Best Financial Advisors in SALT LAKE CITY, Utah

Ranked by SEC regulatory data — fees, complaints, and fiduciary status. Updated quarterly.

47

Registered Firms

0.95%

Median Fee

of assets/year

$478M

Median AUM

47

Firms Listed

in our database

Loading map...

Top Rated Established Verified46 firms shown

Top-Ranked Advisors in SALT LAKE CITY

Page 1 of 2 · 47 firms

TRUENORTH WEALTH

SALT LAKE CITY, UT · Since 2007

$1.3B AUM10 clientsFee: 0%

FiduciaryFee-Only

M3F, INC.

SALT LAKE CITY, UT · Since 2009

$778M AUM6 clientsFee: 0%

FiduciaryFee-Only

ZIONS CAPITAL ADVISORS, INC.

SALT LAKE CITY, UT · Since 2004

$831M AUM4 clientsFee: 0%

FiduciaryFee-Only

SMEDLEY FINANCIAL SERVICES INC

SALT LAKE CITY, UT · Since 1982

$342M AUM6 clientsFee: 0%

FiduciaryFee-Only

BURRUS

SALT LAKE CITY, UT · Since 2015

$241M AUM2 clientsFee: 0%

FiduciaryFee-Only

CANNON CAPITAL MANAGEMENT, INC.

SALT LAKE CITY, UT · Since 2016

$386M AUM3 clientsFee: 0%

FiduciaryFee-Only

LEP MANAGEMENT LLC

SALT LAKE CITY, UT · Since 2017

$585M AUM12 clientsFee: 0%

FiduciaryFee-Only

SLAYTON LEWIS INC

SALT LAKE CITY, UT · Since 2017

$334M AUM3 clientsFee: 0%

FiduciaryFee-Only

OCTANT QUANTITATIVE INVESTMENT MANAGEMENT LLC

SALT LAKE CITY, UT · Since 2015

$128M AUM2 clientsFee: 0%

FiduciaryFee-Only

NARUS FINANCIAL PARTNERS, LLC

SALT LAKE CITY, UT · Since 2014

$559M AUM5 clientsFee: 0%

FiduciaryFee-Only

WEALTH MANAGEMENT CPAS, LLC

SALT LAKE CITY, UT · Since 2022

$329M AUM5 clientsFee: 0%

FiduciaryFee-Only

REFINED WEALTH MANAGEMENT

SALT LAKE CITY, UT · Since 2021

$211M AUM3 clientsFee: 0%

FiduciaryFee-Only

NAVIGATE FINANCIAL LLC

SALT LAKE CITY, UT · Since 2023

$338M AUM3 clientsFee: 0%

FiduciaryFee-Only

KEYSTONE NATIONAL GROUP, LLC

SALT LAKE CITY, UT · Since 2007

$2.5B AUM40 clientsFee: 0%

FiduciaryFee-Only

HAYNIE WEALTH MANAGEMENT LLC

SALT LAKE CITY, UT · Since 2026

$107M AUM3 clientsFee: 0%

FiduciaryFee-Only

SORENSON IMPACT ADVISORY

SALT LAKE CITY, UT · Since 2023

$255M AUM2 clientsFee: 0%

FiduciaryFee-Only

ASILIA CREDIT INVESTMENTS

SALT LAKE CITY, UT · Since 2025

$366M AUM4 clientsFee: 0%

FiduciaryFee-Only

ALBION FINANCIAL GROUP

SALT LAKE CITY, UT · Since 1983

$2.0B AUM14 clientsFee: 0%

FiduciaryFee-Only

PHYSICIAN WEALTH ADVISORS, INC.

SALT LAKE CITY, UT · Since 2005

$2.0B AUM7 clientsFee: 0%

FiduciaryFee-Only

WASATCH ADVISORS LP

SALT LAKE CITY, UT · Since 1975

$23.3B AUM41 clientsFee: 0%

FiduciaryFee-Only

ALTA CAPITAL MANAGEMENT LLC

SALT LAKE CITY, UT · Since 1995

$1.6B AUM12 clientsFee: 0%

FiduciaryFee-Only

GRANDEUR PEAK GLOBAL ADVISORS

SALT LAKE CITY, UT · Since 2011

$3.8B AUM33 clientsFee: 0%

FiduciaryFee-Only

CYNOSURE GROUP, LLC

SALT LAKE CITY, UT · Since 2015

$9.8B AUM30 clientsFee: 0%

FiduciaryFee-Only

CYNOSURE PORTFOLIO ADVISORS LLC

SALT LAKE CITY, UT · Since 2025

$6M AUM7 clientsFee: 0%

FiduciaryFee-Only

FINANCIAL ADVISORY SERVICES

SALT LAKE CITY, UT · Since 2024

$147M AUM1 clientsFee: 0%

FiduciaryFee-Only

Frequently Asked Questions

How are advisors ranked?

We use a Trust Score (0–100) based on SEC Form ADV disclosures. Firms start at a base and receive points for positive signals (fiduciary status, years established, client base) with deductions for disciplinary events, complaints, and conflicts.

What's the average financial advisor fee in SALT LAKE CITY?

The median advisory fee in SALT LAKE CITY, UT is 0.95% of assets under management per year, based on Form ADV filings from 47 registered firms.

Where does this data come from?

All data is sourced from SEC.gov Form ADV public filings and FINRA BrokerCheck. These are mandatory regulatory disclosures — every registered advisor must file them.