LEFAVI WEALTH MANAGEMENT
Salt Lake City, UT
AUM
$445.0M
Financial PlanningWealth MgmtTrusts & Estates
Team
4 advisors
Clients
251-500
Fees
Percentage of AUM; Fixed fees
801-486-9000
Search advisors
Filter by name, location, or specialty. All data from public SEC filings.
86 advisers found
CANNON CAPITAL MANAGEMENT, INC.
Salt Lake City, UT
AUM
$386.1M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
3 advisors
Clients
101-250
Fees
Percentage of AUM
801-566-3190
ASILIA CREDIT INVESTMENTS
Salt Lake City, UT
AUM
$365.9M
Wealth Mgmt
Team
4 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
203-832-8888
NORTH CAPITAL
Salt Lake City, UT
AUM
$365.8M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
6 advisors
Clients
26-50
Fees
Percentage of AUM · Hourly charges +1 more
888-625-7768 X1
SMEDLEY FINANCIAL SERVICES INC
Salt Lake City, UT
AUM
$341.8M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
6 advisors
Clients
251-500
Fees
Percentage of AUM · Hourly charges +4 more
801-355-8888
NAVIGATE FINANCIAL LLC
Salt Lake City, UT
AUM
$337.9M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
3 advisors
Clients
101-250
Fees
Percentage of AUM · Hourly charges +2 more
801-905-1644
SLAYTON LEWIS INC
Salt Lake City, UT
AUM
$334.4M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
3 advisors
Clients
51-100
Fees
Percentage of AUM · Hourly charges +1 more
801-521-2191
WEALTH MANAGEMENT CPAS, LLC
Salt Lake City, UT
AUM
$329.2M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
5 advisors
Clients
251-500
Fees
Percentage of AUM; Hourly charges
801-272-4357
COTTONWOOD WEALTH STRATEGIES, LLC
Salt Lake City, UT
AUM
$279.0M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
2 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
385-853-5000
SORENSON IMPACT ADVISORY
Salt Lake City, UT
AUM
$255.1M
Wealth MgmtTrusts & EstatesInstitutional
Team
2 advisors
Clients
—
Fees
Percentage of AUM
801-877-0915
BURRUS
Salt Lake City, UT
AUM
$240.7M
Financial PlanningWealth MgmtTrusts & Estates
Team
2 advisors
Clients
251-500
Fees
Percentage of AUM
801-532-0505
REFINED WEALTH MANAGEMENT
Salt Lake City, UT
AUM
$210.9M
Financial PlanningWealth MgmtTrusts & Estates
Team
3 advisors
Clients
251-500
Fees
Percentage of AUM; Fixed fees
385-351-0200
JORDANELLE CAPITAL
Salt Lake City, UT
AUM
$179.2M
Wealth Mgmt
Team
2 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
(385) 500-4894
PETERSON ROGERS PRIVATE WEALTH, LLC
Salt Lake City, UT
AUM
$177.1M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
3 advisors
Clients
51-100
Fees
Percentage of AUM
8019929783
GUARDIAN WEALTH MANAGEMENT
Salt Lake City, UT
AUM
$174.8M
Financial PlanningWealth MgmtTrusts & Estates
Team
3 advisors
Clients
11-25
Fees
Percentage of AUM; Fixed fees
385-355-4455
VERITAS WEALTH MANAGEMENT, LLC
Salt Lake City, UT
AUM
$135.8M
Financial PlanningWealth MgmtTrusts & Estates
Team
1 advisors
Clients
0
Fees
Percentage of AUM
801-596-9999
OCTANT QUANTITATIVE INVESTMENT MANAGEMENT LLC
Salt Lake City, UT
AUM
$128.2M
Wealth MgmtTrusts & EstatesInstitutional
Team
2 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
307-201-6275
WEALTH FOUNDATIONS PARTNERS, LLC
Salt Lake City, UT
AUM
$110.5M
Wealth MgmtTrusts & EstatesRetirement
Team
10 advisors
Clients
0
Fees
Percentage of AUM
(888) 785-0020
HAYNIE WEALTH MANAGEMENT LLC
Salt Lake City, UT
AUM
$106.6M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
3 advisors
Clients
101-250
Fees
Percentage of AUM
(512) 537-8241
AG FINANCIAL
Salt Lake City, UT
AUM
$103.5M
Wealth MgmtTrusts & EstatesRetirementInstitutional
Team
2 advisors
Clients
0
Fees
Percentage of AUM; Fixed fees
801-990-3470
CHEROKEE & WALKER MANAGEMENT
Salt Lake City, UT
AUM
$100.8M
Wealth MgmtTrusts & Estates
Team
4 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
801-278-7800
SEVEN CANYONS ADVISORS, LLC
Salt Lake City, UT
AUM
$90.0M
Wealth MgmtTrusts & EstatesInstitutional
Team
4 advisors
Clients
0
Fees
Percentage of AUM · Fixed fees +1 more
801-349-2718
JHP PLANNING, LLC
Salt Lake City, UT
AUM
$86.6M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
1 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
385-388-4386
WILSON WEALTH MANAGEMENT, INC.
Salt Lake City, UT
AUM
$78.1M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
1 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
(801) 467-5300