PM · Sat–Sun closed
    Address
    717 W Antelope Dr, Layton, UT 84041
    View profile for Bank of Utah - Layton(801) 773-2221

  12. #12 Bank of Utah - South Ogden

    Based in Ogden, 6 mi away

    59/100RFA Score

    Ranked #12 because of its Google rating and specialty focus: 4.3★ from 26 Google reviews, listed on Google as “Financial consultant”.

    • 4.3★ from 26 Google reviews
    Hours
    Mon–Tue 9 AM–5:30 PM · Wed closed · Thu–Fri 9 AM–5:30 PM · Sat–Sun closed
    Address
    4605 S Harrison Blvd, Ogden, UT 84403
    View profile for Bank of Utah - South Ogden(801) 394-6611

  17. #17 Trajan Wealth

    Based in Farmington, 16 mi away

    56/100RFA Score

    Ranked #17 because of its Google rating and specialty focus: 4.6★ from 16 Google reviews, listed on Google as “Financial planner”.

    • 4.6★ from 16 Google reviews
    Hours
    Mon–Fri 8 AM–5 PM · Sat–Sun closed
    Address
    775 N 1525 W 2nd Floor, Farmington, UT 84025
    View profile for Trajan Wealth(801) 899-7600

  19. #19 Stacey Fredrickson - Private Wealth Advisor, Ameriprise Financial Services, LLC

    Based in Clearfield, 8 mi away

    55/100RFA Score

    Ranked #19 because of its Google rating and specialty focus: 5.0★ from 4 Google reviews, listed on Google as “Financial planner”.

    • 5.0★ from 4 Google reviews
    Hours
    Mon–Fri 9 AM–5 PM · Sat–Sun closed
    Address
    1669 E 1400 S Suite 100, Clearfield, UT 84015
    View profile for Stacey Fredrickson - Private Wealth Advisor, Ameriprise Financial Services, LLC(801) 773-2227

  23. #23 Bank of Utah - Brigham

    Based in Brigham City, 20 mi away

    54/100RFA Score

    Ranked #23 because of its Google rating and specialty focus: 4.4★ from 16 Google reviews, listed on Google as “Financial consultant”.

    • 4.4★ from 16 Google reviews
    Hours
    Mon–Tue 9 AM–5:30 PM · Wed closed · Thu–Fri 9 AM–5:30 PM · Sat–Sun closed
    Address
    80 E 800 S, Brigham City, UT 84302
    View profile for Bank of Utah - Brigham(435) 723-9313

  24. #24 Wealth Enhancement Group

    Based in Farmington, 17 mi away

    54/100RFA Score

    Ranked #24 because of its Google rating and specialty focus: 5.0★ from 7 Google reviews, listed on Google as “Financial advisor”.

    • 5.0★ from 7 Google reviews
    Hours
    Mon–Thu 8 AM–5 PM · Fri 8 AM–2 PM · Sat–Sun closed
    Address
    630 N Main St, Farmington, UT 84025
    View profile for Wealth Enhancement Group(801) 447-4200

All 35 investment advisors

#1 to #25 are shown in full above. Here are #26 to #35, in RFA Score order; each links to its profile.

investment advisors in West Haven, ranks 26 to 35
RankBusinessRFA ScoreGoogle ratingDistance
26Bank of Utah - Bountiful534.6★ (15)23 mi
27Mountain Star Financial, Inc.535.0★ (9)21 mi
28Simple Strategies535.0★ (4)17 mi
29Your Financial Resource, Inc. - Sid R. Alvey | Financial Advisor |525.0★ (8)24 mi
30Charles Schwab525.0★ (3)17 mi
31Edward Jones - Financial Advisor: David A Burns, AAMS®523.7★ (3)16 mi
32Edward Jones - Financial Advisor: Tyler N Anderson, CFP®|ChFC®|CPWA®|AAMS®514.2★ (5)21 mi
33Edward Jones - Financial Advisor: Daniel L Kennedy514.0★ (4)21 mi
34Edward Jones - Financial Advisor: Matthew Kennedy, CFP®|ChFC®515.0★ (3)22 mi
35Iron Gate Global Advisors505.0★ (3)25 mi

Also serving West Haven

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 West Haven
BusinessGoogle ratingDistance
Allen Financial & Allen Wealth and Asset Management5.0★ (1)8 mi
Alliance Wealth Advisors5.0★ (1)21 mi
Bybee Wealth Management4.9★ (8)In West Haven
Chad Willson - Financial Advisor, Ameriprise Financial Services, LLC5.0★ (1)6 mi
Davis Schuler & Associates, LLC - CDFA Divorce Planning & Forensic Advisors5.0★ (15)In West Haven
Edward Jones - Financial Advisor: George J Duke5.0★ (1)6 mi
Edward Jones - Financial Advisor: Jeff Clark, CFP®|RICP®5.0★ (2)6 mi
Edward Jones - Financial Advisor: Joshua D Burns, CFP®5.0★ (1)16 mi
Edward Jones - Financial Advisor: Ken F Kennedy, CFP®|ChFC®5.0★ (2)22 mi
Edward Jones - Financial Advisor: Kirk R Johnson, CEPA®|CRPC™5.0★ (2)5 mi
Edward Jones - Financial Advisor: Susan E Wade, CEPA®5.0★ (2)5 mi
Highcountry Wealth Management5.0★ (1)7 mi
Jim Barlow Advisors (Aka: Plan 4 Wealth - Layton)5.0★ (1)9 mi
Kimball Mackae Potter - Financial Advisor, Ameriprise Financial Services, LLC5.0★ (2)8 mi
Merrill Lynch Wealth Management5.0★ (1)4 mi
Premier Financial Planning5.0★ (2)16 mi
Roxyfundz13 mi
Taggart Investments Inc5.0★ (1)6 mi
Wells Fargo Advisors5.0★ (1)11 mi
Wells Fargo Advisors3 mi

How we ranked West Haven investment advisors

We scored 35 West Haven 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 West Haven 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 West Haven: frequently asked questions

Which investment advisor has the highest RFA Score in West Haven?

By RFA Score, the highest-ranked investment advisor in West Haven, UT is B.O.S.S. Retirement Solutions and Advisors with an RFA Score of 64/100. It has 4.9★ from 81 Google reviews. Wells Fargo Advisors (#2) and Peterson Wealth Services Inc (#3) follow. We ranked 35 investment advisors on eight factors, last updated November 9, 2026.

How many investment advisors are there in West Haven?

RankedFinancialAdvisors ranks 35 investment advisors serving West Haven, UT. 1 of them is based in West Haven; the rest serve it from nearby towns. Another 20 within 25 mi are listed but not ranked yet. Counts are as of November 2026.

What Google rating do West Haven investment advisors have?

The median Google rating among 35 rated investment advisors in West Haven is 5.0★, with a median of 9 reviews. Froerer Real Estate and Property Management has the most, 254 reviews, and ranks #7. 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 West Haven count in this ranking?

Yes, if they are within 25 mi of the West Haven 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 West Haven 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 West Haven 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 West Haven

  1. November 2026: RFA Scores recalculated for 35 investment advisors serving West Haven.

More investment advisors and West Haven pages