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Utah
Lehi

Find Financial Advisor Firms in Lehi, UT

Album Ventures, LLC
Andina Family Offices
Banner Capital Management, LLC
Blue Summit Capital Investments Management, LLC
B.O.S.S. Retirement Advisors, LLC
Decker Retirement Planning Inc
Drive Wealth Advisers
Frazier Group Management, LLC
Mercato Savory Management, LLC
Mercatus Partners, LLC
My Prosper Team
Prestige Wealthwide, LLC
Provident Living Financial Services
Reef Investment Management LLC
Savory Capital LLC
Solidarity Capital Management, LLC
Solidarity Wealth, LLC
Swell Collective Management
Switchpoint Financial Planning LLC
Thistle Creek Capital, LLC
Ugly Unicorn Management LLC
West Rim Capital Associates Ii, L.P

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SmartAsset Advisors, LLC ("SmartAsset"), a wholly owned subsidiary of Financial Insight Technology, is registered with the U.S. Securities and Exchange Commission as an investment adviser. SmartAsset’s services are limited to referring users to third party advisers registered or chartered as fiduciaries ("Adviser(s)") with a regulatory body in the United States that have elected to participate in our matching platform based on information gathered from users through our online questionnaire. SmartAsset receives compensation from Advisers for our services. SmartAsset does not review the ongoing performance of any Adviser, participate in the management of any user’s account by an Adviser or provide advice regarding specific investments. We do not manage client funds or hold custody of assets, we help users connect with relevant financial advisors. This is not an offer to buy or sell any security or interest. All investing involves risk, including loss of principal. Working with an adviser may come with potential downsides, such as payment of fees (which will reduce returns). Past performance is not a guarantee of future results. There are no guarantees that working with an adviser will yield positive returns. The existence of a fiduciary duty does not prevent the rise of potential conflicts of interest.

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