Utah · 5 advisers
Financial Advisors in Midvale, Utah
Looking for a financial advisor in Midvale, Utah? Falists indexes 5 SEC-registered and state-registered investment advisers in Midvale — with names, websites, team size, fee types, and assets under management pulled from public Form ADV filings. 4 firms list a website you can visit directly. Firms in this directory manage up to $247.7M in reported assets. Compare advisers below and visit firm websites to learn more about their services.
Advisers
5
With website
4
Largest AUM
$247.7M
Financial planning
1
Filter by specialty
Wealth managers · Trusts & estates · Retirement · Institutional · Planning
Top advisors in Midvale
Ranked by AUM · Fees, team & specialties at a glance
EVERSPIRE
Midvale, UT
AUM
$247.7M
Team
15 advisors
Clients
—
Fees
Percentage of AUM; WRAP FEE
801-545-8706
E6 PORTFOLIOS
Midvale, UT
AUM
$239.4M
Team
3 advisors
Clients
0
Fees
Percentage of AUM; Fixed fees
801-545-8706
PRESIDIO WEALTH MANAGEMENT
Midvale, UT
AUM
$217.5M
Team
3 advisors
Clients
11-25
Fees
Percentage of AUM; Fixed fees
801-290-3201
MHL TAMP
Midvale, UT
AUM
—
Team
2 advisors
Clients
0
Fees
Percentage of AUM; Fixed fees
801-545-8706
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Common questions
- How many financial advisors are in Midvale, Utah?
- 5 registered investment advisers are listed in our Midvale directory, sourced from public SEC filings.
- What types of advisors are in Midvale?
- 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 Midvale?
- 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.