Top 10 financial advisors in Salt Lake City, UT
We've curated a list of the best financial advisors in Salt Lake City, take a look at it below.
| # | Company | Assets under management | Number of advisors | |
|---|---|---|---|---|
| 1 | Assets under management $22,149,423,372 Number of advisors 90 advisors | |||
| 2 | Assets under management $3,717,517,538 Number of advisors 33 advisors | |||
| 3 | Assets under management $2,747,425,817 Number of advisors 29 advisors | |||
| 4 | Assets under management $1,473,348,203 Number of advisors 25 advisors | |||
| 5 | Assets under management $1,287,359,593 Number of advisors 20 advisors | |||
| 6 | Assets under management $857,783,433 Number of advisors 14 advisors | |||
| 7 | Assets under management $345,361,647 Number of advisors 5 advisors | |||
| 8 | Assets under management $338,044,448 Number of advisors 4 advisors | |||
| 9 | Assets under management $337,546,396 Number of advisors 3 advisors | |||
| 10 | Assets under management $308,865,183 Number of advisors 7 advisors |
Commitment
We've gathered and simplified publicly available information about financial advisors across the U.S. to help you make informed decisions. While we don't directly connect you with these listed advisors, we do offer a simple, reliable service to match you with trusted, pre-vetted advisors registered on our platform — saving you time and effort.
Get matched with an advisorMethodology
To find the top financial advisors in Salt Lake City, we first identified all firms registered with the SEC in the area. Rather than ranking firms purely by size, we excluded firms that don’t offer financial planning or portfolio management services, ensuring the list is relevant to individuals. We then ranked the remaining firms by assets under management (AUM) and the services they provide.
Comparing a company's EPS to industry averages and historical data provides a more comprehensive perspective. Still, other factors must also be considered, including the company’s growth prospects, industry dynamics, and the competitive landscape.
Wasatch Advisors Lp
Wasatch Advisors Lp is a financial advisory firm based in Salt Lake City, Utah. It currently has approximately $22,149,423,372 of assets under management and employs about 90 people. Wasatch Advisors Lp uses a fee structure of a percentage of assets under your management and performance-based fees.
$22,149,423,372 under management
90 advisors
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
Cynosure Group, LLC
Cynosure Capital Management, a division of The Cynosure Group, LLC, is an SEC-registered investment adviser specializing in outsourced investment advisory services for foundations, endowments, and related individuals. Established in 2015, Cynosure Capital Management managed approximately $2.1 billion in discretionary assets as of December 31, 2024. The firm offers Base Portfolio Advisory Services and Multi-Asset Portfolio Advisory Services, tailored to clients' investment goals and risk tolerance. Clients typically have a minimum investment amount of $50 million, subject to potential reductions. Cynosure charges a negotiable management fee based on asset levels, with rates ranging from 0.35% to 1.15%. The firm exercises investment discretion over client accounts, making decisions on securities, amounts, timing, and manager selection. Cynosure prioritizes best execution for client orders and may aggregate trades for efficiency. The firm does not engage in soft dollar relationships and has established policies to address conflicts of interest. Cynosure does not take physical custody of client assets, which are held at a Qualified Custodian. The firm provides regular account monitoring and reporting, and has a Code of Ethics to guide ethical conduct and prevent conflicts of interest. Cynosure also offers other divisions, including Cynosure Partners, Cynosure Wealth Advisors, and Cynosure Strategies, each with distinct investment focuses and strategies.
$3,717,517,538 under management
33 advisors
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
Sepio Capital, Lp
Sepio Capital, Lp is a financial advisory firm based in Salt Lake City, Utah. It currently has approximately $2,747,425,817 of assets under management and employs about 29 people. Sepio Capital, Lp uses a fee structure of a percentage of assets under your management, fixed fees, performance-based fees and share in etf profits after expenses.
$2,747,425,817 under management
29 advisors
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
Alta Capital Management LLC
Alta Capital Management LLC is a financial advisory firm based in Salt Lake City, Utah. It currently has approximately $1,473,348,203 of assets under management and employs about 25 people. Alta Capital Management LLC uses a fee structure of and a percentage of assets under your management.
$1,473,348,203 under management
25 advisors
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
Crewe Advisors
Crewe Advisors, established in December 2014, offers portfolio management services tailored to individual client goals, risk tolerance, and time horizons. The firm's investment strategies include fundamental, technical, and quantitative analysis, with a focus on long-term and short-term trading, short sales, margin transactions, and options trading. Clients have discretion over publicly-traded securities, while CA may recommend private funds with client consent to mitigate conflicts of interest. The firm charges asset-based fees ranging from 0.90% to 1.20% for portfolio management, with a minimum portfolio size of $2,000,000. Financial planning services are available for fixed fees or hourly rates. CA acts as a fiduciary, prioritizing client interests in rollovers and investment decisions. The firm discloses affiliations with related entities and potential conflicts of interest, such as receiving economic benefits from custodians and soft-dollar arrangements. CA reviews client accounts quarterly, provides detailed reports, and offers proxy voting services. The firm does not accept performance-based fees and has no disciplinary history. Clients have investment discretion, and CA does not participate in wrap fee programs. The brochure does not mention a minimum initial investment amount. For more information, visit www.crewe.com.
$1,287,359,593 under management
20 advisors
Fee structure
A percentage of assets under your management
Hourly charges
Fixed fees
Services offered
Financial Planning Services
Portfolio Management For Individuals And/or Small Businesses
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
Physician Wealth Advisors, Inc.
Physician Wealth Advisors, Inc. is a registered investment advisor established on September 3, 1993, located in Salt Lake City, Utah. The firm offers discretionary investment management services tailored to individual client needs, focusing on goals, risk tolerance, and liquidity requirements. They recommend asset allocation across various classes and issuers, including equities, fixed income securities, REITs, and alternative investments. The firm manages $857,783,433 of client assets on a discretionary basis and $468,673,362 of ERISA plan assets non-discretionarily. Clients are billed based on a percentage of assets under management, with fees ranging from 0.40% to 0.80%. Physician Wealth Advisors provides financial planning services, and clients have full discretion over implementation decisions. The firm does not participate in wrap-fee programs. Investment strategies are based on asset allocation, with a focus on long-term holdings for tax efficiency. Clients are encouraged to stay informed about their investments, and there is no minimum investment requirement. The firm does not charge performance-based fees and primarily serves members of the Utah Medical Association and their families. Physician Wealth Advisors does not vote on client securities' proxies and has no financial conditions impairing its ability to meet commitments. For more information, clients can contact Melissa Saez at 801-747-0800 or [email protected].
$857,783,433 under management
14 advisors
Fee structure
A percentage of assets under your management
Services offered
Financial Planning Services
Portfolio Management For Individuals And/or Small Businesses
Pension Consulting Services
Educational Seminars/workshops
Jacobsen Capital Management
Jacobsen Capital Management is a financial advisory firm based in Salt Lake City, Utah. It currently has approximately $345,361,647 of assets under management and employs about 5 people. Jacobsen Capital Management uses a fee structure of a percentage of assets under your management, hourly charges and fixed fees.
$345,361,647 under management
5 advisors
Fee structure
A percentage of assets under your management
Hourly charges
Fixed fees
Services offered
Financial Planning Services
Portfolio Management For Individuals And/or Small Businesses
Pension Consulting Services
Selection Of Other Advisers
Abg Consultants
ABG Consultants, LLC, established in 2004, specializes in providing personalized investment management services to individuals, retirement plans, trusts, estates, charitable organizations, and small businesses. The firm operates strictly on a fee-only basis and does not sell commissioned products. Clients can opt for either discretionary or non-discretionary investment advice, with trades executed under a limited power of attorney. ABG Consultants does not act as a custodian of client assets. The firm's investment strategies primarily focus on strategic asset allocation, utilizing no-load or low-load mutual funds and exchange-traded funds. Clients are charged asset-based fees ranging from 0.20% to 1.00% for individual accounts, with financial planning fees ranging from $300 to $1,500. Retirement plan fees are 0.25% of plan assets, with a minimum annual fee of $800. ABG Consultants also offers advisory services for Health Savings Accounts, with fees starting at 0.01%. The firm does not charge performance-based fees and provides investment advice to various client types, including individuals, retirement plans, trusts, estates, and businesses. ABG Consultants employs security analysis methods such as charting, fundamental analysis, and technical analysis, and implements strategies like long-term purchases, short-term purchases, and trading. Clients are periodically reviewed, and the firm provides regular reports and updates on account performance and holdings. ABG Consultants does not receive compensation from third parties for providing investment advice and does not vote proxies on client securities.
$338,044,448 under management
4 advisors
Fee structure
A percentage of assets under your management
Hourly charges
Fixed fees
Services offered
Financial Planning Services
Portfolio Management For Individuals And/or Small Businesses
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
Educational Seminars/workshops
Tingey Advisors Inc
Tingey Advisors, Inc., based in Salt Lake City, Utah, is owned by Alan B. Tingey, CFA, and Jon D. Tingey, CFA. Established in 1998, the firm's investment committee, led by Jon D. Tingey, determines the general investment strategy. Each client is assigned a lead portfolio manager for strategy implementation. The firm's principals have extensive experience in investment management, with Alan B. Tingey boasting 42 years in the field and Jon D. Tingey with 30 years. Other investment professionals include Jan A. Pazzi, CFA, and Michael A. Pazzi, with over 50 years of collective experience. Jan serves as the lead fixed income trader. The firm and its principals have not faced any lawsuits or disciplinary actions. Alan and Jon have additional affiliations in various industries. Tingey Advisors does not compensate for client referrals and maintains a transparent fee structure. The advisors act as fiduciaries, ensuring the best interests of clients. Clients have a level of control over their investments, with each having a lead portfolio manager for personalized strategy implementation. For more information, visit www.adviserinfo.sec.gov using the CRD numbers provided.
$337,546,396 under management
3 advisors
Fee structure
A percentage of assets under your management
Hourly charges
Services offered
Financial Planning Services
Portfolio Management For Individuals And/or Small Businesses
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
Publication Of Periodicals Or Newsletters
Educational Seminars/workshops
Business Management Consulting
Narus Financial Partners, LLC
Narus Financial Partners, LLC, formerly ClearStone Capital Management, LLC, is an investment adviser registered with the SEC since October 2014. The firm's team includes Jared Stubbs, Trent Bowers, Michael Robinson, and Curtis Lamb. They offer asset management services, investment consulting, and financial planning. Clients must appoint the firm as the investment adviser of record for specified accounts. The firm actively monitors and advises on buying, selling, and holding securities based on clients' financial situations and objectives. Narus Financial Partners manages over $467 million in client assets, with $454 million on a discretionary basis. The firm charges asset management fees based on a percentage of assets under management, with fees ranging from 0.60% to 1.25%. Investment strategies include long-term purchases, margin transactions, option writing, tactical and strategic asset allocation. The firm uses fundamental, qualitative, technical, and quantitative analysis. Clients have the option to grant discretionary or non-discretionary trading authority. Narus Financial Partners recommends Charles Schwab & Co., Inc. for custody and brokerage services. The firm does not vote proxies on behalf of clients and does not have custody beyond fee deduction authorization. Client privacy and data protection are paramount, with strict policies in place to safeguard information.
$308,865,183 under management
7 advisors
Fee structure
A percentage of assets under your management
Hourly charges
Fixed fees
Services offered
Financial Planning Services
Portfolio Management For Individuals And/or Small Businesses
Investment Consulting Services
Commitment
We've gathered and simplified publicly available information about financial advisors across the U.S. to help you make informed decisions. While we don't directly connect you with these listed advisors, we do offer a simple, reliable service to match you with trusted, pre-vetted advisors registered on our platform — saving you time and effort.
Get matched with an advisorMethodology
To find the top financial advisors in Salt Lake City, we first identified all firms registered with the SEC in the area. Rather than ranking firms purely by size, we excluded firms that don’t offer financial planning or portfolio management services, ensuring the list is relevant to individuals. We then ranked the remaining firms by assets under management (AUM) and the services they provide.
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