Best Financial Advisors in Layton, UT

24 firms listed · 4 in Layton · 2 open weekends · 19 rated 4.5+

Data verified October 18, 2026

Transamerica Financial Advisors, Jeffrey Bunderson

Transamerica Financial Advisors, Jeffrey Bunderson

(3)
  • Products
  • Financial Planning
“Other ways to describe him include: knows his information; reviews new products that come on the market and informs me of ones I might be interested in; explains products well; brings new ideas as times change; answers any questions I have; accommod...”
In Business Since 2013
1133 N Main St Ste 229, Layton, UT
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Priority Wealth Partners

Priority Wealth Partners

In Business Since 2023
2363 N Hill Field Rd #116, Layton, UT
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Navigate Private Wealth

Navigate Private Wealth

In Business Since 2014
Free Initial Consultation
1830 E 3100 N, Layton, UT
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Transamerica Financial Advisors, Kris Stevenson

Transamerica Financial Advisors, Kris Stevenson

In Business Since 2013
1133 N Main St Ste 229, Layton, UT
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Utah Senior Planning

Utah Senior Planning

(49)
  • Medicaid
  • Assets
  • Educated
“Kendall with Utah Senior Planning was an absolute life saver for us as my brothers and I were trying to navigate and learn about the process of transitioning our mom from a skilled nursing facility to assisted living and learning about our options wi...”
In Business Since 2009
Free Initial Consultation
Kaysville, UT · 6 mi from Layton
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Strategic Planning Group

Strategic Planning Group

(50)
  • Retirement
  • Success
  • Returns
“— Ryan personally assisted my mother getting out of a disastrous situation from another investment firm I am truly grateful for what he and all those at Strategically Planning have done for our Family 🙏💜”
In Business Since 2006
Transparent Fees & Pricing
Bountiful, UT · 14 mi from Layton
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The 24 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 24 firms we list here, 4 are in Layton itself and 20 come from towns including Ogden (6, 10 mi), Bountiful (5, 14 mi) and Kaysville (3, 6 mi). 20 of the firms on this page have a rating, from 4.0 to 5.0 across 401 reviews; 2 have 50 or more reviews and 19 are rated 4.5 or higher. When clients rate these firms on specific qualities, they most often praise professionalism (97%), responsiveness (91%) and quality (78%). 2 are open on Saturdays. The services the firms on this page list most often on their websites are tax planning (3), estate planning (2), financial planning (2) and our location (2). 4 have a BBB rating of A or A+. 15 have ten or more years of experience, the longest 143 years. 3 offer a free initial consultation. We have a website on file for all 24 of the firms on this page; 20 publish a contact page; 14 list a public email and 4 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?

4 of the 24 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.

Von Colln Financial Group

Von Colln Financial Group

(1)
“Phenomenal, the employees are super friendly and helpful.”
In Business Since 2007
BBB Rating: A+
Accepts All Major Credit Cards
Ogden, UT · 10 mi from Layton
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Peterson Wealth Services

Peterson Wealth Services

(34)
  • Knowledge
  • Manage
  • Understand
“Even when we are not sure about the world's financial situations or circumstances, we stand convinced Peterson Wealth Services is on top of our financial situations and circumstances and are squeezing every penny out of the resources available to the...”
In Business Since 2012
Accepts All Major Credit Cards
South Ogden, UT · 5 mi from Layton
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Advanced Retirement Strategies

Advanced Retirement Strategies

(6)
  • Questions
  • Tactics
  • Information
“Having learned more about their approach, I'm more likely to use them as part of my overall financial strategy and I recommend you speak with them about your situation and see how they might be able to help.”
In Business Since 2016
BBB Rating: A+
Kaysville, UT · 6 mi from Layton
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Robinson Dean S CPA

Robinson Dean S CPA

(2)
“Dean and staff are very knowledgeable and professional.”
In Business Since 2000
BBB Rating: A+
Bountiful, UT · 14 mi from Layton
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Jon Gates, Cfp, Crpc, Financial Planner

Jon Gates, Cfp, Crpc, Financial Planner

(24)
  • Future
  • Passionate
  • Tax
“After one meeting with Jon I knew he is the right person for our financial planning strategy, the knowledge, how personable and how relatable he is make the decision easy.”
In Business Since 2022
Clearfield, UT · 2 mi from Layton
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Taggart Investments

Taggart Investments

(1)
“He helps you understand whatever you need and is great at learning about you, your situation and your goals.”
In Business Since 2009
Ogden, UT · 10 mi from Layton
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KAC Financial Services

KAC Financial Services

In Business Since 2010
BBB Rating: A+
Ogden, UT · 10 mi from Layton
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Your Financial Resource

Your Financial Resource

(4)
  • Questions
“As an example, I recently had a weird issue with a 401K from a former employer and Sid stepped in to help me navigate the process to make the right decision handle it - going so far as to hop on a call with the old account to help land the solution.”
In Business Since 2011
Bountiful, UT · 14 mi from Layton
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Social Construct Inc

Social Construct Inc

(1)
“John is a genius.”
In Business Since 2018
Ogden, UT · 10 mi from Layton
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Cornerstone Financial and Associates

Cornerstone Financial and Associates

(1)
“Sarah and Chris will take great care of your financial needs.”
In Business Since 2018
Ogden, UT · 10 mi from Layton
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Herdt Brinkerhoff & HB Risk Management

Herdt Brinkerhoff & HB Risk Management

In Business Since 2017
Free Initial Consultation
Clearfield, UT · 2 mi from Layton
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Summit Global Investments

Summit Global Investments

(2)
“Great organization with helpful, knowledge, and professional staff.”
In Business Since 2017
Bountiful, UT · 14 mi from Layton
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Thrive Retirement Planning

Thrive Retirement Planning

(7)
  • Confidence
  • Questions
  • Social Security
“His interest in providing thoughtful commuinication in a clear and concise manner has lead to the development of a trusting relationship.”
In Business Since 2020
Kaysville, UT · 6 mi from Layton
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Stratos Wealth Partners

Stratos Wealth Partners

In Business Since 2012
South Ogden, UT · 5 mi from Layton
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Alliance Wealth Advisors

Alliance Wealth Advisors

(2)
“As I retired and moved on to Social Security, worried that we were retiring too early - Scott Hoxer stepped up and again, provided an online meeting with a report of our finances that took away all our fears.”
In Business Since 2018
Centerville, UT · 14 mi from Layton
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Multigen Institute - Raymond James

Multigen Institute - Raymond James

(1)
“Andrew leads this branch with integrity and truly cares about us clients.”
In Business Since 2021
Syracuse, UT · 5 mi from Layton
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Anderson, Petersen & Co.

Anderson, Petersen & Co.

(3)
“I think they are very knowledgeable, they have low key ways of making you feel like they are the guy next door willing to help you out versus a big organization making you to look like nobody.”
In Business Since 1998
Transparent Fees & Pricing
Bountiful, UT · 14 mi from Layton
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Ascend Investment Partners

Ascend Investment Partners

In Business Since 1883
Ogden, UT · 10 mi from Layton
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Retirement Planning and Investment Management Services in Layton, UT Cost Estimates

Minimum cost
$1124
Maximum cost
$9551
National Average
$3371
Avg Per Hour Rates
$338
$2248
$6180
Fair price range is based on 344 cost profiles
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Average Cost $3371
Minimum cost $1124
Maximum cost $9551
Avg Per Hour Rates $338

Fair range $2248 to $6180 is based on 344 cost profiles.

Why these companies made our list

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