Butler Tax & Accounting
“They have helped us when we lived in Utah and for the last 30 years all the way across the country in Georgia.”
Best Financial Advisors in Salt Lake City, UT
20 firms listed · all 20 in Salt Lake City · 1 open weekends · 19 rated 4.5+ · 1 shows a license
Data verified October 18, 2026
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Decker Retirement Planning
“At Decker, we have experienced total transparency as they are financial planning fiduciaries, who's purpose is putting our interests first; rather than advocating investment products loaded with fees or inappropriate for our needs.”
Wealth Factory
“The mastermind meetings are especially useful as a novice because one can learn about things that were previously off [our] radar.”
Dentist Advisors
“I feel like I have such a better handle on how the dental office is is actually doing, where we want to be and how we are going to get there.”
Smedley Financial
“Very individualized and really care about me making money.”
Truenorth Wealth - Financial Advisors
“I like that TrueNorth Wealth has such a nice, welcoming office atmosphere.”
The 20 firms listed for Salt Lake City, 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: Salt Lake City, UT
All 20 firms we list here are in Salt Lake City itself. We have 49 firms in Salt Lake City on file; this page shows the highest-rated 20. The firms on this page are rated from 4.4 to 5.0 across 504 reviews; 1 has 50 or more reviews and 19 are rated 4.5 or higher. 1 is open on Saturdays. The services the firms on this page list most often on their websites are retirement planning (3), estate planning (2), financial planning (2), insurance planning (2) and investment management (2). 1 shows a license on its website. Domain records put 16 websites of the firms on this page at ten or more years old; the oldest dates from 1997. 2 offer payment plans; 2 offer a free initial consultation and 1 lists coupons or special offers. We have a website on file for all 20 of the firms on this page; 19 publish a contact page; 13 list a public email and 4 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 Salt Lake City take financial planning bookings online?
4 of the 20 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.
Chipman Tax & Consulting
“I been using Ralph Chipman cpa for many years they are very Professional.”
Allen Financial & Allen Wealth and Asset Management
“We have found Bret Allen to be knowledgeable, helpful and above all scrupprlessly honest.”
Austin Green, CFP - Mountain America Investment Services
“Mountain America always great good customer service thanks for all you do”
Financial Insight Center
“I have worked with several of the advisors at Financial Insight Center on a variety of 401k plans and always appreciate their professionalism as well as the friendliness of the supporting staff.”
Solomon Financial Advisors
“He listens very well and will take the time to understand what your needs are for investing.”
Summit Global Investments
“Great organization with helpful, knowledge, and professional staff.”
ARC Wealth Management
“They've helped us as we've moved from salaried employees and giving us advice on planning our disbursements as well as helping us navigate and access financial groups outside their organization.”
Snowpine Wealth Strategies
“It brings me comfort to know you are watching out for me in retirement (and less stress too).”
Zions Direct
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Veritas Wealth Management
“Troy has given me complete confidence in our financial stability going into retirement.”
Refined Wealth Management
“I sleep better at night knowing that they have my back .”
Steward Financial Services
“Brandon and his team are great at investments and retirement planning.”
Crewe Advisors
“Their team is great and they are amazing to work with.”
Guardian Wealth Management
“Relationship oriented and take care of their clients.”
Why these companies made our list
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