South Jordan, UT

Popular Cities

South Jordan, UT
Join as a Pro

Best Financial Advisors in South Jordan, UT

20 firms listed · all 20 in South Jordan · 15 rated 4.5+ · 3 show a license

Data verified October 18, 2026

Segelke Financial Group

Segelke Financial Group

4.8 62 reviews
“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.”
Since 2019
10808 S River Front Pkwy #351
i
Tencap Wealth Coaching - Financial Advisor

Tencap Wealth Coaching - Financial Advisor

5.0 41 reviews
“He always has your best interests at heart and makes everything very easy to understand.”
15+ yearsVirtual consultations
1314 W 11400 S Suite 201
Featured

Utah is known as the “most indebted” state. Utahns grapple with an average debt burden of $79,240 per capita. Their debt-to-average salary ratio towers at 1.38, surpassing all other states. However, the Utah debt problem is not all dark clouds the further we analyze the data.

i
Integrated Financial Group

Integrated Financial Group

4.8 39 reviews
“When you are super busy and not an expert in financial services, integrated financial, and especially Casey Kotter are incredibly valuable.”
Since 2009
10610 S Jordan Gateway Suite 210
i
Atlas Investment Management & Retirement Solutions

Atlas Investment Management & Retirement Solutions

5.0 44 reviews
“Dave, Jackson, Chase, and the entire Atlas team have helped me and my family for years.”
Free consultationSince 2022
10757 S River Front Pkwy Suite 125
i
Larson & Company, Certified Public Accountants

Larson & Company, Certified Public Accountants

4.1 20 reviews
“Gordon and team are patient and skilled and we would use them again!”
Since 1975BBB A+
11240 South S River Heights Dr
i
Partner Alliance Advisors

Partner Alliance Advisors

5.0 22 reviews
“Later he followed up and made sure we were happy and everything was going as expected”
Since 2019
10808 S River Front Pkwy #3044
i

The 20 firms listed for South Jordan, 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: South Jordan, UT

All 20 firms we list here are in South Jordan itself. We have 23 firms in South Jordan on file; this page shows the highest-rated 20. 19 of the firms on this page have a rating, from 4.1 to 5.0 across 392 reviews; 3 have 50 or more reviews and 15 are rated 4.5 or higher. The topics that come up most in reviews of the firms on this page are "knowledge" and "understanding". The services the firms on this page list most often on their websites are financial planning (2), our firm (2), our locations (2) and our qualifications (2). 3 show a license on their websites and 1 has a BBB rating of A or A+. 13 have ten or more years of experience, the longest 39 years. 2 offer a free initial consultation and 2 are family- or locally-owned. We have a website on file for all 20 of the firms on this page; 15 publish a contact page; 14 list a public email and 7 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 any financial advisers listed for South Jordan offer a free first meeting?

2 of the 20 firms on this page say the first meeting costs nothing. It is normally an introduction: what you are trying to achieve, how the firm works, and what it charges. Advice on your actual holdings starts once you have engaged them.

Managed Wealth Financial

Managed Wealth Financial

4.3 16 reviews
“They are also one of the few firms willing to work with ITIN, which is great for those hardworking immigrants who aren't getting served by the industry.”
Since 2010
10653 S River Front Pkwy #100
i
Granite Canyon Wealth Management

Granite Canyon Wealth Management

5.0 14 reviews
“Brad and Megan provide helpful insights on markets and investments as well as sound financial advice.”
CRD# 304313Family-owned
1124 South Jordan Pkwy Ste D
i
Nfp, an Aon Company

Nfp, an Aon Company

4.2 3 reviews
“I have always trusted his judgement and recommendations for our financial planning.”
Since 1995Family-ownedPrices online
489 South Jordan Pkwy Ste 310
i
Ethington Financial Group

Ethington Financial Group

5.0 15 reviews
“” They actually followed through on everything they promised, and now I finally feel like my finances and my future are in good hands.”
LicensedSince 2019
10421 S Jordan Gateway # 500
i
Cushing Financial

Cushing Financial

5.0 11 reviews
“Sitting down with Brett was very informative and gave us an idea of our current financial status vs where we want to be once we retire.”
Since 2019
10808 S River Front Pkwy #3092
i
Vitality Capital Management

Vitality Capital Management

5.0 3 reviews
“Fiduciary advisement of the highest knowledge and caliber.”
Free consultationSince 2016
10808 S River Front Pkwy
i
Stonecreek Wealth Advisors

Stonecreek Wealth Advisors

5.0 19 reviews
“He took the time to look at our current financial situation and help us move to a place that will give us financial stability for when we retire.”
Since 2006
10421 S Jordan Gateway #600
i
Casull Financial Advisory

Casull Financial Advisory

LicensedSince 1997Prices online
10421 S Jordan Gateway #600
i
Blackridge Wealth Management

Blackridge Wealth Management

5.0 1 review
“Had a great phone consultation with Darren at BlackRidge — he was easy to talk with and willing to answer questions to help me make a good call on a financial decision I've been in the midst of.”
Since 2000
1268 UT-151
i
Sandos Financial

Sandos Financial

5.0 3 reviews
“I have been working with Sandos Financial for years now and have always been very happy with their service.”
Since 2010
1374 Shelbrooke Dr
i
Progressive Planning

Progressive Planning

5.0 1 review
“Randy, the President, is great to work with, and they know what they are doing.”
Since 1987
406 S Jordan Pkwy W #200
i
LPG Capital Management

LPG Capital Management

5.0 1 review
“Child's adeptness at articulating complex financial strategies in a comprehensible manner has been particularly commendable, ensuring that even those less versed in the intricacies of the industry fully grasp the nuances of their investment decisions.”
Since 2018
406 South Jordan Pkwy
i
Dfpg Investments

Dfpg Investments

4.3 1 review
Since 2023
10876 S River Front Pkwy #600
i
Colwyn Investments

Colwyn Investments

Since 2014
10923 S Redwood Rd Suite A
i
HomeWealth Management AdvisorsUtahSouth Jordan, UT

Why these companies made our list

Is this page useful? Yes
No
Is there anything wrong with this page?

Financial Advisors near South Jordan

Popular in South Jordan

, UT
Back To Top