Fiduciary advisors in Salt Lake City, UT
45 registered advisers
Salt Lake City is a growing tech hub (Silicon Slopes) with a younger workforce demographic and increasing demand for RSU and startup equity planning, and 45 SEC-registered fiduciary firms serve local investors. Fee-only firms account for 44 of the 45 registered practices, or about 98% of the local market. All data is sourced from SEC Form ADV filings and updated as new disclosures become available.
AG FINANCIAL
Fee-OnlyClean RecordAlso Compensated via Product SalesTypical Fee--
AUM$103M
Minimum--
Clients441
ALBION FINANCIAL GROUP
Fee-OnlyClean RecordAlso Compensated via Product SalesTypical Fee1.50%
AUM$1.9B
Minimum--
Clients2,260
ALTA CAPITAL MANAGEMENT LLC
Fee-OnlyClean RecordAlso Compensated via Product SalesTypical Fee--
AUM$1.8B
Minimum--
Clients1,354
ASILIA CREDIT INVESTMENTS
Fee-OnlyClean RecordAlso Compensated via Product SalesTypical Fee--
AUM$304M
Minimum--
Clients6
BURRUS
Fee-OnlyClean RecordAlso Compensated via Product SalesTypical Fee--
AUM$213M
Minimum--
Clients645
CANNON CAPITAL MANAGEMENT, INC.
Fee-OnlyClean RecordAlso Compensated via Product SalesTypical Fee--
AUM$329M
Minimum--
Clients273
CHEROKEE & WALKER MANAGEMENT
Fee-OnlyClean RecordAlso Compensated via Product SalesTypical Fee--
AUM$117M
Minimum--
Clients9
CIMARRON HEALTHCARE CAPITAL, LLC
Fee-OnlyClean RecordAlso Compensated via Product SalesTypical Fee--
AUM$448M
Minimum--
Clients8
COTTONWOOD WEALTH STRATEGIES, LLC
Fee-OnlyClean RecordAlso Compensated via Product SalesTypical Fee--
AUM$306M
Minimum--
Clients630
CREWE ADVISORS
Fee-OnlyClean RecordAlso Compensated via Product SalesTypical Fee--
AUM$2.5B
Minimum--
Clients1,711
CROSS CREEK ADVISORS, LLC
Fee-OnlyClean RecordAlso Compensated via Product SalesTypical Fee--
AUM$1.3B
Minimum--
Clients15
CYNOSURE GROUP, LLC
Fee-OnlyClean RecordAlso Compensated via Product SalesTypical Fee--
AUM$6.6B
Minimum--
Clients719
CYNOSURE PORTFOLIO ADVISORS LLC
Fee-OnlyClean RecordAlso Compensated via Product SalesTypical Fee--
AUM--
Minimum--
Clients--
DENTIST ADVISORS
Fee-OnlyClean RecordAlso Compensated via Product SalesTypical Fee2.00%
AUM$462M
Minimum--
Clients2,722
FINANCIAL ADVISORY SERVICES
Fee-OnlyAlso Compensated via Product SalesTypical Fee--
AUM$135M
Minimum--
Clients199
GRANDEUR PEAK GLOBAL ADVISORS
Fee-OnlyClean RecordAlso Compensated via Product SalesTypical Fee--
AUM$4.9B
Minimum--
Clients18
GUARDIAN WEALTH MANAGEMENT
Fee-OnlyClean RecordAlso Compensated via Product SalesTypical Fee--
AUM$152M
Minimum--
Clients344
JACOBSEN CAPITAL MANAGEMENT
Fee-OnlyClean RecordAlso Compensated via Product SalesTypical Fee--
AUM$475M
Minimum--
Clients478
JORDANELLE CAPITAL
Fee-Only, No ConflictsClean RecordTypical Fee--
AUM$203M
Minimum--
Clients3
KEYSTONE NATIONAL GROUP, LLC
Fee-OnlyClean RecordAlso Compensated via Product SalesTypical Fee--
AUM$2.3B
Minimum--
Clients13
LEFAVI WEALTH MANAGEMENT
Fee-Only, No ConflictsTypical Fee--
AUM$439M
Minimum--
Clients1,565
LEP MANAGEMENT LLC
Fee-Only, No ConflictsClean RecordTypical Fee--
AUM$525M
Minimum--
Clients3
M3F, INC.
Fee-OnlyClean RecordAlso Compensated via Product SalesTypical Fee--
AUM$766M
Minimum--
Clients1
MED VENTURE MANAGEMENT, LLC
Fee-OnlyClean RecordAlso Compensated via Product SalesTypical Fee--
AUM$475M
Minimum--
Clients1
NARUS FINANCIAL PARTNERS, LLC
Fee-OnlyClean RecordAlso Compensated via Product SalesTypical Fee--
AUM$468M
Minimum--
Clients197
NAVIGATE FINANCIAL LLC
Fee-OnlyClean RecordAlso Compensated via Product SalesTypical Fee--
AUM$338M
Minimum--
Clients278
NORTH CAPITAL
Fee-OnlyClean RecordAlso Compensated via Product SalesTypical Fee--
AUM$293M
Minimum--
Clients642
OCTANT QUANTITATIVE INVESTMENT MANAGEMENT LLC
Fee-Only, No ConflictsClean RecordTypical Fee--
AUM$128M
Minimum--
Clients58
PETERSON PARTNERS
Fee-OnlyClean RecordAlso Compensated via Product SalesTypical Fee--
AUM$2.9B
Minimum--
Clients33
PETERSON ROGERS PRIVATE WEALTH, LLC
Fee-OnlyClean RecordAlso Compensated via Product SalesTypical Fee--
AUM$166M
Minimum--
Clients89
PHYSICIAN WEALTH ADVISORS, INC.
Fee-OnlyClean RecordAlso Compensated via Product SalesTypical Fee--
AUM$1.7B
Minimum--
Clients5,721
REFINED WEALTH MANAGEMENT
Fee-OnlyClean RecordAlso Compensated via Product SalesTypical Fee--
AUM$189M
Minimum--
Clients1,125
SEPIO CAPITAL, LP
Fee-OnlyClean RecordAlso Compensated via Product SalesTypical Fee--
AUM$4.5B
Minimum--
Clients345
SEVEN CANYONS ADVISORS, LLC
Fee-OnlyClean RecordAlso Compensated via Product SalesTypical Fee--
AUM$122M
Minimum--
Clients4
SLAYTON LEWIS INC
Fee-Only, No ConflictsClean RecordTypical Fee--
AUM$308M
Minimum--
Clients419
SMEDLEY FINANCIAL SERVICES INC
Clean RecordAlso Compensated via Product SalesTypical Fee3.00%
AUM$342M
Minimum--
Clients1,952
SORENSON IMPACT ADVISORY
Fee-OnlyClean RecordAlso Compensated via Product SalesTypical Fee--
AUM$233M
Minimum--
Clients6
SUNDANCE BAY
Fee-Only, No ConflictsClean RecordTypical Fee--
AUM$2.1B
Minimum--
Clients8
TAYLOR DERRICK CAPITAL, L.L.C.
Fee-Only, No ConflictsClean RecordTypical Fee--
AUM$847M
Minimum--
Clients14
THREE SEASONS WEALTH
Fee-OnlyClean RecordAlso Compensated via Product SalesTypical Fee--
AUM$362M
Minimum--
Clients770
TINGEY ADVISORS INC
Fee-OnlyClean RecordAlso Compensated via Product SalesTypical Fee--
AUM$385M
Minimum--
Clients361
TRUENORTH WEALTH
Fee-OnlyClean RecordAlso Compensated via Product SalesTypical Fee--
AUM$1.1B
Minimum--
Clients2,635
WASATCH ADVISORS LP
Fee-OnlyAlso Compensated via Product SalesTypical Fee--
AUM$27.9B
Minimum--
Clients244
WEALTH MANAGEMENT CPAS, LLC
Fee-OnlyClean RecordAlso Compensated via Product SalesTypical Fee--
AUM$329M
Minimum--
Clients1,002
ZIONS CAPITAL ADVISORS, INC.
Fee-Only, No ConflictsClean RecordTypical Fee--
AUM$1.5B
Minimum--
Clients88