Utah · 86 advisers
Financial Advisors in Salt Lake City, Utah
Looking for a financial advisor in Salt Lake City, Utah? Falists indexes 86 SEC-registered and state-registered investment advisers in Salt Lake City — with names, websites, team size, fee types, and assets under management pulled from public Form ADV filings. 75 firms list a website you can visit directly. Firms in this directory manage up to $23.35B in reported assets. Compare advisers below and visit firm websites to learn more about their services.
Advisers
86
With website
75
Largest AUM
$23.35B
Financial planning
41
Filter by specialty
Wealth managers · Trusts & estates · Retirement · Institutional · Planning
Top advisors in Salt Lake City
Ranked by AUM · Fees, team & specialties at a glance
WASATCH ADVISORS LP
Salt Lake City, UT
AUM
$23.35B
Team
41 advisors
Clients
0
Fees
Percentage of AUM; Performance-based fees
801-533-0777
CYNOSURE GROUP, LLC
Salt Lake City, UT
AUM
$9.85B
Team
30 advisors
Clients
51-100
Fees
Percentage of AUM · Fixed fees +1 more
801-521-3100
SEPIO CAPITAL, LP
Salt Lake City, UT
AUM
$5.64B
Team
18 advisors
Clients
0
Fees
Percentage of AUM · Fixed fees +2 more
(415) 915-3708
GRANDEUR PEAK GLOBAL ADVISORS
Salt Lake City, UT
AUM
$3.80B
Team
33 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
801-384-0000
CREWE ADVISORS
Salt Lake City, UT
AUM
$3.05B
Team
16 advisors
Clients
More than 500
Fees
Percentage of AUM · Hourly charges +2 more
385-355-2700
PETERSON PARTNERS
Salt Lake City, UT
AUM
$2.96B
Team
27 advisors
Clients
—
Fees
Percentage of AUM · Fixed fees +1 more
801-417-0748
KEYSTONE NATIONAL GROUP, LLC
Salt Lake City, UT
AUM
$2.50B
Team
40 advisors
Clients
0
Fees
Percentage of AUM; Performance-based fees
925-480-6050
SUNDANCE BAY
Salt Lake City, UT
AUM
$2.09B
Team
43 advisors
Clients
0
Fees
Percentage of AUM; Performance-based fees
801-783-3430
ALBION FINANCIAL GROUP
Salt Lake City, UT
AUM
$2.01B
Team
14 advisors
Clients
More than 500
Fees
Percentage of AUM · Hourly charges +2 more
801-487-3700
PHYSICIAN WEALTH ADVISORS, INC.
Salt Lake City, UT
AUM
$2.01B
Team
7 advisors
Clients
11-25
Fees
Percentage of AUM
801-747-0800
ALTA CAPITAL MANAGEMENT LLC
Salt Lake City, UT
AUM
$1.60B
Team
12 advisors
Clients
51-100
Fees
Percentage of AUM
801-274-6010
CROSS CREEK ADVISORS, LLC
Salt Lake City, UT
AUM
$1.35B
Team
10 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
801-214-0091
TRUENORTH WEALTH
Salt Lake City, UT
AUM
$1.27B
Team
10 advisors
Clients
More than 500
Fees
Percentage of AUM · Hourly charges +1 more
801-274-1820
THREE SEASONS WEALTH
Salt Lake City, UT
AUM
$1.23B
Team
7 advisors
Clients
0
Fees
Percentage of AUM; Fixed fees
801-662-0585
TAYLOR DERRICK CAPITAL, L.L.C.
Salt Lake City, UT
AUM
$910.7M
Team
12 advisors
Clients
0
Fees
Percentage of AUM · Performance-based fees +2 more
801-996-7470
ZIONS CAPITAL ADVISORS, INC.
Salt Lake City, UT
AUM
$830.8M
Team
4 advisors
Clients
0
Fees
Percentage of AUM; Fixed fees
800-608-3202
M3F, INC.
Salt Lake City, UT
AUM
$778.2M
Team
6 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
202-246-9200
LEP MANAGEMENT LLC
Salt Lake City, UT
AUM
$585.2M
Team
12 advisors
Clients
—
Fees
Percentage of AUM · Performance-based fees +1 more
801-961-1599
JACOBSEN CAPITAL MANAGEMENT
Salt Lake City, UT
AUM
$562.9M
Team
2 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
801-746-7171
NARUS FINANCIAL PARTNERS, LLC
Salt Lake City, UT
AUM
$559.0M
Team
5 advisors
Clients
101-250
Fees
Percentage of AUM · Hourly charges +1 more
866-534-0530
CIMARRON HEALTHCARE CAPITAL, LLC
Salt Lake City, UT
AUM
$532.7M
Team
7 advisors
Clients
—
Fees
Percentage of AUM · Performance-based fees +1 more
801-849-9293
DENTIST ADVISORS
Salt Lake City, UT
AUM
$504.0M
Team
9 advisors
Clients
More than 500
Fees
Percentage of AUM · Hourly charges +1 more
801-748-1243
WASATCH HEALTH PARTNERS
Salt Lake City, UT
AUM
$495.2M
Team
7 advisors
Clients
—
Fees
Percentage of AUM; ORIGINATION FEE
(385) 501-5979
TINGEY ADVISORS INC
Salt Lake City, UT
AUM
$477.7M
Team
4 advisors
Clients
51-100
Fees
Percentage of AUM; Hourly charges
801-352-8166
More cities in Utah
Common questions
- How many financial advisors are in Salt Lake City, Utah?
- 86 registered investment advisers are listed in our Salt Lake City directory, sourced from public SEC filings.
- What types of advisors are in Salt Lake City?
- Browse wealth managers, financial planners, trust & estate advisors, retirement specialists, and institutional managers using the specialty filters above.
- How do I choose a financial advisor in Salt Lake City?
- Compare team size, services, fee types, and AUM. Visit firm websites, verify registration on SEC IAPD, and interview advisers before hiring.
- Is this data official?
- Yes. All records come from the SEC Investment Adviser Public Disclosure (IAPD) database.