Top 10 advisors in Lehi
We’ve curated a list of the best financial advisors in Lehi, take a look at it below
Find an advisor in Lehi| # | Financial advisor | Assets under management | Number of advisors | |
|---|---|---|---|---|
| 1 | $1,788,465,610 | 29 advisors | ||
| 2 | $1,381,186,401 | 14 advisors | ||
| 3 | $588,000,000 | 50 advisors | ||
| 4 | $365,452,889 | 14 advisors | ||
| 5 | $284,933,059 | 16 advisors | ||
| 6 | $156,872,918 | 3 advisors | ||
| 7 | $117,529,611 | 19 advisors | ||
| 8 | $112,500,000 | 6 advisors | ||
| 9 | $73,502,345 | 4 advisors | ||
| 10 | $63,593,517 | 1 advisors |
How we came up with this list
To generate our top financial advisors list in Lehi, we have carried out some rigorous research. First, we’ve analysed data in the SEC database to filter advisors by location, in this case Lehi. Then we’ve filtered out any advisors that do not offer financial advice, for example if they only offer mortgage advice we have excluded them from the list. Then we’ve ranked the remainder according to the amount of assets under management. If you’re looking for a financial advisor and don’t mind which state they’re in, check out our best financial advisor article, which breaks down the best firms nationwide.
1. West Rim Capital Associates Ii, L.p.
Assets under management
$1,788,465,610
Fee structure
A percentage of assets under your management
Performance-based fees
Services offered
Portfolio Management For Pooled Investment Vehicles
2. Drive Wealth Advisers
Assets under management
$1,381,186,401
Fee structure
A percentage of assets under your management
Hourly charges
Fixed fees
SHARE IN THE FEE CHARGED BY THE SUB ADVISER
Services offered
Financial Planning Services
Portfolio Management For Individuals And/or Small Businesses
Portfolio Management For Businesses (other Than Small Businesses) Or Institutional Clients (other Than Registered Investment Companies And Other Pooled Investment Vehicles And)
Pension Consulting Services
Selection Of Other Advisers
General Consulting Services, Family Office Services
3. B.o.s.s. Retirement Advisors, LLC
Assets under management
$588,000,000
Fee structure
Fixed fees
REFERRAL FEES
Services offered
Financial Planning Services
Selection Of Other Advisers
4. Solidarity Wealth, LLC
Assets under management
$365,452,889
Fee structure
A percentage of assets under your management
Subscription fees
Fixed fees
Services offered
Financial Planning Services
Portfolio Management For Individuals And/or Small Businesses
5. Andina Family Offices
Assets under management
$284,933,059
Fee structure
A percentage of assets under your management
Hourly charges
Fixed fees
Performance-based fees
Services offered
Financial Planning Services
Portfolio Management For Individuals And/or Small Businesses
Portfolio Management For Pooled Investment Vehicles
Selection Of Other Advisers
6. Switchpoint Financial Planning LLC
Assets under management
$156,872,918
Fee structure
A percentage of assets under your management
Hourly charges
Fixed fees
Services offered
Financial Planning Services
Portfolio Management For Individuals And/or Small Businesses
Pension Consulting Services
- Not sure which one to choose?Use our smart matching tool
7. Decker Retirement Planning Inc.
Assets under management
$117,529,611
Fee structure
A percentage of assets under your management
Hourly charges
Services offered
Financial Planning Services
Portfolio Management For Individuals And/or Small Businesses
Selection Of Other Advisers
Publication Of Periodicals Or Newsletters
8. Maddix Holdings
Assets under management
$112,500,000
Fee structure
A percentage of assets under your management
Performance-based fees
CARRIED INTEREST DISTRIBUTIONS
Services offered
Portfolio Management For Individuals And/or Small Businesses
Portfolio Management For Pooled Investment Vehicles
Portfolio Management For Businesses (other Than Small Businesses) Or Institutional Clients (other Than Registered Investment Companies And Other Pooled Investment Vehicles And)
Publication Of Periodicals Or Newsletters
Educational Seminars/workshops
9. Jasmijn Capital Management, LLC
Assets under management
$73,502,345
Fee structure
A percentage of assets under your management
Services offered
Portfolio Management For Individuals And/or Small Businesses
Portfolio Management For Pooled Investment Vehicles
- Not sure which one to choose?Use our smart matching tool
10. Greenberg Graham Advisors LLC
Assets under management
$63,593,517
Fee structure
A percentage of assets under your management
Services offered
Portfolio Management For Individuals And/or Small Businesses
Your first meeting is free.