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:
SEPIO CAPITAL, LP
CRD#: 285645
Address: 2795 E Cottonwood Parkway Suite 600, Salt Lake City, UT 84121
AUM: $ 5.1B
CYNOSURE MANAGEMENT, LLC
CRD#: 281399
Address: 79 South Main Street 3rd Floor, Salt Lake City, UT 84111-1929
AUM: $ 2.5B
ALTA CAPITAL MANAGEMENT LLC
CRD#: 106786
Address: 6440 South Wasatch Blvd Suite 260, Salt Lake City, UT 84121
Clients: 1,186
Average Clients per Advisor: 69
AUM: $ 1.5B
ALBION FINANCIAL GROUP
CRD#: 105957
Address: 812 East 2100 South, Salt Lake City, UT 84106
Clients: 583
Average Clients per Advisor: 83
AUM: $ 1.4B
UMA FINANCIAL SERVICES INC
CRD#: 106043
Address: 310 East 4500 South Suite 550, Salt Lake City, UT 84107
Clients: 804
Average Clients per Advisor: 114
AUM: $ 1.3B
CREWE ADVISORS
CRD#: 173920
Address: 136 E. South Temple Suite 2400, Salt Lake City, UT 84111
Clients: 111
Average Clients per Advisor: 7
AUM: $ 1.3B
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
Craig Robert Watanabe
Registered Affiliation(s):DFPG INVESTMENTS, LLC
J Todd Anderson
Registered Affiliation(s):LINCOLN FINANCIAL ADVISORS CORPORATION
William James Dishman
Registered Affiliation(s):RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
Daniel Thomas Foslid
Registered Affiliation(s):AMERIPRISE FINANCIAL SERVICES, LLC
Troy Thomas Wilson
Registered Affiliation(s):WILSON WEALTH MANAGEMENT, INC.
John Quincy Bird
Registered Affiliation(s):ALBION FINANCIAL GROUP
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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