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Taylor Proactive Team
“When we bought a house in the middle of our taxes being prepared he worked with our mortgage officer to make sure everything they needed was available to get the mortgage approved.”
Best Financial Advisors in Sandy, UT
15 firms listed · 11 in Sandy · 10 rated 4.5+
Data verified October 15, 2026
Net Worth Advisory Group
“I have total confidence in my future every time the market goes crazy because I can calmly look at my plan and know that I anticipated the volatility.”
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New Millennium Group - Financial Advisors
“They have provided helpful recommendations involving insurance and investments in the market.”
Prince Hansen Group
“Doug Hansen has incredible patience waiting for me to get all my tax documents to him.”
Heritage Wealth Management
“Todd and Dallin are amazing people who really care about you and make sure you're taken care of.”
401GO
“Staff is very professional and responsive to all my questions and concerns that I had”
The 15 firms listed for Sandy, 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: Sandy, UT
Of the 15 firms we list here, 11 are in Sandy itself and 4 come from South Jordan (2, 7 mi), Cottonwood Heights (1, 3 mi) and Draper (1, 5 mi). 12 of the firms on this page have a rating, from 3.0 to 5.0 across 839 reviews; 7 have 50 or more reviews and 10 are rated 4.5 or higher. 1 has a BBB rating of A or A+. Domain records put 9 websites of the firms on this page at ten or more years old; the oldest dates from 1995. 2 offer a free initial consultation and 1 is family- or locally-owned. We have a website on file for all 15 of the firms on this page; 13 publish a contact page; 10 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.
Why are financial advisers outside Sandy listed here?
11 of the 15 firms are located in Sandy. The others come from other towns within 10 mi. Advice is frequently given remotely now, so registration and services matter more than the drive. Distances are straight-line.
Vawdrey Wealth Management Group
“She listens and has helped us protect our family and plan for the future!!”
LPL Financial
Olympus Peaks Financial
Harrington Wealth Services
Harris Financial
Segelke Financial Group
“Jeff was watching the markets very closely during the lead-up to this recent crash and did indeed save us from the current major downturn, and is watching them closely for the time to get back into the market to continue to grow our money.”
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Medicus Wealth Planning
“He went above and beyond by graciously assisting me implement some of his recommendations when I was struggling with Fidelity's website.”
Genwealth Advisory Group
“We moved our assets to Gen Wealth and, after 10 years and two previous financial advisers, we finally saw a constant increase in our combined holdings, which was not the case previously.”
Tencap Wealth Coaching - Financial Advisor
“They are very knowledgeable in investing and take the time to explain their approach and process.”
Why these companies made our list
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