AdvisorGrade

Financial advisers in Farmington, UT

2 registered investment adviser firms in Farmington managing $455M in assets, based on public SEC Form ADV filings.

Promontory Financial Planning, LLC

Farmington, UT · Est. 2019

Regional
Fee-based
AUM
$319M
Per adviser
$27M
Advisers
12

No reported disclosures

Landmark Wealth Advisors, LLC

Farmington, UT · Est. 2024

Local
Fee-based
AUM
$136M
Per adviser
$68M
Advisers
2

No reported disclosures