Financial advisers in Salt Lake City , UT

AUM: $23.3B
Per adviser: $569M
Advisers: 41

No reported disclosures

Cynosure Group, LLC

Salt Lake City, UT · Est. 2015

AUM: $9.8B
Per adviser: $328M
Advisers: 30

No reported disclosures

Sepio Capital, LP

Salt Lake City, UT · Est. 2017

AUM: $5.6B
Per adviser: $313M
Advisers: 18

No reported disclosures

Grandeur Peak Global Advisors

Salt Lake City, UT · Est. 2011

AUM: $3.8B
Per adviser: $115M
Advisers: 33

No reported disclosures

Crewe Advisors

Salt Lake City, UT · Est. 2015

AUM: $3.1B
Per adviser: $191M
Advisers: 16

No reported disclosures

Peterson Partners

Salt Lake City, UT · Est. 2012

AUM: $3.0B
Per adviser: $110M
Advisers: 27

No reported disclosures

Keystone National Group, LLC

Salt Lake City, UT · Est. 2007

AUM: $2.5B
Per adviser: $63M
Advisers: 40

No reported disclosures

Sundance Bay

Salt Lake City, UT · Est. 2020

AUM: $2.1B
Per adviser: $49M
Advisers: 43

No reported disclosures

Albion Financial Group

Salt Lake City, UT · Est. 1983

AUM: $2.0B
Per adviser: $144M
Advisers: 14

No reported disclosures

Physician Wealth Advisors, INC.

Salt Lake City, UT · Est. 2005

AUM: $2.0B
Per adviser: $287M
Advisers: 7

No reported disclosures

Alta Capital Management LLC

Salt Lake City, UT · Est. 1995

LocalInternational

AUM: $1.6B
Per adviser: $133M
Advisers: 12

No reported disclosures

Cross Creek Advisors, LLC

Salt Lake City, UT · Est. 2012

AUM: $1.3B
Per adviser: $135M
Advisers: 10

No reported disclosures

Truenorth Wealth

Salt Lake City, UT · Est. 2007

AUM: $1.3B
Per adviser: $127M
Advisers: 10

No reported disclosures

Three Seasons Wealth

Salt Lake City, UT · Est. 2023

AUM: $1.2B
Per adviser: $176M
Advisers: 7

No reported disclosures

Taylor Derrick Capital, L.L.C.

Salt Lake City, UT · Est. 2016

AUM: $911M
Per adviser: $76M
Advisers: 12

No reported disclosures

Zions Capital Advisors, INC.

Salt Lake City, UT · Est. 2004

AUM: $831M
Per adviser: $208M
Advisers: 4

No reported disclosures

M3f, INC.

Salt Lake City, UT · Est. 2009

AUM: $778M
Per adviser: $130M
Advisers: 6

No reported disclosures

Lep Management LLC

Salt Lake City, UT · Est. 2017

AUM: $585M
Per adviser: $49M
Advisers: 12

No reported disclosures

Jacobsen Capital Management

Salt Lake City, UT · Est. 2004

AUM: $563M
Per adviser: $281M
Advisers: 2

No reported disclosures

Narus Financial Partners, LLC

Salt Lake City, UT · Est. 2014

AUM: $559M
Per adviser: $112M
Advisers: 5

No reported disclosures

Cimarron Healthcare Capital, LLC

Salt Lake City, UT · Est. 2022

AUM: $533M
Per adviser: $76M
Advisers: 7

No reported disclosures

Dentist Advisors

Salt Lake City, UT · Est. 2019

AUM: $504M
Per adviser: $56M
Advisers: 9

No reported disclosures

Wasatch Health Partners

Salt Lake City, UT · Est. 2025

AUM: $495M
Per adviser: $71M
Advisers: 7

No reported disclosures

Tingey Advisors INC

Salt Lake City, UT · Est. 2015

AUM: $478M
Per adviser: $119M
Advisers: 4

No reported disclosures

Lefavi Wealth Management

Salt Lake City, UT · Est. 2012

AUM: $445M
Per adviser: $111M
Advisers: 4

Cannon Capital Management, INC.

Salt Lake City, UT · Est. 2016

AUM: $386M
Per adviser: $129M
Advisers: 3

No reported disclosures

Asilia Credit Investments

Salt Lake City, UT · Est. 2025

AUM: $366M
Per adviser: $91M
Advisers: 4

No reported disclosures

North Capital

Salt Lake City, UT · Est. 2017

AUM: $366M
Per adviser: $61M
Advisers: 6

No reported disclosures

Smedley Financial Services INC

Salt Lake City, UT · Est. 1982

AUM: $342M
Per adviser: $57M
Advisers: 6

No reported disclosures

Navigate Financial LLC

Salt Lake City, UT · Est. 2023

AUM: $338M
Per adviser: $113M
Advisers: 3

No reported disclosures

Slayton Lewis INC

Salt Lake City, UT · Est. 2017

AUM: $334M
Per adviser: $111M
Advisers: 3

No reported disclosures

Wealth Management Cpas, LLC

Salt Lake City, UT · Est. 2022

AUM: $329M
Per adviser: $66M
Advisers: 5

No reported disclosures

Cottonwood Wealth Strategies, LLC

Salt Lake City, UT · Est. 2020

AUM: $279M
Per adviser: $139M
Advisers: 2

No reported disclosures

Sorenson Impact Advisory

Salt Lake City, UT · Est. 2023

AUM: $255M
Per adviser: $128M
Advisers: 2

No reported disclosures

Burrus

Salt Lake City, UT · Est. 2015

AUM: $241M
Per adviser: $120M
Advisers: 2

No reported disclosures

Refined Wealth Management

Salt Lake City, UT · Est. 2021

AUM: $211M
Per adviser: $70M
Advisers: 3

No reported disclosures

Jordanelle Capital

Salt Lake City, UT · Est. 2022

AUM: $179M
Per adviser: $90M
Advisers: 2

No reported disclosures

Peterson Rogers Private Wealth, LLC

Salt Lake City, UT · Est. 2023

AUM: $177M
Per adviser: $59M
Advisers: 3

No reported disclosures

Guardian Wealth Management

Salt Lake City, UT · Est. 2022

AUM: $175M
Per adviser: $58M
Advisers: 3

No reported disclosures

Financial Advisory Services

Salt Lake City, UT · Est. 2024

AUM: $147M
Per adviser: $147M
Advisers: 1

Veritas Wealth Management, LLC

Salt Lake City, UT · Est. 2026

AUM: $136M
Per adviser: $136M
Advisers: 1

No reported disclosures

Octant Quantitative Investment Management LLC

Salt Lake City, UT · Est. 2015

AUM: $128M
Per adviser: $64M
Advisers: 2

No reported disclosures

Wealth Foundations Partners, LLC

Salt Lake City, UT · Est. 2026

AUM: $111M
Per adviser: $11M
Advisers: 10

No reported disclosures

Haynie Wealth Management LLC

Salt Lake City, UT · Est. 2026

AUM: $107M
Per adviser: $36M
Advisers: 3

No reported disclosures

Ag Financial

Salt Lake City, UT · Est. 2006

AUM: $103M
Per adviser: $52M
Advisers: 2

No reported disclosures

Cherokee & Walker Management

Salt Lake City, UT · Est. 2018

AUM: $101M
Per adviser: $25M
Advisers: 4

No reported disclosures

Seven Canyons Advisors, LLC

Salt Lake City, UT · Est. 2018

AUM: $90M
Per adviser: $23M
Advisers: 4

No reported disclosures

Cynosure Portfolio Advisors LLC

Salt Lake City, UT · Est. 2025