Investment advisers in Salt Lake City, UT

48 SEC-registered firms with a main office here.

Form ADV data as of 2026-09-01

Firm	Assets	Employees	Disclosures
Wasatch Advisors LP	$23.35 billion	96	1
Cynosure Group, LLC	$9.85 billion	71	0
Sepio Capital, LP	$5.64 billion	31	0
Grandeur Peak Global Advisors	$3.80 billion	50	0
Crewe Advisors	$3.05 billion	32	0
Peterson Partners	$2.63 billion	24	0
Keystone National Group, LLC	$2.50 billion	42	0
Sundance Bay	$2.09 billion	69	0
Albion Financial Group	$2.01 billion	31	0
Physician Wealth Advisors, Inc.	$2.01 billion	15	0
Alta Capital Management LLC	$1.60 billion	19	1
Cross Creek Advisors, LLC	$1.35 billion	20	0
Truenorth Wealth	$1.27 billion	19	0
Three Seasons Wealth	$1.23 billion	14	0
Taylor Derrick Capital, L.L.C.	$910.7 million	22	0
Zions Capital Advisors, Inc.	$830.8 million	14	0
M3f, Inc.	$778.2 million	6	0
Lep Management LLC	$585.2 million	13	0
Jacobsen Capital Management	$562.9 million	4	0
Narus Financial Partners, LLC	$559.0 million	6	0
Cimarron Healthcare Capital, LLC	$532.7 million	7	0
Dentist Advisors	$504.0 million	24	0
Wasatch Health Partners	$495.2 million	8	0
Tingey Advisors Inc	$477.7 million	6	0
Lefavi Wealth Management	$445.0 million	5	5
Smedley Financial Services Inc	$396.7 million	11	0
Cannon Capital Management, Inc.	$386.1 million	8	0
Asilia Credit Investments	$365.9 million	4	0
North Capital	$365.8 million	12	0
Navigate Financial LLC	$337.9 million	3	0
Slayton Lewis Inc	$334.4 million	5	0
Wealth Management Cpas, LLC	$329.2 million	10	0
Cottonwood Wealth Strategies, LLC	$279.0 million	5	0
Sorenson Impact Advisory	$255.1 million	5	0
Burrus	$240.7 million	5	0
Refined Wealth Management	$210.9 million	5	0
Jordanelle Capital	$179.2 million	2	0
Peterson Rogers Private Wealth, LLC	$177.1 million	4	0
Guardian Wealth Management	$174.8 million	3	0
Financial Advisory Services	$146.6 million	1	1
Veritas Wealth Management, LLC	$135.8 million	1	0
Octant Quantitative Investment Management LLC	$128.2 million	3	0
Wealth Foundations Partners, LLC	$110.5 million	11	0
Haynie Wealth Management LLC	$106.6 million	3	0
Ag Financial	$103.5 million	2	0
Cherokee & Walker Management	$100.8 million	5	0
Seven Canyons Advisors, LLC	$90.0 million	6	0
Cynosure Portfolio Advisors LLC	$5.8 million	7	0