Research Report · 2026-06-30
Largest Registered Investment Advisers in Salt Lake City
Salt Lake City SEC-registered investment advisers ranked by latest reported regulatory assets under management from ADV Part 1 filings.
Firms
50
Total AUM
$74.41B
Median AUM
$415.5M
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 | SEPIO CAPITAL, LP | SALT LAKE CITY | 285645 | $5.64B | 31 | 2026-04-30 | → |
| 4 | GRANDEUR PEAK GLOBAL ADVISORS, LLC | SALT LAKE CITY | 158270 | $3.80B | 50 | 2026-03-31 | → |
| 5 | CREWE ADVISORS LLC | SALT LAKE CITY | 173920 | $3.05B | 32 | 2026-04-30 | → |
| 6 | PETERSON PARTNERS, LLC | SALT LAKE CITY | 159450 | $2.96B | 36 | 2026-05-31 | → |
| 7 | KEYSTONE NATIONAL GROUP, LLC | SALT LAKE CITY | 142885 | $2.50B | 42 | 2026-03-31 | → |
| 8 | SUNDANCE BAY INVESTMENT MANAGER, LLC | SALT LAKE CITY | 301868 | $2.09B | 69 | 2026-03-31 | → |
| 9 | ALBION MANAGEMENT GROUP | SALT LAKE CITY | 105957 | $2.01B | 31 | 2026-06-30 | → |
| 10 | PHYSICIAN WEALTH ADVISORS, INC. | SALT LAKE CITY | 106043 | $2.01B | 15 | 2026-03-31 | → |
| 11 | ALTA CAPITAL MANAGEMENT LLC | SALT LAKE CITY | 106786 | $1.60B | 19 | 2026-06-30 | → |
| 12 | CROSS CREEK ADVISORS, LLC | SALT LAKE CITY | 165803 | $1.35B | 20 | 2026-03-31 | → |
| 13 | ASSOCIATION FINANCIAL SERVICES INC. | SALT LAKE CITY | 142205 | $1.27B | 19 | 2026-03-31 | → |
| 14 | THREE SEASONS WEALTH | SALT LAKE CITY | 326517 | $1.23B | 14 | 2026-03-31 | → |
| 15 | TAYLOR DERRICK CAPITAL, L.L.C. | SALT LAKE CITY | 158016 | $910.7M | 22 | 2026-03-31 | → |
| 16 | ZIONS CAPITAL ADVISORS, INC. | SALT LAKE CITY | 131308 | $830.8M | 14 | 2026-03-31 | → |
| 17 | M3F, INC. | SALT LAKE CITY | 151191 | $778.2M | 6 | 2026-03-31 | → |
| 18 | LEP MANAGEMENT LLC | SALT LAKE CITY | 173481 | $585.2M | 13 | 2026-05-31 | → |
| 19 | JACOBSEN CAPITAL MANAGEMENT, LLC | SALT LAKE CITY | 116085 | $562.9M | 4 | 2026-03-31 | → |
| 20 | NARUS FINANCIAL PARTNERS, LLC | SALT LAKE CITY | 173534 | $559.0M | 6 | 2026-03-31 | → |
| 21 | CIMARRON HEALTHCARE CAPITAL, LLC | SALT LAKE CITY | 282387 | $532.7M | 7 | 2026-03-31 | → |
| 22 | AQUIRE WEALTH ADVISORS, LLC | SALT LAKE CITY | 149559 | $504.0M | 24 | 2026-06-30 | → |
| 23 | MED VENTURE MANAGEMENT, LLC | SALT LAKE CITY | 335443 | $495.2M | 8 | 2026-04-30 | → |
| 24 | CANNON TINGEY INVESTMENT ADVISORS INC | SALT LAKE CITY | 107539 | $477.7M | 6 | 2026-03-31 | → |
| 25 | LEFAVI WEALTH MANAGEMENT, INC. | SALT LAKE CITY | 104961 | $445.0M | 5 | 2026-03-31 | → |
| 26 | CANNON CAPITAL MANAGEMENT, INC. | SALT LAKE CITY | 144247 | $386.1M | 8 | 2026-04-30 | → |
| 27 | ASILIA CREDIT INVESTMENTS, LLC | SALT LAKE CITY | 334981 | $365.9M | 4 | 2026-03-31 | → |
| 28 | NORTH CAPITAL, INC. | SALT LAKE CITY | 148802 | $365.8M | 12 | 2026-05-31 | → |
| 29 | SMEDLEY FINANCIAL SERVICES INC | SALT LAKE CITY | 110870 | $341.8M | 10 | 2025-08-31 | → |
| 30 | NAVIGATE FINANCIAL LLC | SALT LAKE CITY | 325945 | $337.9M | 3 | 2026-01-31 | → |
| 31 | SLAYTON LEWIS INC | SALT LAKE CITY | 114596 | $334.4M | 5 | 2026-03-31 | → |
| 32 | WEALTH MANAGEMENT CPAS, LLC | SALT LAKE CITY | 310096 | $329.2M | 10 | 2026-05-31 | → |
| 33 | COTTONWOOD CAPITAL ADVISORS, LLC | SALT LAKE CITY | 311272 | $279.0M | 5 | 2026-04-30 | → |
| 34 | SORENSON IMPACT ADVISORY, LLC | SALT LAKE CITY | 324124 | $255.1M | 5 | 2026-03-31 | → |
| 35 | BURRUS FINANCIAL SERVICES, INC. | SALT LAKE CITY | 141435 | $240.7M | 5 | 2026-03-31 | → |
| 36 | REFINED WEALTH MANAGEMENT | SALT LAKE CITY | 169563 | $210.9M | 5 | 2026-05-31 | → |
| 37 | JORDANELLE CAPITAL, LLC | SALT LAKE CITY | 323676 | $179.2M | 2 | 2026-06-30 | → |
| 38 | PETERSON ROGERS PRIVATE WEALTH, LLC | SALT LAKE CITY | 324001 | $177.1M | 4 | 2026-03-31 | → |
| 39 | GUARDIAN WEALTH MANAGEMENT, LLC | SALT LAKE CITY | 146923 | $174.8M | 3 | 2026-03-31 | → |
| 40 | LARSEN, GLEN ALLEN | SALT LAKE CITY | 118496 | $146.6M | 1 | 2026-03-31 | → |
| 41 | VERITAS WEALTH MANAGEMENT, LLC | SALT LAKE CITY | 160600 | $135.8M | 1 | 2026-02-28 | → |
| 42 | OCTANT QUANTITATIVE INVESTMENT MANAGEMENT LLC | SALT LAKE CITY | 165355 | $128.2M | 3 | 2026-02-28 | → |
| 43 | WEALTH FOUNDATIONS PARTNERS, LLC | SALT LAKE CITY | 330999 | $110.5M | 11 | 2026-06-30 | → |
| 44 | FIVE SEASONS FINANCIAL PLANNING LLC | SALT LAKE CITY | 130766 | $109.3M | 1 | 2025-08-31 | → |
| 45 | HAYNIE WEALTH MANAGEMENT LLC | SALT LAKE CITY | 305852 | $106.6M | 3 | 2026-05-31 | → |
| 46 | AG FINANCIAL, LLC | SALT LAKE CITY | 140226 | $103.5M | 2 | 2026-02-28 | → |
| 47 | CHEROKEE & WALKER MANAGEMENT, LLC | SALT LAKE CITY | 160962 | $100.8M | 5 | 2026-03-31 | → |
| 48 | SEVEN CANYONS ADVISORS, LLC | SALT LAKE CITY | 290334 | $90.0M | 6 | 2026-05-31 | → |
| 49 | CYNOSURE PORTFOLIO ADVISORS LLC | SALT LAKE CITY | 337747 | $5.8M | 7 | 2026-05-31 | → |
| 50 | SUNSET ADVISERS, LLC | SALT LAKE CITY | 334116 | $1,000 | 3 | 2025-01-31 | → |
Related Lists
Sleeve50 firms · 2026-06-30