#1 Ascend Investment Partners
KESLER, NORMAN & WRIDE, LLC
Based in Ogden, UT
Call (801) 476-1200 · WebsiteRetirement Plan Advisors in Ogden, UT
The top-ranked retirement plan advisors serving Ogden, UT are Ascend Investment Partners, The Karras Company, Inc. and Landmark Wealth Advisors, LLC. We list 4 retirement plan advisors serving Ogden, UT. 4 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 Ogden, UT (Weber County). 4 providers, 4 of the top 4 verified against federal or state records. Registry records checked on 2026-11-04.
Top 4 ranked retirement plan advisors for Ogden
| # | Provider | Verified records | Based in | Phone |
|---|---|---|---|---|
| 1 | Ascend Investment Partners | ✓ SEC-registered investment adviser (CRD) #307667 | Ogden, UT | (801) 476-1200 |
| 2 | The Karras Company, Inc. | ✓ SEC-registered investment adviser (CRD) #109578 | Roy, UT (5 mi) | (801) 825-3000 |
| 3 | Landmark Wealth Advisors, LLC | ✓ SEC-registered investment adviser (CRD) #166989 | Farmington, UT (18 mi) | (801) 295-8700 |
| 4 | Strategic Planning Group | ✓ SEC-registered investment adviser (CRD) #113844 | Bountiful, UT (24 mi) | (801) 627-2200 |
#2 The Karras Company, Inc.
THE KARRAS COMPANY, INC.Serves this area from Roy, UT (5 mi)Call (801) 825-3000 · Website#3 Landmark Wealth Advisors, LLC
LANDMARK WEALTH ADVISORS, LLCServes this area from Farmington, UT (18 mi)Call (801) 295-8700 · Website#4 Strategic Planning Group
STRATEGIC PLANNING GROUP, LLCServes this area from Bountiful, UT (24 mi)Call (801) 627-2200 · Website
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Frequently asked questions
How many retirement plan advisors serve Ogden?
We list 4 retirement plan advisors serving Ogden, UT: 1 based there and 3 serving it from nearby. 4 of the top 4 match an active federal or state record, checked on 2026-11-04.
Which retirement plan advisors serve Ogden?
The top-ranked retirement plan advisors serving Ogden, UT are Ascend Investment Partners, The Karras Company, Inc., Landmark Wealth Advisors, LLC and Strategic Planning Group. The full ranked list, with the official records each provider matched, is on this page.
Which retirement plan advisors serving Ogden are verified against official records?
4 of the top 4 match an active official record: Ascend Investment Partners (U.S. Securities and Exchange Commission), The Karras Company, Inc. (U.S. Securities and Exchange Commission), Landmark Wealth Advisors, LLC (U.S. Securities and Exchange Commission) and Strategic Planning Group (U.S. Securities and Exchange Commission). 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 .