Skip to content

Wealth Managers in Provo, 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 Provo: Capital Wealth, RFA Score 71/100; 5.0★ from 252 Google reviews.

  2. 2

    Most-reviewed: Happier Wealth, 108 Google reviews at 5.0★, the most of 63 ranked after Capital Wealth; ranked #2.

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

63 Provo 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 Provo 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 Provo at a glance
RankBusinessRFA ScoreGoogle ratingBased inNotable for
1Capital Wealth715.0★ (252)Lehi, 18 mi awayTop score
2Happier Wealth705.0★ (108)Pleasant Grove, 10 mi awayMost reviews
3Peterson Wealth Advisors695.0★ (61)Orem, 6 mi away—
4Momentum Wealth695.0★ (63)Orem, 6 mi away—
5Hudson Oaks Wealth Management695.0★ (34)Provo—
6Sapphire Wealth Management695.0★ (106)Lehi, 18 mi away—
7Blue Barn Wealth695.0★ (46)Orem, 5 mi away—
8Livet Wealth685.0★ (41)Spanish Fork, 8 mi away—
9Stonebriar Wealth Advisors685.0★ (82)Lehi, 18 mi away—
10Soulence Tax and Wealth Advisors - Tax Accountant & Wealth Management Services in Pleasant Grove, UT674.6★ (65)Pleasant Grove, 11 mi away—

All 63 wealth managers in Provo, 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 Provo

    #1 Capital Wealth

    Based in Lehi, 18 mi away

    71/100RFA 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

  2. #2 Happier Wealth

    Based in Pleasant Grove, 10 mi away

    70/100RFA Score

    Ranked #2 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

  4. #4 Momentum Wealth

    Based in Orem, 6 mi away

    69/100RFA Score

    Ranked #4 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

  7. #7 Blue Barn Wealth

    Based in Orem, 5 mi away

    69/100RFA Score

    Ranked #7 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

  8. #8 Livet Wealth

    Based in Spanish Fork, 8 mi away

    68/100RFA Score

    Ranked #8 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

  10. #10 Soulence Tax and Wealth Advisors - Tax Accountant & Wealth Management Services in Pleasant Grove, UT

    Based in Pleasant Grove, 11 mi away

    67/100RFA Score

    Ranked #10 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

  12. #12 Tech Wealth, LLC

    Based in Lehi, 18 mi away

    66/100RFA Score

    Ranked #12 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

  16. #16 Trajan Wealth

    Based in Draper, 22 mi away

    65/100RFA Score

    Ranked #16 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

  17. #17 Hobble Creek Wealth

    Based in Orem, 6 mi away

    65/100RFA Score

    Ranked #17 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
    566 W 800 N Unit 203, Orem, UT 84057
    View profile for Hobble Creek Wealth(801) 228-1375

  18. #18 Elysium Wealth Management

    Based in South Jordan, 27 mi away

    65/100RFA Score

    Ranked #18 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

  19. #19 Portside Wealth Group

    Based in Provo

    65/100RFA Score

    Ranked #19 because of its Google rating and specialty focus: 5.0★ from 6 Google reviews, listed on Google as “Financial advisor”.

    • 5.0★ from 6 Google reviews
    Hours
    Mon–Fri 9 AM–5 PM · Sat–Sun closed
    Address
    3507 N University Ave #150, Provo, UT 84604
    View profile for Portside Wealth Group(385) 412-1222

  24. #24 EP Wealth Advisors

    Based in Salt Lake City, 29 mi away

    63/100RFA Score

    Ranked #24 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

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 Provo, ranks 26 to 50
RankBusinessRFA ScoreGoogle ratingDistance
26Squire Wealth Advisors635.0★ (4)3 mi
27Oxford Wealth Management635.0★ (6)8 mi
28Carson Wealth635.0★ (31)32 mi
29Stonecreek Wealth Advisors, Inc.635.0★ (20)26 mi
30TrueNorth Wealth - Financial Advisors635.0★ (23)30 mi
31Green Street Wealth Advisors635.0★ (24)31 mi
32Lefavi Wealth Management634.8★ (39)35 mi
33Tanara Family Offices635.0★ (10)18 mi
34White Cap Wealth Management635.0★ (6)12 mi
35Tanara Wealth Management625.0★ (9)18 mi
36Wealth Strategies624.8★ (25)30 mi
37Granite Canyon Wealth Management625.0★ (16)27 mi
38Livet Wealth625.0★ (30)36 mi
39Tencap Wealth Coaching - Financial Advisor625.0★ (17)29 mi
40Heritage Wealth Management625.0★ (13)25 mi
41Managed Wealth Financial624.3★ (33)26 mi
42Park City Wealth Advisors625.0★ (19)33 mi
43Mountain Goat Wealth Management615.0★ (13)31 mi
44ARC Wealth Management615.0★ (15)36 mi
45Drive Wealth Advisers615.0★ (4)18 mi
46Stonebriar Wealth Advisors605.0★ (7)29 mi
47Teton Wealth Group604.9★ (7)30 mi
48Allen Financial & Allen Wealth and Asset Management604.5★ (10)31 mi
49Carson Wealth605.0★ (9)35 mi
50Physician Wealth Advisors594.0★ (8)29 mi

Also serving Provo

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 Provo
BusinessGoogle ratingDistance
Approach Capital Partners - Financial Advisor5.0★ (5)In Provo
B.O.S.S. Retirement Solutions and Advisors4.9★ (91)In Provo
Bank of Utah - Provo4.4★ (14)In Provo
Clarke Capital Partners4.5★ (8)In Provo
Edward Jones - Financial Advisor: Brandon M Smith, CRPC™5.0★ (3)In Provo
Edward Jones - Financial Advisor: Jeffrey S Tolley, CFP®5.0★ (2)In Provo
Edward Jones - Financial Advisor: Steven J Monson, CFP®5.0★ (2)In Provo
Elevate Finances LLC5.0★ (3)In Provo
Fourplex Investment Group3.5★ (29)In Provo
Frandsen Morrill Advisors5.0★ (3)In Provo
Harris Investment Group5.0★ (3)In Provo
Merrill Financial Associates4.5★ (26)In Provo
Merrill Lynch Wealth Management3.0★ (2)In Provo
Northwestern Mutual3.9★ (7)In Provo
Retirement Advice LLC5.0★ (20)In Provo
Smart Financial4.8★ (6)In Provo
The Armstrong and Pack Group - Morgan Stanley5.0★ (3)In Provo
The Norden Group5.0★ (11)In Provo
Tyler Romney, CFP - Mountain America Investment Services5.0★ (1)In Provo
Wells Fargo Advisors5.0★ (1)In Provo

How we ranked Provo wealth managers

We scored 63 Provo 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 Provo 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 Provo: frequently asked questions

Which wealth manager has the highest RFA Score in Provo?

By RFA Score, the highest-ranked wealth manager in Provo, UT is Capital Wealth with an RFA Score of 71/100. It has 5.0★ from 252 Google reviews. Happier Wealth (#2) and Peterson Wealth Advisors (#3) follow. We ranked 63 wealth managers on eight factors, last updated November 9, 2026.

How many wealth managers are there in Provo?

RankedFinancialAdvisors ranks 63 wealth managers serving Provo, UT. 4 of them are based in Provo; 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 Provo 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 Provo wealth managers have?

The median Google rating among 63 rated wealth managers in Provo 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 Provo count in this ranking?

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

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

More wealth managers and Provo pages