City
Wealth management firms in Salt Lake City, Utah
As of October 2, 2026, 55 wealth management firms, including broker-dealer firms, with their main office in Salt Lake City, Utah reported $24.0 billion in regulatory assets under management; the largest by assets was Sepio Capital, LP, with $5.6 billion.
Showing all wealth firms, including wirehouses and broker-dealer firms. Independent RIAs only
- Wealth management firms
- 55
- Regulatory assets under management
- $24.0 billion
- Average per firm
- $436.3 million
- SEC-registered, of those listed
- 30 of 55 (54.5%)
Firms by assets
| # | Firm | Registration | RAUM | Accounts |
|---|---|---|---|---|
| 1 | Sepio Capital, LP | SEC | $5.6 billion | 374 |
| 2 | Crewe Advisors | SEC | $3.1 billion | 1,985 |
| 3 | Albion Financial Group | SEC | $2.0 billion | 2,298 |
| 4 | Physician Wealth Advisors, Inc. | SEC | $2.0 billion | 5,906 |
| 5 | Alta Capital Management LLC Broker-dealer affiliated: A wealth firm that is, or is part of, a broker-dealer or a bank: a wirehouse, a broker-dealer or its advisory arm, or a bank's. It appears in the all wealth firms view, not in the main lists of independent RIAs. | SEC | $1.6 billion | 1,295 |
| 6 | Truenorth Wealth | SEC | $1.3 billion | 2,829 |
| 7 | Three Seasons Wealth | SEC | $1.2 billion | 879 |
| 8 | Jacobsen Capital Management | SEC | $562.9 million | 535 |
| 9 | Narus Financial Partners, LLC | SEC | $559.0 million | 574 |
| 10 | Dentist Advisors | SEC | $504.0 million | 2,798 |
| 11 | Tingey Advisors Inc | SEC | $477.7 million | 395 |
| 12 | Lefavi Wealth Management | SEC | $445.0 million | 576 |
| 13 | Smedley Financial Services Inc | SEC | $396.7 million | 1,961 |
| 14 | Cannon Capital Management, Inc. | SEC | $386.1 million | 243 |
| 15 | North Capital Broker-dealer affiliated: A wealth firm that is, or is part of, a broker-dealer or a bank: a wirehouse, a broker-dealer or its advisory arm, or a bank's. It appears in the all wealth firms view, not in the main lists of independent RIAs. | SEC | $365.8 million | 550 |
| 16 | Slayton Lewis Inc | SEC | $334.4 million | 438 |
| 17 | Wealth Management CPAS, LLC | SEC | $329.2 million | 1,002 |
| 18 | Scott Marsh Financial, LLC | SEC | $313.0 million | 1,008 |
| 19 | Cottonwood Wealth Strategies, LLC | SEC | $279.0 million | 638 |
| 20 | Tingey Financial Group Inc. | SEC | $257.0 million | 378 |
| 21 | Burrus | SEC | $240.7 million | 671 |
| 22 | Refined Wealth Management | SEC | $210.9 million | 910 |
| 23 | Peterson Rogers Private Wealth, LLC | SEC | $177.1 million | 89 |
| 24 | Guardian Wealth Management | SEC | $174.8 million | 297 |
| 25 | Financial Advisory Services | SEC | $146.6 million | 193 |
| 26 | Veritas Wealth Management, LLC | SEC | $135.8 million | 244 |
| 27 | Wealth Foundations Partners, LLC | SEC | $110.5 million | 390 |
| 28 | Haynie Wealth Management LLC | SEC | $106.6 million | 578 |
| 29 | AG Financial | SEC | $103.5 million | 441 |
| 30 | JHP Planning, LLC | State | $86.6 million | 415 |
| 31 | Wilson Wealth Management, Inc. | State | $78.1 million | 158 |
| 32 | R.D. Thompson Investments | State | $75.6 million | 29 |
| 33 | Steward Financial Services, LLC | State | $61.6 million | 829 |
| 34 | Rigby Watts Investment Advisors | State | $50.0 million | 162 |
| 35 | Responsible Asset Management | State | $42.4 million | 147 |
| 36 | JDS Investment Management | State | $41.9 million | 77 |
| 37 | A & C Investment, Inc. | State | $21.7 million | 14 |
| 38 | Lifepoint Financial Design | State | $18.8 million | 75 |
| 39 | Abacus Investment Advisors | State | $18.2 million | 65 |
| 40 | Cottonwood Asset Management LLC | State | $15.9 million | 67 |
| 41 | Mill Creek Investment Management | State | $12.0 million | 40 |
| 42 | Winter Harbor Advisors, L.L.C. | State | $11.7 million | 11 |
| 43 | Fortius Financial Advisors, LLC | State | $10.9 million | 86 |
| 44 | Maximus Wealth Advisors | State | $8.0 million | 12 |
| 45 | Lota Advisors LLC. | State | $6.7 million | 4 |
| 46 | Cynosure Portfolio Advisors LLC | SEC | $5.8 million | 48 |
| 47 | PL Wealth Advisors, LLC | State | $1.4 million | 13 |
| 48 | The Prudent Planner, LLC | State | $1.3 million | 6 |
| 49 | Black Salt Advisors LLC | State | $0 | 0 |
| 50 | Deseret Point Partners LLC | State | $0 | 0 |
| 51 | Jaeger Wealth Advisors | State | $0 | 0 |
| 52 | Leander Wealth Management LLC | State | $0 | 0 |
| 53 | Rainey Wealth Management LLC | State | $0 | 0 |
| 54 | River Family Advisors LLC | State | $0 | 0 |
| 55 | Wilson Financial Advisors, Inc. | State | $0 | 0 |
Wealth management firms in Utah, including every city.
Data as of October 2, 2026, from Form ADV. Sources: SEC registered adviser data (ia100226.zip) and IAPD compilation reports. How the directory is built.