Top 10 advisors in Salt Lake City
We’ve curated a list of the best financial advisors in Salt Lake City, take a look at it below
Find an advisor in Salt Lake City1. Wasatch Advisors Lp
Assets under management
$22,149,423,372
Fee structure
A percentage of assets under your management
Performance-based fees
Services offered
Portfolio Management For Individuals And/or Small Businesses
Portfolio Management For Investment Companies
Portfolio Management For Pooled Investment Vehicles
Portfolio Management For Businesses (other Than Small Businesses) Or Institutional Clients (other Than Registered Investment Companies And Other Pooled Investment Vehicles And)
Provide Model Portfolio Data To Clients
2. Grandeur Peak Global Advisors
Assets under management
$6,193,243,609
Fee structure
A percentage of assets under your management
Performance-based fees
Services offered
Portfolio Management For Investment Companies
Portfolio Management For Pooled Investment Vehicles
Portfolio Management For Businesses (other Than Small Businesses) Or Institutional Clients (other Than Registered Investment Companies And Other Pooled Investment Vehicles And)
3. Cynosure Group, LLC
Assets under management
$3,717,517,538
Fee structure
A percentage of assets under your management
Hourly charges
Fixed fees
Performance-based fees
Services offered
Financial Planning Services
Portfolio Management For Individuals And/or Small Businesses
Portfolio Management For Pooled Investment Vehicles
Selection Of Other Advisers
4. Sepio Capital, Lp
Assets under management
$2,747,425,817
Fee structure
A percentage of assets under your management
Fixed fees
Performance-based fees
SHARE IN ETF PROFITS AFTER EXPENSES
Services offered
Financial Planning Services
Portfolio Management For Individuals And/or Small Businesses
Portfolio Management For Investment Companies
Portfolio Management For Pooled Investment Vehicles
Portfolio Management For Businesses (other Than Small Businesses) Or Institutional Clients (other Than Registered Investment Companies And Other Pooled Investment Vehicles And)
Pension Consulting Services
Selection Of Other Advisers
5. Peterson Partners
Assets under management
$2,057,792,608
Fee structure
A percentage of assets under your management
Fixed fees
Performance-based fees
Services offered
Portfolio Management For Pooled Investment Vehicles
6. Zions Capital Advisors, Inc.
Assets under management
$1,959,976,337
Fee structure
A percentage of assets under your management
Fixed fees
Services offered
Portfolio Management For Businesses (other Than Small Businesses) Or Institutional Clients (other Than Registered Investment Companies And Other Pooled Investment Vehicles And)
- Not sure which one to choose?Use our smart matching tool
7. Keystone National Group, LLC
Assets under management
$1,810,015,814
Fee structure
A percentage of assets under your management
Performance-based fees
Services offered
Portfolio Management For Investment Companies
Portfolio Management For Pooled Investment Vehicles
Portfolio Management For Businesses (other Than Small Businesses) Or Institutional Clients (other Than Registered Investment Companies And Other Pooled Investment Vehicles And)
8. Alta Capital Management LLC
Assets under management
$1,473,348,203
Fee structure
A percentage of assets under your management
Services offered
Financial Planning Services
Portfolio Management For Individuals And/or Small Businesses
Portfolio Management For Investment Companies
Portfolio Management For Pooled Investment Vehicles
Portfolio Management For Businesses (other Than Small Businesses) Or Institutional Clients (other Than Registered Investment Companies And Other Pooled Investment Vehicles And)
Selection Of Other Advisers
9. Cross Creek Advisors, LLC
Assets under management
$1,410,697,153
Fee structure
A percentage of assets under your management
Performance-based fees
Services offered
Portfolio Management For Pooled Investment Vehicles
Selection Of Other Advisers
- Not sure which one to choose?Use our smart matching tool
10. Mercato Partners
Assets under management
$1,346,070,427
Fee structure
A percentage of assets under your management
Performance-based fees
Services offered
Portfolio Management For Pooled Investment Vehicles
How we came up with this list
To generate our top financial advisors list in Salt Lake City, we have carried out some rigorous research. First, we’ve analysed data in the SEC database to filter advisors by location, in this case Salt Lake City. Then we’ve filtered out any advisors that do not offer financial advice, for example if they only offer mortgage advice we have excluded them from the list. Then we’ve ranked the remainder according to the amount of assets under management. If you’re looking for a financial advisor and don’t mind which state they’re in, check out our best financial advisor article, which breaks down the best firms nationwide.
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