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Wealth Managers in Cottonwood Heights, UT: 2026 rankings

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

The short answer

  1. 1

    Highest RFA Score in Cottonwood Heights: Capital Wealth, RFA Score 72/100; 5.0★ from 252 Google reviews.

  2. 6

    Most-reviewed: Happier Wealth, 108 Google reviews at 5.0★, the most of 70 ranked after Capital Wealth; ranked #6.

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

70 Cottonwood Heights 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 70 rated firms.

Top 10 wealth managers in Cottonwood Heights 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 Cottonwood Heights at a glance
RankBusinessRFA ScoreGoogle ratingBased inNotable for
1Capital Wealth725.0★ (252)Lehi, 14 mi awayTop score
2Medicus Wealth Planning705.0★ (71)Draper, 6 mi away—
3Presidio Wealth Management705.0★ (65)Midvale, 6 mi away—
4Sapphire Wealth Management695.0★ (106)Lehi, 14 mi away—
5Stonebriar Wealth Advisors695.0★ (82)Lehi, 14 mi away—
6Happier Wealth695.0★ (108)Pleasant Grove, 19 mi awayMost reviews
7Tencap Wealth Coaching - Financial Advisor695.0★ (53)South Jordan, 8 mi away—
8Tencap Wealth Coaching - Financial Advisor685.0★ (40)Salt Lake City, 5 mi away—
9Elysium Wealth Management684.8★ (65)South Jordan, 8 mi away—
10EP Wealth Advisors685.0★ (28)Salt Lake City, 1 mi away—

All 70 wealth managers in Cottonwood Heights, 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 Cottonwood Heights

    #1 Capital Wealth

    Based in Lehi, 14 mi away

    72/100RFA Score

    Ranked #1 because of its Google rating and specialty focus: 5.0★ from 252 Google reviews, listed on Google as “Financial planner”.

    • 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 Happier Wealth

    Based in Pleasant Grove, 19 mi away

    69/100RFA Score

    Ranked #6 because of its Google rating and specialty focus: 5.0★ from 108 Google reviews, listed on Google as “Financial advisor”.

    • 5.0★ from 108 Google reviews
    Hours
    Mon–Fri 9 AM–5 PM · Sat–Sun closed
    Address
    2100 W Pleasant Grove Blvd Ste 330, Pleasant Grove, UT 84062
    View profile for Happier Wealth(801) 899-3747

  10. #10 EP Wealth Advisors

    Based in Salt Lake City, 1 mi away

    68/100RFA Score

    Ranked #10 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

  11. #11 Carson Wealth

    Based in Murray, 5 mi away

    68/100RFA Score

    Ranked #11 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

  12. #12 Trajan Wealth

    Based in Draper, 9 mi away

    67/100RFA Score

    Ranked #12 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

  15. #15 Lefavi Wealth Management

    Based in Salt Lake City, 7 mi away

    67/100RFA Score

    Ranked #15 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

  17. #17 Livet Wealth

    Based in Salt Lake City, 9 mi away

    67/100RFA Score

    Ranked #17 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

  18. #18 Wealth Strategies

    Based in Murray, 3 mi away

    67/100RFA Score

    Ranked #18 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

  20. #20 Tech Wealth, LLC

    Based in Lehi, 14 mi away

    67/100RFA Score

    Ranked #20 because of its Google rating and specialty focus: 5.0★ from 42 Google reviews, listed on Google as “Financial advisor”.

    • 5.0★ from 42 Google reviews
    Hours
    Mon–Fri 9 AM–5 PM · Sat–Sun closed
    Address
    2701 N Thanksgiving Way #100, Lehi, UT 84043
    View profile for Tech Wealth, LLC(801) 901-0663

  21. #21 Momentum Wealth

    Based in Orem, 22 mi away

    67/100RFA Score

    Ranked #21 because of its Google rating and specialty focus: 5.0★ from 63 Google reviews, listed on Google as “Financial consultant”.

    • 5.0★ from 63 Google reviews
    Hours
    Mon–Thu 9:30 AM–5 PM · Fri 9:30 AM–3 PM · Sat–Sun closed
    Address
    849 N 900 W, Orem, UT 84057
    View profile for Momentum Wealth(801) 655-4898

Wealth managers 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 70 ranked wealth managers here; the rest are on their profiles.

wealth managers in Cottonwood Heights, ranks 26 to 50
RankBusinessRFA ScoreGoogle ratingDistance
26Blue Barn Wealth665.0★ (46)23 mi
27Granite Canyon Wealth Management665.0★ (16)7 mi
28Soulence Tax and Wealth Advisors - Tax Accountant & Wealth Management Services in Pleasant Grove, UT664.6★ (65)18 mi
29ARC Wealth Management665.0★ (15)8 mi
30Heritage Wealth Management655.0★ (13)6 mi
31Managed Wealth Financial654.3★ (33)7 mi
32Stonebriar Wealth Advisors655.0★ (7)3 mi
33Hudson Oaks Wealth Management655.0★ (34)26 mi
34Allen Financial & Allen Wealth and Asset Management644.5★ (10)4 mi
35Teton Wealth Group644.9★ (7)3 mi
36Peterson Wealth Services Inc645.0★ (68)37 mi
37Carson Wealth645.0★ (9)8 mi
38Park City Wealth Advisors645.0★ (19)20 mi
39Physician Wealth Advisors644.0★ (8)3 mi
40RISE Wealth Management & Planning644.5★ (6)4 mi
41Tanara Family Offices645.0★ (10)14 mi
42Livet Wealth635.0★ (41)35 mi
43Tanara Wealth Management635.0★ (9)14 mi
445 Wealth Management634.9★ (23)27 mi
45Merrill Lynch Wealth Management633.6★ (7)3 mi
46Snowpine Wealth Strategies635.0★ (5)7 mi
47Uinta Wealth Management635.0★ (5)8 mi
48Reichert Wealth635.0★ (4)5 mi
49Andina Family Offices635.0★ (3)2 mi
50Hobble Creek Wealth635.0★ (13)22 mi

Also serving Cottonwood Heights

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 Cottonwood Heights
BusinessGoogle ratingDistance
Ascend Wealth Management of Raymond James5.0★ (1)In Cottonwood Heights
Ascend Wealth Management of Raymond JamesIn Cottonwood Heights
Bowen Pferdner Wealth Management of Raymond JamesIn Cottonwood Heights
Braydon McArthur - Mountain America Investment Services5.0★ (1)In Cottonwood Heights
Brighton Wealth Management Inc1.0★ (1)In Cottonwood Heights
Cannon Capital Management, Inc.4.6★ (10)In Cottonwood Heights
Daniel Kaschmitter - Raymond James5.0★ (1)In Cottonwood Heights
Empirical Wealth ManagementIn Cottonwood Heights
Equitable Advisors3.6★ (12)In Cottonwood Heights
Garrett R. Coates5.0★ (1)In Cottonwood Heights
GenWealth Advisory Group4.9★ (218)In Cottonwood Heights
GMB Private Wealth ManagementIn Cottonwood Heights
John Clower - Raymond JamesIn Cottonwood Heights
Madrona Financial & CPAs5.0★ (1)In Cottonwood Heights
Raymond James & Associates3.7★ (3)In Cottonwood Heights
Retirement Strategy Group4.4★ (7)In Cottonwood Heights
RFK Capital Management4.6★ (10)In Cottonwood Heights
Sequoia Financial Group5.0★ (1)In Cottonwood Heights
Stoker Ostler Wealth AdvisorsIn Cottonwood Heights
Summit Oak Advisors4.7★ (12)In Cottonwood Heights

How we ranked Cottonwood Heights wealth managers

We scored 70 Cottonwood Heights 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 Cottonwood Heights 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 Cottonwood Heights: frequently asked questions

Which wealth manager has the highest RFA Score in Cottonwood Heights?

By RFA Score, the highest-ranked wealth manager in Cottonwood Heights, UT is Capital Wealth with an RFA Score of 72/100. It has 5.0★ from 252 Google reviews. Medicus Wealth Planning (#2) and Presidio Wealth Management (#3) follow. We ranked 70 wealth managers on eight factors, last updated November 9, 2026.

How many wealth managers are there in Cottonwood Heights?

RankedFinancialAdvisors ranks 70 wealth managers serving Cottonwood Heights, UT. 1 of them is based in Cottonwood Heights; the rest serve it from nearby towns. Another 20 within 40 mi are listed but not ranked yet. Counts are as of November 2026.

Which wealth managers in Cottonwood Heights work on weekends?

1 of 70 ranked wealth managers post Saturday hours. The highest-ranked open Saturdays is Mountain Goat Wealth Management (#25). Many advisors meet by appointment, including evenings or by video, outside their posted office hours.

What Google rating do Cottonwood Heights wealth managers have?

The median Google rating among 70 rated wealth managers in Cottonwood Heights is 5.0★, with a median of 14 reviews. Capital Wealth has the most, 252 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 Cottonwood Heights count in this ranking?

Yes, if they are within 40 mi of the Cottonwood Heights 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 Cottonwood Heights 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 Cottonwood Heights 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 Cottonwood Heights

  1. November 2026: RFA Scores recalculated for 70 wealth managers serving Cottonwood Heights.

More wealth managers and Cottonwood Heights pages