#1 Portside Wealth Group, LLC
PORTSIDE WEALTH GROUP, LLC
Based in Provo, UT
Call (385) 412-1222Retirement Plan Advisors in Provo, UT
The top-ranked retirement plan advisors serving Provo, UT are Portside Wealth Group, LLC, Keeler Thomas Management LLC and Squire Wealth Advisors. We list 40 retirement plan advisors serving Provo, 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 Provo, 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 Provo
#2 Keeler Thomas Management LLC
KEELER THOMAS MANAGEMENT LLCServes this area from Orem, UT (3 mi)Call (801) 226-0800 · Website#3 Squire Wealth Advisors
SQUIRE INVESTMENT MANAGEMENT COMPANY, LLCServes this area from Orem, UT (3 mi)Call (801) 226-7722 · Website#4 Blue Barn Wealth
BLUE BARN WEALTH, LLCServes this area from Orem, UT (5 mi)Call (801) 466-4101 · Website#5 The Professional Financial Company LLC
THE PROFESSIONAL FINANCIAL COMPANY LLCServes this area from Orem, UT (5 mi)Call (801) 701-2345 · Website#6 Livet Wealth, LLC
LIVET WEALTH, LLCServes this area from Spanish Fork, UT (8 mi)Call (801) 893-8320 · Website#7 Soulence Wealth Management
SOULENCE WEALTH MANAGEMENT II LLCServes this area from UTCall (801) 571-9900 · Website#8 Provident Living Financial Services
PROVIDENT LIVING FINANCIAL SERVICES, INC.Serves this area from Lehi, UT (17 mi)Call (801) 753-5639 · Website#9 Townsquare Capital, LLC
TOWNSQUARE CAPITAL, LLCServes this area from Lehi, UT (17 mi)Call (385) 375-8650 · Website#10 Drive Wealth Advisers
DRIVE WEALTH MANAGEMENT, LLCServes this area from Lehi, UT (18 mi)Call (801) 901-6150 · Website
20 more providers serving this area
- Switchpoint Financial Planning LLC, Lehi, UT (19 mi)
- Coign Capital Advisors LLC, Draper, UT (23 mi)
- Navigate Private Wealth, LLC, Draper, UT (23 mi)
- Elevated Capital Advisors, LLC, Draper, UT (23 mi)
- Tencap Wealth Coaching, South Jordan, UT (26 mi)
- Jrs Wealth Management LLC, South Jordan, UT (26 mi)
- Interwise, UT
- New Millennium Group, Sandy, UT (26 mi)
- Ashworth Wealth, LLC, South Jordan, UT (26 mi)
- Olympus Peaks Financial, LLC, Sandy, UT (26 mi)
- Dentist Advisors, Holladay, UT (28 mi)
- Platform Wealth Advisors, Holladay, UT (28 mi)
- Sepio Capital, LP, Cottonwood Heights, UT (28 mi)
- Cannon Capital Management, Inc., Cottonwood Heights, UT (29 mi)
- Abg Consultants, Midvale, UT (29 mi)
- Fiduciary Advisors, LLC, Midvale, UT (29 mi)
- Physician Wealth Advisors, Inc., Midvale, UT (29 mi)
- Truenorth Wealth, Murray, UT (29 mi)
- Financial Network Wealth Advisors LLC, Murray, UT (30 mi)
- Presidio Wealth Management, Midvale, UT (30 mi)
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Frequently asked questions
How many retirement plan advisors serve Provo?
We list 40 retirement plan advisors serving Provo, UT: 1 based there and 39 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 Provo?
The top-ranked retirement plan advisors serving Provo, UT are Portside Wealth Group, LLC, Keeler Thomas Management LLC, Squire Wealth Advisors, Blue Barn Wealth and The Professional Financial Company LLC. The full ranked list, with the official records each provider matched, is on this page.
Which retirement plan advisors serving Provo are verified against official records?
10 of the top 10 match an active official record: Portside Wealth Group, LLC (U.S. Securities and Exchange Commission), Keeler Thomas Management LLC (U.S. Securities and Exchange Commission), Squire Wealth Advisors (U.S. Securities and Exchange Commission), Blue Barn Wealth (U.S. Securities and Exchange Commission) and The Professional Financial Company 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 .