Top Financial Advisors in Salt Lake City, Utah
Finding the right financial advisor in Salt Lake City is a difficult thing to do. Not only are there seemingly endless advisors to choose from, but it is challenging to evaluate whether any given advisor has the right experience and specializations to match your unique needs. AdvisorCheck is here to help. Our comprehensive database of financial advisors in the US, including the best financial advisors in Salt Lake City, combined with our one-of-a-kind tool kit allows you to find, evaluate, and monitor financial advisors better than ever before.
To start, here are some of the top financial advisor firms in Salt Lake City, UT.
Find the Best Financial Advisor Firms in Salt Lake City:
CYNOSURE GROUP, LLC
CRD#: 281399
Address: 111 South Main Street Suite 2350, Salt Lake City, UT 84111-1929
AUM: $ 9.8B
SEPIO CAPITAL, LP
CRD#: 285645
Address: 2795 E Cottonwood Parkway Suite 600, Salt Lake City, UT 84121
AUM: $ 5.6B
CREWE ADVISORS
CRD#: 173920
Address: 650 S. Main Street Suite 700, Salt Lake City, UT 84101
Clients: 211
Average Clients per Advisor: 13
AUM: $ 3.1B
ALBION FINANCIAL GROUP
CRD#: 105957
Address: 812 East 2100 South, Salt Lake City, UT 84106
Clients: 457
Average Clients per Advisor: 32
AUM: $ 2.0B
PHYSICIAN WEALTH ADVISORS, INC.
CRD#: 106043
Address: 6820 South 900 East Suite 200, Salt Lake City, UT 84047
Clients: 717
Average Clients per Advisor: 102
AUM: $ 2.0B
ALTA CAPITAL MANAGEMENT LLC
CRD#: 106786
Address: 6440 South Wasatch Blvd Suite 260, Salt Lake City, UT 84121
Clients: 905
Average Clients per Advisor: 75
AUM: $ 1.6B
How We Chose the Top Financial Advisors in Salt Lake City, Utah
To create this list of top financial advisor firms in Salt Lake City, we started by identifying SEC-registered firms with at least $100 million in assets under management (AUM). We included firms that employ professionals registered to provide investment advisory services, either solely as investment adviser representatives (IARs) or as both IARs and registered brokers. Dually registered advisors can offer investment advice and also help clients buy or sell securities like stocks and mutual funds. From there, we ranked the remaining firms based on several key factors, giving higher rankings to those with greater total AUM and to those that primarily serve individual clients rather than institutional investors. This approach helps ensure you're choosing from among the best financial advisors Salt Lake City has to offer.
Search Financial Advisors in Salt Lake City, Utah
Kyle Kaleiluakiliopu Fukuchi
Registered Affiliation(s):OSAIC WEALTH, INC.
William James Dishman
Registered Affiliation(s):LPL FINANCIAL LLC
J Todd Anderson
Registered Affiliation(s):OSAIC WEALTH, INC.
Troy Mckay Smith
Registered Affiliation(s):WAKE WEALTH MANAGEMENT CO.
Geoffrey Scott King
Registered Affiliation(s):WELLS FARGO CLEARING SERVICES, LLC
Mark Edward Muir
Registered Affiliation(s):LPL FINANCIAL LLC
Disclaimers
AdvisorCheck is an independent third party. The information on this page was compiled by AdvisorCheck from publicly available sources. Neither the listed firms nor financial advisors contributed to or influenced the creation of this content. Additionally, AdvisorCheck was not compensated in any way for producing or publishing this information. Terms like "top," "best," or "leading" are used for editorial purposes only and do not represent a formal ranking or endorsement. These descriptions are subjective, may reflect publicly available data, opinions, or third-party sources, and should not be construed as guarantees of future performance or results.
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