How many financial advisors are in Logan, Utah?

Falists lists 10 registered investment advisers with a principal office or filing address in Logan, Utah, based on public SEC IAPD data.

How do financial advisors in Logan charge fees?

Fee structures vary by firm. In Logan, many advisers charge a percentage of assets under management (AUM), while others offer hourly, fixed, or subscription-based planning fees. Compare individual firm profiles on Falists to see each adviser's disclosed fee types.

Where does Falists get advisor data for Logan?

All listings are sourced from the U.S. Securities and Exchange Commission Investment Adviser Public Disclosure (IAPD) database — the official public registry of registered investment advisers.

Utah · 10 advisers

Financial Advisors in Logan, Utah

Looking for a financial advisor in Logan, Utah? Falists indexes 10 SEC-registered and state-registered investment advisers in Logan — with names, websites, team size, fee types, and assets under management pulled from public Form ADV filings. 9 firms list a website you can visit directly. Firms in this directory manage up to $1.26B in reported assets. Compare advisers below and visit firm websites to learn more about their services.

Advisers

With website

Largest AUM

$1.26B

Financial planning

Filter by specialty

Wealth managers · Trusts & estates · Retirement · Institutional · Planning

All Wealth9 Planning6 Trusts6 Retirement5 Institutional5

Top advisors in Logan

Ranked by AUM · Fees, team & specialties at a glance

View all 10 →

ANDINA ADVISORS

Logan, UT

AUM

$1.26B

Financial PlanningWealth MgmtTrusts & EstatesRetirement

Team

13 advisors

Clients

251-500

Fees

Percentage of AUM · Hourly charges +1 more

(435) 250 3700

Full profile Visit site →

ADAMS WEALTH ADVISORS

Logan, UT

AUM

$565.8M

Financial PlanningWealth MgmtTrusts & EstatesRetirement

Team

11 advisors

Clients

251-500

Fees

Percentage of AUM · Fixed fees +2 more

(435)752-1702

Full profile Visit site →

Logan, UT

AUM

$7.3M

Team

1 advisors

Clients

—

Fees

Percentage of AUM

435-881-5019

Full profile Visit site →

PEAK INVESTMENT COACHING, LLC

Logan, UT

AUM

—

Financial PlanningWealth MgmtTrusts & Estates

Team

2 advisors

Clients

Fees

Percentage of AUM; Fixed fees

435-494-1742

Full profile Visit site →

WASATCH INVESTMENT FUND MANAGER, LLC

Logan, UT

AUM

$254.6M

Wealth Mgmt

Team

4 advisors

Clients

—

Fees

Percentage of AUM; ORIGINATION FEE

435-755-2000

Full profileNo website

More cities in Utah

Salt Lake City (86)Lehi (37)Park City (26)Sandy (15)South Jordan (14)Orem (13)Provo (13)Draper (12)Cottonwood Heights (9)St.. George (8)Holladay (6)Alpine (5)

Common questions

How many financial advisors are in Logan, Utah?: 10 registered investment advisers are listed in our Logan directory, sourced from public SEC filings.
What types of advisors are in Logan?: 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 Logan?: 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.