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Largest RIA Firms in Salt Lake City, Utah by AUM
Explore registered investment advisers headquartered in Salt Lake City, Utah, ranked by reported regulatory AUM. Compare firm size, historical AUM, employee trends, and account activity across 48 firms with $74.2B in total reported AUM and median AUM of $461.4M.
Firms
48
Matching current profiles
Total AUM
$74.2B
Reported regulatory AUM
Median AUM
$461.4M
Across firms with AUM
Largest firm
$23.3B
Wasatch Advisors LP
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Top RIAs discovered by AUM
Compare RIAs using AUM growth, employee and account signals
| Firm | Location | Current AUM↓ | 1YR AUM↕ | 3YR AUM↕ | 5YR AUM↕ | Total AUM↕ | Employee Signal↕ | Account Signal↕ |
|---|---|---|---|---|---|---|---|---|
| 1. Wasatch Advisors LP CRD 106081 · Limited Partnership | SALT LAKE CITY, UT | $23.3B Mar 2026 | -$4.6B-16.4% | -$16.1B-40.9% | +$2.5B+12.0% | +$12.9B+123.7% | +10 employees+11.6% over 3Y | +8 accounts+3.5% over 3Y |
| 2. Cynosure Group, LLC CRD 281399 · Limited Liability Company | SALT LAKE CITY, UT | $9.8B Sep 2026 | +$3.3B+50.0% | +$7.3B+289.7% | +$8.1B+467.3% | +$9.5B+3182.7% | +38 employees+115.2% over 3Y | +515 accounts+244.1% over 3Y |
| 3. Sepio Capital, LP CRD 285645 · Limited Partnership | SALT LAKE CITY, UT | $5.6B Apr 2026 | +$1.2B+26.3% | +$581.5M+11.5% | +$1.2B+27.5% | — | +2 employees+6.9% over 3Y | -1,941 accounts-83.8% over 3Y |
| 4. Grandeur Peak Global Advisors CRD 158270 · Limited Liability Company | SALT LAKE CITY, UT | $3.8B Mar 2026 | -$1.1B-22.0% | -$2.4B-38.6% | -$779.1M-17.0% | +$3.7B+4189.5% | -3 employees-5.7% over 3Y | -1 accounts-5.6% over 3Y |
| 5. Crewe Advisors CRD 173920 · Limited Liability Company | SALT LAKE CITY, UT | $3.1B Aug 2026 | +$538.2M+21.4% | +$1.8B+136.8% | +$2.3B+324.3% | — | +12 employees+60.0% over 3Y | +941 accounts+90.1% over 3Y |
| 6. Peterson Partners CRD 159450 · Limited Liability Company | SALT LAKE CITY, UT | $2.6B Aug 2026 | -$224.8M-7.9% | +$572.7M+27.8% | +$1.5B+132.4% | +$2.3B+645.2% | -14 employees-36.8% over 3Y | +2 accounts+7.4% over 3Y |
| 7. Keystone National Group, LLC CRD 142885 · Limited Liability Company | SALT LAKE CITY, UT | $2.5B Sep 2026 | +$228.7M+10.1% | +$692.8M+38.3% | +$1.4B+137.3% | +$2.2B+827.0% | +16 employees+61.5% over 3Y | -2 accounts-13.3% over 3Y |
| 8. Sundance Bay CRD 301868 · Limited Liability Company | SALT LAKE CITY, UT | $2.1B Mar 2026 | -$25.3M-1.2% | +$1.1B+111.6% | +$1.6B+373.9% | +$1.8B+673.2% | -9 employees-11.5% over 3Y | +2 accounts+33.3% over 3Y |
| 9. Albion Financial Group CRD 105957 · Corporation | SALT LAKE CITY, UT | $2.0B Jun 2026 | +$155.5M+8.4% | +$604.5M+42.9% | +$586.4M+41.1% | +$1.4B+205.8% | -1 employees-3.1% over 3Y | +13 accounts+0.6% over 3Y |
| 10. Physician Wealth Advisors, INC. CRD 106043 · Corporation | SALT LAKE CITY, UT | $2.0B Mar 2026 | +$276.8M+16.0% | +$538.0M+36.6% | +$696.3M+53.1% | +$1.6B+375.7% | +2 employees+15.4% over 3Y | +677 accounts+12.9% over 3Y |
| 11. Alta Capital Management LLC CRD 106786 · Limited Liability Company | SALT LAKE CITY, UT | $1.6B Jun 2026 | -$190.3M-10.6% | +$125.2M+8.5% | -$425.9M-21.0% | +$860.3M+116.5% | -6 employees-24.0% over 3Y | -277 accounts-17.6% over 3Y |
| 12. Cross Creek Advisors, LLC CRD 165803 · Limited Liability Company | SALT LAKE CITY, UT | $1.3B Mar 2026 | +$83.8M+6.6% | -$143.5M-9.6% | +$595.0M+79.1% | — | +3 employees+17.6% over 3Y | +3 accounts+23.1% over 3Y |
| 13. Truenorth Wealth CRD 142205 · Corporation | SALT LAKE CITY, UT | $1.3B Aug 2026 | +$191.1M+17.8% | +$385.7M+43.8% | +$772.2M+156.5% | +$1.1B+706.1% | +2 employees+11.8% over 3Y | +377 accounts+15.4% over 3Y |
| 14. Three Seasons Wealth CRD 326517 · Limited Liability Company | SALT LAKE CITY, UT | $1.2B Mar 2026 | +$983.9M+393.6% | — | — | — | +6 employees+75.0% over 1Y | +230 accounts+35.4% over 1Y |
| 15. Taylor Derrick Capital, L.l.c. CRD 158016 · Limited Liability Company | SALT LAKE CITY, UT | $910.7M Mar 2026 | +$140.2M+18.2% | +$276.2M+43.5% | +$374.7M+69.9% | +$760.6M+506.9% | +5 employees+29.4% over 3Y | -2 accounts-14.3% over 3Y |
| 16. Zions Capital Advisors, INC. CRD 131308 · Corporation | SALT LAKE CITY, UT | $830.8M Mar 2026 | -$630.2M-43.1% | -$1.1B-57.6% | -$13.6M-1.6% | -$701.7M-45.8% | -3 employees-17.6% over 3Y | -35 accounts-37.6% over 3Y |
| 17. M3f, INC. CRD 151191 · Corporation | SALT LAKE CITY, UT | $778.2M Mar 2026 | +$166.0M+27.1% | +$183.0M+30.7% | +$422.4M+118.7% | +$598.7M+333.5% | +1 employees+20.0% over 3Y | 0 accounts+0.0% over 3Y |
| 18. Lep Management LLC CRD 173481 · Limited Liability Company | SALT LAKE CITY, UT | $585.2M May 2026 | +$59.9M+11.4% | +$187.5M+47.2% | +$301.1M+106.0% | +$478.3M+447.5% | 0 employees+0.0% over 3Y | +1 accounts+33.3% over 3Y |
| 19. Jacobsen Capital Management CRD 116085 · Limited Liability Company | SALT LAKE CITY, UT | $562.9M Mar 2026 | +$88.2M+18.6% | +$217.5M+63.0% | +$226.1M+67.1% | +$452.7M+410.8% | -1 employees-20.0% over 3Y | +163 accounts+43.8% over 3Y |
| 20. Narus Financial Partners, LLC CRD 173534 · Limited Liability Company | SALT LAKE CITY, UT | $559.0M Oct 2026 | +$91.3M+19.5% | +$240.0M+75.2% | +$226.7M+68.2% | — | 0 employees+0.0% over 3Y | +132 accounts+29.9% over 3Y |
| 21. Cimarron Healthcare Capital, LLC CRD 282387 · Limited Liability Company | SALT LAKE CITY, UT | $532.7M Mar 2026 | +$85.0M+19.0% | +$165.1M+44.9% | — | +$165.1M+44.9% | 0 employees+0.0% over 3Y | +1 accounts+14.3% over 3Y |
| 22. Dentist Advisors CRD 149559 · Limited Liability Company | SALT LAKE CITY, UT | $504.0M Jun 2026 | +$42.2M+9.1% | +$189.7M+60.4% | +$261.3M+107.6% | +$344.7M+216.3% | +4 employees+20.0% over 3Y | +456 accounts+19.5% over 3Y |
| 23. Med Venture Management, LLC CRD 335443 · Limited Liability Company | SALT LAKE CITY, UT | $495.2M Apr 2026 | — | — | — | +$20.3M+4.3% | -1 employees-11.1% over Total | +3 accounts+300.0% over Total |
| 24. Tingey Advisors INC CRD 107539 · Corporation | SALT LAKE CITY, UT | $477.7M Mar 2026 | -$141.3M-22.8% | +$115.3M+31.8% | +$224.4M+88.6% | +$399.7M+512.5% | +3 employees+100.0% over 3Y | -3 accounts-0.8% over 3Y |
| 25. Lefavi Wealth Management CRD 104961 · Corporation | SALT LAKE CITY, UT | $445.0M Mar 2026 | +$61.9M+16.2% | +$94.6M+27.0% | +$142.5M+47.1% | +$112.0M+33.6% | +1 employees+25.0% over 3Y | -577 accounts-50.0% over 3Y |
Methodology
Top firms are ranked by their current AUM values. Growth $ and % values compare current reported AUM, employee count, and account counts against the latest historical filing on or before the 1 year, 3 year, and 5 year lookback dates, plus the earliest available historical filing for total growth.Metrics may show a dash where sufficient historical filing data is unavailable for the lookback period.