Total Financial Health
“We interviewed a number of financial professionals and not only was Johnny the most knowledgeable, helpful, transparent, and responsive out of the group, he also had the best mortgage and rates with the lowest fees.”
Best Financial Advisors in American Fork, UT
15 firms listed · 6 in American Fork · 12 rated 4.5+ · 1 shows a license
Data verified October 18, 2026
Diamondback Financial Services
“His attention to details and follow through make working with him a pleasure.”
Medicaid Planning Services
“It was a really tough, frustrating journey and I would not of been able to complete all the requirements if it were not for them.”
CH Retirement
“I have worked with them for over 12 years and I know they are working for me.”
White Cap Wealth Management
“If you have a question about your finances, I recommend that you call KC for his point of view before you make any decision.”
Allred Jackson
“They listen to your needs and then get the work done in a professional manner”
The 15 firms listed for American Fork, UT provide financial planning and investment management for clients. What each says about its services and how it charges comes from its own website; ratings and quotes come from public reviews.
Area overview: American Fork, UT
Of the 15 firms we list here, 6 are in American Fork itself and 9 come from Lehi (5, 5 mi), Pleasant Grove (2, 3 mi) and Orem (2, 8 mi). The firms on this page are rated from 4.3 to 5.0 across 1,033 reviews; 7 have 50 or more reviews and 12 are rated 4.5 or higher. 1 shows a license on its website; 1 lists staff certifications (CFP) and 2 have a BBB rating of A or A+. 11 have ten or more years of experience, the longest 32 years. 1 offers payment plans; 2 offer a free initial consultation and 1 is family- or locally-owned. We have a website on file for all 15 of the firms on this page; 11 publish a contact page; 9 list a public email and 3 take bookings online. We count these figures across the firms on this page; distances are straight-line, and hours and prices change, so confirm the details with the firm before you book a consultation.
Why are financial advisers outside American Fork listed here?
6 of the 15 firms are located in American Fork. The others come from other towns within 10 mi. Advice is frequently given remotely now, so registration and services matter more than the drive. Distances are straight-line.
Peterson Wealth Advisors
“I now have the confidence in my retirement plan thanks to Carson and Peterson Wealth Advisors!”
Soulence Tax and Wealth Advisors
“Chris Anderson and his team at Soulence have managed my personal and business taxes and investments for over 15 years, providing fantastic support, education and advocacy.”
Larry Cox & Associates
“Needed a quick answer to a tax question and Jonah was able to take a few minutes to help us out.”
Momentum Wealth
“I am so glad that I am with such an amazing team of people.”
Kranenburg Accounting & Tax Service Cpas
“Peter is now my complete financial advisor and they also handle my IRA account.”
B.o.s.s. Retirement Solutions and Advisors
“We met with Dave three times getting all the information we were looking for and all of our questions answered”
Core Financial
“He makes it easy to understand and then follow through with a plan.”
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R.o.i. Wealth Management - Fee Only Financial Advisors
“The returns that they have provided have been solid - significantly better than prior portfolio managers that we have used.”
Capital Wealth
“We've trusted them with our accounts for two years now and they've done great things for us!”
Why these companies made our list
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