Utah · 37 advisers
Financial Advisors in Lehi, Utah
Looking for a financial advisor in Lehi, Utah? Falists indexes 37 SEC-registered and state-registered investment advisers in Lehi — with names, websites, team size, fee types, and assets under management pulled from public Form ADV filings. 32 firms list a website you can visit directly. Firms in this directory manage up to $18.07B in reported assets. Compare advisers below and visit firm websites to learn more about their services.
Advisers
37
With website
32
Largest AUM
$18.07B
Financial planning
16
Filter by specialty
Wealth managers · Trusts & estates · Retirement · Institutional · Planning
Top advisors in Lehi
Ranked by AUM · Fees, team & specialties at a glance
TOWNSQUARE CAPITAL, LLC
Lehi, UT
AUM
$18.07B
Team
17 advisors
Clients
—
Fees
Percentage of AUM; Fixed fees
385-375-8650
AUM
$1.66B
Team
20 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
801-407-8400
DRIVE WEALTH ADVISERS
Lehi, UT
AUM
$1.50B
Team
15 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +2 more
801-901-6150
AUM
$1.38B
Team
49 advisors
Clients
More than 500
Fees
Fixed fees; REFERRAL FEES
801-990-5055
SOLIDARITY WEALTH, LLC
Lehi, UT
AUM
$704.2M
Team
8 advisors
Clients
0
Fees
Percentage of AUM · Subscription fees +1 more
385-374-1665
BANNER CAPITAL MANAGEMENT, LLC
Lehi, UT
AUM
$619.2M
Team
5 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
801-290-3333
AUM
$367.1M
Team
3 advisors
Clients
51-100
Fees
Percentage of AUM · Hourly charges +1 more
801.753.8538
DECKER RETIREMENT PLANNING INC.
Lehi, UT
AUM
$359.9M
Team
7 advisors
Clients
More than 500
Fees
Percentage of AUM; Hourly charges
855-425-4566
REEF INVESTMENT MANAGEMENT LLC
Lehi, UT
AUM
$234.3M
Team
1 advisors
Clients
—
Fees
Percentage of AUM; Fixed fees
801-216-8850
PRESTIGE WEALTHWIDE, LLC
Lehi, UT
AUM
$198.5M
Team
3 advisors
Clients
—
Fees
Percentage of AUM
720-449-3656
THISTLE CREEK CAPITAL, LLC
Lehi, UT
AUM
$161.0M
Team
6 advisors
Clients
—
Fees
Performance-based fees; MANAGEMENT FEE (PASSED THROUGH MANAGEMENT OPERATING EXPENSES)
801-608-2856
AUM
$158.1M
Team
3 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
801-753-5639
STONEBRIAR WEALTH, LLC
Lehi, UT
AUM
$139.0M
Team
3 advisors
Clients
251-500
Fees
Percentage of AUM; Fixed fees
385-314-3300
AUM
$127.6M
Team
3 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
385-374-1665
R.O.I.
Lehi, UT
AUM
$97.0M
Team
2 advisors
Clients
101-250
Fees
Percentage of AUM
801-785-3254
CAPITAL WEALTH, LLC
Lehi, UT
AUM
$94.9M
Team
3 advisors
Clients
251-500
Fees
Percentage of AUM · Fixed fees +1 more
8012102800
BRIGHTER RETIREMENT ADVISORS LLC
Lehi, UT
AUM
$58.4M
Team
2 advisors
Clients
101-250
Fees
Percentage of AUM; Fixed fees
801-901-0987
MY PROSPER TEAM
Lehi, UT
AUM
$58.2M
Team
2 advisors
Clients
51-100
Fees
Percentage of AUM · Hourly charges +1 more
801-889-1341
TECH WEALTH, LLC
Lehi, UT
AUM
$11.2M
Team
1 advisors
Clients
11-25
Fees
Percentage of AUM · Hourly charges +1 more
801-901-0663
AUM
$10.4M
Team
1 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
801-834-0031
GAJARDO WEALTH MANAGEMENT LLC
Lehi, UT
AUM
$7.2M
Team
1 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
801-391-5176
More cities in Utah
Common questions
- How many financial advisors are in Lehi, Utah?
- 37 registered investment advisers are listed in our Lehi directory, sourced from public SEC filings.
- What types of advisors are in Lehi?
- Browse wealth managers, financial planners, trust & estate advisors, retirement specialists, and institutional managers using the specialty filters above.
- How do I choose a financial advisor in Lehi?
- Compare team size, services, fee types, and AUM. Visit firm websites, verify registration on SEC IAPD, and interview advisers before hiring.
- Is this data official?
- Yes. All records come from the SEC Investment Adviser Public Disclosure (IAPD) database.