#1Go Invest LLC
GO INVEST LLC
Serves this area from West Jordan, UT (7 mi)
Retirement Plan Advisors in West Valley City, UT
The top-ranked retirement plan advisors serving West Valley City, UT are Go Invest LLC, Presidio Wealth Management and Financial Network Wealth Advisors LLC. We list 42 retirement plan advisors serving West Valley 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 West Valley 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 West Valley City
#2Presidio Wealth Management
SUN FINANCIAL, INC.Serves this area from Midvale, UT (7 mi)#3Financial Network Wealth Advisors LLC
FINANCIAL NETWORK WEALTH ADVISORS LLCServes this area from Murray, UT (7 mi)#4Cottonwood Wealth Strategies, LLC
COTTONWOOD CAPITAL ADVISORS, LLCServes this area from Salt Lake City, UT (7 mi)#5Navigate Financial LLC
NAVIGATE FINANCIAL LLCServes this area from Millcreek, UT (8 mi)#6Abg Consultants
ABG CONSULTANTS, LLCServes this area from Midvale, UT (8 mi)#7Fiduciary Advisors, LLC
FIDUCIARY ADVISORS, LLCServes this area from Midvale, UT (8 mi)#8Wealth Foundations Partners, LLC
WEALTH FOUNDATIONS PARTNERS, LLCServes this area from Salt Lake City, UT (8 mi)#9Three Seasons Wealth
THREE SEASONS WEALTHServes this area from Salt Lake City, UT (8 mi)#10Slayton Lewis Inc
SLAYTON LEWIS INCServes this area from Salt Lake City, UT (8 mi)
20 more providers serving this area
- Jacobsen Capital Management, Salt Lake City, UT (9 mi)
- Veritas Wealth Management, LLC, Salt Lake City, UT (9 mi)
- Physician Wealth Advisors, Inc., Midvale, UT (9 mi)
- Cannon Capital Management, Inc., Cottonwood Heights, UT (9 mi)
- Tingey Advisors Inc, Holladay, UT (10 mi)
- Truenorth Wealth, Murray, UT (10 mi)
- Lunt Capital Management Inc., Holladay, UT (10 mi)
- Ashworth Wealth, LLC, South Jordan, UT (10 mi)
- New Millennium Group, Sandy, UT (10 mi)
- Jrs Wealth Management LLC, South Jordan, UT (11 mi)
- Olympus Peaks Financial, LLC, Sandy, UT (11 mi)
- Tencap Wealth Coaching, South Jordan, UT (11 mi)
- Sepio Capital, LP, Cottonwood Heights, UT (11 mi)
- Platform Wealth Advisors, Holladay, UT (12 mi)
- Dentist Advisors, Holladay, UT (12 mi)
- Elevated Capital Advisors, LLC, Draper, UT (13 mi)
- Coign Capital Advisors LLC, Draper, UT (13 mi)
- Navigate Private Wealth, LLC, Draper, UT (13 mi)
- Strategic Planning Group, Bountiful, UT (15 mi)
- Interwise, UT
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Frequently asked questions
How many retirement plan advisors serve West Valley City?
We list 42 retirement plan advisors serving West Valley City, UT: 0 based there and 42 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 West Valley City?
The top-ranked retirement plan advisors serving West Valley City, UT are Go Invest LLC, Presidio Wealth Management, Financial Network Wealth Advisors LLC, Cottonwood Wealth Strategies, LLC and Navigate Financial LLC. The full ranked list, with the official records each provider matched, is on this page.
Which retirement plan advisors serving West Valley City are verified against official records?
10 of the top 10 match an active official record: Go Invest LLC (U.S. Securities and Exchange Commission), Presidio Wealth Management (U.S. Securities and Exchange Commission), Financial Network Wealth Advisors LLC (U.S. Securities and Exchange Commission), Cottonwood Wealth Strategies, LLC (U.S. Securities and Exchange Commission) and Navigate Financial 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 .