Retirement Plan (401k) Advisors Directory

Retirement Plan Advisors in Davis County, UT

The top-ranked retirement plan advisors serving Davis County, UT are Landmark Wealth Advisors, LLC, Strategic Planning Group and The Karras Company, Inc.. We list 33 retirement plan advisors serving Davis County, 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 Davis County, UT. 33 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 Davis County

Ranked by our published methodology. Sponsored providers are shown separately.
#ProviderVerified recordsBased inPhone
1Landmark Wealth Advisors, LLC✓ SEC-registered investment adviser (CRD) #166989
Farmington, UT(801) 295-8700
2Strategic Planning Group✓ SEC-registered investment adviser (CRD) #113844
Bountiful, UT(801) 627-2200
3The Karras Company, Inc.✓ SEC-registered investment adviser (CRD) #109578
Roy, UT (13 mi)(801) 825-3000
4Ascend Investment Partners✓ SEC-registered investment adviser (CRD) #307667
Ogden, UT (18 mi)(801) 476-1200
5Slayton Lewis Inc✓ SEC-registered investment adviser (CRD) #114596
Salt Lake City, UT (25 mi)(801) 521-2191
6Cottonwood Wealth Strategies, LLC✓ SEC-registered investment adviser (CRD) #311272
Salt Lake City, UT (25 mi)(385) 853-5000
7Wealth Foundations Partners, LLC✓ SEC-registered investment adviser (CRD) #330999
Salt Lake City, UT (25 mi)(888) 785-0020
8Jacobsen Capital Management✓ SEC-registered investment adviser (CRD) #116085
Salt Lake City, UT (25 mi)(801) 746-7171
9Three Seasons Wealth✓ SEC-registered investment adviser (CRD) #326517
Salt Lake City, UT (25 mi)(801) 662-0585
10Veritas Wealth Management, LLC✓ SEC-registered investment adviser (CRD) #160600
Salt Lake City, UT (28 mi)(801) 596-9999
20 more providers serving this area

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Frequently asked questions

How many retirement plan advisors serve Davis County?

We list 33 retirement plan advisors serving Davis County, UT: 2 based there and 31 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 Davis County?

The top-ranked retirement plan advisors serving Davis County, UT are Landmark Wealth Advisors, LLC, Strategic Planning Group, The Karras Company, Inc., Ascend Investment Partners and Slayton Lewis Inc. The full ranked list, with the official records each provider matched, is on this page.

Which retirement plan advisors serving Davis County are verified against official records?

10 of the top 10 match an active official record: Landmark Wealth Advisors, LLC (U.S. Securities and Exchange Commission), Strategic Planning Group (U.S. Securities and Exchange Commission), The Karras Company, Inc. (U.S. Securities and Exchange Commission), Ascend Investment Partners (U.S. Securities and Exchange Commission) and Slayton Lewis Inc (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 .

Cities in Davis County

Layton

Communities served

Clinton, North Salt Lake, Centerville, West Point, Woods Cross, South Weber, Fruit Heights, West Bountiful, Sunset

More areas nearby

Ogden, UT (18 mi)Magna, UT (20 mi)Salt Lake City, UT (23 mi)Weber County, UT (23 mi)Box Elder County, UT (60 mi)