WASATCH ADVISORS LP
Salt Lake City, UT
AUM
$23.35B
Wealth MgmtTrusts & EstatesRetirementInstitutional
Team
41 advisors
Clients
0
Fees
Percentage of AUM; Performance-based fees
801-533-0777
Search advisors
Filter by name, location, or specialty. All data from public SEC filings.
Showing Institutional advisors in UT, SALT LAKE CITY
31 advisers found
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
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
GRANDEUR PEAK GLOBAL ADVISORS
Salt Lake City, UT
AUM
$3.80B
Wealth MgmtTrusts & EstatesInstitutional
Team
33 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
801-384-0000
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
KEYSTONE NATIONAL GROUP, LLC
Salt Lake City, UT
AUM
$2.50B
Wealth Mgmt
Team
40 advisors
Clients
0
Fees
Percentage of AUM; Performance-based fees
925-480-6050
SUNDANCE BAY
Salt Lake City, UT
AUM
$2.09B
Wealth MgmtInstitutional
Team
43 advisors
Clients
0
Fees
Percentage of AUM; Performance-based fees
801-783-3430
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
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
ZIONS CAPITAL ADVISORS, INC.
Salt Lake City, UT
AUM
$830.8M
Wealth MgmtInstitutional
Team
4 advisors
Clients
0
Fees
Percentage of AUM; Fixed fees
800-608-3202
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
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
SORENSON IMPACT ADVISORY
Salt Lake City, UT
AUM
$255.1M
Wealth MgmtTrusts & EstatesInstitutional
Team
2 advisors
Clients
—
Fees
Percentage of AUM
801-877-0915
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
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
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
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