Larry Cox & Associates
“We've worked with Larry Cox & Associates for many years and have always received exceptional service.”
Best Financial Advisors in Lehi, UT
19 firms listed · all 19 in Lehi · 13 rated 4.5+ · 1 shows a license
Data verified October 18, 2026
Kranenburg Accounting & Tax Service Cpas
“They have helped me establish my business and have done such a wonderful job, I never have to worry about things being done right.”
B.o.s.s. Retirement Solutions and Advisors
“Robert Brantley and Tyler Huband are knowledgeable kind and gracious in their time and experience.”
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R.o.i. Wealth Management - Fee Only Financial Advisors
“Ben and Grant always have our family in mind when making plans and have been extremely professional in communications and in our annual reviews.”
Capital Wealth
“He is very knowledgeable to answer my specific questions and provided a clear step-by-step moving forward plan.”
Pillar Capital
“Always informative, very pragmatic and germaine advice --not always what you want to hear but what you need to hear and consider.”
The 19 firms listed for Lehi, 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: Lehi, UT
All 19 firms we list here are in Lehi itself. 14 of the firms on this page have a rating, from 4.4 to 5.0 across 776 reviews; 3 have 50 or more reviews and 13 are rated 4.5 or higher. The topics that come up most in reviews of the firms on this page are "knowledge" and "trust". 1 shows a license on its website; 1 lists staff certifications (CFP) and 1 has a BBB rating of A or A+. 9 have ten or more years of experience, the longest 32 years. 1 offers payment plans; 1 offers a free initial consultation and 1 is family- or locally-owned. We have a website on file for all 19 of the firms on this page; 14 publish a contact page; 11 list a public email and 3 take bookings online. We count these figures across the firms on this page; hours and prices change, so confirm the details with the firm before you book a consultation.
Do firms listed for Lehi take financial planning bookings online?
3 of the 19 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.
Future Focus Financial
“I've experienced firsthand the attention to detail that Breck and her team show during their presentations and was impressed by the knowledge and education I received on a topic in finance that can be complex at times.”
Rovin Capital
“Really seems like a great company, at least from who I've talked to so far.”
Switchpoint Financial Planning
“I've been investing on my own for 20 years, and he found opportunities for me to optimize between my tax advantaged accounts that I'd have never known about without his help.”
Hedgehog Investments
“Founders Matt and Josh are very knowledgeable on medium size company investing and fund a great company that utilizes created methods to secure long term financing for Private.”
Drive Wealth Advisers
“I have worked with Lowell and Avereigh for several years now and they are always prompt with communication, extremely knowledgeable, and provide excellent service.”
Redstone Advisors
“They are the best investment advisors and financial planners.”
Amplēo
“We have been able to make very crucial decisions based on the data analysis of our cash flow and budgeting that only would have been possible with the help provided by Jeff.”
Townsquare Capital
Solidarity Wealth
Lone Peak Capital Management
Jordan Jones, Financial Advisor
Freedom Time Wealth
Premier Choice Wealth Advisors
Why these companies made our list
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