Best Financial Advisors near West Jordan, UT

We have 3 firms in West Jordan on file, and all of them are on this list, along with 21 from South Jordan (3 mi).

15 rated 4.5+ · 2 show a license

Data verified October 18, 2026

Integrated Financial Group

Integrated Financial Group

(38)
  • Financial Services
  • Trust
  • Questions
“He acts as a quarterback to make sure that our financial affairs are in order and our other professionals (accountant, lawyer) are working in alignment with our goals.”
In Business Since 2009
South Jordan, UT · 3 mi from West Jordan
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Tencap Wealth Coaching - Financial Advisor

Tencap Wealth Coaching - Financial Advisor

(26)
  • Learning
  • Heart
  • Felt
“If something where to happen to my husband or myself I know that we have our money with people and a company I can depend on and that is such a relief!”
Remote Consultations Available
15+ Years Experience
South Jordan, UT · 3 mi from West Jordan
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Larson & Company, Certified Public Accountants

Larson & Company, Certified Public Accountants

(19)
  • File
“Amber has been a great resource, helping us clean up our books, providing excellent tax code advice, and helping us plan for year end tax management throughout the year.”
BBB Rating: A+
In Business Since 1997
Accepts All Major Credit Cards
South Jordan, UT · 3 mi from West Jordan
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Accuplan Benefits Services

Accuplan Benefits Services

(19)
  • Email
  • Custodian
  • Phone
“I can highly recommend Accuplan as their service was always prompt and their staff was expertly informed about all the rules that govern this typeof IRA program.”
Transparent Fees & Pricing
In Business Since 2012
Free Initial Consultation
South Jordan, UT · 3 mi from West Jordan
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Partner Alliance Advisors

Partner Alliance Advisors

(18)
  • Life
  • Questions
  • Price
“Zack is amazing and easy to work with, I've always hated insurance people not gonna lie but I actually liked Zack and he was able to help me when I was in a bad position.”
In Business Since 2019
South Jordan, UT · 3 mi from West Jordan
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Dentist Advisors

Dentist Advisors

(5)
  • Dentists
“I'm and investing client only, but these guys and gals are 100% legit for dentists.”
Offers Financing Options
In Business Since 2015
Free Initial Consultation
South Jordan, UT · 3 mi from West Jordan
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The 24 firms listed for West 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: West Jordan, UT

20 of the 24 firms on this page have a rating, from 4.0 to 5.0 across 244 reviews; 15 are rated 4.5 or higher. The services the firms on this page list most often on their websites are financial planning (3), our firm (2), our locations (2), our qualifications (2) and tax planning (2). 2 show a license on their websites and 1 has a BBB rating of A or A+. 19 have ten or more years of experience, the longest 39 years. 1 offers payment plans; 6 offer a free initial consultation and 1 is family- or locally-owned. We have a website on file for all 24 of the firms on this page; 21 publish a contact page; 18 list a public email and 5 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 West Jordan listed here?

3 of the 24 firms are located in West Jordan. 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.

Managed Wealth Financial

Managed Wealth Financial

(13)
  • Company
  • Plan
“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.”
In Business Since 2010
South Jordan, UT · 3 mi from West Jordan
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Nfp, an Aon Company

Nfp, an Aon Company

(3)
“I have always trusted his judgement and recommendations for our financial planning.”
Transparent Fees & Pricing
In Business Since 1995
Family Business
South Jordan, UT · 3 mi from West Jordan
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Atlas Investment Management & Retirement Solutions

Atlas Investment Management & Retirement Solutions

(19)
  • Understanding
  • Questions
  • Company
“Dave, Cindy and their team of professionals offer personalized attention with clear and transparent communication and a deep understanding of market trends.”
Free Initial Consultation
In Business Since 2022
South Jordan, UT · 3 mi from West Jordan
i
Vitality Capital Management

Vitality Capital Management

(3)
“Fiduciary advisement of the highest knowledge and caliber.”
Free Initial Consultation
In Business Since 2016
South Jordan, UT · 3 mi from West Jordan
i
Casull Financial Advisory

Casull Financial Advisory

(1)
“I wish I would have met Steve before my last Financial Advisor.”
Transparent Fees & Pricing
Licensed
In Business Since 1997
Accepts Debit
South Jordan, UT · 3 mi from West Jordan
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Blackridge Wealth Management

Blackridge Wealth Management

(1)
“Had a great phone consultation with Darren at Black Ridge — 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.”
In Business Since 2000
South Jordan, UT · 3 mi from West Jordan
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K.a.n. Accounting & Tax

K.a.n. Accounting & Tax

(1)
“He also does the bookkeeping him self which is beneficial so he understand the overall picture to advise you on the best tax savings strategy.”
In Business Since 2010
8667 2200 W, West Jordan, UT
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Segelke Financial Group

Segelke Financial Group

(4)
“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.”
In Business Since 2019
South Jordan, UT · 3 mi from West Jordan
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Sandos Financial

Sandos Financial

(3)
“Sandos' savvy in the market has yielded above average gains in my portfolio.”
In Business Since 2010
South Jordan, UT · 3 mi from West Jordan
i
Dahle's Financial Services

Dahle's Financial Services

(3)
“When I was missing something, I was not made to feel that the process was waiting on me as he tapped his foot (I have felt that pressure elsewhere, which is why I've been doing my taxes myself for a while).”
In Business Since 2008
8545 S Redwood Rd D, West Jordan, UT
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Progressive Planning

Progressive Planning

(1)
“Randy, the President, is great to work with, and they know what they are doing.”
In Business Since 1987
South Jordan, UT · 3 mi from West Jordan
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Commodity Futures Utah

Commodity Futures Utah

(1)
“Good neighbors.”
In Business Since 2007
5323 Case Mountain Rd, West Jordan, UT
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Oak Bridge Asset Management

Oak Bridge Asset Management

(1)
“Jodi Vawdrey is great to work with, cares about your individual needs, and has the knowledge and experience to get you where you need to be.”
Accepts Cash
In Business Since 2012
Free Initial Consultation
South Jordan, UT · 3 mi from West Jordan
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LPG Capital Management

LPG Capital Management

(1)
“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...”
In Business Since 2018
South Jordan, UT · 3 mi from West Jordan
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Colwyn Investments

Colwyn Investments

In Business Since 2014
South Jordan, UT · 3 mi from West Jordan
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Keystone Financial Edge

Keystone Financial Edge

Free Initial Consultation
In Business Since 2005
South Jordan, UT · 3 mi from West Jordan
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Wealthcare Advisory Group

Wealthcare Advisory Group

In Business Since 2010
South Jordan, UT · 3 mi from West Jordan
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Ethington Financial Group

Ethington Financial Group

Licensed
In Business Since 2019
South Jordan, UT · 3 mi from West Jordan
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Retirement Planning and Investment Management Services in West Jordan, UT Cost Estimates

Minimum cost
$1182
Maximum cost
$10045
National Average
$3546
Avg Per Hour Rates
$355
$2364
$6500
Average price range is based on 543 cost profiles
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Average Cost $3546
Minimum cost $1182
Maximum cost $10045
Avg Per Hour Rates $355

Average range $2364 to $6500 is based on 543 cost profiles.

Why these companies made our list

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