Data / Investment advisers / Utah / Salt Lake City
Investment advisers in Salt Lake City, UT: 61 firms, $74.2 billion in AUM
Updated November 7, 2026. Source: the SEC's Form ADV data files for investment advisers.
61 investment advisers have their main office in Salt Lake City, Utah: 49 SEC registered and 12 exempt reporting. The registered advisers report $74.2 billion in regulatory assets under management in the SEC's Form ADV file of November 2, 2026, and the largest is Wasatch Advisors LP with $23.3 billion.
The request: Every investment adviser in Salt Lake City, Utah with AUM over $100 million, with phone and website. $10 of work on sign-up, no card.
SpecStream is the live web data engine for teams and agents. It reads the SEC's Form ADV files every month, and this page is that reading, keyed on the CRD number. Ask for the advisers you track by state, city, size, client type or private funds, and new registrations and filings arrive in your sheet, CRM, Slack or agent as the SEC publishes them.
- 61Advisers
- 49SEC registered
- 12Exempt reporting
- $74.2 billionTotal AUM
- 46Advisers over $100 million
- 32Manage private funds
- November 2, 2026File date
Largest advisers by AUM
Ranked by regulatory AUM, then by private funds. Each row links to the firm page where it has one, and to its SEC record.
| Adviser | City | AUM | Accounts | Employees | Private funds | Phone | Website | Source |
|---|---|---|---|---|---|---|---|---|
| Wasatch Advisors LP | Salt Lake City | $23.35 billion | 239 | 96 | 1 | (801) 533-0777 | wasatchglobal.com | adviserinfo.sec.gov |
| Cynosure Group, LLC | Salt Lake City | $9.85 billion | 726 | 71 | 60 | (801) 521-3100 | adviserinfo.sec.gov | |
| Sepio Capital, LP | Salt Lake City | $5.64 billion | 374 | 31 | 10 | (415) 915-3708 | sepiocap.com | adviserinfo.sec.gov |
| Grandeur Peak Global Advisors | Salt Lake City | $3.80 billion | 17 | 50 | 2 | (801) 384-0000 | grandeurpeakglobal.com | adviserinfo.sec.gov |
| Crewe Advisors | Salt Lake City | $3.05 billion | 1,985 | 32 | 1 | (385) 355-2700 | adviserinfo.sec.gov | |
| Peterson Partners | Salt Lake City | $2.63 billion | 29 | 24 | 28 | (801) 417-0748 | petersonpartners.com | adviserinfo.sec.gov |
| Keystone National Group, LLC | Salt Lake City | $2.50 billion | 13 | 42 | 6 | (925) 480-6050 | adviserinfo.sec.gov | |
| Sundance Bay | Salt Lake City | $2.09 billion | 8 | 69 | 1 | (801) 783-3430 | sundancebay.com | adviserinfo.sec.gov |
| Albion Financial Group | Salt Lake City | $2.01 billion | 2,298 | 31 | 3 | (801) 487-3700 | adviserinfo.sec.gov | |
| Physician Wealth Advisors, Inc. | Salt Lake City | $2.01 billion | 5,906 | 15 | Not listed | (801) 747-0800 | pwa.org | adviserinfo.sec.gov |
| Alta Capital Management LLC | Salt Lake City | $1.60 billion | 1,295 | 19 | Not listed | (801) 274-6010 | adviserinfo.sec.gov | |
| Cross Creek Advisors, LLC | Salt Lake City | $1.35 billion | 16 | 20 | 16 | (801) 214-0091 | adviserinfo.sec.gov | |
| Truenorth Wealth | Salt Lake City | $1.27 billion | 2,829 | 19 | Not listed | (801) 274-1820 | adviserinfo.sec.gov | |
| Three Seasons Wealth | Salt Lake City | $1.23 billion | 879 | 14 | Not listed | (801) 662-0585 | threeseasonswealth.com | adviserinfo.sec.gov |
| Taylor Derrick Capital, L.L.C. | Salt Lake City | $910.7 million | 12 | 22 | 10 | (801) 996-7470 | taylorderrick.com | adviserinfo.sec.gov |
| Zions Capital Advisors, Inc. | Salt Lake City | $830.8 million | 58 | 14 | Not listed | (800) 608-3202 | ilmgmt.com | adviserinfo.sec.gov |
| M3f, Inc. | Salt Lake City | $778.2 million | 1 | 6 | 1 | (202) 246-9200 | m3funds.com | adviserinfo.sec.gov |
| Lep Management LLC | Salt Lake City | $585.2 million | 4 | 13 | 4 | (801) 961-1599 | adviserinfo.sec.gov | |
| Jacobsen Capital Management | Salt Lake City | $562.9 million | 535 | 4 | Not listed | (801) 746-7171 | jacobsencapital.com | adviserinfo.sec.gov |
| Narus Financial Partners, LLC | Salt Lake City | $559 million | 574 | 7 | Not listed | (866) 534-0530 | adviserinfo.sec.gov | |
| Cimarron Healthcare Capital, LLC | Salt Lake City | $532.7 million | 8 | 7 | 7 | (801) 849-9293 | cimarronhc.com | adviserinfo.sec.gov |
| Dentist Advisors | Salt Lake City | $504 million | 2,798 | 24 | Not listed | (801) 748-1243 | adviserinfo.sec.gov | |
| Wasatch Health Partners | Salt Lake City | $495.2 million | 4 | 8 | 4 | (385) 501-5979 | wasatch-health.com | adviserinfo.sec.gov |
| Tingey Advisors Inc | Salt Lake City | $477.7 million | 395 | 6 | Not listed | (801) 352-8166 | tingeyadvisors.com | adviserinfo.sec.gov |
| Lefavi Wealth Management | Salt Lake City | $445 million | 576 | 5 | Not listed | (801) 486-9000 | adviserinfo.sec.gov | |
| Sorenson Impact Advisory | Salt Lake City | $424.3 million | 16 | 8 | Not listed | (801) 877-0915 | adviserinfo.sec.gov | |
| Smedley Financial Services Inc | Salt Lake City | $396.7 million | 1,961 | 11 | Not listed | (801) 355-8888 | adviserinfo.sec.gov | |
| Cannon Capital Management, Inc. | Salt Lake City | $386.1 million | 243 | 8 | Not listed | (801) 566-3190 | adviserinfo.sec.gov | |
| Asilia Credit Investments | Salt Lake City | $365.9 million | 7 | 4 | 7 | (203) 832-8888 | asiliainvestments.com | adviserinfo.sec.gov |
| North Capital | Salt Lake City | $365.8 million | 550 | 12 | Not listed | northcapital.com | adviserinfo.sec.gov | |
| Navigate Financial LLC | Salt Lake City | $337.9 million | 278 | 3 | Not listed | (801) 905-1644 | adviserinfo.sec.gov | |
| Slayton Lewis Inc | Salt Lake City | $334.4 million | 438 | 5 | Not listed | (801) 521-2191 | adviserinfo.sec.gov | |
| Wealth Management Cpas, LLC | Salt Lake City | $329.2 million | 1,002 | 11 | Not listed | (801) 272-4357 | wealthcpas.com | adviserinfo.sec.gov |
| Cottonwood Wealth Strategies, LLC | Salt Lake City | $279 million | 638 | 5 | 4 | (385) 853-5000 | cottonwoodws.com | adviserinfo.sec.gov |
| Burrus | Salt Lake City | $240.7 million | 671 | 5 | Not listed | (801) 532-0505 | burrus.biz | adviserinfo.sec.gov |
| Refined Wealth Management | Salt Lake City | $210.9 million | 910 | 5 | Not listed | (385) 351-0200 | refinedwm.com | adviserinfo.sec.gov |
| Jordanelle Capital | Salt Lake City | $179.2 million | 4 | 2 | 3 | (385) 500-4894 | jordanelle.com | adviserinfo.sec.gov |
| Peterson Rogers Private Wealth, LLC | Salt Lake City | $177.1 million | 89 | 4 | Not listed | (801) 992-9783 | adviserinfo.sec.gov | |
| Guardian Wealth Management | Salt Lake City | $174.8 million | 297 | 3 | Not listed | (385) 355-4455 | investgwm.com | adviserinfo.sec.gov |
| Financial Advisory Services | Salt Lake City | $146.6 million | 193 | 1 | Not listed | adviserinfo.sec.gov | ||
| Veritas Wealth Management, LLC | Salt Lake City | $135.8 million | 244 | 1 | Not listed | (801) 596-9999 | adviserinfo.sec.gov | |
| Octant Quantitative Investment Management LLC | Salt Lake City | $128.2 million | 58 | 3 | Not listed | (307) 201-6275 | octantqim.com | adviserinfo.sec.gov |
| Wealth Foundations Partners, LLC | Salt Lake City | $110.5 million | 390 | 10 | Not listed | (888) 785-0020 | adviserinfo.sec.gov | |
| Haynie Wealth Management LLC | Salt Lake City | $106.6 million | 578 | 3 | Not listed | (512) 537-8241 | adviserinfo.sec.gov | |
| AG Financial | Salt Lake City | $103.5 million | 441 | 2 | Not listed | (801) 990-3470 | myagfinancial.com | adviserinfo.sec.gov |
| Cherokee & Walker Management | Salt Lake City | $100.8 million | 9 | 5 | 4 | (801) 278-7800 | redbridgecap.com | adviserinfo.sec.gov |
| Seven Canyons Advisors, LLC | Salt Lake City | $90 million | 5 | 6 | 2 | (801) 349-2718 | sevencanyonsadvisors.com | adviserinfo.sec.gov |
| Cynosure Portfolio Advisors LLC | Salt Lake City | $5.8 million | 48 | 7 | Not listed | (801) 521-3100 | cynosureportfolioadvisors.com | adviserinfo.sec.gov |
| Run Ventures | Salt Lake City | Not listed | Not listed | Not listed | 25 | (801) 942-8999 | run.vc | adviserinfo.sec.gov |
| Pelion Venture Partners | Salt Lake City | Not listed | Not listed | Not listed | 23 | (801) 365-0262 | pelionvp.com | adviserinfo.sec.gov |
| El Cap Holdings Capital Partners, LLC | Salt Lake City | Not listed | Not listed | Not listed | 8 | (801) 556-8185 | elcap.xyz | adviserinfo.sec.gov |
| Wasatch Management Partners, L.L.C. | Salt Lake City | Not listed | Not listed | Not listed | 7 | (801) 524-8939 | epicvc.com | adviserinfo.sec.gov |
| Mercato Management Legacy, LLC | Salt Lake City | Not listed | Not listed | Not listed | 6 | (801) 220-0055 | mercatopartners.com | adviserinfo.sec.gov |
| Elevation Capital Partners, LLC | Salt Lake City | Not listed | Not listed | Not listed | 5 | (650) 283-2663 | adviserinfo.sec.gov | |
| Dakota Pacific Global Macro Advisers LP | Salt Lake City | Not listed | Not listed | Not listed | 4 | (801) 961-1139 | adviserinfo.sec.gov | |
| Frame VC LLC | Salt Lake City | Not listed | Not listed | Not listed | 4 | (801) 821-6673 | adviserinfo.sec.gov | |
| Aurelius Ventures | Salt Lake City | Not listed | Not listed | Not listed | 3 | (801) 360-0436 | aureliusfund.vc | adviserinfo.sec.gov |
| Mercato Partners | Salt Lake City | Not listed | Not listed | Not listed | 3 | (801) 220-0055 | mercatopartners.com | adviserinfo.sec.gov |
| Juvo Ventures, LLC | Salt Lake City | Not listed | Not listed | Not listed | 2 | (808) 638-2530 | juvovc.org | adviserinfo.sec.gov |
| Hive Minerals GP, LLC | Salt Lake City | Not listed | Not listed | Not listed | 1 | (303) 885-8688 | adviserinfo.sec.gov | |
| Hoainvest LLC | Salt Lake City | Not listed | 0 | 11 | Not listed | (844) 479-3591 | hoainvest.com | adviserinfo.sec.gov |
Advisers in Salt Lake City that manage private funds
32 advisers report private funds. The 30 with the most funds.
| Adviser | City | State | Private funds | Hedge | Private equity | Venture capital | Real estate | Fund gross assets | AUM | Source |
|---|---|---|---|---|---|---|---|---|---|---|
| Cynosure Group, LLC | Salt Lake City | UT | 60 | 3 | 32 | 6 | 3 | $3.49 billion | $9.85 billion | adviserinfo.sec.gov |
| Peterson Partners | Salt Lake City | UT | 28 | Not listed | 26 | 2 | Not listed | $2.34 billion | $2.63 billion | adviserinfo.sec.gov |
| Run Ventures | Salt Lake City | UT | 25 | Not listed | Not listed | 25 | Not listed | $1.11 billion | Not listed | adviserinfo.sec.gov |
| Pelion Venture Partners | Salt Lake City | UT | 23 | Not listed | Not listed | 23 | Not listed | $1.44 billion | Not listed | adviserinfo.sec.gov |
| Cross Creek Advisors, LLC | Salt Lake City | UT | 16 | Not listed | Not listed | 16 | Not listed | $1.35 billion | $1.35 billion | adviserinfo.sec.gov |
| Sepio Capital, LP | Salt Lake City | UT | 10 | 1 | 6 | 1 | 2 | $367.5 million | $5.64 billion | adviserinfo.sec.gov |
| Taylor Derrick Capital, L.L.C. | Salt Lake City | UT | 10 | Not listed | Not listed | Not listed | 10 | $211 million | $910.7 million | adviserinfo.sec.gov |
| El Cap Holdings Capital Partners, LLC | Salt Lake City | UT | 8 | Not listed | Not listed | 8 | Not listed | $29.2 million | Not listed | adviserinfo.sec.gov |
| Cimarron Healthcare Capital, LLC | Salt Lake City | UT | 7 | Not listed | 7 | Not listed | Not listed | $524.6 million | $532.7 million | adviserinfo.sec.gov |
| Asilia Credit Investments | Salt Lake City | UT | 7 | Not listed | 4 | Not listed | Not listed | $453.9 million | $365.9 million | adviserinfo.sec.gov |
| Wasatch Management Partners, L.L.C. | Salt Lake City | UT | 7 | Not listed | Not listed | 7 | Not listed | $277 million | Not listed | adviserinfo.sec.gov |
| Keystone National Group, LLC | Salt Lake City | UT | 6 | Not listed | Not listed | Not listed | Not listed | $49.7 million | $2.50 billion | adviserinfo.sec.gov |
| Mercato Management Legacy, LLC | Salt Lake City | UT | 6 | Not listed | Not listed | 6 | Not listed | $990 million | Not listed | adviserinfo.sec.gov |
| Elevation Capital Partners, LLC | Salt Lake City | UT | 5 | Not listed | Not listed | 5 | Not listed | $4.31 billion | Not listed | adviserinfo.sec.gov |
| Lep Management LLC | Salt Lake City | UT | 4 | Not listed | 4 | Not listed | Not listed | $475.2 million | $585.2 million | adviserinfo.sec.gov |
| Wasatch Health Partners | Salt Lake City | UT | 4 | Not listed | 1 | Not listed | Not listed | $41.1 million | $495.2 million | adviserinfo.sec.gov |
| Cottonwood Wealth Strategies, LLC | Salt Lake City | UT | 4 | Not listed | Not listed | 4 | Not listed | $9 million | $279 million | adviserinfo.sec.gov |
| Cherokee & Walker Management | Salt Lake City | UT | 4 | Not listed | Not listed | 1 | Not listed | $86.2 million | $100.8 million | adviserinfo.sec.gov |
| Dakota Pacific Global Macro Advisers LP | Salt Lake City | UT | 4 | 1 | 3 | Not listed | Not listed | $59.4 million | Not listed | adviserinfo.sec.gov |
| Frame VC LLC | Salt Lake City | UT | 4 | Not listed | Not listed | 4 | Not listed | $55.6 million | Not listed | adviserinfo.sec.gov |
| Albion Financial Group | Salt Lake City | UT | 3 | Not listed | Not listed | Not listed | Not listed | $4.2 million | $2.01 billion | adviserinfo.sec.gov |
| Jordanelle Capital | Salt Lake City | UT | 3 | Not listed | 3 | Not listed | Not listed | $53.3 million | $179.2 million | adviserinfo.sec.gov |
| Aurelius Ventures | Salt Lake City | UT | 3 | Not listed | Not listed | 3 | Not listed | $56.8 million | Not listed | adviserinfo.sec.gov |
| Mercato Partners | Salt Lake City | UT | 3 | Not listed | Not listed | 3 | Not listed | $3.9 million | Not listed | adviserinfo.sec.gov |
| Grandeur Peak Global Advisors | Salt Lake City | UT | 2 | 2 | Not listed | Not listed | Not listed | $209.7 million | $3.80 billion | adviserinfo.sec.gov |
| Seven Canyons Advisors, LLC | Salt Lake City | UT | 2 | Not listed | Not listed | Not listed | Not listed | $65.8 million | $90 million | adviserinfo.sec.gov |
| Juvo Ventures, LLC | Salt Lake City | UT | 2 | Not listed | Not listed | 2 | Not listed | $82.1 million | Not listed | adviserinfo.sec.gov |
| Wasatch Advisors LP | Salt Lake City | UT | 1 | Not listed | Not listed | Not listed | Not listed | $188 million | $23.35 billion | adviserinfo.sec.gov |
| Crewe Advisors | Salt Lake City | UT | 1 | Not listed | Not listed | 1 | Not listed | $21.8 million | $3.05 billion | adviserinfo.sec.gov |
| Sundance Bay | Salt Lake City | UT | 1 | Not listed | Not listed | Not listed | 1 | $1.6 million | $2.09 billion | adviserinfo.sec.gov |
Newest SEC registrations in Salt Lake City
1 adviser with an SEC status effective in the 90 days to November 2, 2026.
| Adviser | City | State | SEC status effective | AUM | Website | Source |
|---|---|---|---|---|---|---|
| Hoainvest LLC | Salt Lake City | UT | August 26, 2026 | Not listed | hoainvest.com | adviserinfo.sec.gov |
Also on SpecStream
Public data published by the US Securities and Exchange Commission (US government work). Advisers report these values themselves in Form ADV, and neither the SEC nor the states approve or guarantee them. AUM is regulatory assets under management as the adviser reported it in Form ADV item 5.F, which can differ from the AUM a firm quotes elsewhere. Exempt reporting advisers do not report AUM. Office address, phone and website are the adviser's main office as filed; a firm that files its main office as a private residence shows no street address or phone. An Item 11 disclosure is a reported event, not a finding about the firm today. Details for each firm are on the SEC's Investment Adviser Public Disclosure site. This page uses SEC data and is not endorsed or certified by the SEC. Free to reuse with credit to SpecStream under CC BY 4.0. Spot a wrong value? Write to [email protected] with the link to this page.