#1 Blue Barn Wealth
BLUE BARN WEALTH, LLC
Based in Orem, UT
Call (801) 466-4101 · WebsiteRetirement Plan Advisors in Utah County, UT
The top-ranked retirement plan advisors serving Utah County, UT are Blue Barn Wealth, Drive Wealth Advisers and Keeler Thomas Management LLC. We list 40 retirement plan advisors serving Utah County, 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 Utah County, UT. 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 Utah County
#2 Drive Wealth Advisers
DRIVE WEALTH MANAGEMENT, LLCBased in Lehi, UTCall (801) 901-6150 · Website#3 Keeler Thomas Management LLC
KEELER THOMAS MANAGEMENT LLCBased in Orem, UTCall (801) 226-0800 · Website#4 Livet Wealth, LLC
LIVET WEALTH, LLCBased in Spanish Fork, UTCall (801) 893-8320 · Website#5 Portside Wealth Group, LLC
PORTSIDE WEALTH GROUP, LLCBased in Provo, UTCall (385) 412-1222#6 Provident Living Financial Services
PROVIDENT LIVING FINANCIAL SERVICES, INC.Based in Lehi, UTCall (801) 753-5639 · Website#7 Soulence Wealth Management
SOULENCE WEALTH MANAGEMENT II LLCBased in UTCall (801) 571-9900 · Website#8 Squire Wealth Advisors
SQUIRE INVESTMENT MANAGEMENT COMPANY, LLCBased in Orem, UTCall (801) 226-7722 · Website#9 Switchpoint Financial Planning LLC
SWITCHPOINT FINANCIAL PLANNING LLCBased in Lehi, UTCall (801) 753-8538 · Website#10 The Professional Financial Company LLC
THE PROFESSIONAL FINANCIAL COMPANY LLCBased in Orem, UTCall (801) 701-2345 · Website
20 more providers serving this area
- Townsquare Capital, LLC, Lehi, UT
- Coign Capital Advisors LLC, Draper, UT (30 mi)
- Navigate Private Wealth, LLC, Draper, UT (30 mi)
- Elevated Capital Advisors, LLC, Draper, UT (31 mi)
- Tencap Wealth Coaching, South Jordan, UT (32 mi)
- Jrs Wealth Management LLC, South Jordan, UT (33 mi)
- Ashworth Wealth, LLC, South Jordan, UT (33 mi)
- New Millennium Group, Sandy, UT (33 mi)
- Olympus Peaks Financial, LLC, Sandy, UT (34 mi)
- Interwise, UT
- Abg Consultants, Midvale, UT (36 mi)
- Dentist Advisors, Holladay, UT (36 mi)
- Fiduciary Advisors, LLC, Midvale, UT (36 mi)
- Sepio Capital, LP, Cottonwood Heights, UT (36 mi)
- Platform Wealth Advisors, Holladay, UT (36 mi)
- Cannon Capital Management, Inc., Cottonwood Heights, UT (36 mi)
- Physician Wealth Advisors, Inc., Midvale, UT (37 mi)
- Go Invest LLC, West Jordan, UT (37 mi)
- Truenorth Wealth, Murray, UT (37 mi)
- Presidio Wealth Management, Midvale, UT (37 mi)
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Frequently asked questions
How many retirement plan advisors serve Utah County?
We list 40 retirement plan advisors serving Utah County, UT: 11 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 Utah County?
The top-ranked retirement plan advisors serving Utah County, UT are Blue Barn Wealth, Drive Wealth Advisers, Keeler Thomas Management LLC, Livet Wealth, LLC and Portside Wealth Group, LLC. The full ranked list, with the official records each provider matched, is on this page.
Which retirement plan advisors serving Utah County are verified against official records?
10 of the top 10 match an active official record: Blue Barn Wealth (U.S. Securities and Exchange Commission), Drive Wealth Advisers (U.S. Securities and Exchange Commission), Keeler Thomas Management LLC (U.S. Securities and Exchange Commission), Livet Wealth, LLC (U.S. Securities and Exchange Commission) and Portside Wealth Group, 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 .
Cities in Utah County
Communities served
Payson, Highland, Santaquin, Vineyard, Mapleton, Lindon, Salem, Alpine, Cedar Hills, Elk Ridge, Genola, Woodland Hills, West Mountain, Benjamin, Goshen, Lake Shore, Spring Lake, Palmyra, Cedar Fort, Elberta, Hobble Creek, Fairfield, Sundance