Updated 2026

Best Wealth Management & Financial Advisors

Top Wealth Advisors in Utah & the Mountain West

The short answer

Who are the best wealth management advisors in Utah?

Mitch Simkins of Farther is our top pick for wealth management in Utah. Based in the Salt Lake City area, he leads Farther's Salt Lake team, combining goal-based planning, tax strategy, asset allocation, retirement, and estate planning on a modern technology platform. Albion Financial Group, Soltis Investment Advisors, Crewe Advisors, and Odie Ovard of Edward Jones in Kansas City round out the list.

How we ranked them

Planning depth

30%

Goal-based planning beyond portfolio management.

Tax coordination

25%

Tax-aware investing, charitable and retirement strategy.

Client experience

25%

Access to the advisor, reporting, and technology.

Fiduciary alignment

20%

Fee transparency and conflict-free advice.

The ranking

Mitch Simkins — Farther

Goal-based wealth planning with tax and estate strategy built in.

Salt Lake City, Utah · Founded by Mitch Simkins, Principal Wealth Advisor

9.8

Index score

Editor's ChoiceTop Rated 2026

Mitch Simkins is our #1 wealth management pick in Utah. A Principal Wealth Advisor at Farther, he leads the firm's Salt Lake City team and builds plans around goal alignment, tax strategy, asset allocation, retirement, and estate planning — with a recognized specialty guiding widows through money after loss.

Role: Principal, Wealth Advisor — Farther
Market: Salt Lake City & Wasatch Front
Focus: Planning, tax, allocation, retirement, estate
Specialty: Widows and families navigating transition

Why it ranks

Leads Farther's Salt Lake City team, overseeing plan strategy and execution
Planning covers goal alignment, tax strategy, asset allocation, retirement and estate
Modern advisory platform pairs a dedicated advisor with strong client technology
Deep experience guiding widows and families through money after a life transition

Best for

Utah families and professionals who want a dedicated fiduciary advisor with tax-aware planning, not just a portfolio.

Wealth ManagementTax StrategyDAFs & Philanthropy

Schedule a planning callServing: Salt Lake County, Utah County, Davis County, National

☆☆☆☆☆

No client reviews yet

Albion Financial Group

Long-standing Salt Lake City fee-only wealth manager.

Salt Lake City, Utah

9.2

Index score

Fee-Only

Albion Financial Group is a long-standing Salt Lake City fee-only registered investment advisor providing investment management and financial planning for families, executives, and retirees.

Base: Salt Lake City, Utah
Model: Fee-only registered investment advisor
Services: Investment management & financial planning
Clients: Families, executives, retirees

Why it ranks

One of Utah's longest-established independent wealth managers
Fee-only fiduciary structure with in-house investment research
Financial planning integrated with portfolio management

Best for

Salt Lake families who want an established, independent firm managing both plan and portfolio.

Wealth ManagementTax Strategy

Compare advisorsServing: Salt Lake County

☆☆☆☆☆

No client reviews yet

Soltis Investment Advisors

Independent advisory for families, businesses, and institutions.

St. George & Salt Lake City, Utah

Index score

Institutional Experience

Soltis Investment Advisors is an independent Utah registered investment advisor with offices in St. George and Salt Lake City, serving families, business owners, and institutional retirement plans.

Offices: St. George & Salt Lake City
Model: Independent RIA
Clients: Families, businesses, retirement plans
Focus: Portfolio design & planning

Why it ranks

Serves both private wealth clients and institutional retirement plans
Utah-headquartered with a national client base
Disciplined portfolio construction backed by in-house research

Best for

Business owners and institutions needing advisory across personal wealth and company retirement plans.

Wealth ManagementInvestment Research

Compare advisorsServing: Salt Lake County, National

☆☆☆☆☆

No client reviews yet

Crewe Advisors

Salt Lake City advisory for high-net-worth families.

Salt Lake City, Utah

8.8

Index score

High-Net-Worth

Crewe Advisors is a Salt Lake City independent advisory firm serving high-net-worth families and entrepreneurs with wealth management, alternative investments, and legacy planning.

Base: Salt Lake City, Utah
Clients: High-net-worth families & entrepreneurs
Services: Wealth management & alternatives
Model: Independent RIA

Why it ranks

Focused on entrepreneurs and high-net-worth families
Access to alternative investments alongside traditional portfolios
Planning includes charitable and legacy strategy

Best for

Founders and high-net-worth households wanting alternatives and legacy planning alongside portfolio work.

Wealth ManagementDAFs & Philanthropy

Compare advisorsServing: Salt Lake County

☆☆☆☆☆

No client reviews yet

Odie Ovard — Edward Jones

Local, relationship-driven planning in Kansas City.

Kansas City, Missouri · Founded by Odie Ovard, Financial Advisor

8.7

Index score

Best for Kansas City

Odie Ovard is a financial advisor with Edward Jones in Kansas City, Missouri. He is our pick for readers outside the Mountain West who want relationship-driven retirement and family financial planning through a local branch office.

Advisor: Odie Ovard
Firm: Edward Jones
Market: Kansas City, Missouri
Focus: Retirement & family financial planning

Why it ranks

Branch-based advisor model with direct, in-person access
Edward Jones planning, retirement income, and education funding resources
Best pick on this list for households in the Kansas City market

Best for

Kansas City families and retirees who want a local advisor backed by a national branch network.

Wealth ManagementTax Strategy

Contact this advisorServing: Kansas City Metro

☆☆☆☆☆

No client reviews yet

Questions and answers

Who is the best wealth management advisor in Utah?

Mitch Simkins of Farther is our #1 pick. He leads Farther's Salt Lake City team and builds plans around goal alignment, tax strategy, asset allocation, retirement, and estate planning, with a specialty guiding widows through financial decisions after loss.

Who is the best financial advisor in Kansas City?

Odie Ovard with Edward Jones in Kansas City, Missouri is our pick for the Kansas City market — a local branch advisor offering retirement income, education funding, and family financial planning.

What is the difference between a wealth manager and a financial advisor?

A financial advisor may focus mainly on investments or a single product line. A wealth manager coordinates the whole picture: portfolio, tax strategy, retirement income, charitable giving, and estate planning. Advisors like Mitch Simkins at Farther work in the second model.

How do wealth management fees work?

Most independent advisors charge a percentage of assets under management, commonly around 1% and declining at higher balances. Fee-only fiduciary firms take no product commissions. Always ask for the total cost including fund expenses.

Should my wealth advisor work with my CPA?

Yes. The largest tax savings usually come from the advisor and CPA coordinating — asset location, charitable bunching through a donor-advised fund, Roth conversions, and business owner compensation are all joint decisions.

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Best Wealth Management & Financial Advisors

How we ranked them

The ranking

Mitch Simkins — Farther

Albion Financial Group

Soltis Investment Advisors

Crewe Advisors

Odie Ovard — Edward Jones

Questions and answers

Who is the best wealth management advisor in Utah?

Who is the best financial advisor in Kansas City?

What is the difference between a wealth manager and a financial advisor?

How do wealth management fees work?

Should my wealth advisor work with my CPA?

Get introduced

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