Top 10 financial advisor firms in Salt Lake City

27 SEC-registered financial advisor firms are headquartered in Salt Lake City, UT, with $22.9B in combined regulatory assets under management. The largest by assets are Sepio Capital ($5.64B), Crewe Advisors ($3.05B) and Albion Management Group ($2.01B).

27
Financial advisor firms: $22.9B
Their combined AUM: $386M
Median firm AUM: 6,682
Clients of the top 10

The 10 largest by assets

1
Sepio Capital
RIA
$5.64B
0.50% to 1.00%
2
Crewe Advisors
RIA
$3.05B
0.90% to 1.20% a year
3
Albion Management Group
RIA
$2.01B
Regulatory AUM
4
Physician Wealth Advisors
RIA
$2.01B
0.40% to 0.80% a year
5
Alta Capital Management
RIA
$1.6B
0.60% to 1.00% a year
6
Association Financial Services
RIA
$1.27B
Up to 1.00% a year
7
Three Seasons Wealth
RIA
$1.23B
Up to 1.75% a year
8
Jacobsen Capital Management
RIA
$563M
Up to 2.00% a year
9
Narus Financial Partners
RIA
$559M
Regulatory AUM
10
Aquire Wealth Advisors
RIA
$504M
Up to 1.50% a year

Profiles of the top 10

No. 1 · RIA

Sepio Capital

Sepio Capital is an investment adviser based in Salt Lake City, UT, registered with the SEC since 2017. It provides financial planning and investment management. Its clients include high-net-worth individuals, investment companies and charitable organizations. Its regulatory assets under management total $5.64 billion, as filed on 27 April 2026.

Sepio Capital charges 0.50%–1.00% for its Investment Advisory Services. The brochure does not state whether the rate is annual.

Regulatory AUM: $5.64B
Clients: 295
Advisory staff: 18
Fee schedule: 0.50% to 1.00%
Custodians: Fidelity
Headquarters: 2795 E Cottonwood Parkway, Suite 600, Salt Lake City, UT 84121
Phone: 415-915-3708
Website: sepiocap.com

No. 2 · RIA

Crewe Advisors

Crewe Advisors is an investment adviser based in Salt Lake City, UT, registered with the SEC since 2015. It provides financial planning and investment management. Its clients include high-net-worth individuals, corporations and other businesses, and charitable organizations. Its regulatory assets under management total $3.05 billion, as filed on 25 August 2026.

Crewe Advisors charges 0.90%–1.20% a year for its Asset-based portfolio management.

Regulatory AUM: $3.05B
Clients: 759
Advisory staff: 16
Fee schedule: 0.90% to 1.20% a year
Custodians: Charles Schwab, Fidelity
Headquarters: 650 S. Main Street, Suite 700, Salt Lake City, UT 84101
Phone: 385-355-2700
Website: crewe.com

No. 3 · RIA

Albion Management Group

Albion Management Group is an investment adviser based in Salt Lake City, UT, registered with the SEC since 1983. It provides financial planning and investment management. Its clients include high-net-worth individuals, individual clients and charitable organizations. Its regulatory assets under management total $2.01 billion, as filed on 24 June 2026.

Regulatory AUM: $2.01B
Clients: 737
Advisory staff: 14
Founded: 1982
Custodians: Charles Schwab, Fidelity
Headquarters: 812 East 2100 South, Salt Lake City, UT 84106
Phone: 801-487-3700
Website: albionfinancial.com

No. 4 · RIA

Physician Wealth Advisors

Physician Wealth Advisors is an investment adviser based in Salt Lake City, UT, registered with the SEC since 2005. It provides financial planning and investment management. Its clients include high-net-worth individuals, pension and profit-sharing plans, and individual clients. Its regulatory assets under management total $2.01 billion, as filed on 19 March 2026.

Physician Wealth Advisors charges 0.40%–0.80% a year for its Investment management fees.

Regulatory AUM: $2.01B
Clients: 1,124
Advisory staff: 7
Fee schedule: 0.40% to 0.80% a year
Custodians: Fidelity, Charles Schwab, Ameritas Investment
Headquarters: 6820 South 900 East, Suite 200, Salt Lake City, UT 84047
Phone: 801-747-0800
Website: pwa.org

No. 5 · RIA

Alta Capital Management

Alta Capital Management is an investment adviser based in Salt Lake City, UT, registered with the SEC since 1995. It provides financial planning and investment management. Its clients include high-net-worth individuals, individual clients, and corporations and other businesses. Its regulatory assets under management total $1.6 billion, as filed on 26 June 2026.

Alta Capital Management charges 0.60%–1.00% a year for its Retail fee schedule, all strategies.

Regulatory AUM: $1.6B
Clients: 1,308
Advisory staff: 12
Fee schedule: 0.60% to 1.00% a year
Minimum account: $250,000
Custodians: Charles Schwab
Headquarters: 6440 South Wasatch BLVD, Suite 260, Salt Lake City, UT 84121
Phone: 801-274-6010
Website: altacapital.com

No. 6 · RIA

Association Financial Services

Association Financial Services is an investment adviser based in Salt Lake City, UT, registered with the SEC since 2007. It provides financial planning and investment management. Its clients include high-net-worth individuals, individual clients and other clients. Its regulatory assets under management total $1.27 billion, as filed on 22 August 2026.

Association Financial Services charges up to 1.00% a year for its Asset Management.

Regulatory AUM: $1.27B
Clients: 975
Advisory staff: 10
Founded: 2004
Fee schedule: Up to 1.00% a year
Custodians: SEI Investments Distribution
Headquarters: 1935 Vine Street, Suite 120, Salt Lake City, UT 84121
Phone: 801-274-1820
Website: truenorthwealth.com

No. 7 · RIA

Three Seasons Wealth

Three Seasons Wealth is an investment adviser based in Salt Lake City, UT, registered with the SEC since 2023. It provides financial planning and investment management. Its clients include high-net-worth individuals, individual clients, and corporations and other businesses. Its regulatory assets under management total $1.23 billion, as filed on 10 March 2026.

Three Seasons Wealth charges up to 1.75% a year for its Investment and Wealth Management Services.

Regulatory AUM: $1.23B
Clients: 390
Advisory staff: 7
Fee schedule: Up to 1.75% a year
Custodians: Wells Fargo Clearing Services, Charles Schwab
Headquarters: 111 East Broadway, Ste 1250, Salt Lake City, UT 84111
Phone: 801-662-0585
Website: threeseasonswealth.com

No. 8 · RIA

Jacobsen Capital Management

Jacobsen Capital Management is an investment adviser based in Salt Lake City, UT, registered with the SEC since 2004. It provides financial planning and investment management. Its clients include high-net-worth individuals, individual clients and charitable organizations. Its regulatory assets under management total $563 million, as filed on 17 March 2026.

Jacobsen Capital Management charges up to 2.00% a year for its Investment Management Fee.

Regulatory AUM: $563M
Clients: 118
Advisory staff: 2
Founded: 2004
Fee schedule: Up to 2.00% a year
Custodians: Charles Schwab
Headquarters: 101 South 200 East, Suite 524, Salt Lake City, UT 84111
Phone: 801-746-7171
Website: jacobsencapital.com

No. 9 · RIA

Narus Financial Partners

Narus Financial Partners is an investment adviser based in Salt Lake City, UT, registered with the SEC since 2014. It provides financial planning and investment management. Its clients include high-net-worth individuals, individual clients and charitable organizations. Its regulatory assets under management total $559 million, as filed on 1 October 2026.

Regulatory AUM: $559M
Clients: 208
Advisory staff: 6
Custodians: Fidelity
Headquarters: 1245 E. Brickyard Road, Suite 160, Salt Lake City, UT 84106
Phone: 866-534-0530
Website: narusfinancial.com

No. 10 · RIA

Aquire Wealth Advisors

Aquire Wealth Advisors is an investment adviser based in Salt Lake City, UT, registered with the SEC since 2019. It provides financial planning and investment management. Its clients include high-net-worth individuals, individual clients, and pension and profit-sharing plans. Its regulatory assets under management total $504 million, as filed on 29 June 2026.

Aquire Wealth Advisors charges up to 1.50% a year for its Investment Management Services.

Regulatory AUM: $504M
Clients: 768
Advisory staff: 9
Fee schedule: Up to 1.50% a year
Custodians: Charles Schwab
Headquarters: 6440 S Wasatch BLVD., Suite 215, Salt Lake City, UT 84121
Phone: 801-748-1243
Website: dentistadvisors.com

Questions about financial advisors in Salt Lake City

How many financial advisor firms are headquartered in Salt Lake City?

27 SEC-registered financial advisor firms report their principal office in Salt Lake City, UT, managing $22.9B in regulatory assets between them. The other 19 advisers headquartered in the city are broker-dealers, other kinds of wealth firm, or fund and institutional managers.

Source: Form ADV Part 1A, Items 1.F, 5.D and 5.F

What is the largest financial advisor firm in Salt Lake City?

Sepio Capital, with $5.64B in regulatory assets under management on its latest Form ADV. The next largest are Crewe Advisors ($3.05B) and Albion Management Group ($2.01B).

Source: Form ADV Part 1A, Item 5.F

How large is a typical financial advisor firm in Salt Lake City?

The median firm manages $386M in regulatory assets. That is the midpoint of the 27 firms headquartered in Salt Lake City.

Source: Form ADV Part 1A, Item 5.F

How much do financial advisors in Salt Lake City charge?

Of the 10 largest firms, 8 publish an asset-based fee schedule for their main service in their brochure. The highest rate in those schedules runs from 0.80% to 2.00% of assets, depending on the firm; each firm's fee is in its profile above.

Source: Form ADV Part 2A brochures, Item 5

How can I check a financial advisor's record in Salt Lake City?

Search the firm or the person on the SEC's Investment Adviser Public Disclosure site, adviserinfo.sec.gov, which shows registrations, Form ADV filings and any disclosures. Each firm profile in this directory links its SEC record.

Source: SEC Investment Adviser Public Disclosure

How is this list ordered?

By regulatory assets under management as filed on Form ADV, largest first. A firm is included when its principal office is in the city and most of its client assets belong to individuals and its type is RIA, which leaves out broker-dealers, wirehouses, RIA networks, digital advice, bank, insurance and family-office firms. A firm with only a branch office here is listed in its own headquarters city.

Source: Niva directory methodology

Salt Lake City has 27 financial advisor firms; see every adviser in the city →

The 10 largest by assets

Profiles of the top 10

Questions about financial advisors in Salt Lake City

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