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Haynie & Company
- Communication
- Integrity
- Quickbooks
“Not only are they extremely responsive, professional, and knowledgeable, but they offer suggestions and provide information in a helpful way for your own specific business.”
Best Financial Advisors in Salt Lake City, UT
24 firms listed · 20 in Salt Lake City · 2 open weekends · 22 rated 4.5+ · 1 shows a license
Data verified October 18, 2026
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Butler Tax & Accounting
“If you want to feel like you matter as a client and are looking for exemplary customer service, I STRONGLY recommend Butler Tax & Accounting for all your needs.”
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Balanced Capital
- Ira
- Future
- Taxes
“He was able to help us make much better decisions for some retirement accounts and stocks and help us figure out how to pay for expensive home repairs.”
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American Funds & Trusts
“The Taggart family has been helping our family with investing for decades.”
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Decker Retirement Planning
- Confidence
- Questions
- Pension Fund
“After handling our own investments for decades, it's nice to hand off our retirement funds to a company that insures our financial security throughout retirement.”
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Park City Wealth Advisors
- Attention
- Tax
- Industry
“From Investment Strategy and Management, to tax & estate Planning, even private real estate investment opportunities, they've made a measurable impact in our families long-term outlook and financial longevity.”
The 24 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
Of the 24 firms we list here, 20 are in Salt Lake City itself and 4 come from Park City (2, 24 mi), South Salt Lake (1, 5 mi) and Heber City (1, 34 mi). 23 of the firms on this page have a rating, from 4.4 to 5.0 across 469 reviews; 2 have 50 or more reviews and 22 are rated 4.5 or higher. When clients rate these firms on specific qualities, they most often praise professionalism (96%), responsiveness (82%) and quality (79%). 2 are open on Saturdays. The services the firms on this page list most often on their websites are retirement planning (5), financial planning (4), estate planning (3), investment management (3) and insurance planning (2). 1 shows a license on its website and 3 have a BBB rating of A or A+. Domain records put 18 websites of the firms on this page at ten or more years old; the oldest dates from 1997. 1 offers payment plans; 1 offers a free initial consultation; 2 are family- or locally-owned and 1 lists coupons or special offers. 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 Salt Lake City 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.
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Sterling Financial Group
“I've been working with this team for 3 years and I couldn't be happier.”
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Truenorth Wealth - Financial Advisors
- Questions
- Team
- Information
“As an accountant and tax preparer it is refreshing to work with advisors so knowledgable about taxes and tax returns in addition to finance and investing.”
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Chipman Tax & Consulting
- Small Business
- Saving
- Questions
“Or the IRS, and put the blinders on in a last ditch effort to avoid the unavoidable, I relented and put out some feelers for a seasoned, well-qualified CPA.”
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Wealth Factory
- Coaches
- Information
- Knowledge
“Well it took us time to get moving and using the whole team but we just had our taxes reviewed by Wealth Factory preferred partner as part of working with WF and my wife are so grateful.”
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Blue Barn Wealth
“I feel very comfortable having them help me.”
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Smedley Financial
“Very individualized and really care about me making money.”
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Austin Green, CFP - Mountain America Investment Services
“Mountain America always great good customer service thanks for all you do”
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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.”
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Allen Financial
“Bret is so helpful and willing to help even if he is already very busy.”
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Zions Direct
“Of the collection they are looking for they give her?”
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ARC Wealth Management
- Respectful
- Responsive
“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.”
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Veritas Wealth Management
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Snowpine Wealth Strategies
- Fear
- Meeting
- Retirement
“When things were up I was feeling great but when things were down, my life became full of anxiety, worrying that I'd run out of money and that my wife and I would be on the streets”
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Digital Financial Group
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Jeff Solomon - Raymond James
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Alpha Wealth Funds
- Money
“I've been with the Insiders Fund for years, my trust and faith with Alpha Wealth is absolute; great organization to place your money and relax, enjoying above market returns.”
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Crewe Advisors
“Their team is great and they are amazing to work with.”
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Steward Financial Services
“Brandon and his team are great at investments and retirement planning.”
Retirement Planning and Investment Management Services in Salt Lake City, UT Cost Estimates
Minimum cost
$1218
Maximum cost
$10349
National Average
$3653
Avg Per Hour Rates
$366
$2435
$6697
Average price range is based on 547 cost profiles
Why these companies made our list
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