How many financial advisors are in Provo, Utah?

Falists lists 13 registered investment advisers with a principal office or filing address in Provo, Utah, based on public SEC IAPD data.

How do financial advisors in Provo charge fees?

Fee structures vary by firm. In Provo, 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 Provo?

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 · 13 advisers

Financial Advisors in Provo, Utah

Looking for a financial advisor in Provo, Utah? Falists indexes 13 SEC-registered and state-registered investment advisers in Provo — with names, websites, team size, fee types, and assets under management pulled from public Form ADV filings. 13 firms list a website you can visit directly. Firms in this directory manage up to $1.97B in reported assets. Compare advisers below and visit firm websites to learn more about their services.

Advisers

With website

Largest AUM

$1.97B

Financial planning

Filter by specialty

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

All Wealth12 Planning9 Trusts10 Retirement5 Institutional6

Top advisors in Provo

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

View all 13 →

THE NORDEN GROUP LLC

Provo, UT

AUM

$1.97B

Financial PlanningWealth MgmtTrusts & EstatesRetirement

Team

20 advisors

Clients

11-25

Fees

Percentage of AUM; Fixed fees

801-331-5511

Full profile Visit site →

PORTSIDE WEALTH GROUP, LLC

Provo, UT

AUM

$1.43B

Financial PlanningWealth MgmtTrusts & EstatesRetirement

Team

47 advisors

Clients

26-50

Fees

Percentage of AUM · Hourly charges +1 more

385-412-1222

Full profile Visit site →

ACCUVEST GLOBAL ADVISORS, INC.

Provo, UT

AUM

$630.5M

Wealth MgmtTrusts & Estates

Team

4 advisors

Clients

Fees

Percentage of AUM · Fixed fees +1 more

925-930-2882

Full profile Visit site →

BLUE DIAMOND CAPITAL INVESTMENT ADVISORS

Provo, UT

AUM

$301.4M

Financial PlanningWealth MgmtFee-Only/Hourly

Team

2 advisors

Clients

1-10

Fees

Hourly charges; Fixed fees

801-932-0311

Full profile Visit site →

PARAGON WEALTH MANAGEMENT

Provo, UT

AUM

$153.4M

Financial PlanningWealth MgmtTrusts & EstatesRetirement

Team

3 advisors

Clients

51-100

Fees

Percentage of AUM · Hourly charges +1 more

801-375-2500

Full profile Visit site →

Provo, UT

AUM

Wealth Mgmt

Team

2 advisors

Clients

—

Fees

Percentage of AUM

801-374-6393

Full profile Visit site →

HALO EXPERIENCE COMPANY

Provo, UT

AUM

—

Team

—

Clients

—

Fees

Fees not disclosed

925-353-0963

Full profile Visit site →

More cities in Utah

Salt Lake City (86)Lehi (37)Park City (26)Sandy (15)South Jordan (14)Orem (13)Draper (12)Logan (10)Cottonwood Heights (9)St.. George (8)Holladay (6)Alpine (5)

Common questions

How many financial advisors are in Provo, Utah?: 13 registered investment advisers are listed in our Provo directory, sourced from public SEC filings.
What types of advisors are in Provo?: 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 Provo?: 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.