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Wealth Managers in Lehi, UT: 2026 rankings

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

The short answer

  1. 1

    Highest RFA Score in Lehi: Capital Wealth, RFA Score 74/100; 5.0★ from 252 Google reviews.

  2. 4

    Most-reviewed: Happier Wealth, 108 Google reviews at 5.0★, the most of 63 ranked after Capital Wealth; ranked #4.

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

63 Lehi 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 63 rated firms.

Top 10 wealth managers in Lehi 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 Lehi at a glance
RankBusinessRFA ScoreGoogle ratingBased inNotable for
1Capital Wealth745.0★ (252)LehiTop score
2Sapphire Wealth Management725.0★ (106)Lehi—
3Stonebriar Wealth Advisors715.0★ (82)Lehi—
4Happier Wealth715.0★ (108)Pleasant Grove, 5 mi awayMost reviews
5Tech Wealth, LLC695.0★ (42)Lehi—
6R.O.I. Wealth Management - Fee Only Financial Advisors695.0★ (40)Lehi—
7Medicus Wealth Planning695.0★ (71)Draper, 10 mi away—
8Momentum Wealth695.0★ (63)Orem, 9 mi away—
9Peterson Wealth Advisors695.0★ (61)Orem, 9 mi away—
10Tencap Wealth Coaching - Financial Advisor685.0★ (53)South Jordan, 11 mi away—

All 63 wealth managers in Lehi, 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 Lehi

    #1 Capital Wealth

    Based in Lehi

    74/100RFA 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

  4. #4 Happier Wealth

    Based in Pleasant Grove, 5 mi away

    71/100RFA Score

    Ranked #4 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

  5. #5 Tech Wealth, LLC

    Based in Lehi

    69/100RFA Score

    Ranked #5 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

  8. #8 Momentum Wealth

    Based in Orem, 9 mi away

    69/100RFA Score

    Ranked #8 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

  11. #11 Blue Barn Wealth

    Based in Orem, 10 mi away

    68/100RFA Score

    Ranked #11 because of its Google rating and specialty focus: 5.0★ from 46 Google reviews, listed on Google as “Financial planner”.

    • 5.0★ from 46 Google reviews
    Hours
    Mon–Fri 8:30 AM–4:30 PM · Sat–Sun closed
    Address
    370 W Center St, Orem, UT 84057
    View profile for Blue Barn Wealth(801) 466-4101

  12. #12 Soulence Tax and Wealth Advisors - Tax Accountant & Wealth Management Services in Pleasant Grove, UT

    Based in Pleasant Grove, 5 mi away

    68/100RFA Score

    Ranked #12 because of its Google rating and specialty focus: 4.6★ from 65 Google reviews, listed on Google as “Financial planner”.

    • 4.6★ from 65 Google reviews
    Hours
    Mon–Thu 9 AM–5 PM · Fri 9 AM–3 PM · Sat–Sun closed
    Address
    220 S 2500 W, Pleasant Grove, UT 84062
    View profile for Soulence Tax and Wealth Advisors - Tax Accountant & Wealth Management Services in Pleasant Grove, UT(801) 571-9900

  14. #14 Trajan Wealth

    Based in Draper, 8 mi away

    68/100RFA Score

    Ranked #14 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 Elysium Wealth Management

    Based in South Jordan, 13 mi away

    67/100RFA Score

    Ranked #15 because of its Google rating and specialty focus: 4.8★ from 65 Google reviews, listed on Google as “Financial advisor”.

    • 4.8★ from 65 Google reviews
    Hours
    Mon–Fri 9 AM–5 PM · Sat–Sun closed
    Address
    1802 S Jordan Pkwy W Ste 130, South Jordan, UT 84095
    View profile for Elysium Wealth Management(385) 276-4716

  18. #18 Tanara Family Offices

    Based in Lehi

    66/100RFA Score

    Ranked #18 because of its Google rating and specialty focus: 5.0★ from 10 Google reviews, listed on Google as “Financial planner”.

    • 5.0★ from 10 Google reviews
    Hours
    Mon–Fri 8:30 AM–5 PM · Sat–Sun closed
    Address
    3301 N Thanksgiving Way #430, Lehi, UT 84043
    View profile for Tanara Family Offices(385) 746-8388

  19. #19 Livet Wealth

    Based in Spanish Fork, 22 mi away

    65/100RFA Score

    Ranked #19 because of its Google rating and specialty focus: 5.0★ from 41 Google reviews, listed on Google as “Financial planner”.

    • 5.0★ from 41 Google reviews
    Hours
    Mon–Fri 8 AM–5 PM · Sat–Sun closed
    Address
    1642 Spanish Fork Pkwy Ste 201, Spanish Fork, UT 84660
    View profile for Livet Wealth(801) 893-8320

  21. #21 EP Wealth Advisors

    Based in Salt Lake City, 17 mi away

    65/100RFA Score

    Ranked #21 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

  23. #23 Carson Wealth

    Based in Murray, 18 mi away

    65/100RFA Score

    Ranked #23 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

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

wealth managers in Lehi, ranks 26 to 50
RankBusinessRFA ScoreGoogle ratingDistance
26Hobble Creek Wealth655.0★ (13)9 mi
27Green Street Wealth Advisors655.0★ (24)19 mi
28Wealth Strategies654.8★ (25)17 mi
29Granite Canyon Wealth Management655.0★ (16)12 mi
30Lefavi Wealth Management644.8★ (39)23 mi
31Managed Wealth Financial644.3★ (33)12 mi
32Heritage Wealth Management645.0★ (13)11 mi
33Livet Wealth645.0★ (30)24 mi
34Tencap Wealth Coaching - Financial Advisor645.0★ (17)16 mi
35White Cap Wealth Management645.0★ (6)3 mi
36Drive Wealth Advisers645.0★ (4)In Lehi
37Mountain Goat Wealth Management635.0★ (13)18 mi
38Caliber Wealth Management634.7★ (9)11 mi
39Oxford Wealth Management635.0★ (6)8 mi
40ARC Wealth Management635.0★ (15)23 mi
41Portside Wealth Group625.0★ (6)13 mi
42Park City Wealth Advisors625.0★ (19)30 mi
43Stonebriar Wealth Advisors625.0★ (7)16 mi
44Allen Financial & Allen Wealth and Asset Management624.5★ (10)17 mi
45Teton Wealth Group624.9★ (7)17 mi
46Lawrence Wealth Management625.0★ (4)12 mi
47Squire Wealth Advisors615.0★ (4)12 mi
48Paragon Wealth Management614.4★ (5)13 mi
49Carson Wealth615.0★ (9)23 mi
50Navigate Private Wealth614.0★ (4)10 mi

Also serving Lehi

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 Lehi
BusinessGoogle ratingDistance
Amicus Retirement Planners5.0★ (11)In Lehi
Amicus Settlement Planners5.0★ (41)In Lehi
B.O.S.S. Retirement Solutions and Advisors4.8★ (296)In Lehi
Brighter Retirement Advisors5.0★ (105)In Lehi
D&G Consultants LLC4.9★ (17)In Lehi
Decker Retirement Planning, Inc.5.0★ (14)In Lehi
Future Focus Financial4.8★ (24)In Lehi
Gateway Financial Planning4.4★ (7)In Lehi
Kirkwood Financial Group5.0★ (14)In Lehi
Larry Cox & Associates4.4★ (21)In Lehi
LendingClub2.1★ (11)In Lehi
Lighthouse Financial4.9★ (217)In Lehi
My Prosper Team5.0★ (9)In Lehi
Paramount Tax & Accounting CPAs of Lehi4.9★ (506)In Lehi
Pillar Capital5.0★ (14)In Lehi
Rovin Capital5.0★ (20)In Lehi
Savology5.0★ (81)In Lehi
Switchpoint Financial Planning LLC5.0★ (8)In Lehi
Zions Bank3.5★ (58)In Lehi
Zions Bank Timpanogos Highway3.7★ (33)In Lehi

How we ranked Lehi wealth managers

We scored 63 Lehi 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 Lehi 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 Lehi: frequently asked questions

Which wealth manager has the highest RFA Score in Lehi?

By RFA Score, the highest-ranked wealth manager in Lehi, UT is Capital Wealth with an RFA Score of 74/100. It has 5.0★ from 252 Google reviews. Sapphire Wealth Management (#2) and Stonebriar Wealth Advisors (#3) follow. We ranked 63 wealth managers on eight factors, last updated November 9, 2026.

How many wealth managers are there in Lehi?

RankedFinancialAdvisors ranks 63 wealth managers serving Lehi, UT. 8 of them are based in Lehi; 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 Lehi work on weekends?

1 of 63 ranked wealth managers post Saturday hours. Many advisors meet by appointment, including evenings or by video, outside their posted office hours.

What Google rating do Lehi wealth managers have?

The median Google rating among 63 rated wealth managers in Lehi is 5.0★, with a median of 15 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 Lehi count in this ranking?

Yes, if they are within 40 mi of the Lehi 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 Lehi 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 Lehi 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 Lehi

  1. November 2026: RFA Scores recalculated for 63 wealth managers serving Lehi.

More wealth managers and Lehi pages