#1Drive Wealth Advisers
DRIVE WEALTH MANAGEMENT, LLC
Based in Lehi, UT
Retirement Plan Advisors in Lehi, UT
The top-ranked retirement plan advisors serving Lehi, UT are Drive Wealth Advisers, Switchpoint Financial Planning LLC and Provident Living Financial Services. We list 40 retirement plan advisors serving Lehi, 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 Lehi, UT (Utah County). 40 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 Lehi
#2Switchpoint Financial Planning LLC
SWITCHPOINT FINANCIAL PLANNING LLCBased in Lehi, UT#3Provident Living Financial Services
PROVIDENT LIVING FINANCIAL SERVICES, INC.Serves this area from Lehi, UT (0 mi)#4Townsquare Capital, LLC
TOWNSQUARE CAPITAL, LLCServes this area from Lehi, UT (0 mi)#5Coign Capital Advisors LLC
COIGN CAPITAL ADVISORS LLCServes this area from Draper, UT (8 mi)#6Navigate Private Wealth, LLC
NAVIGATE PRIVATE WEALTH, LLCServes this area from Draper, UT (8 mi)#7Elevated Capital Advisors, LLC
ELEVATED CAPITAL ADVISORS, LLCServes this area from Draper, UT (8 mi)#8Tencap Wealth Coaching
TENCAP WEALTH COACHING, LLCServes this area from South Jordan, UT (9 mi)#9Jrs Wealth Management LLC
JRS WEALTH MANAGEMENT LLCServes this area from South Jordan, UT (10 mi)#10Ashworth Wealth, LLC
ASHWORTH WEALTH, LLCServes this area from South Jordan, UT (10 mi)
20 more providers serving this area
- Soulence Wealth Management, UT
- New Millennium Group, Sandy, UT (11 mi)
- Olympus Peaks Financial, LLC, Sandy, UT (12 mi)
- Blue Barn Wealth, Orem, UT (12 mi)
- The Professional Financial Company LLC, Orem, UT (12 mi)
- Go Invest LLC, West Jordan, UT (14 mi)
- Abg Consultants, Midvale, UT (14 mi)
- Fiduciary Advisors, LLC, Midvale, UT (14 mi)
- Keeler Thomas Management LLC, Orem, UT (14 mi)
- Squire Wealth Advisors, Orem, UT (14 mi)
- Physician Wealth Advisors, Inc., Midvale, UT (15 mi)
- Presidio Wealth Management, Midvale, UT (15 mi)
- Cannon Capital Management, Inc., Cottonwood Heights, UT (15 mi)
- Portside Wealth Group, LLC, Provo, UT (15 mi)
- Financial Network Wealth Advisors LLC, Murray, UT (15 mi)
- Sepio Capital, LP, Cottonwood Heights, UT (15 mi)
- Dentist Advisors, Holladay, UT (15 mi)
- Platform Wealth Advisors, Holladay, UT (15 mi)
- Truenorth Wealth, Murray, UT (16 mi)
- Interwise, UT
Request quotes
Frequently asked questions
How many retirement plan advisors serve Lehi?
We list 40 retirement plan advisors serving Lehi, UT: 2 based there and 38 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 Lehi?
The top-ranked retirement plan advisors serving Lehi, UT are Drive Wealth Advisers, Switchpoint Financial Planning LLC, Provident Living Financial Services, Townsquare Capital, LLC and Coign Capital Advisors LLC. The full ranked list, with the official records each provider matched, is on this page.
Which retirement plan advisors serving Lehi are verified against official records?
10 of the top 10 match an active official record: Drive Wealth Advisers (U.S. Securities and Exchange Commission), Switchpoint Financial Planning LLC (U.S. Securities and Exchange Commission), Provident Living Financial Services (U.S. Securities and Exchange Commission), Townsquare Capital, LLC (U.S. Securities and Exchange Commission) and Coign Capital Advisors 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 .