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 Retirement Planning advisors in UT, SALT LAKE CITY
24 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
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
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
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
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
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
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
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
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
STEWARD FINANCIAL SERVICES, LLC
Salt Lake City, UT
AUM
$61.6M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
1 advisors
Clients
51-100
Fees
Percentage of AUM; Hourly charges
801-716-2596
FORTIUS FINANCIAL ADVISORS, LLC
Salt Lake City, UT
AUM
$10.9M
Wealth MgmtTrusts & EstatesInstitutional
Team
3 advisors
Clients
0
Fees
Percentage of AUM
888-365-7009
CAMBRIA CAPITAL LLC
Salt Lake City, UT
AUM
$10.6M
Wealth MgmtRetirementInstitutional
Team
4 advisors
Clients
0
Fees
Percentage of AUM
801-320-9606
DESERET POINT PARTNERS LLC
Salt Lake City, UT
AUM
$0
Financial PlanningWealth Mgmt
Team
1 advisors
Clients
0
Fees
Percentage of AUM · Fixed fees +1 more
8018427151
WILSON FINANCIAL ADVISORS, INC.
Salt Lake City, UT
AUM
—
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
2 advisors
Clients
51-100
Fees
Hourly charges; Fixed fees
801-355-5210