#1Landmark Wealth Advisors, LLC
LANDMARK WEALTH ADVISORS, LLC
Serves this area from Farmington, UT (18 mi)
Retirement Plan Advisors in Morgan County, UT
The top-ranked retirement plan advisors serving Morgan County, UT are Landmark Wealth Advisors, LLC, Strategic Planning Group and Ascend Investment Partners. We list 33 retirement plan advisors serving Morgan 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 Morgan 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 Morgan County
#2Strategic Planning Group
STRATEGIC PLANNING GROUP, LLCServes this area from Bountiful, UT (21 mi)#3Ascend Investment Partners
KESLER, NORMAN & WRIDE, LLCServes this area from Ogden, UT (23 mi)#4The Karras Company, Inc.
THE KARRAS COMPANY, INC.Serves this area from Roy, UT (24 mi)#5Jacobsen Capital Management
JACOBSEN CAPITAL MANAGEMENT, LLCServes this area from Salt Lake City, UT (28 mi)#6Slayton Lewis Inc
SLAYTON LEWIS INCServes this area from Salt Lake City, UT (28 mi)#7Three Seasons Wealth
THREE SEASONS WEALTHServes this area from Salt Lake City, UT (28 mi)#8Wealth Foundations Partners, LLC
WEALTH FOUNDATIONS PARTNERS, LLCServes this area from Salt Lake City, UT (28 mi)#9Cottonwood Wealth Strategies, LLC
COTTONWOOD CAPITAL ADVISORS, LLCServes this area from Salt Lake City, UT (29 mi)#10Veritas Wealth Management, LLC
VERITAS WEALTH MANAGEMENT, LLCServes this area from Salt Lake City, UT (29 mi)
20 more providers serving this area
- Lunt Capital Management Inc., Holladay, UT (32 mi)
- Tingey Advisors Inc, Holladay, UT (32 mi)
- Navigate Financial LLC, Millcreek, UT (33 mi)
- Interwise, UT
- Dentist Advisors, Holladay, UT (34 mi)
- Platform Wealth Advisors, Holladay, UT (34 mi)
- Sepio Capital, LP, Cottonwood Heights, UT (34 mi)
- Truenorth Wealth, Murray, UT (34 mi)
- Cannon Capital Management, Inc., Cottonwood Heights, UT (35 mi)
- Physician Wealth Advisors, Inc., Midvale, UT (35 mi)
- Financial Network Wealth Advisors LLC, Murray, UT (36 mi)
- Abg Consultants, Midvale, UT (37 mi)
- Fiduciary Advisors, LLC, Midvale, UT (37 mi)
- Presidio Wealth Management, Midvale, UT (37 mi)
- Olympus Peaks Financial, LLC, Sandy, UT (38 mi)
- New Millennium Group, Sandy, UT (40 mi)
- Go Invest LLC, West Jordan, UT (40 mi)
- Ashworth Wealth, LLC, South Jordan, UT (41 mi)
- Jrs Wealth Management LLC, South Jordan, UT (41 mi)
- Elevated Capital Advisors, LLC, Draper, UT (41 mi)
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Frequently asked questions
How many retirement plan advisors serve Morgan County?
We list 33 retirement plan advisors serving Morgan County, 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 Morgan County?
The top-ranked retirement plan advisors serving Morgan County, UT are Landmark Wealth Advisors, LLC, Strategic Planning Group, Ascend Investment Partners, The Karras Company, Inc. and Jacobsen Capital Management. The full ranked list, with the official records each provider matched, is on this page.
Which retirement plan advisors serving Morgan 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), Ascend Investment Partners (U.S. Securities and Exchange Commission), The Karras Company, Inc. (U.S. Securities and Exchange Commission) and Jacobsen Capital Management (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 .
Communities served
Morgan, Mountain Green, Enterprise