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 Wealth Management advisors in UT, SALT LAKE CITY
63 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
PETERSON PARTNERS
Salt Lake City, UT
AUM
$2.96B
Wealth Mgmt
Team
27 advisors
Clients
—
Fees
Percentage of AUM · Fixed fees +1 more
801-417-0748
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
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
CROSS CREEK ADVISORS, LLC
Salt Lake City, UT
AUM
$1.35B
Wealth Mgmt
Team
10 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
801-214-0091
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
TAYLOR DERRICK CAPITAL, L.L.C.
Salt Lake City, UT
AUM
$910.7M
Wealth Mgmt
Team
12 advisors
Clients
0
Fees
Percentage of AUM · Performance-based fees +2 more
801-996-7470
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
M3F, INC.
Salt Lake City, UT
AUM
$778.2M
Wealth Mgmt
Team
6 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
202-246-9200
LEP MANAGEMENT LLC
Salt Lake City, UT
AUM
$585.2M
Wealth Mgmt
Team
12 advisors
Clients
—
Fees
Percentage of AUM · Performance-based fees +1 more
801-961-1599
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
CIMARRON HEALTHCARE CAPITAL, LLC
Salt Lake City, UT
AUM
$532.7M
Wealth Mgmt
Team
7 advisors
Clients
—
Fees
Percentage of AUM · Performance-based fees +1 more
801-849-9293
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
WASATCH HEALTH PARTNERS
Salt Lake City, UT
AUM
$495.2M
Wealth Mgmt
Team
7 advisors
Clients
—
Fees
Percentage of AUM; ORIGINATION FEE
(385) 501-5979
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
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