Priority Wealth Partners
“One of the best aspects of having them as my personal advisors is that it's easy to get expert advice when I need it.”
Best Financial Advisors in Layton, UT
15 firms listed · 5 in Layton · 2 open weekends · 12 rated 4.5+ · 1 shows a license
Data verified October 18, 2026
Transamerica Financial Advisors, Jeffrey Bunderson
“He is truly an expert in his field and gives you the tools necessary to accomplish your financial goals.”
Allegis Financial Partners
“I'm so glad I've been able to get my finances lined out and I don't have to stress about achieving my financial goals.”
Navigate Private Wealth
Transamerica Financial Advisors, Kris Stevenson
Utah Senior Planning
“I would recommend them to anyone looking to help a loved one as they age and want to keep their home and assets in place and be as comfortable and safe as possible during rehab, assisted living, or home care.”
The 15 firms listed for Layton, 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: Layton, UT
Of the 15 firms we list here, 5 are in Layton itself and 10 come from towns including Ogden (4, 10 mi), South Ogden (2, 5 mi) and Farmington (2, 7 mi). 12 of the firms on this page have a rating, from 4.5 to 5.0 across 360 reviews; 3 have 50 or more reviews. 2 are open on Saturdays. 1 shows a license on its website and 1 has a BBB rating of A or A+. 10 have ten or more years of experience, the longest 17 years. 2 offer a free initial consultation. 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 2 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.
Do firms listed for Layton take financial planning bookings online?
2 of the 15 firms take appointment requests through their websites. Some use a calendar that shows open slots directly, and a firm without online booking prefers a call first. Either way, say roughly what you are dealing with so the meeting goes to the right person.
Peterson Wealth Services
“Their knowledge and experience, and taking the time to understand our needs, was what we needed to help us with our next phase.”
Jon Gates, Cfp, Crpc, Intermountain Financial Partners
“We are new to having a financial advisor and found the Jonathan is competent, knowledgeable, courteous and patient.”
5 Wealth Management
“We've been with Ed and Mark for ten years.”
Taggart Investments
“He helps you understand whatever you need and is great at learning about you, your situation and your goals.”
KAC Financial Services
Cornerstone Financial and Associates
“Sarah and Chris will take great care of your financial needs.”
Social Construct Inc
Stratos Wealth Partners
“She knows her stuff, and will give you great guidance with your finances.”
Landmark Wealth Advisors
“Would recommend to anyone who need financial help.”
Why these companies made our list
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