#1Tencap Wealth Coaching
TENCAP WEALTH COACHING, LLC
Serves this area from South Jordan, UT (6 mi)
Retirement Plan Advisors in Herriman, UT
The top-ranked retirement plan advisors serving Herriman, UT are Tencap Wealth Coaching, Jrs Wealth Management LLC and Ashworth Wealth, LLC. We list 42 retirement plan advisors serving Herriman, 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 Herriman, 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 Herriman
#2Jrs Wealth Management LLC
JRS WEALTH MANAGEMENT LLCServes this area from South Jordan, UT (7 mi)#3Ashworth Wealth, LLC
ASHWORTH WEALTH, LLCServes this area from South Jordan, UT (7 mi)#4Switchpoint Financial Planning LLC
SWITCHPOINT FINANCIAL PLANNING LLCServes this area from Lehi, UT (8 mi)#5Go Invest LLC
GO INVEST LLCServes this area from West Jordan, UT (8 mi)#6Coign Capital Advisors LLC
COIGN CAPITAL ADVISORS LLCServes this area from Draper, UT (8 mi)#7Drive Wealth Advisers
DRIVE WEALTH MANAGEMENT, LLCServes this area from Lehi, UT (8 mi)#8Navigate Private Wealth, LLC
NAVIGATE PRIVATE WEALTH, LLCServes this area from Draper, UT (8 mi)#9Elevated Capital Advisors, LLC
ELEVATED CAPITAL ADVISORS, LLCServes this area from Draper, UT (8 mi)#10New Millennium Group
NEW MILLENNIUM GROUP, LLCServes this area from Sandy, UT (9 mi)
20 more providers serving this area
- Provident Living Financial Services, Lehi, UT (10 mi)
- Townsquare Capital, LLC, Lehi, UT (10 mi)
- Presidio Wealth Management, Midvale, UT (11 mi)
- Abg Consultants, Midvale, UT (11 mi)
- Fiduciary Advisors, LLC, Midvale, UT (11 mi)
- Olympus Peaks Financial, LLC, Sandy, UT (11 mi)
- Financial Network Wealth Advisors LLC, Murray, UT (12 mi)
- Physician Wealth Advisors, Inc., Midvale, UT (12 mi)
- Cannon Capital Management, Inc., Cottonwood Heights, UT (13 mi)
- Truenorth Wealth, Murray, UT (14 mi)
- Navigate Financial LLC, Millcreek, UT (15 mi)
- Sepio Capital, LP, Cottonwood Heights, UT (15 mi)
- Platform Wealth Advisors, Holladay, UT (15 mi)
- Dentist Advisors, Holladay, UT (15 mi)
- Tingey Advisors Inc, Holladay, UT (16 mi)
- Lunt Capital Management Inc., Holladay, UT (16 mi)
- Veritas Wealth Management, LLC, Salt Lake City, UT (18 mi)
- Cottonwood Wealth Strategies, LLC, Salt Lake City, UT (19 mi)
- Soulence Wealth Management, UT
- Interwise, UT
Request quotes
Frequently asked questions
How many retirement plan advisors serve Herriman?
We list 42 retirement plan advisors serving Herriman, UT: 0 based there and 42 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 Herriman?
The top-ranked retirement plan advisors serving Herriman, UT are Tencap Wealth Coaching, Jrs Wealth Management LLC, Ashworth Wealth, LLC, Switchpoint Financial Planning LLC and Go Invest LLC. The full ranked list, with the official records each provider matched, is on this page.
Which retirement plan advisors serving Herriman are verified against official records?
10 of the top 10 match an active official record: Tencap Wealth Coaching (U.S. Securities and Exchange Commission), Jrs Wealth Management LLC (U.S. Securities and Exchange Commission), Ashworth Wealth, LLC (U.S. Securities and Exchange Commission), Switchpoint Financial Planning LLC (U.S. Securities and Exchange Commission) and Go Invest LLC (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 .