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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 0 vetted financial advisors and 86 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 0 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

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

Firm NameFirm CRD#Total AUMNo. of ClientsFee Structure
WASATCH ADVISORS INC
505 Wakara Way, 3rd Floor
Salt Lake City, UT, 84108
106081 $39,493,239,726 231 A percentage of AUM, Performance Based
GRANDEUR PEAK GLOBAL ADVISORS
136 S Main St, Ste 720
Salt Lake City, UT, 84101
158270 $8,637,785,376 15 A percentage of AUM, Performance Based
SEPIO CAPITAL, LP
2795 E Cottonwood Parkway, Suite 600
Salt Lake City, UT, 84121
285645 $6,241,513,643 1981 A percentage of AUM, Fixed fees, Performance Based
CYNOSURE MANAGEMENT, LLC
79 South Main Street, 3rd Floor
Salt Lake City, UT, 84111-1929
281399 $2,298,054,669 136 A percentage of AUM, Performance Based
ALTA CAPITAL MANAGEMENT LLC
6440 South Wasatch Blvd, Suite 260
Salt Lake City, UT, 84121
106786 $2,197,146,590 1590 A percentage of AUM
PETERSON PARTNERS
2755 E. Cottonwood Parkway, Suite 400
Salt Lake City, UT, 84121
159450 $1,816,331,370 26 A percentage of AUM, Fixed fees, Performance Based
ALBION FINANCIAL GROUP
812 East 2100 South,
Salt Lake City, UT, 84106
105957 $1,669,373,318 2216 A percentage of AUM, Hourly charges, Fixed fees, Performance Based
CROSS CREEK ADVISORS, LLC
505 Wakara Way, Suite 215
Salt Lake City, UT, 84108
165803 $1,491,275,069 13 A percentage of AUM, Performance Based
UMA FINANCIAL SERVICES INC
310 East 4500 South, Suite 550
Salt Lake City, UT, 84107
106043 $1,468,605,085 5229 A percentage of AUM
MERCATO PARTNERS
2750 E Cottonwood Parkway, Suite 500
Salt Lake City, UT, 84121
163142 $1,459,699,498 19 A percentage of AUM, Performance Based
KEYSTONE NATIONAL GROUP, LLC
60 E. South Temple, Suite 2100
Salt Lake City, UT, 84111
142885 $1,296,628,311 13 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 $1,212,902,721 98 A percentage of AUM, Fixed fees
CREWE ADVISORS
136 E. South Temple, Suite 2400
Salt Lake City, UT, 84111
173920 $1,085,834,699 781 A percentage of AUM, Hourly charges, Fixed fees
ENHANCED MANAGEMENT COMPANY
185 South State Street, Suite 1300
Salt Lake City, UT, 84111
157622 $905,167,566 16 A percentage of AUM, Performance Based
SUNDANCE BAY
1240 East 2100 South, Suite 300,
Salt Lake City, UT, 84106-2817
301868 $718,024,835 8 A percentage of AUM, Performance Based

Additional Financial Advisors in Salt Lake City, Utah

* Additional advisors listing is provided in partnership with Yext

Financial AdvisorOffice LocationPhone Number
Aaron Rokeach
Inquire with Aaron
60 East South Temple, 20th, Fl Salt Lake City, UT 84111 801-322-7679
Brian R Bevan
Inquire with Brian
60 East South Temple, 20th Fl Salt Lake City, UT 84111 801-322-7694
Bradley D Carter
Inquire with Bradley
2180 S 1300 E, Ste 420 Salt Lake City, UT 84106 801-486-4595
Alan Dickson
Inquire with Alan
60 East South Temple, 20th, Fl Salt Lake City, UT 84111 801-578-8044
Alan D. Paulson
Inquire with Alan
60 East South Temple, 20th, Fl Salt Lake City, UT 84111 801-322-7668
Brandon Ross
Inquire with Brandon
60 East South Temple, 20th Fl Salt Lake City, UT 84111 801-322-7617
Brian Parcell
Inquire with Brian
60 East South Temple, 20th Fl Salt Lake City, UT 84111 801-578-8015
Allen Financial
Inquire with Allen
202 E 5900 S, Salt Lake City, UT 84107 801-569-9589
Brian L Monson
Inquire with Brian
2180 S 1300 E, Ste 420 Salt Lake City, UT 84106 801-486-4595
Barton L Williams
Inquire with Barton
60 East South Temple, 20th Fl Salt Lake City, UT 84111 801-322-7621

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