#1Cottonwood Wealth Strategies, LLC
COTTONWOOD CAPITAL ADVISORS, LLC
Serves this area from Salt Lake City, UT (15 mi)
Retirement Plan Advisors in Magna, UT
The top-ranked retirement plan advisors serving Magna, UT are Cottonwood Wealth Strategies, LLC, Go Invest LLC and Wealth Foundations Partners, LLC. We list 42 retirement plan advisors serving Magna, 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 Magna, 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 Magna
#2Go Invest LLC
GO INVEST LLCServes this area from West Jordan, UT (16 mi)#3Wealth Foundations Partners, LLC
WEALTH FOUNDATIONS PARTNERS, LLCServes this area from Salt Lake City, UT (16 mi)#4Slayton Lewis Inc
SLAYTON LEWIS INCServes this area from Salt Lake City, UT (16 mi)#5Three Seasons Wealth
THREE SEASONS WEALTHServes this area from Salt Lake City, UT (16 mi)#6Jacobsen Capital Management
JACOBSEN CAPITAL MANAGEMENT, LLCServes this area from Salt Lake City, UT (16 mi)#7Presidio Wealth Management
SUN FINANCIAL, INC.Serves this area from Midvale, UT (17 mi)#8Financial Network Wealth Advisors LLC
FINANCIAL NETWORK WEALTH ADVISORS LLCServes this area from Murray, UT (18 mi)#9Veritas Wealth Management, LLC
VERITAS WEALTH MANAGEMENT, LLCServes this area from Salt Lake City, UT (18 mi)#10Navigate Financial LLC
NAVIGATE FINANCIAL LLCServes this area from Millcreek, UT (18 mi)
20 more providers serving this area
- Abg Consultants, Midvale, UT (18 mi)
- Fiduciary Advisors, LLC, Midvale, UT (18 mi)
- Strategic Planning Group, Bountiful, UT (19 mi)
- Physician Wealth Advisors, Inc., Midvale, UT (19 mi)
- Ashworth Wealth, LLC, South Jordan, UT (20 mi)
- Cannon Capital Management, Inc., Cottonwood Heights, UT (20 mi)
- Tencap Wealth Coaching, South Jordan, UT (20 mi)
- Tingey Advisors Inc, Holladay, UT (20 mi)
- Jrs Wealth Management LLC, South Jordan, UT (20 mi)
- Truenorth Wealth, Murray, UT (20 mi)
- Lunt Capital Management Inc., Holladay, UT (20 mi)
- New Millennium Group, Sandy, UT (20 mi)
- Olympus Peaks Financial, LLC, Sandy, UT (21 mi)
- Sepio Capital, LP, Cottonwood Heights, UT (22 mi)
- Platform Wealth Advisors, Holladay, UT (22 mi)
- Dentist Advisors, Holladay, UT (22 mi)
- Elevated Capital Advisors, LLC, Draper, UT (23 mi)
- Landmark Wealth Advisors, LLC, Farmington, UT (23 mi)
- Coign Capital Advisors LLC, Draper, UT (23 mi)
- Navigate Private Wealth, LLC, Draper, UT (23 mi)
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Frequently asked questions
How many retirement plan advisors serve Magna?
We list 42 retirement plan advisors serving Magna, 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 Magna?
The top-ranked retirement plan advisors serving Magna, UT are Cottonwood Wealth Strategies, LLC, Go Invest LLC, Wealth Foundations Partners, LLC, Slayton Lewis Inc and Three Seasons Wealth. The full ranked list, with the official records each provider matched, is on this page.
Which retirement plan advisors serving Magna are verified against official records?
10 of the top 10 match an active official record: Cottonwood Wealth Strategies, LLC (U.S. Securities and Exchange Commission), Go Invest LLC (U.S. Securities and Exchange Commission), Wealth Foundations Partners, LLC (U.S. Securities and Exchange Commission), Slayton Lewis Inc (U.S. Securities and Exchange Commission) and Three Seasons 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 .