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List Of All investment advisor Leads in Salt Lake City

20 investment advisor in Salt Lake City are covered on this page, listed with their contact details and customer ratings. Ratings run as high as 5.0★ (held by Livet Wealth), with an average of roughly 4.9★ across all listings. Details were last refreshed 10/12/2026, so you can browse with confidence and reach out directly to the ones that fit.

20 results · last updated 10/12/2026

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CompanyAddressRatingPhoneEmailWebsiteSocial
Livet WealthFinancial planner
1308 S 1700 E Ste 208, Salt Lake City, UT 84108, United StatesView on Google Maps
5.0(28)
+*8**89*8*20View in Leads Searchin**@l**********.comView in Leads Searchlivetwealth.com/-
Salt Lake Financial PlanningFinancial planner
7370 Creek Rd Ste 101, Sandy, UT 84093, United StatesView on Google Maps
5.0(26)
+*8**9*7**59View in Leads Search-saltlakefinancialplanning.com/-
TrueNorth Wealth - Financial AdvisorsFinancial planner
1935 E Vine St #120, Salt Lake City, UT 84121, United StatesView on Google Maps
5.0(23)
+*8***7**820View in Leads Search-www.truenorthwealth.com/?utm_source=google&utm_medium=organic&utm_campaign=gbp
LinkedIn
Smedley FinancialFinancial planner
102 S 200 E Ste 100, Salt Lake City, UT 84111, United StatesView on Google Maps
5.0(16)
+*8*****8888View in Leads Search-www.smedleyfinancial.com/-
ARC Wealth ManagementFinancial planner
1240 E 2100 S Ste 400, Salt Lake City, UT 84106, United StatesView on Google Maps
5.0(15)
+*8**6*9**00View in Leads Search-www.arcwm.net/-
Uinta Wealth ManagementFinancial planner
1371 E 2100 S #215, Salt Lake City, UT 84105, United StatesView on Google Maps
5.0(5)
+*8*****9*00View in Leads Search-www.raymondjames.com/uintawm-
Solomon Financial AdvisorsFinancial planner
2091 E 1300 S #205, Salt Lake City, UT 84108, United StatesView on Google Maps
5.0(5)
+*8***66**21View in Leads Search-solomonfa.com/-
Axex FinancialFinancial planner
257 E 200 S ste 750, Salt Lake City, UT 84111, United StatesView on Google Maps
5.0(3)
+*8****8**80View in Leads Searchin**@a************.comView in Leads Searchwww.axexfinancial.com/
LinkedInFacebookX (Twitter)
Three Seasons WealthInvestment company
111 E Broadway #1250, Salt Lake City, UT 84111, United StatesView on Google Maps
5.0(3)
+*8**66***85View in Leads Searchad***@t*****************.comView in Leads Searchthreeseasonswealth.com/
LinkedIn
Veritas Wealth Management, LLC CFP CPAFinancial planner
2180 S 1300 E Ste 360, Salt Lake City, UT 84106, United StatesView on Google Maps
5.0(2)
+*8***969999View in Leads Searchtr**@v********.comView in Leads Searchwww.veritaswm.com/
LinkedInFacebookX (Twitter)
SL
Salt Lake Financial AdvisorsFinancial planner
36 State St, Salt Lake City, UT 84111, United StatesView on Google Maps
5.0(2)
+*8**67***94View in Leads Search---
Refined Wealth ManagementFinancial planner
515 S 1000 E L2, Salt Lake City, UT 84102, United StatesView on Google Maps
5.0(2)
+**8******00View in Leads Searchsu*****@r********.comView in Leads Searchwww.refinedwm.com/
LinkedIn
RBC Wealth Management Branch - Salt Lake CityFinancial planner
1260 E Stringham Ave Ste 300, Salt Lake City, UT 84106, United StatesView on Google Maps
5.0(2)
+*8**6*6*900View in Leads Search-us.rbcwealthmanagement.com/saltlakecity?utm_source=GMB&utm_medium=Yext-
Trek Financial - Salt Lake CityFinancial advisor
375 S 300 W, Salt Lake City, UT 84101, United StatesView on Google Maps
5.0(1)
+*8**6*89*57View in Leads Searchga***@t************.comView in Leads Searchwww.trekfinancialplan.com/
LinkedInFacebook
Crewe AdvisorsInvestment service
650 S Main St Ste 700, Salt Lake City, UT 84101, United StatesView on Google Maps
5.0(1)
+**8*****700View in Leads Searchin**@c****.comView in Leads Searchcreweadvisors.com/
LinkedInX (Twitter)
Lefavi Wealth ManagementFinancial planner
2323 S Foothill Dr #100, Salt Lake City, UT 84109, United StatesView on Google Maps
4.8(38)
+*8***869*00View in Leads Searchin**@l*****.comView in Leads Searchlefavi.com/
LinkedInInstagramFacebookX (Twitter)
Soltis Investment AdvisorsFinancial advisor
222 S Main St #1776, Salt Lake City, UT 84101, United StatesView on Google Maps
4.7(27)
+*8**9****01View in Leads Search-soltisadvisors.com/locations/salt-lake/
LinkedInInstagramFacebookX (Twitter)
Salt Lake City, UT Private Wealth Management - UBS Financial Services Inc.Financial Advisor
95 S State St Suite 2210, Salt Lake City, UT 84111, United StatesView on Google Maps
4.5(2)
+*8*****8840View in Leads Searchhe***********@u**.comView in Leads Searchlocal.ubs.com/salt-lake-city-pwm/?utm_source=synup&utm_medium=en&utm_campaign=167035-
Merrill Lynch Wealth ManagementInvestment service
60 E S Temple St ST Suite 200-61, Salt Lake City, UT 84111, United StatesView on Google Maps
4.4(7)
+*8*******00View in Leads Search-advisor.ml.com/sites/ut/salt-lake-city-
Albion Financial GroupFinancial planner
812 E 2100 S, Salt Lake City, UT 84106, United StatesView on Google Maps
4.3(6)
+*8***87*700View in Leads Searchin**@a**************.comView in Leads Searchwww.albionfinancial.com/
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