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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!
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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 Name | Firm CRD# | Total AUM | No. of Clients | Fee 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 Advisor | Office Location | Phone 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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