Falists

Utah · 15 advisers

Financial Advisors in Sandy, Utah

Looking for a financial advisor in Sandy, Utah? Falists indexes 15 SEC-registered and state-registered investment advisers in Sandy — with names, websites, team size, fee types, and assets under management pulled from public Form ADV filings. 12 firms list a website you can visit directly. Firms in this directory manage up to $49.30B in reported assets. Compare advisers below and visit firm websites to learn more about their services.

Advisers

15

With website

12

Largest AUM

$49.30B

Financial planning

8

Filter by specialty

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

AllWealth11Planning8Trusts8Retirement5Institutional3

Top advisors in Sandy

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

View all 15 →

TERRION ADVISORS, INC.

Sandy, UT

AUM

$32.0M

Financial PlanningWealth MgmtTrusts & EstatesRetirement

Team

1 advisors

Clients

51-100

Fees

Percentage of AUM · Hourly charges +2 more

(801) 562-8844

Full profileNo website

More cities in Utah

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

Common questions

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