Falists

Utah · 14 advisers

Financial Advisors in South Jordan, Utah

Looking for a financial advisor in South Jordan, Utah? Falists indexes 14 SEC-registered and state-registered investment advisers in South Jordan — 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 $377.8M in reported assets. Compare advisers below and visit firm websites to learn more about their services.

Advisers

14

With website

13

Largest AUM

$377.8M

Financial planning

10

Filter by specialty

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

AllWealth11Planning10Trusts10Retirement9Institutional7

Top advisors in South Jordan

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

View all 14 →

More cities in Utah

Salt Lake City (86)Lehi (37)Park City (26)Sandy (15)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 South Jordan, Utah?
14 registered investment advisers are listed in our South Jordan directory, sourced from public SEC filings.
What types of advisors are in South Jordan?
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 South Jordan?
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.