#1Cottonwood Wealth Strategies, LLC
COTTONWOOD CAPITAL ADVISORS, LLC
Based in Salt Lake City, UT
Retirement Plan Advisors in Salt Lake City, UT
The top-ranked retirement plan advisors serving Salt Lake City, UT are Cottonwood Wealth Strategies, LLC, Jacobsen Capital Management and Slayton Lewis Inc. We list 42 retirement plan advisors serving Salt Lake City, 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 Salt Lake City, 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 Salt Lake City
#2Jacobsen Capital Management
JACOBSEN CAPITAL MANAGEMENT, LLCBased in Salt Lake City, UT#3Slayton Lewis Inc
SLAYTON LEWIS INCBased in Salt Lake City, UT#4Three Seasons Wealth
THREE SEASONS WEALTHBased in Salt Lake City, UT#5Veritas Wealth Management, LLC
VERITAS WEALTH MANAGEMENT, LLCBased in Salt Lake City, UT#6Wealth Foundations Partners, LLC
WEALTH FOUNDATIONS PARTNERS, LLCBased in Salt Lake City, UT#7Strategic Planning Group
STRATEGIC PLANNING GROUP, LLCServes this area from Bountiful, UT (8 mi)#8Navigate Financial LLC
NAVIGATE FINANCIAL LLCServes this area from Millcreek, UT (8 mi)#9Tingey Advisors Inc
CANNON TINGEY INVESTMENT ADVISORS INCServes this area from Holladay, UT (9 mi)#10Lunt Capital Management Inc.
LUNT CAPITAL MANAGEMENT INC.Serves this area from Holladay, UT (9 mi)
20 more providers serving this area
- Financial Network Wealth Advisors LLC, Murray, UT (10 mi)
- Presidio Wealth Management, Midvale, UT (10 mi)
- Truenorth Wealth, Murray, UT (10 mi)
- Physician Wealth Advisors, Inc., Midvale, UT (11 mi)
- Cannon Capital Management, Inc., Cottonwood Heights, UT (11 mi)
- Abg Consultants, Midvale, UT (11 mi)
- Fiduciary Advisors, LLC, Midvale, UT (11 mi)
- Sepio Capital, LP, Cottonwood Heights, UT (12 mi)
- Platform Wealth Advisors, Holladay, UT (12 mi)
- Dentist Advisors, Holladay, UT (12 mi)
- Go Invest LLC, West Jordan, UT (13 mi)
- Olympus Peaks Financial, LLC, Sandy, UT (14 mi)
- Landmark Wealth Advisors, LLC, Farmington, UT (14 mi)
- New Millennium Group, Sandy, UT (14 mi)
- Ashworth Wealth, LLC, South Jordan, UT (15 mi)
- Jrs Wealth Management LLC, South Jordan, UT (15 mi)
- Tencap Wealth Coaching, South Jordan, UT (16 mi)
- Interwise, UT
- Elevated Capital Advisors, LLC, Draper, UT (17 mi)
- Coign Capital Advisors LLC, Draper, UT (17 mi)
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Frequently asked questions
How many retirement plan advisors serve Salt Lake City?
We list 42 retirement plan advisors serving Salt Lake City, UT: 6 based there and 36 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 Salt Lake City?
The top-ranked retirement plan advisors serving Salt Lake City, UT are Cottonwood Wealth Strategies, LLC, Jacobsen Capital Management, Slayton Lewis Inc, Three Seasons Wealth and Veritas Wealth Management, LLC. The full ranked list, with the official records each provider matched, is on this page.
Which retirement plan advisors serving Salt Lake City 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), Jacobsen Capital Management (U.S. Securities and Exchange Commission), Slayton Lewis Inc (U.S. Securities and Exchange Commission), Three Seasons Wealth (U.S. Securities and Exchange Commission) and Veritas Wealth Management, 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 .