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Wealth Managers in Clinton, UT: 2026 rankings

38 wealth managers ranked by RFA ScoreUpdated 0 paid placements in this rankingHow we rank →

The short answer

  1. 1

    Highest RFA Score in Clinton: Peterson Wealth Services Inc, RFA Score 73/100; 5.0★ from 68 Google reviews.

  2. 3

    Most-reviewed: Presidio Wealth Management, 65 Google reviews at 5.0★, the most of 38 ranked after Peterson Wealth Services Inc; ranked #3.

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

38 Clinton wealth managers 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 38 rated firms.

Top 10 wealth managers in Clinton 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 wealth managers in Clinton at a glance
RankBusinessRFA ScoreGoogle ratingBased inNotable for
1Peterson Wealth Services Inc735.0★ (68)South Ogden, 6 mi awayTop score
25 Wealth Management684.9★ (23)Farmington, 12 mi away—
3Presidio Wealth Management675.0★ (65)Midvale, 36 mi awayMost reviews
4Tencap Wealth Coaching - Financial Advisor665.0★ (40)Salt Lake City, 33 mi away—
5Priority Wealth Partners665.0★ (9)Layton, 5 mi away—
6Trajan Wealth664.6★ (16)Farmington, 12 mi away—
7Livet Wealth665.0★ (30)Salt Lake City, 30 mi away—
8Lefavi Wealth Management664.8★ (39)Salt Lake City, 32 mi away—
9Bybee Wealth Management664.9★ (8)West Haven, 7 mi away—
10Carson Wealth655.0★ (31)Murray, 34 mi away—

All 38 wealth managers in Clinton, 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 Clinton

    #1 Peterson Wealth Services Inc

    Based in South Ogden, 6 mi away

    73/100RFA Score

    Ranked #1 because of its Google rating and specialty focus: 5.0★ from 68 Google reviews, listed on Google as “Financial advisor”.

    • 5.0★ from 68 Google reviews
    Hours
    Mon–Thu 8 AM–4 PM · Fri 8 AM–2:30 PM · Sat–Sun closed
    Address
    1523 Skyline Dr Ste C, South Ogden, UT 84405
    View profile for Peterson Wealth Services Inc(801) 475-4002

  2. #2 5 Wealth Management

    Based in Farmington, 12 mi away

    68/100RFA Score

    Ranked #2 because of its Google rating and specialty focus: 4.9★ from 23 Google reviews, listed on Google as “Financial planner”.

    • 4.9★ from 23 Google reviews
    Hours
    Mon–Thu 9 AM–5 PM · Fri 10 AM–3 PM · Sat–Sun closed
    Address
    991 Shepard Ln Ste 110, Farmington, UT 84025
    View profile for 5 Wealth Management(801) 558-1358

  5. #5 Priority Wealth Partners

    Based in Layton, 5 mi away

    66/100RFA Score

    Ranked #5 because of its Google rating and specialty focus: 5.0★ from 9 Google reviews, listed on Google as “Financial planner”.

    • 5.0★ from 9 Google reviews
    Hours
    Mon–Thu 9 AM–5 PM · Fri 1 PM–5 PM · Sat–Sun closed
    Address
    2363 N Hill Field Rd #116, Layton, UT 84041
    View profile for Priority Wealth Partners(801) 390-6504

  6. #6 Trajan Wealth

    Based in Farmington, 12 mi away

    66/100RFA Score

    Ranked #6 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

  7. #7 Livet Wealth

    Based in Salt Lake City, 30 mi away

    66/100RFA Score

    Ranked #7 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

  8. #8 Lefavi Wealth Management

    Based in Salt Lake City, 32 mi away

    66/100RFA Score

    Ranked #8 because of its Google rating and specialty focus: 4.8★ from 39 Google reviews, listed on Google as “Financial planner”.

    • 4.8★ from 39 Google reviews
    Hours
    Mon–Thu 8 AM–5 PM · Fri 8 AM–3 PM · Sat–Sun closed
    Address
    2323 S Foothill Dr #100, Salt Lake City, UT 84109
    View profile for Lefavi Wealth Management(801) 486-9000

  10. #10 Carson Wealth

    Based in Murray, 34 mi away

    65/100RFA Score

    Ranked #10 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

  11. #11 EP Wealth Advisors

    Based in Salt Lake City, 37 mi away

    65/100RFA Score

    Ranked #11 because of its Google rating and specialty focus: 5.0★ from 28 Google reviews, listed on Google as “Financial planner”.

    • 5.0★ from 28 Google reviews
    Hours
    Mon–Fri 8 AM–5 PM · Sat–Sun closed
    Address
    3115 Lion Ln E Ste 100, Salt Lake City, UT 84121
    View profile for EP Wealth Advisors(801) 944-7702

  13. #13 Wealth Enhancement Group

    Based in Farmington, 13 mi away

    64/100RFA Score

    Ranked #13 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

  14. #14 Stacey Fredrickson - Private Wealth Advisor, Ameriprise Financial Services, LLC

    Based in Clearfield, 4 mi away

    64/100RFA Score

    Ranked #14 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

  16. #16 Everlast Wealth

    Based in Ogden, 7 mi away

    64/100RFA Score

    Ranked #16 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
    1140 36th St #290, Ogden, UT 84403
    View profile for Everlast Wealth(801) 332-9670

  17. #17 Wealth Strategies

    Based in Murray, 36 mi away

    64/100RFA Score

    Ranked #17 because of its Google rating and specialty focus: 4.8★ from 25 Google reviews, listed on Google as “Financial advisor”.

    • 4.8★ from 25 Google reviews
    Hours
    Mon–Fri 8 AM–4:30 PM · Sat–Sun closed
    Address
    756 E Winchester St, Murray, UT 84107
    View profile for Wealth Strategies(801) 365-0480

  18. #18 ARC Wealth Management

    Based in Salt Lake City, 30 mi away

    64/100RFA Score

    Ranked #18 because of its Google rating and specialty focus: 5.0★ from 15 Google reviews, listed on Google as “Financial planner”.

    • 5.0★ from 15 Google reviews
    Hours
    Mon–Fri 7:30 AM–4 PM · Sat–Sun closed
    Address
    1240 E 2100 S Ste 400, Salt Lake City, UT 84106
    View profile for ARC Wealth Management(801) 639-0400

  22. #22 Carson Wealth

    Based in Salt Lake City, 31 mi away

    62/100RFA Score

    Ranked #22 because of its Google rating and specialty focus: 5.0★ from 9 Google reviews, listed on Google as “Financial planner”.

    • 5.0★ from 9 Google reviews
    Hours
    Mon–Thu 9 AM–5 PM · Fri–Sun closed
    Address
    2150 S 1300 E #500, Salt Lake City, UT 84106
    View profile for Carson Wealth(801) 683-1000

All 38 wealth managers

#1 to #25 are shown in full above. Here are #26 to #38, in RFA Score order; each links to its profile.

wealth managers in Clinton, ranks 26 to 38
RankBusinessRFA ScoreGoogle ratingDistance
26Snowpine Wealth Strategies605.0★ (5)31 mi
27Stonebriar Wealth Advisors605.0★ (7)37 mi
28Teton Wealth Group604.9★ (7)36 mi
29Three Seasons Wealth605.0★ (3)27 mi
30Physician Wealth Advisors604.0★ (8)37 mi
31Valued Wealth Advisors604.2★ (5)32 mi
32RISE Wealth Management & Planning604.5★ (6)36 mi
33Reichert Wealth595.0★ (4)33 mi
34ApexFlow Wealth Management595.0★ (3)30 mi
35Merrill Lynch Wealth Management593.6★ (7)37 mi
36Vawdrey Wealth Management Group585.0★ (3)39 mi
37Legacy Private Wealth Advisors - Ameriprise Financial Services, LLC585.0★ (3)39 mi
38Andina Family Offices585.0★ (3)40 mi

Also serving Clinton

20 more wealth managers within 40 mi that we can't rank yet: too few reviews, or a specialty we couldn't confirm. Listed A to Z.

Unranked wealth managers serving Clinton
BusinessGoogle ratingDistance
Allen Financial & Allen Wealth and Asset Management5.0★ (1)4 mi
Ascend Investment ManagementIn Clinton
Bull River Wealth Management - Ameriprise Financial Services, LLC5.0★ (2)38 mi
Edward Jones - Financial Advisor: Dan Johnston5.0★ (9)In Clinton
Edward Jones - Financial Advisor: Stuart Malan5.0★ (3)In Clinton
Global Private Equity Group, LLC.5.0★ (1)In Clinton
Gravitate Wealth5.0★ (1)4 mi
Highcountry Wealth Management | Northwestern Mutual5.0★ (2)6 mi
Jeff Ostler Wealth Management3.0★ (2)6 mi
Jim Barlow Advisors (Aka: Plan 4 Wealth - Layton)5.0★ (1)5 mi
Katella Wealth Management5.0★ (2)38 mi
Landmark Wealth Advisors, LLC5.0★ (2)14 mi
Lumina Wealth Advisors5.0★ (2)39 mi
Pinnacle Wealth Strategies5.0★ (2)40 mi
Quinn Jensen - RBC Wealth Management Financial Advisor5.0★ (2)31 mi
RBC Wealth Management Branch - Salt Lake City5.0★ (2)31 mi
Refined Wealth Management5.0★ (2)28 mi
Salt Lake City, UT Private Wealth Management - UBS Financial Services Inc.4.5★ (2)27 mi
Stratos Wealth Partners5.0★ (2)6 mi
Utah Revenue Radar5.0★ (2)In Clinton

How we ranked Clinton wealth managers

We scored 38 Clinton wealth managers 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 Clinton 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 a wealth manager

  1. Confirm the wealth manager 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 a wealth manager

  • 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 wealth manager?
  • 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.

Wealth managers in Clinton: frequently asked questions

Which wealth manager has the highest RFA Score in Clinton?

By RFA Score, the highest-ranked wealth manager in Clinton, UT is Peterson Wealth Services Inc with an RFA Score of 73/100. It has 5.0★ from 68 Google reviews. 5 Wealth Management (#2) and Presidio Wealth Management (#3) follow. We ranked 38 wealth managers on eight factors, last updated November 9, 2026.

How many wealth managers are there in Clinton?

RankedFinancialAdvisors ranks 38 wealth managers serving Clinton, UT. Another 20 within 40 mi are listed but not ranked yet. Counts are as of November 2026.

Which wealth managers in Clinton work on weekends?

1 of 38 ranked wealth managers post Saturday hours. The highest-ranked open Saturdays is Mountain Goat Wealth Management (#21). Many advisors meet by appointment, including evenings or by video, outside their posted office hours.

What Google rating do Clinton wealth managers have?

The median Google rating among 38 rated wealth managers in Clinton is 5.0★, with a median of 8 reviews. Peterson Wealth Services Inc has the most, 68 reviews, and ranks #1. We adjust ratings for review count, so a few five-star reviews cannot top the list.

How does RankedFinancialAdvisors rank wealth managers?

Each wealth manager 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 wealth managers outside Clinton count in this ranking?

Yes, if they are within 40 mi of the Clinton city center, our service radius for wealth managers. 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 wealth managers 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 a wealth manager do?

Wealth managers combine investment management with planning, tax and estate coordination, usually for households with larger portfolios. Most charge a yearly percentage of the assets they manage and many set an account minimum.

How are wealth managers in Clinton ranked?

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

How do I check a wealth manager’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 wealth manager in Clinton 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 wealth managers 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 Clinton

  1. November 2026: RFA Scores recalculated for 38 wealth managers serving Clinton.

More wealth managers and Clinton pages