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Find The Best Financial Advisors in Salt Lake City, Utah

Financial decisions are often complicated. Decisions like saving for the future, preparing for retirement, protecting your assets, planning to acquire an estate are all complex enough to make your head spin. A trusted financial advisor can help you to sail you through your journey!

We understand your financial needs are not always the same! Choosing the right financial advisor in Salt Lake City is a tedious task to do. FinancialAdvisor.net give you extensive options to compare best advisors in Salt Lake City & pick the one as per your needs

How To Find The Best Financial Advisors in Salt Lake City, Utah

Last Updated - 13-Jun-2023

If you’re looking for qualified financial advisors in Salt Lake City, Utah, FinancialAdvisor.net is a useful resource. We've compiled a list of the 1 vetted financial advisors and non-vetted financial advisors in Salt Lake City, Utah, along with their fee structure, investment strategies, financial services they provide, and more. These financial advisors in Salt Lake City, Utah have an average of 18 years of experience.

If you need more personalized assistance, you may also use our free financial advisor match service to find, compare and connect with 2 to 3 financial advisors matched to your specific needs, who serve in your area.

List of Qualified Financial Advisors in Salt Lake City, Utah

advisor-photo

Mitch Simkins

Farther

385-399-9904

Top Financial Advisor Firms in Salt Lake City, Utah (Ranked by AUM)

Firm NameFirm CRD#Total AUMNo. of ClientsFee Structure
WASATCH ADVISORS LP
505 Wakara Way, 3rd Floor
Salt Lake City, UT, 84108
106081 $22,406,537,116 238 A Percentage of AUM, Performance Based
GRANDEUR PEAK GLOBAL ADVISORS
136 S Main St, Ste 720
Salt Lake City, UT, 84101
158270 $6,193,243,609 18 A Percentage of AUM, Performance Based
SEPIO CAPITAL, LP
2795 E Cottonwood Parkway, Suite 600
Salt Lake City, UT, 84121
285645 $5,059,745,774 2315 A Percentage of AUM, Fixed Fees, Performance Based, Other (SHARE IN ETF PROFITS AFTER EXPENSES)
CYNOSURE GROUP, LLC
111 South Main Street, Suite 2350
Salt Lake City, UT, 84111-1929
281399 $3,843,101,451 579 A Percentage of AUM, Hourly charges, Fixed Fees, Performance Based
PETERSON PARTNERS
2755 E. Cottonwood Parkway, Suite 400
Salt Lake City, UT, 84121
159450 $2,057,792,608 27 A Percentage of AUM, Fixed Fees, Performance Based
ZIONS CAPITAL ADVISORS, INC.
Zions Capital Advisors, One South Main St., 12th Floor
Salt Lake City, UT, 84133
131308 $1,959,976,339 93 A Percentage of AUM, Fixed Fees
KEYSTONE NATIONAL GROUP, LLC
60 E. South Temple, Suite 2100
Salt Lake City, UT, 84111
142885 $1,810,015,814 15 A Percentage of AUM, Performance Based
ALTA CAPITAL MANAGEMENT LLC
6440 South Wasatch Blvd, Suite 260
Salt Lake City, UT, 84121
106786 $1,473,348,203 1572 A Percentage of AUM
CROSS CREEK ADVISORS, LLC
505 Wakara Way, Suite 215
Salt Lake City, UT, 84108
165803 $1,410,697,153 17 A Percentage of AUM, Performance Based
ALBION FINANCIAL GROUP
812 East 2100 South,
Salt Lake City, UT, 84106
105957 $1,409,105,915 2285 A Percentage of AUM, Hourly charges, Fixed Fees, Performance Based
PHYSICIAN WEALTH ADVISORS, INC.
310 East 4500 South, Suite 550
Salt Lake City, UT, 84107
106043 $1,326,456,795 5064 A Percentage of AUM
CREWE ADVISORS
650 S. Main Street, Suite 700
Salt Lake City, UT, 84101
173920 $1,288,269,950 1044 A Percentage of AUM, Hourly charges, Fixed Fees
ENHANCED HEALTHCARE MANAGEMENT COMPANY
185 South State Street, Suite 1300
Salt Lake City, UT, 84111
157622 $1,082,516,273 13 A Percentage of AUM, Performance Based
SUNDANCE BAY
1240 East 2100 South, Suite 300,
Salt Lake City, UT, 84106-2817
301868 $987,801,452 6 A Percentage of AUM, Performance Based
TRUENORTH WEALTH
1935 Vine Street, Suite 120,
Salt Lake City, UT, 84121
142205 $879,942,760 2452 A Percentage of AUM, Hourly charges, Other (INSTITUTIONAL CLIENTS PRICED ON CASE-BY-CASE BASIS)

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