Wealth Managers in Utah: Ranked Lists by City (2026)
63 cities with a ranked listUpdated 0 paid placements in any rankingHow we rank →
We rank wealth managers in 63 Utah cities, 3,386 city rankings in all. The largest lists are Salt Lake City (72), West Valley City (72) and Canyon Rim (71).
Wealth managers by city in Utah
Every Utah city with a ranked list of wealth managers, largest first. Each list ranks firms within 40 mi of the city.
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.
Highest RFA Scores among Utah wealth managers
Each score is computed within its own city list, so use the city pages to compare businesses. Shown for orientation, not as a state ranking.
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.
| # | Firm | RFA Score | City list | Google rating |
|---|---|---|---|---|
| 1 | Capital Wealth | 74 | #1 in Lehi | 5.0★ (252) |
| 2 | Peterson Wealth Services Inc | 74 | #1 in South Ogden | 5.0★ (68) |
| 3 | Statera Wealth Management | 73 | #1 in Saint George | 5.0★ (41) |
| 4 | Protect Wealth Academy | 73 | #1 in Eagle Mountain | 4.9★ (749) |
| 5 | Tencap Wealth Coaching - Financial Advisor | 73 | #1 in Logan | 5.0★ (30) |
| 6 | Du Charme Wealth Management | 73 | #2 in Saint George | 5.0★ (34) |
| 7 | Sapphire Wealth Management | 72 | #2 in Lehi | 5.0★ (106) |
| 8 | Happier Wealth | 72 | #2 in Pleasant Grove | 5.0★ (108) |
| 9 | Stonebriar Wealth Advisors | 71 | #3 in Lehi | 5.0★ (82) |
| 10 | Medicus Wealth Planning | 71 | #2 in Draper | 5.0★ (71) |