#1Cannon Capital Management, Inc.
CANNON CAPITAL MANAGEMENT, INC.
Based in Cottonwood Heights, UT
Retirement Plan Advisors in Cottonwood Heights, UT
The top-ranked retirement plan advisors serving Cottonwood Heights, UT are Cannon Capital Management, Inc., Sepio Capital, LP and Dentist Advisors. We list 42 retirement plan advisors serving Cottonwood Heights, UT. 30 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 Cottonwood Heights, UT (Salt Lake County). 42 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 Cottonwood Heights
#2Sepio Capital, LP
SEPIO CAPITAL, LPBased in Cottonwood Heights, UT#3Dentist Advisors
AQUIRE WEALTH ADVISORS, LLCServes this area from Holladay, UT (2 mi)#4Platform Wealth Advisors
PLATFORM WEALTH MANAGEMENT, LLCServes this area from Holladay, UT (2 mi)#5Truenorth Wealth
ASSOCIATION FINANCIAL SERVICES INC.Serves this area from Murray, UT (2 mi)#6Olympus Peaks Financial, LLC
OLYMPUS PEAKS FINANCIAL, LLCServes this area from Sandy, UT (3 mi)#7Physician Wealth Advisors, Inc.
PHYSICIAN WEALTH ADVISORS, INC.Serves this area from Midvale, UT (3 mi)#8Lunt Capital Management Inc.
LUNT CAPITAL MANAGEMENT INC.Serves this area from Holladay, UT (4 mi)#9Tingey Advisors Inc
CANNON TINGEY INVESTMENT ADVISORS INCServes this area from Holladay, UT (4 mi)#10Abg Consultants
ABG CONSULTANTS, LLCServes this area from Midvale, UT (4 mi)
20 more providers serving this area
- Fiduciary Advisors, LLC, Midvale, UT (4 mi)
- Financial Network Wealth Advisors LLC, Murray, UT (5 mi)
- Navigate Financial LLC, Millcreek, UT (5 mi)
- New Millennium Group, Sandy, UT (5 mi)
- Presidio Wealth Management, Midvale, UT (5 mi)
- Elevated Capital Advisors, LLC, Draper, UT (6 mi)
- Ashworth Wealth, LLC, South Jordan, UT (6 mi)
- Coign Capital Advisors LLC, Draper, UT (6 mi)
- Navigate Private Wealth, LLC, Draper, UT (6 mi)
- Interwise, UT
- Jrs Wealth Management LLC, South Jordan, UT (7 mi)
- Tencap Wealth Coaching, South Jordan, UT (8 mi)
- Veritas Wealth Management, LLC, Salt Lake City, UT (8 mi)
- Go Invest LLC, West Jordan, UT (8 mi)
- Cottonwood Wealth Strategies, LLC, Salt Lake City, UT (11 mi)
- Three Seasons Wealth, Salt Lake City, UT (11 mi)
- Wealth Foundations Partners, LLC, Salt Lake City, UT (11 mi)
- Jacobsen Capital Management, Salt Lake City, UT (11 mi)
- Slayton Lewis Inc, Salt Lake City, UT (11 mi)
- Switchpoint Financial Planning LLC, Lehi, UT (13 mi)
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Frequently asked questions
How many retirement plan advisors serve Cottonwood Heights?
We list 42 retirement plan advisors serving Cottonwood Heights, UT: 2 based there and 40 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 Cottonwood Heights?
The top-ranked retirement plan advisors serving Cottonwood Heights, UT are Cannon Capital Management, Inc., Sepio Capital, LP, Dentist Advisors, Platform Wealth Advisors and Truenorth Wealth. The full ranked list, with the official records each provider matched, is on this page.
Which retirement plan advisors serving Cottonwood Heights are verified against official records?
10 of the top 10 match an active official record: Cannon Capital Management, Inc. (U.S. Securities and Exchange Commission), Sepio Capital, LP (U.S. Securities and Exchange Commission), Dentist Advisors (U.S. Securities and Exchange Commission), Platform Wealth Advisors (U.S. Securities and Exchange Commission) and Truenorth 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 .