#1 The Karras Company, Inc.
THE KARRAS COMPANY, INC.
Serves this area from Roy, UT (8 mi)
Call (801) 825-3000 · WebsiteRetirement Plan Advisors in Layton, UT
The top-ranked retirement plan advisors serving Layton, UT are The Karras Company, Inc., Landmark Wealth Advisors, LLC and Ascend Investment Partners. We list 33 retirement plan advisors serving Layton, 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 Layton, UT (Davis County). 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 Layton
#2 Landmark Wealth Advisors, LLC
LANDMARK WEALTH ADVISORS, LLCServes this area from Farmington, UT (8 mi)Call (801) 295-8700 · Website#3 Ascend Investment Partners
KESLER, NORMAN & WRIDE, LLCServes this area from Ogden, UT (10 mi)Call (801) 476-1200 · Website#4 Strategic Planning Group
STRATEGIC PLANNING GROUP, LLCServes this area from Bountiful, UT (14 mi)Call (801) 627-2200 · Website#5 Slayton Lewis Inc
SLAYTON LEWIS INCServes this area from Salt Lake City, UT (22 mi)Call (801) 521-2191 · Website#6 Jacobsen Capital Management
JACOBSEN CAPITAL MANAGEMENT, LLCServes this area from Salt Lake City, UT (22 mi)Call (801) 746-7171 · Website#7 Three Seasons Wealth
THREE SEASONS WEALTHServes this area from Salt Lake City, UT (22 mi)Call (801) 662-0585 · Website#8 Wealth Foundations Partners, LLC
WEALTH FOUNDATIONS PARTNERS, LLCServes this area from Salt Lake City, UT (22 mi)Call (888) 785-0020#9 Cottonwood Wealth Strategies, LLC
COTTONWOOD CAPITAL ADVISORS, LLCServes this area from Salt Lake City, UT (22 mi)Call (385) 853-5000 · Website#10 Veritas Wealth Management, LLC
VERITAS WEALTH MANAGEMENT, LLCServes this area from Salt Lake City, UT (25 mi)Call (801) 596-9999 · Website
20 more providers serving this area
- Navigate Financial LLC, Millcreek, UT (29 mi)
- Lunt Capital Management Inc., Holladay, UT (29 mi)
- Tingey Advisors Inc, Holladay, UT (29 mi)
- Truenorth Wealth, Murray, UT (31 mi)
- Financial Network Wealth Advisors LLC, Murray, UT (31 mi)
- Presidio Wealth Management, Midvale, UT (31 mi)
- Physician Wealth Advisors, Inc., Midvale, UT (31 mi)
- Cannon Capital Management, Inc., Cottonwood Heights, UT (32 mi)
- Platform Wealth Advisors, Holladay, UT (32 mi)
- Sepio Capital, LP, Cottonwood Heights, UT (32 mi)
- Dentist Advisors, Holladay, UT (32 mi)
- Abg Consultants, Midvale, UT (32 mi)
- Fiduciary Advisors, LLC, Midvale, UT (32 mi)
- Go Invest LLC, West Jordan, UT (33 mi)
- Olympus Peaks Financial, LLC, Sandy, UT (34 mi)
- Interwise, UT
- New Millennium Group, Sandy, UT (35 mi)
- Ashworth Wealth, LLC, South Jordan, UT (36 mi)
- Jrs Wealth Management LLC, South Jordan, UT (36 mi)
- Tencap Wealth Coaching, South Jordan, UT (37 mi)
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Frequently asked questions
How many retirement plan advisors serve Layton?
We list 33 retirement plan advisors serving Layton, UT: 0 based there and 33 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 Layton?
The top-ranked retirement plan advisors serving Layton, UT are The Karras Company, Inc., Landmark Wealth Advisors, LLC, Ascend Investment Partners, Strategic Planning Group and Slayton Lewis Inc. The full ranked list, with the official records each provider matched, is on this page.
Which retirement plan advisors serving Layton are verified against official records?
10 of the top 10 match an active official record: The Karras Company, Inc. (U.S. Securities and Exchange Commission), Landmark Wealth Advisors, LLC (U.S. Securities and Exchange Commission), Ascend Investment Partners (U.S. Securities and Exchange Commission), Strategic Planning Group (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 .