Investment adviser firms in SALT LAKE CITY, Utah
Firms grouped by their reported public principal-office city. Additional offices and notice filings do not determine membership.
48 firms · Source months shown: August 2026
- AG FINANCIAL, LLCCRD 140226 · SALT LAKE CITY, UT$103,463,706.00Regulatory AUM · August 2026
- ALBION MANAGEMENT GROUPCRD 105957 · SALT LAKE CITY, UT$2,013,640,676.00Regulatory AUM · August 2026
- ALTA CAPITAL MANAGEMENT LLCCRD 106786 · SALT LAKE CITY, UT$1,598,578,238.00Regulatory AUM · August 2026
- AQUIRE WEALTH ADVISORS, LLCCRD 149559 · SALT LAKE CITY, UT$504,001,496.00Regulatory AUM · August 2026
- ASILIA CREDIT INVESTMENTS, LLCCRD 334981 · SALT LAKE CITY, UT$365,928,073.00Regulatory AUM · August 2026
- ASSOCIATION FINANCIAL SERVICES INC.CRD 142205 · SALT LAKE CITY, UT$1,265,596,116.00Regulatory AUM · August 2026
- BURRUS FINANCIAL SERVICES, INC.CRD 141435 · SALT LAKE CITY, UT$240,658,000.00Regulatory AUM · August 2026
- CANNON CAPITAL MANAGEMENT, INC.CRD 144247 · SALT LAKE CITY, UT$386,073,298.00Regulatory AUM · August 2026
- CANNON TINGEY INVESTMENT ADVISORS INCCRD 107539 · SALT LAKE CITY, UT$477,715,853.00Regulatory AUM · August 2026
- CHEROKEE & WALKER MANAGEMENT, LLCCRD 160962 · SALT LAKE CITY, UT$100,817,540.00Regulatory AUM · August 2026
- CIMARRON HEALTHCARE CAPITAL, LLCCRD 282387 · SALT LAKE CITY, UT$532,721,959.00Regulatory AUM · August 2026
- COTTONWOOD CAPITAL ADVISORS, LLCCRD 311272 · SALT LAKE CITY, UT$278,976,451.00Regulatory AUM · August 2026
- CREWE ADVISORS LLCCRD 173920 · SALT LAKE CITY, UT$3,050,592,310.00Regulatory AUM · August 2026
- CROSS CREEK ADVISORS, LLCCRD 165803 · SALT LAKE CITY, UT$1,347,758,636.00Regulatory AUM · August 2026
- CYNOSURE PORTFOLIO ADVISORS LLCCRD 337747 · SALT LAKE CITY, UT$5,782,490.00Regulatory AUM · August 2026
- GRANDEUR PEAK GLOBAL ADVISORS, LLCCRD 158270 · SALT LAKE CITY, UT$3,802,005,958.00Regulatory AUM · August 2026
- GUARDIAN WEALTH MANAGEMENT, LLCCRD 146923 · SALT LAKE CITY, UT$174,812,770.00Regulatory AUM · August 2026
- HAYNIE WEALTH MANAGEMENT LLCCRD 305852 · SALT LAKE CITY, UT$106,642,575.00Regulatory AUM · August 2026
- JACOBSEN CAPITAL MANAGEMENT, LLCCRD 116085 · SALT LAKE CITY, UT$562,862,022.00Regulatory AUM · August 2026
- JORDANELLE CAPITAL, LLCCRD 323676 · SALT LAKE CITY, UT$179,156,547.00Regulatory AUM · August 2026
- KEYSTONE NATIONAL GROUP, LLCCRD 142885 · SALT LAKE CITY, UT$2,502,802,240.00Regulatory AUM · August 2026
- LARSEN, GLEN ALLENCRD 118496 · SALT LAKE CITY, UT$146,605,113.00Regulatory AUM · August 2026
- LEFAVI WEALTH MANAGEMENT, INC.CRD 104961 · SALT LAKE CITY, UT$444,990,856.00Regulatory AUM · August 2026
- LEP MANAGEMENT LLCCRD 173481 · SALT LAKE CITY, UT$585,156,625.00Regulatory AUM · August 2026
- M3F, INC.CRD 151191 · SALT LAKE CITY, UT$778,164,779.00Regulatory AUM · August 2026
- MED VENTURE MANAGEMENT, LLCCRD 335443 · SALT LAKE CITY, UT$495,249,182.00Regulatory AUM · August 2026
- NARUS FINANCIAL PARTNERS, LLCCRD 173534 · SALT LAKE CITY, UT$558,994,364.00Regulatory AUM · August 2026
- NAVIGATE FINANCIAL LLCCRD 325945 · SALT LAKE CITY, UT$337,932,563.00Regulatory AUM · August 2026
- NORTH CAPITAL, INC.CRD 148802 · SALT LAKE CITY, UT$365,760,255.00Regulatory AUM · August 2026
- OCTANT QUANTITATIVE INVESTMENT MANAGEMENT LLCCRD 165355 · SALT LAKE CITY, UT$128,239,819.00Regulatory AUM · August 2026
- PETERSON PARTNERS, LLCCRD 159450 · SALT LAKE CITY, UT$2,963,833,306.00Regulatory AUM · August 2026
- PETERSON ROGERS PRIVATE WEALTH, LLCCRD 324001 · SALT LAKE CITY, UT$177,052,919.00Regulatory AUM · August 2026
- PHYSICIAN WEALTH ADVISORS, INC.CRD 106043 · SALT LAKE CITY, UT$2,006,590,538.00Regulatory AUM · August 2026
- REFINED WEALTH MANAGEMENTCRD 169563 · SALT LAKE CITY, UT$210,909,614.00Regulatory AUM · August 2026
- SEPIO CAPITAL, LPCRD 285645 · SALT LAKE CITY, UT$5,641,210,181.00Regulatory AUM · August 2026
- SEVEN CANYONS ADVISORS, LLCCRD 290334 · SALT LAKE CITY, UT$90,029,540.00Regulatory AUM · August 2026
- SLAYTON LEWIS INCCRD 114596 · SALT LAKE CITY, UT$334,444,797.00Regulatory AUM · August 2026
- SMEDLEY FINANCIAL SERVICES INCCRD 110870 · SALT LAKE CITY, UT$396,666,341.00Regulatory AUM · August 2026
- SORENSON IMPACT ADVISORY, LLCCRD 324124 · SALT LAKE CITY, UT$255,130,779.00Regulatory AUM · August 2026
- SUNDANCE BAY INVESTMENT MANAGER, LLCCRD 301868 · SALT LAKE CITY, UT$2,090,635,751.00Regulatory AUM · August 2026
- TAYLOR DERRICK CAPITAL, L.L.C.CRD 158016 · SALT LAKE CITY, UT$910,679,666.00Regulatory AUM · August 2026
- THE CYNOSURE GROUPCRD 281399 · SALT LAKE CITY, UT$9,847,984,409.00Regulatory AUM · August 2026
- THREE SEASONS WEALTHCRD 326517 · SALT LAKE CITY, UT$1,233,841,276.00Regulatory AUM · August 2026
- VERITAS WEALTH MANAGEMENT, LLCCRD 160600 · SALT LAKE CITY, UT$135,839,004.00Regulatory AUM · August 2026
- WASATCH ADVISORS LPCRD 106081 · SALT LAKE CITY, UT$23,346,360,707.00Regulatory AUM · August 2026
- WEALTH FOUNDATIONS PARTNERS, LLCCRD 330999 · SALT LAKE CITY, UT$110,501,385.00Regulatory AUM · August 2026
- WEALTH MANAGEMENT CPAS, LLCCRD 310096 · SALT LAKE CITY, UT$329,157,318.00Regulatory AUM · August 2026
- ZIONS CAPITAL ADVISORS, INC.CRD 131308 · SALT LAKE CITY, UT$830,754,722.00Regulatory AUM · August 2026