#1Livet Wealth, LLC
LIVET WEALTH, LLC
Serves this area from Spanish Fork, UT (64 mi)
Retirement Plan Advisors in Carbon County, UT
The top-ranked retirement plan advisors serving Carbon County, UT are Livet Wealth, LLC, Portside Wealth Group, LLC and Keeler Thomas Management LLC. We list 11 retirement plan advisors serving Carbon County, UT. 11 of the providers shown match an active record from U.S. Securities and Exchange Commission, checked on the date shown. Rankings follow our published methodology; sponsored placements never change rank.
Retirement Plan Advisors serving Carbon County, UT. 11 providers, 10 of the top 10 verified against federal or state records. Registry records checked on 2026-11-04.
Top 10 ranked retirement plan advisors for Carbon County
#2Portside Wealth Group, LLC
PORTSIDE WEALTH GROUP, LLCServes this area from Provo, UT (71 mi)#3Keeler Thomas Management LLC
KEELER THOMAS MANAGEMENT LLCServes this area from Orem, UT (71 mi)#4Squire Wealth Advisors
SQUIRE INVESTMENT MANAGEMENT COMPANY, LLCServes this area from Orem, UT (71 mi)#5Blue Barn Wealth
BLUE BARN WEALTH, LLCServes this area from Orem, UT (73 mi)#6The Professional Financial Company LLC
THE PROFESSIONAL FINANCIAL COMPANY LLCServes this area from Orem, UT (73 mi)#7Soulence Wealth Management
SOULENCE WEALTH MANAGEMENT II LLCServes this area from UT#8Provident Living Financial Services
PROVIDENT LIVING FINANCIAL SERVICES, INC.Serves this area from Lehi, UT (85 mi)#9Townsquare Capital, LLC
TOWNSQUARE CAPITAL, LLCServes this area from Lehi, UT (85 mi)#10Drive Wealth Advisers
DRIVE WEALTH MANAGEMENT, LLCServes this area from Lehi, UT (86 mi)
1 more providers serving this area
- Switchpoint Financial Planning LLC, Lehi, UT (87 mi)
Request quotes
Frequently asked questions
How many retirement plan advisors serve Carbon County?
We list 11 retirement plan advisors serving Carbon County, UT: 0 based there and 11 serving it from nearby. 10 of the top 10 match an active federal or state record, checked on 2026-11-04.
Which retirement plan advisors serve Carbon County?
The top-ranked retirement plan advisors serving Carbon County, UT are Livet Wealth, LLC, Portside Wealth Group, LLC, Keeler Thomas Management LLC, Squire Wealth Advisors and Blue Barn Wealth. The full ranked list, with the official records each provider matched, is on this page.
Which retirement plan advisors serving Carbon County are verified against official records?
10 of the top 10 match an active official record: Livet Wealth, LLC (U.S. Securities and Exchange Commission), Portside Wealth Group, LLC (U.S. Securities and Exchange Commission), Keeler Thomas Management LLC (U.S. Securities and Exchange Commission), Squire Wealth Advisors (U.S. Securities and Exchange Commission) and Blue Barn Wealth (U.S. Securities and Exchange Commission), and 5 more on this page. Each badge links to the official record it matched.
How are these companies ranked?
By our published methodology: verified registrations, documented capabilities, years registered and responsiveness. Sponsored placements are shown separately and never affect rank.
What does "Verified" mean on this page?
"Verified" means we matched the provider to an active official record on the date shown; each badge links to that record. The absence of a badge only means we have not verified that item.
What is the difference between a 3(21) and a 3(38) advisor?
A 3(21) advisor recommends investments and shares fiduciary responsibility for them; a 3(38) investment manager selects and monitors the investments with discretion. The plan sponsor still chooses and monitors the advisor.
"Verified" means we matched the provider to an active official record on the date shown. The absence of a badge only means we have not verified that item. How we rank and verify. Page updated .
Communities served
Price, Helper, Wellington, East Carbon, Carbonville, West Wood, Spring Glen, Kenilworth, Scofield, Clear Creek