#1 Interwise
VALUED WEALTH ADVISORS, LLC
Serves this area from UT
Call (801) 484-6004 · WebsiteRetirement Plan Advisors in Summit County, UT
The top-ranked retirement plan advisors serving Summit County, UT are Interwise, Dentist Advisors and Platform Wealth Advisors. We list 29 retirement plan advisors serving Summit County, UT. 29 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 Summit County, UT. 29 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 Summit County
#2 Dentist Advisors
AQUIRE WEALTH ADVISORS, LLCServes this area from Holladay, UT (47 mi)Call (801) 748-1243 · Website#3 Platform Wealth Advisors
PLATFORM WEALTH MANAGEMENT, LLCServes this area from Holladay, UT (47 mi)Call (385) 243-0553#4 Lunt Capital Management Inc.
LUNT CAPITAL MANAGEMENT INC.Serves this area from Holladay, UT (47 mi)Call (801) 503-3035 · Website#5 Sepio Capital, LP
SEPIO CAPITAL, LPServes this area from Cottonwood Heights, UT (47 mi)Call (415) 915-3708 · Website#6 Tingey Advisors Inc
CANNON TINGEY INVESTMENT ADVISORS INCServes this area from Holladay, UT (47 mi)Call (801) 352-8166 · Website#7 Veritas Wealth Management, LLC
VERITAS WEALTH MANAGEMENT, LLCServes this area from Salt Lake City, UT (48 mi)Call (801) 596-9999 · Website#8 Truenorth Wealth
ASSOCIATION FINANCIAL SERVICES INC.Serves this area from Murray, UT (48 mi)Call (801) 274-1820 · Website#9 Jacobsen Capital Management
JACOBSEN CAPITAL MANAGEMENT, LLCServes this area from Salt Lake City, UT (49 mi)Call (801) 746-7171 · Website#10 Three Seasons Wealth
THREE SEASONS WEALTHServes this area from Salt Lake City, UT (49 mi)Call (801) 662-0585 · Website
19 more providers serving this area
- Slayton Lewis Inc, Salt Lake City, UT (49 mi)
- Wealth Foundations Partners, LLC, Salt Lake City, UT (49 mi)
- Navigate Financial LLC, Millcreek, UT (49 mi)
- Cannon Capital Management, Inc., Cottonwood Heights, UT (50 mi)
- Cottonwood Wealth Strategies, LLC, Salt Lake City, UT (50 mi)
- Physician Wealth Advisors, Inc., Midvale, UT (50 mi)
- Olympus Peaks Financial, LLC, Sandy, UT (50 mi)
- Financial Network Wealth Advisors LLC, Murray, UT (51 mi)
- Abg Consultants, Midvale, UT (52 mi)
- Fiduciary Advisors, LLC, Midvale, UT (52 mi)
- Presidio Wealth Management, Midvale, UT (53 mi)
- Elevated Capital Advisors, LLC, Draper, UT (53 mi)
- New Millennium Group, Sandy, UT (53 mi)
- Coign Capital Advisors LLC, Draper, UT (53 mi)
- Navigate Private Wealth, LLC, Draper, UT (53 mi)
- Ashworth Wealth, LLC, South Jordan, UT (54 mi)
- Jrs Wealth Management LLC, South Jordan, UT (54 mi)
- Tencap Wealth Coaching, South Jordan, UT (55 mi)
- Go Invest LLC, West Jordan, UT (56 mi)
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Frequently asked questions
How many retirement plan advisors serve Summit County?
We list 29 retirement plan advisors serving Summit County, UT: 0 based there and 29 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 Summit County?
The top-ranked retirement plan advisors serving Summit County, UT are Interwise, Dentist Advisors, Platform Wealth Advisors, Lunt Capital Management Inc. and Sepio Capital, LP. The full ranked list, with the official records each provider matched, is on this page.
Which retirement plan advisors serving Summit County are verified against official records?
10 of the top 10 match an active official record: Interwise (U.S. Securities and Exchange Commission), Dentist Advisors (U.S. Securities and Exchange Commission), Platform Wealth Advisors (U.S. Securities and Exchange Commission), Lunt Capital Management Inc. (U.S. Securities and Exchange Commission) and Sepio Capital, LP (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
Summit Park, Park City, Snyderville, East Basin, Kamas, Francis, Silver Summit, Oakley, Coalville, Henefer, Hoytsville, Marion, Wanship, Woodland, Peoa, Samak, Echo