#1 New Millennium Group
NEW MILLENNIUM GROUP, LLC
Based in Sandy, UT
Call (801) 446-9950 · WebsiteRetirement Plan Advisors in Sandy, UT
The top-ranked retirement plan advisors serving Sandy, UT are New Millennium Group, Olympus Peaks Financial, LLC and Elevated Capital Advisors, LLC. We list 42 retirement plan advisors serving Sandy, 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 Sandy, 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 Sandy
#2 Olympus Peaks Financial, LLC
OLYMPUS PEAKS FINANCIAL, LLCBased in Sandy, UTCall (801) 566-3510 · Website#3 Elevated Capital Advisors, LLC
ELEVATED CAPITAL ADVISORS, LLCServes this area from Draper, UT (3 mi)Call (385) 237-3338 · Website#4 Coign Capital Advisors LLC
COIGN CAPITAL ADVISORS LLCServes this area from Draper, UT (3 mi)Call (801) 676-4570 · Website#5 Navigate Private Wealth, LLC
NAVIGATE PRIVATE WEALTH, LLCServes this area from Draper, UT (3 mi)Call (801) 676-4588 · Website#6 Ashworth Wealth, LLC
ASHWORTH WEALTH, LLCServes this area from South Jordan, UT (4 mi)Call (801) 364-4400 · Website#7 Jrs Wealth Management LLC
JRS WEALTH MANAGEMENT LLCServes this area from South Jordan, UT (4 mi)Call (801) 987-3973 · Website#8 Abg Consultants
ABG CONSULTANTS, LLCServes this area from Midvale, UT (4 mi)Call (801) 486-5069 · Website#9 Fiduciary Advisors, LLC
FIDUCIARY ADVISORS, LLCServes this area from Midvale, UT (4 mi)Call (801) 492-7341 · Website#10 Cannon Capital Management, Inc.
CANNON CAPITAL MANAGEMENT, INC.Serves this area from Cottonwood Heights, UT (4 mi)Call (801) 566-3190 · Website
20 more providers serving this area
- Physician Wealth Advisors, Inc., Midvale, UT (4 mi)
- Tencap Wealth Coaching, South Jordan, UT (5 mi)
- Sepio Capital, LP, Cottonwood Heights, UT (5 mi)
- Truenorth Wealth, Murray, UT (5 mi)
- Financial Network Wealth Advisors LLC, Murray, UT (5 mi)
- Platform Wealth Advisors, Holladay, UT (5 mi)
- Presidio Wealth Management, Midvale, UT (5 mi)
- Dentist Advisors, Holladay, UT (5 mi)
- Navigate Financial LLC, Millcreek, UT (7 mi)
- Tingey Advisors Inc, Holladay, UT (7 mi)
- Go Invest LLC, West Jordan, UT (7 mi)
- Lunt Capital Management Inc., Holladay, UT (7 mi)
- Interwise, UT
- Switchpoint Financial Planning LLC, Lehi, UT (10 mi)
- Drive Wealth Advisers, Lehi, UT (10 mi)
- Veritas Wealth Management, LLC, Salt Lake City, UT (11 mi)
- Provident Living Financial Services, Lehi, UT (11 mi)
- Townsquare Capital, LLC, Lehi, UT (11 mi)
- Cottonwood Wealth Strategies, LLC, Salt Lake City, UT (13 mi)
- Three Seasons Wealth, Salt Lake City, UT (13 mi)
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Frequently asked questions
How many retirement plan advisors serve Sandy?
We list 42 retirement plan advisors serving Sandy, UT: 2 based there and 40 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 Sandy?
The top-ranked retirement plan advisors serving Sandy, UT are New Millennium Group, Olympus Peaks Financial, LLC, Elevated Capital Advisors, LLC, Coign Capital Advisors LLC and Navigate Private Wealth, LLC. The full ranked list, with the official records each provider matched, is on this page.
Which retirement plan advisors serving Sandy are verified against official records?
10 of the top 10 match an active official record: New Millennium Group (U.S. Securities and Exchange Commission), Olympus Peaks Financial, LLC (U.S. Securities and Exchange Commission), Elevated Capital Advisors, LLC (U.S. Securities and Exchange Commission), Coign Capital Advisors LLC (U.S. Securities and Exchange Commission) and Navigate Private Wealth, 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 .