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

Top-Ranked Advisors in SALT LAKE CITY

SMEDLEY FINANCIAL SERVICES INC

SALT LAKE CITY, UT · Since 1982

$342M AUM6 clientsFee: 0%

FiduciaryFee-Only

SLAYTON LEWIS INC

SALT LAKE CITY, UT · Since 2017

$334M AUM3 clientsFee: 0%

FiduciaryFee-Only

ZIONS CAPITAL ADVISORS, INC.

SALT LAKE CITY, UT · Since 2004

$831M AUM4 clientsFee: 0%

FiduciaryFee-Only

BURRUS

SALT LAKE CITY, UT · Since 2015

$241M AUM2 clientsFee: 0%

FiduciaryFee-Only

TRUENORTH WEALTH

SALT LAKE CITY, UT · Since 2007

$1.3B AUM10 clientsFee: 0%

FiduciaryFee-Only

CANNON CAPITAL MANAGEMENT, INC.

SALT LAKE CITY, UT · Since 2016

$386M AUM3 clientsFee: 0%

FiduciaryFee-Only

M3F, INC.

SALT LAKE CITY, UT · Since 2009

$778M AUM6 clientsFee: 0%

FiduciaryFee-Only

OCTANT QUANTITATIVE INVESTMENT MANAGEMENT LLC

SALT LAKE CITY, UT · Since 2015

$128M AUM2 clientsFee: 0%

FiduciaryFee-Only

REFINED WEALTH MANAGEMENT

SALT LAKE CITY, UT · Since 2021

$211M AUM3 clientsFee: 0%

FiduciaryFee-Only

LEP MANAGEMENT LLC

SALT LAKE CITY, UT · Since 2017

$585M AUM12 clientsFee: 0%

FiduciaryFee-Only

NARUS FINANCIAL PARTNERS, LLC

SALT LAKE CITY, UT · Since 2014

$559M AUM5 clientsFee: 0%

FiduciaryFee-Only

HAYNIE WEALTH MANAGEMENT LLC

SALT LAKE CITY, UT · Since 2026

$107M AUM3 clientsFee: 0%

FiduciaryFee-Only

WEALTH MANAGEMENT CPAS, LLC

SALT LAKE CITY, UT · Since 2022

$329M AUM5 clientsFee: 0%

FiduciaryFee-Only

SORENSON IMPACT ADVISORY

SALT LAKE CITY, UT · Since 2023

$255M AUM2 clientsFee: 0%

FiduciaryFee-Only

NAVIGATE FINANCIAL LLC

SALT LAKE CITY, UT · Since 2023

$338M AUM3 clientsFee: 0%

FiduciaryFee-Only

ASILIA CREDIT INVESTMENTS

SALT LAKE CITY, UT · Since 2025

$366M AUM4 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

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

TINGEY ADVISORS INC

SALT LAKE CITY, UT · Since 2015

$478M AUM4 clientsFee: 0%

FiduciaryFee-Only

JACOBSEN CAPITAL MANAGEMENT

SALT LAKE CITY, UT · Since 2004

$563M AUM2 clientsFee: 0%

FiduciaryFee-Only

AG FINANCIAL

SALT LAKE CITY, UT · Since 2006

$103M AUM2 clientsFee: 0%

FiduciaryFee-Only

KEYSTONE NATIONAL GROUP, LLC

SALT LAKE CITY, UT · Since 2007

$2.5B AUM40 clientsFee: 0%

FiduciaryFee-Only

GUARDIAN WEALTH MANAGEMENT

SALT LAKE CITY, UT · Since 2022

$175M AUM3 clientsFee: 0%

FiduciaryFee-Only

NORTH CAPITAL

SALT LAKE CITY, UT · Since 2017

$366M AUM6 clientsFee: 0%

FiduciaryFee-Only

DENTIST ADVISORS

SALT LAKE CITY, UT · Since 2019

$504M AUM9 clientsFee: 0%

FiduciaryFee-Only

TAYLOR DERRICK CAPITAL, L.L.C.

SALT LAKE CITY, UT · Since 2016

$911M AUM12 clientsFee: 0%

FiduciaryFee-Only

GRANDEUR PEAK GLOBAL ADVISORS

SALT LAKE CITY, UT · Since 2011

$3.8B AUM33 clientsFee: 0%

FiduciaryFee-Only

PETERSON PARTNERS

SALT LAKE CITY, UT · Since 2012

$3.0B AUM27 clientsFee: 0%

FiduciaryFee-Only

VERITAS WEALTH MANAGEMENT, LLC

SALT LAKE CITY, UT · Since 2026

$136M AUM1 clientsFee: 0%

FiduciaryFee-Only

CHEROKEE & WALKER MANAGEMENT

SALT LAKE CITY, UT · Since 2018

$101M AUM4 clientsFee: 0%

FiduciaryFee-Only

CROSS CREEK ADVISORS, LLC

SALT LAKE CITY, UT · Since 2012

$1.3B AUM10 clientsFee: 0%

FiduciaryFee-Only

CREWE ADVISORS

SALT LAKE CITY, UT · Since 2015

$3.1B AUM16 clientsFee: 0%

FiduciaryFee-Only

CYNOSURE GROUP, LLC

SALT LAKE CITY, UT · Since 2015

$9.8B AUM30 clientsFee: 0%

FiduciaryFee-Only

CIMARRON HEALTHCARE CAPITAL, LLC

SALT LAKE CITY, UT · Since 2022

$533M AUM7 clientsFee: 0%

FiduciaryFee-Only

SEPIO CAPITAL, LP

SALT LAKE CITY, UT · Since 2017

$5.6B AUM18 clientsFee: 0%

FiduciaryFee-Only

SEVEN CANYONS ADVISORS, LLC

SALT LAKE CITY, UT · Since 2018

$90M AUM4 clientsFee: 0%

FiduciaryFee-Only

SUNDANCE BAY

SALT LAKE CITY, UT · Since 2020

$2.1B AUM43 clientsFee: 0%

FiduciaryFee-Only

COTTONWOOD WEALTH STRATEGIES, LLC

SALT LAKE CITY, UT · Since 2020

$279M AUM2 clientsFee: 0%

FiduciaryFee-Only

JORDANELLE CAPITAL

SALT LAKE CITY, UT · Since 2022

$179M AUM2 clientsFee: 0%

FiduciaryFee-Only

PETERSON ROGERS PRIVATE WEALTH, LLC

SALT LAKE CITY, UT · Since 2023

$177M AUM3 clientsFee: 0%

FiduciaryFee-Only

THREE SEASONS WEALTH

SALT LAKE CITY, UT · Since 2023

$1.2B AUM7 clientsFee: 0%

FiduciaryFee-Only

WASATCH HEALTH PARTNERS

SALT LAKE CITY, UT · Since 2025

$495M AUM7 clientsFee: 0%

FiduciaryFee-Only

LEFAVI WEALTH MANAGEMENT

SALT LAKE CITY, UT · Since 2012

$445M AUM4 clientsFee: 0%

FiduciaryFee-Only2 complaints

Frequently Asked Questions

How are advisors ranked?

We use a Red Flag Score (0–100) based on SEC Form ADV disclosures. Firms lose points for disciplinary events, complaints, broker-dealer conflicts, and fees above the 90th percentile for their area.

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.