CYNOSURE GROUP, LLC
Salt Lake City, UT
AUM
$9.85B
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
30 advisors
Clients
51-100
Fees
Percentage of AUM · Fixed fees +1 more
801-521-3100
Search advisors
Filter by name, location, or specialty. All data from public SEC filings.
Showing Financial Planning advisors in UT, SALT LAKE CITY
41 advisers found
SEPIO CAPITAL, LP
Salt Lake City, UT
AUM
$5.64B
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
18 advisors
Clients
0
Fees
Percentage of AUM · Fixed fees +2 more
(415) 915-3708
CREWE ADVISORS
Salt Lake City, UT
AUM
$3.05B
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
16 advisors
Clients
More than 500
Fees
Percentage of AUM · Hourly charges +2 more
385-355-2700
ALBION FINANCIAL GROUP
Salt Lake City, UT
AUM
$2.01B
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
14 advisors
Clients
More than 500
Fees
Percentage of AUM · Hourly charges +2 more
801-487-3700
PHYSICIAN WEALTH ADVISORS, INC.
Salt Lake City, UT
AUM
$2.01B
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
7 advisors
Clients
11-25
Fees
Percentage of AUM
801-747-0800
ALTA CAPITAL MANAGEMENT LLC
Salt Lake City, UT
AUM
$1.60B
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
12 advisors
Clients
51-100
Fees
Percentage of AUM
801-274-6010
TRUENORTH WEALTH
Salt Lake City, UT
AUM
$1.27B
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
10 advisors
Clients
More than 500
Fees
Percentage of AUM · Hourly charges +1 more
801-274-1820
THREE SEASONS WEALTH
Salt Lake City, UT
AUM
$1.23B
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
7 advisors
Clients
0
Fees
Percentage of AUM; Fixed fees
801-662-0585
JACOBSEN CAPITAL MANAGEMENT
Salt Lake City, UT
AUM
$562.9M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
2 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
801-746-7171
NARUS FINANCIAL PARTNERS, LLC
Salt Lake City, UT
AUM
$559.0M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
5 advisors
Clients
101-250
Fees
Percentage of AUM · Hourly charges +1 more
866-534-0530
DENTIST ADVISORS
Salt Lake City, UT
AUM
$504.0M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
9 advisors
Clients
More than 500
Fees
Percentage of AUM · Hourly charges +1 more
801-748-1243
TINGEY ADVISORS INC
Salt Lake City, UT
AUM
$477.7M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
4 advisors
Clients
51-100
Fees
Percentage of AUM; Hourly charges
801-352-8166
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
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
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
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
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
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