Retirement Plan (401k) Advisors Directory

Retirement Plan Advisors in Wasatch County, UT

The top-ranked retirement plan advisors serving Wasatch County, UT are Portside Wealth Group, LLC, Keeler Thomas Management LLC and Squire Wealth Advisors. We list 40 retirement plan advisors serving Wasatch 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 Wasatch 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 Wasatch County

Ranked by our published methodology. Sponsored providers are shown separately.
#ProviderVerified recordsBased inPhone
1Portside Wealth Group, LLC✓ SEC-registered investment adviser (CRD) #325175
Provo, UT (27 mi)(385) 412-1222
2Keeler Thomas Management LLC✓ SEC-registered investment adviser (CRD) #109522
Orem, UT (28 mi)(801) 226-0800
3Squire Wealth Advisors✓ SEC-registered investment adviser (CRD) #117750
Orem, UT (28 mi)(801) 226-7722
4Soulence Wealth Management✓ SEC-registered investment adviser (CRD) #340580
UT(801) 571-9900
5Livet Wealth, LLC✓ SEC-registered investment adviser (CRD) #337826
Spanish Fork, UT (28 mi)(801) 893-8320
6Blue Barn Wealth✓ SEC-registered investment adviser (CRD) #107202
Orem, UT (29 mi)(801) 466-4101
7The Professional Financial Company LLC✓ SEC-registered investment adviser (CRD) #286419
Orem, UT (29 mi)(801) 701-2345
8Interwise✓ SEC-registered investment adviser (CRD) #316746
UT(801) 484-6004
9Provident Living Financial Services✓ SEC-registered investment adviser (CRD) #282665
Lehi, UT (38 mi)(801) 753-5639
10Townsquare Capital, LLC✓ SEC-registered investment adviser (CRD) #288576
Lehi, UT (38 mi)(385) 375-8650
20 more providers serving this area

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Frequently asked questions

How many retirement plan advisors serve Wasatch County?

We list 40 retirement plan advisors serving Wasatch County, UT: 0 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 Wasatch County?

The top-ranked retirement plan advisors serving Wasatch County, UT are Portside Wealth Group, LLC, Keeler Thomas Management LLC, Squire Wealth Advisors, Soulence Wealth Management and Livet Wealth, LLC. The full ranked list, with the official records each provider matched, is on this page.

Which retirement plan advisors serving Wasatch County 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), Soulence Wealth Management (U.S. Securities and Exchange Commission) and Livet 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 .

Communities served

Heber, Midway, Hideout, Timber Lakes, Daniel, Charleston, Wallsburg, Interlaken, Independence

More areas nearby

Provo, UT (26 mi)Utah County, UT (31 mi)Lehi, UT (38 mi)Summit County, UT (38 mi)Duchesne County, UT (39 mi)Carbon County, UT (55 mi)