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Top RIA Firms in Salt Lake City, Utah
Explore the top 25 Registered investment advisers, single family offices, multi-family offices and private wealth management firms headquartered in Salt Lake City, Utah. This hub covers 46 matching firms with $73.8B in total reported AUM and median AUM of $486.5M.
Firms
46
Matching current profiles
Total AUM
$73.8B
Reported regulatory AUM
Median AUM
$486.5M
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 Mar 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 Apr 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 | $3.0B May 2026 | +$108.6M+3.8% | +$906.0M+44.0% | +$1.8B+161.8% | +$2.6B+739.6% | -2 employees-5.3% over 3Y | +9 accounts+33.3% over 3Y |
| 7. Keystone National Group, LLC CRD 142885 · Limited Liability Company | SALT LAKE CITY, UT | $2.5B Mar 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 Mar 2026 | +$155.5M+8.4% | +$344.3M+20.6% | +$816.8M+68.3% | +$1.4B+205.8% | +4 employees+14.8% over 3Y | +82 accounts+3.7% 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 Mar 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 Mar 2026 | +$248.2M+24.4% | +$613.0M+93.9% | +$806.3M+175.6% | +$1.1B+706.1% | +2 employees+11.8% over 3Y | +448 accounts+18.8% 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 Mar 2026 | +$91.3M+19.5% | +$240.0M+75.2% | +$226.7M+68.2% | — | -1 employees-14.3% 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 Mar 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 historical filings are unavailable or not reliable enough for the lookback period. This is not investment advice.