Research Report · 2026-06-30
Institutional Registered Investment Advisers in Salt Lake City
SEC-registered investment advisers in Salt Lake City ranked by reported institutional client assets.
Firms
33
Total AUM
$62.56B
Median AUM
$386.1M
Latest Filing
2026-06-30
| Rank↕ | Firm Name | City | CRD↕ | AUM↕ | Employees↕ | Latest Filing | |
|---|---|---|---|---|---|---|---|
| 1 | WASATCH ADVISORS LP | SALT LAKE CITY | 106081 | $23.35B | 96 | 2026-03-31 | → |
| 2 | THE CYNOSURE GROUP | SALT LAKE CITY | 281399 | $9.85B | 71 | 2026-03-31 | → |
| 3 | CREWE ADVISORS LLC | SALT LAKE CITY | 173920 | $3.05B | 32 | 2026-04-30 | → |
| 4 | GRANDEUR PEAK GLOBAL ADVISORS, LLC | SALT LAKE CITY | 158270 | $3.80B | 50 | 2026-03-31 | → |
| 5 | ZIONS CAPITAL ADVISORS, INC. | SALT LAKE CITY | 131308 | $830.8M | 14 | 2026-03-31 | → |
| 6 | PHYSICIAN WEALTH ADVISORS, INC. | SALT LAKE CITY | 106043 | $2.01B | 15 | 2026-03-31 | → |
| 7 | SEPIO CAPITAL, LP | SALT LAKE CITY | 285645 | $5.64B | 31 | 2026-04-30 | → |
| 8 | ALTA CAPITAL MANAGEMENT LLC | SALT LAKE CITY | 106786 | $1.60B | 19 | 2026-06-30 | → |
| 9 | NAVIGATE FINANCIAL LLC | SALT LAKE CITY | 325945 | $337.9M | 3 | 2026-01-31 | → |
| 10 | SORENSON IMPACT ADVISORY, LLC | SALT LAKE CITY | 324124 | $255.1M | 5 | 2026-03-31 | → |
| 11 | CANNON CAPITAL MANAGEMENT, INC. | SALT LAKE CITY | 144247 | $386.1M | 8 | 2026-04-30 | → |
| 12 | OCTANT QUANTITATIVE INVESTMENT MANAGEMENT LLC | SALT LAKE CITY | 165355 | $128.2M | 3 | 2026-02-28 | → |
| 13 | CANNON TINGEY INVESTMENT ADVISORS INC | SALT LAKE CITY | 107539 | $477.7M | 6 | 2026-03-31 | → |
| 14 | ALBION MANAGEMENT GROUP | SALT LAKE CITY | 105957 | $2.01B | 31 | 2026-06-30 | → |
| 15 | COTTONWOOD CAPITAL ADVISORS, LLC | SALT LAKE CITY | 311272 | $279.0M | 5 | 2026-04-30 | → |
| 16 | NARUS FINANCIAL PARTNERS, LLC | SALT LAKE CITY | 173534 | $559.0M | 6 | 2026-03-31 | → |
| 17 | LARSEN, GLEN ALLEN | SALT LAKE CITY | 118496 | $146.6M | 1 | 2026-03-31 | → |
| 18 | NORTH CAPITAL, INC. | SALT LAKE CITY | 148802 | $365.8M | 12 | 2026-05-31 | → |
| 19 | PETERSON ROGERS PRIVATE WEALTH, LLC | SALT LAKE CITY | 324001 | $177.1M | 4 | 2026-03-31 | → |
| 20 | AQUIRE WEALTH ADVISORS, LLC | SALT LAKE CITY | 149559 | $504.0M | 24 | 2026-06-30 | → |
| 21 | AG FINANCIAL, LLC | SALT LAKE CITY | 140226 | $103.5M | 2 | 2026-02-28 | → |
| 22 | SEVEN CANYONS ADVISORS, LLC | SALT LAKE CITY | 290334 | $90.0M | 6 | 2026-05-31 | → |
| 23 | SLAYTON LEWIS INC | SALT LAKE CITY | 114596 | $334.4M | 5 | 2026-03-31 | → |
| 24 | VERITAS WEALTH MANAGEMENT, LLC | SALT LAKE CITY | 160600 | $135.8M | 1 | 2026-02-28 | → |
| 25 | WEALTH FOUNDATIONS PARTNERS, LLC | SALT LAKE CITY | 330999 | $110.5M | 11 | 2026-06-30 | → |
| 26 | THREE SEASONS WEALTH | SALT LAKE CITY | 326517 | $1.23B | 14 | 2026-03-31 | → |
| 27 | JACOBSEN CAPITAL MANAGEMENT, LLC | SALT LAKE CITY | 116085 | $562.9M | 4 | 2026-03-31 | → |
| 28 | ASSOCIATION FINANCIAL SERVICES INC. | SALT LAKE CITY | 142205 | $1.27B | 19 | 2026-03-31 | → |
| 29 | SUNDANCE BAY INVESTMENT MANAGER, LLC | SALT LAKE CITY | 301868 | $2.09B | 69 | 2026-03-31 | → |
| 30 | CHEROKEE & WALKER MANAGEMENT, LLC | SALT LAKE CITY | 160962 | $100.8M | 5 | 2026-03-31 | → |
| 31 | SMEDLEY FINANCIAL SERVICES INC | SALT LAKE CITY | 110870 | $341.8M | 10 | 2025-08-31 | → |
| 32 | FIVE SEASONS FINANCIAL PLANNING LLC | SALT LAKE CITY | 130766 | $109.3M | 1 | 2025-08-31 | → |
| 33 | WEALTH MANAGEMENT CPAS, LLC | SALT LAKE CITY | 310096 | $329.2M | 10 | 2026-05-31 | → |
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