{ "path": "/advisors/ut/salt-lake-city", "url": "https://advisorcensus.com/advisors/ut/salt-lake-city", "page_type": "metro", "title": "Financial advisors in Salt Lake City, UT", "filters": {}, "scope_total": 166, "faq": [ { "q": "How many financial advisory firms are there in Salt Lake City, UT?", "a": "AdvisorCensus lists 166 investment advisory firms with a principal office in the Salt Lake City metro area, from Form ADV filings as of October 2026: 81 SEC-registered, 52 state-registered, and 33 exempt reporting advisers. Firms may request removal, so the count can differ slightly from the number of firms that file Form ADV." }, { "q": "How many fee-only financial advisors are in Salt Lake City, UT?", "a": "39 of the 166 firms meet AdvisorCensus's fee-only test: paid only by a percentage of assets, hourly charges, fixed fees, or subscription fees on Form ADV Item 5.E (no commissions, performance-based fees, or other compensation), with no sales-related compensation ties in the same filing: no employee registered with a broker-dealer or licensed as an insurance agent (Item 5.B), no brokerage, insurance, real estate, or other product sales business (Item 6.A), no related broker-dealer, insurance company, real estate broker, or futures commission merchant (Item 7.A), and no referral fees from others or other sales interest (Item 8). Form ADV has no fee-only box, so this is derived from the filing; it is not a fee-only certification, and a firm's own page lists its compensation arrangements as filed." }, { "q": "How many financial advisors in Salt Lake City, UT offer financial planning?", "a": "88 of the 133 firms in Salt Lake City, UT that answer Form ADV Item 5.G, which asks what advisory services a firm provides, report financial planning services, as of October 2026. Exempt reporting advisers do not answer Item 5.G. Each firm page lists every advisory service the firm reports." }, { "q": "Are the financial advisors in Salt Lake City, UT fiduciaries?", "a": "Every firm on this page is an investment adviser that files Form ADV, and an investment adviser owes its clients a fiduciary duty under federal law, made up of a duty of care and a duty of loyalty: it must act in the client's best interest and not put its own interests ahead of the client's, and must eliminate its conflicts of interest or disclose them fully and fairly. Form ADV has no fiduciary box because the duty comes with being an investment adviser. The duty covers the firm's advice; a firm or its people may also sell securities through a broker-dealer or insurance as licensed agents, roles held to other standards. The 39 firms that meet AdvisorCensus's fee-only test report none of those sales ties." }, { "q": "How do I check whether a financial advisor has disciplinary disclosures?", "a": "Each firm page shows how many Form ADV Item 11 disciplinary questions the firm answered yes and links to the firm's record on the SEC's Investment Adviser Public Disclosure site (adviserinfo.sec.gov), where the detail of each disclosure is public. Individual advisers' records are on the same site and on FINRA BrokerCheck." }, { "q": "Does AdvisorCensus rate, verify, or recommend these firms?", "a": "No. The directory shows what each firm filed, in alphabetical order unless you choose another sort, and no firm's position depends on payment. Firms that claim their page can add a description and links, marked as provided by the firm; the filed facts are never changed by that content." }, { "q": "What does regulatory assets under management mean?", "a": "Regulatory assets under management (RAUM) is the figure a firm reports on Form ADV Item 5.F: the securities portfolios it provides continuous and regular supervisory or management services for, at market value, including assets managed without discretion. It measures scale, not performance or quality." } ], "period": "2026-10-01", "answer_paragraph": "AdvisorCensus lists 166 investment advisory firms with a principal office in the Salt Lake City metro area, drawn from Form ADV filings as of October 2026. Firms are listed alphabetically; sort by years registered or assets band using the controls below. Firms may request removal from the directory, so this count can differ from the number of firms that file Form ADV.", "about_market": "Salt Lake City has 166 investment advisory firms with a principal office in the metro area as of October 2026: 81 SEC-registered, 52 state-registered, and 33 exempt reporting advisers. 39 of them meet AdvisorCensus's fee-only test (paid only by client fees, with no sales-related compensation ties such as an employee registered with a broker-dealer or licensed as an insurance agent), and 44 report under $100 million in regulatory assets under management. The metro area has 450,170 households, 68,165 of them with income of $200,000 or more, or 411 such households for each firm (Census Bureau, American Community Survey 2020–2024 5-year estimates).", "citation": "AdvisorCensus. Financial advisors in Salt Lake City, UT: 166 firms from Form ADV filings as of October 2026.", "total_firms": 166, "page": 1, "total_pages": 4, "sort": "name", "registration_types": { "sec": 81, "state": 52, "exempt": 33 }, "fee_model_mix": [ { "code": "fee-only", "count": 39 }, { "code": "percentage_of_aum", "count": 126 }, { "code": "hourly", "count": 58 }, { "code": "subscription", "count": 4 }, { "code": "fixed", "count": 69 }, { "code": "commissions", "count": 1 }, { "code": "performance_based", "count": 29 }, { "code": "other", "count": 18 }, { "code": "not_reported", "count": 33 } ], "years_registered_distribution": [ { "code": "under_5", "count": 73 }, { "code": "5_to_9", "count": 32 }, { "code": "10_to_19", "count": 45 }, { "code": "20_plus", "count": 13 }, { "code": "not_reported", "count": 3 } ], "raum_band_distribution": [ { "code": "under_25m", "count": 21 }, { "code": "25m_100m", "count": 23 }, { "code": "100m_500m", "count": 44 }, { "code": "500m_1b", "count": 17 }, { "code": "1b_5b", "count": 16 }, { "code": "over_5b", "count": 4 }, { "code": "not_reported", "count": 41 } ], "firms": [ { "crd_number": 147556, "name": "Abacus Investment Advisors", "name_as_filed": "ABACUS INVESTMENT ADVISORS", "url": "https://advisorcensus.com/firm/abacus-investment-advisors-salt-lake-city-ut-147556", "city": "Salt Lake City", "state": "UT", "years_registered": 17, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "hourly" ], "enhanced": false }, { "crd_number": 131129, "name": "ABG Consultants", "name_as_filed": "ABG CONSULTANTS", "url": "https://advisorcensus.com/firm/abg-consultants-cottonwood-heights-ut-131129", "city": "Cottonwood Heights", "state": "UT", "years_registered": 17, "raum_band": "500m_1b", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 159661, "name": "Aclaime Asset Management, LLC", "name_as_filed": "ACLAIME ASSET MANAGEMENT, LLC", "url": "https://advisorcensus.com/firm/aclaime-asset-management-llc-cottonwood-heights-ut-159661", "city": "Cottonwood Heights", "state": "UT", "years_registered": 12, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum", "performance_based" ], "enhanced": false }, { "crd_number": 311700, "name": "Affinity Financial, LLC", "name_as_filed": "AFFINITY FINANCIAL, LLC", "url": "https://advisorcensus.com/firm/affinity-financial-llc-millcreek-ut-311700", "city": "Millcreek", "state": "UT", "years_registered": 5, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed", "other" ], "enhanced": false }, { "crd_number": 288613, "name": "Affinity Wealth Resources, LLC", "name_as_filed": "AFFINITY WEALTH RESOURCES, LLC", "url": "https://advisorcensus.com/firm/affinity-wealth-resources-llc-bluffdale-ut-288613", "city": "Bluffdale", "state": "UT", "years_registered": 9, "raum_band": "not_reported", "compensation_types": [ "hourly", "subscription" ], "enhanced": false }, { "crd_number": 140226, "name": "AG Financial", "name_as_filed": "AG FINANCIAL", "url": "https://advisorcensus.com/firm/ag-financial-salt-lake-city-ut-140226", "city": "Salt Lake City", "state": "UT", "years_registered": 20, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 105957, "name": "Albion Financial Group", "name_as_filed": "ALBION FINANCIAL GROUP", "url": "https://advisorcensus.com/firm/albion-financial-group-salt-lake-city-ut-105957", "city": "Salt Lake City", "state": "UT", "years_registered": 43, "raum_band": "1b_5b", "compensation_types": [ "percentage_of_aum", "hourly", "fixed", "performance_based" ], "enhanced": false }, { "crd_number": 106786, "name": "Alta Capital Management LLC", "name_as_filed": "ALTA CAPITAL MANAGEMENT LLC", "url": "https://advisorcensus.com/firm/alta-capital-management-llc-salt-lake-city-ut-106786", "city": "Salt Lake City", "state": "UT", "years_registered": 30, "raum_band": "1b_5b", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 163867, "name": "Alta Ventures Mexico Management (GP), L.P.", "name_as_filed": "ALTA VENTURES MEXICO MANAGEMENT (GP), L.P.", "url": "https://advisorcensus.com/firm/alta-ventures-mexico-management-gp-l-p-south-jordan-ut-163867", "city": "South Jordan", "state": "UT", "years_registered": 14, "raum_band": "not_reported", "compensation_types": [], "enhanced": false }, { "crd_number": 328019, "name": "APX Investments LLC", "name_as_filed": "APX INVESTMENTS LLC", "url": "https://advisorcensus.com/firm/apx-investments-llc-cottonwood-heights-ut-328019", "city": "Cottonwood Heights", "state": "UT", "years_registered": 0, "raum_band": "not_reported", "compensation_types": [], "enhanced": false }, { "crd_number": 116950, "name": "Ashworth Wealth, LLC", "name_as_filed": "ASHWORTH WEALTH, LLC", "url": "https://advisorcensus.com/firm/ashworth-wealth-llc-south-jordan-ut-116950", "city": "South Jordan", "state": "UT", "years_registered": 8, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 334981, "name": "Asilia Credit Investments", "name_as_filed": "ASILIA CREDIT INVESTMENTS", "url": "https://advisorcensus.com/firm/asilia-credit-investments-salt-lake-city-ut-334981", "city": "Salt Lake City", "state": "UT", "years_registered": 1, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "performance_based" ], "enhanced": false }, { "crd_number": 333177, "name": "Aspen Ridge Wealth Management, LLC", "name_as_filed": "ASPEN RIDGE WEALTH MANAGEMENT, LLC", "url": "https://advisorcensus.com/firm/aspen-ridge-wealth-management-llc-south-jordan-ut-333177", "city": "South Jordan", "state": "UT", "years_registered": 1, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 309862, "name": "Athos Private Wealth LLC", "name_as_filed": "ATHOS PRIVATE WEALTH LLC", "url": "https://advisorcensus.com/firm/athos-private-wealth-llc-holladay-ut-309862", "city": "Holladay", "state": "UT", "years_registered": 3, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "performance_based" ], "enhanced": false }, { "crd_number": 329034, "name": "Aurelius Ventures", "name_as_filed": "AURELIUS VENTURES", "url": "https://advisorcensus.com/firm/aurelius-ventures-salt-lake-city-ut-329034", "city": "Salt Lake City", "state": "UT", "years_registered": 2, "raum_band": "not_reported", "compensation_types": [], "enhanced": false }, { "crd_number": 342732, "name": "Banctech Capital Management, LLC", "name_as_filed": "BANCTECH CAPITAL MANAGEMENT, LLC", "url": "https://advisorcensus.com/firm/banctech-capital-management-llc-sandy-ut-342732", "city": "Sandy", "state": "UT", "years_registered": 0, "raum_band": "not_reported", "compensation_types": [], "enhanced": false }, { "crd_number": 327331, "name": "Beechwood Value Capital, LLC", "name_as_filed": "BEECHWOOD VALUE CAPITAL, LLC", "url": "https://advisorcensus.com/firm/beechwood-value-capital-llc-salt-lake-city-ut-327331", "city": "Salt Lake City", "state": "UT", "years_registered": 2, "raum_band": "under_25m", "compensation_types": [ "performance_based" ], "enhanced": false }, { "crd_number": 338637, "name": "Black Mountain Investments GP, LLC", "name_as_filed": "BLACK MOUNTAIN INVESTMENTS GP, LLC", "url": "https://advisorcensus.com/firm/black-mountain-investments-gp-llc-salt-lake-city-ut-338637", "city": "Salt Lake City", "state": "UT", "years_registered": 0, "raum_band": "not_reported", "compensation_types": [], "enhanced": false }, { "crd_number": 339063, "name": "Black Salt Advisors LLC", "name_as_filed": "BLACK SALT ADVISORS LLC", "url": "https://advisorcensus.com/firm/black-salt-advisors-llc-salt-lake-city-ut-339063", "city": "Salt Lake City", "state": "UT", "years_registered": 0, "raum_band": "not_reported", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 311837, "name": "Blue Field Capital", "name_as_filed": "BLUE FIELD CAPITAL", "url": "https://advisorcensus.com/firm/blue-field-capital-midvale-ut-311837", "city": "Midvale", "state": "UT", "years_registered": 5, "raum_band": "not_reported", "compensation_types": [], "enhanced": false }, { "crd_number": 159127, "name": "Bridge Investment Group", "name_as_filed": "BRIDGE INVESTMENT GROUP", "url": "https://advisorcensus.com/firm/bridge-investment-group-sandy-ut-159127", "city": "Sandy", "state": "UT", "years_registered": 14, "raum_band": "over_5b", "compensation_types": [ "percentage_of_aum", "performance_based" ], "enhanced": false }, { "crd_number": 316623, "name": "Bridge Net Lease Fund Manager LLC", "name_as_filed": "BRIDGE NET LEASE FUND MANAGER LLC", "url": "https://advisorcensus.com/firm/bridge-net-lease-fund-manager-llc-sandy-ut-316623", "city": "Sandy", "state": "UT", "years_registered": 2, "raum_band": "500m_1b", "compensation_types": [ "percentage_of_aum", "performance_based" ], "enhanced": false }, { "crd_number": 148457, "name": "Brighton Wealth Management, Inc.", "name_as_filed": "BRIGHTON WEALTH MANAGEMENT, INC.", "url": "https://advisorcensus.com/firm/brighton-wealth-management-inc-cottonwood-heights-ut-148457", "city": "Cottonwood Heights", "state": "UT", "years_registered": 0, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 141435, "name": "Burrus", "name_as_filed": "BURRUS", "url": "https://advisorcensus.com/firm/burrus-salt-lake-city-ut-141435", "city": "Salt Lake City", "state": "UT", "years_registered": 11, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 133760, "name": "Cambria Capital LLC", "name_as_filed": "CAMBRIA CAPITAL LLC", "url": "https://advisorcensus.com/firm/cambria-capital-llc-salt-lake-city-ut-133760", "city": "Salt Lake City", "state": "UT", "years_registered": null, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 144247, "name": "Cannon Capital Management, Inc.", "name_as_filed": "CANNON CAPITAL MANAGEMENT, INC.", "url": "https://advisorcensus.com/firm/cannon-capital-management-inc-salt-lake-city-ut-144247", "city": "Salt Lake City", "state": "UT", "years_registered": 10, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 290558, "name": "Capita Financial Network, LLC", "name_as_filed": "CAPITA FINANCIAL NETWORK, LLC", "url": "https://advisorcensus.com/firm/capita-financial-network-llc-draper-ut-290558", "city": "Draper", "state": "UT", "years_registered": 8, "raum_band": "1b_5b", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 170053, "name": "Casull Financial Advisory, LLC", "name_as_filed": "CASULL FINANCIAL ADVISORY, LLC", "url": "https://advisorcensus.com/firm/casull-financial-advisory-llc-south-jordan-ut-170053", "city": "South Jordan", "state": "UT", "years_registered": 12, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 160962, "name": "Cherokee & Walker Management", "name_as_filed": "CHEROKEE & WALKER MANAGEMENT", "url": "https://advisorcensus.com/firm/cherokee-and-walker-management-salt-lake-city-ut-160962", "city": "Salt Lake City", "state": "UT", "years_registered": 8, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "performance_based" ], "enhanced": false }, { "crd_number": 282387, "name": "Cimarron Healthcare Capital, LLC", "name_as_filed": "CIMARRON HEALTHCARE CAPITAL, LLC", "url": "https://advisorcensus.com/firm/cimarron-healthcare-capital-llc-salt-lake-city-ut-282387", "city": "Salt Lake City", "state": "UT", "years_registered": 4, "raum_band": "500m_1b", "compensation_types": [ "percentage_of_aum", "performance_based", "other" ], "enhanced": false }, { "crd_number": 171306, "name": "Coign Capital Advisors LLC", "name_as_filed": "COIGN CAPITAL ADVISORS LLC", "url": "https://advisorcensus.com/firm/coign-capital-advisors-llc-draper-ut-171306", "city": "Draper", "state": "UT", "years_registered": 8, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 171858, "name": "Colwyn Investments LC", "name_as_filed": "COLWYN INVESTMENTS LC", "url": "https://advisorcensus.com/firm/colwyn-investments-lc-south-jordan-ut-171858", "city": "South Jordan", "state": "UT", "years_registered": 12, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 153036, "name": "Cottonwood Asset Management LLC", "name_as_filed": "COTTONWOOD ASSET MANAGEMENT LLC", "url": "https://advisorcensus.com/firm/cottonwood-asset-management-llc-salt-lake-city-ut-153036", "city": "Salt Lake City", "state": "UT", "years_registered": 16, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "hourly" ], "enhanced": false }, { "crd_number": 311272, "name": "Cottonwood Wealth Strategies, LLC", "name_as_filed": "COTTONWOOD WEALTH STRATEGIES, LLC", "url": "https://advisorcensus.com/firm/cottonwood-wealth-strategies-llc-salt-lake-city-ut-311272", "city": "Salt Lake City", "state": "UT", "years_registered": 5, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 173920, "name": "Crewe Advisors", "name_as_filed": "CREWE ADVISORS", "url": "https://advisorcensus.com/firm/crewe-advisors-salt-lake-city-ut-173920", "city": "Salt Lake City", "state": "UT", "years_registered": 11, "raum_band": "1b_5b", "compensation_types": [ "percentage_of_aum", "hourly", "fixed", "performance_based" ], "enhanced": false }, { "crd_number": 165803, "name": "Cross Creek Advisors, LLC", "name_as_filed": "CROSS CREEK ADVISORS, LLC", "url": "https://advisorcensus.com/firm/cross-creek-advisors-llc-salt-lake-city-ut-165803", "city": "Salt Lake City", "state": "UT", "years_registered": 13, "raum_band": "1b_5b", "compensation_types": [ "percentage_of_aum", "performance_based" ], "enhanced": false }, { "crd_number": 281399, "name": "Cynosure Group, LLC", "name_as_filed": "CYNOSURE GROUP, LLC", "url": "https://advisorcensus.com/firm/cynosure-group-llc-salt-lake-city-ut-281399", "city": "Salt Lake City", "state": "UT", "years_registered": 10, "raum_band": "over_5b", "compensation_types": [ "percentage_of_aum", "fixed", "performance_based" ], "enhanced": false }, { "crd_number": 337747, "name": "Cynosure Portfolio Advisors LLC", "name_as_filed": "CYNOSURE PORTFOLIO ADVISORS LLC", "url": "https://advisorcensus.com/firm/cynosure-portfolio-advisors-llc-salt-lake-city-ut-337747", "city": "Salt Lake City", "state": "UT", "years_registered": 1, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 166013, "name": "Dakota Pacific", "name_as_filed": "DAKOTA PACIFIC", "url": "https://advisorcensus.com/firm/dakota-pacific-salt-lake-city-ut-166013", "city": "Salt Lake City", "state": "UT", "years_registered": 0, "raum_band": "not_reported", "compensation_types": [], "enhanced": false }, { "crd_number": 288781, "name": "Dakota Pacific Global Macro Advisers LP", "name_as_filed": "DAKOTA PACIFIC GLOBAL MACRO ADVISERS LP", "url": "https://advisorcensus.com/firm/dakota-pacific-global-macro-advisers-lp-salt-lake-city-ut-288781", "city": "Salt Lake City", "state": "UT", "years_registered": 2, "raum_band": "not_reported", "compensation_types": [], "enhanced": false }, { "crd_number": 149559, "name": "Dentist Advisors", "name_as_filed": "DENTIST ADVISORS", "url": "https://advisorcensus.com/firm/dentist-advisors-salt-lake-city-ut-149559", "city": "Salt Lake City", "state": "UT", "years_registered": 7, "raum_band": "500m_1b", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 340268, "name": "Deseret Point Partners LLC", "name_as_filed": "DESERET POINT PARTNERS LLC", "url": "https://advisorcensus.com/firm/deseret-point-partners-llc-salt-lake-city-ut-340268", "city": "Salt Lake City", "state": "UT", "years_registered": 0, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "fixed", "performance_based" ], "enhanced": false }, { "crd_number": 286383, "name": "Divergent Wealth Advisors, LLC", "name_as_filed": "DIVERGENT WEALTH ADVISORS, LLC", "url": "https://advisorcensus.com/firm/divergent-wealth-advisors-llc-south-jordan-ut-286383", "city": "South Jordan", "state": "UT", "years_registered": 1, "raum_band": "not_reported", "compensation_types": [], "enhanced": false }, { "crd_number": 326060, "name": "Diversify Advisory Services, LLC", "name_as_filed": "DIVERSIFY ADVISORY SERVICES, LLC", "url": "https://advisorcensus.com/firm/diversify-advisory-services-llc-south-jordan-ut-326060", "city": "South Jordan", "state": "UT", "years_registered": 3, "raum_band": "1b_5b", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 329878, "name": "Diversify Wealth Management, LLC", "name_as_filed": "DIVERSIFY WEALTH MANAGEMENT, LLC", "url": "https://advisorcensus.com/firm/diversify-wealth-management-llc-south-jordan-ut-329878", "city": "South Jordan", "state": "UT", "years_registered": 2, "raum_band": "1b_5b", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 331233, "name": "Durrant Asset Management, LLC", "name_as_filed": "DURRANT ASSET MANAGEMENT, LLC", "url": "https://advisorcensus.com/firm/durrant-asset-management-llc-salt-lake-city-ut-331233", "city": "Salt Lake City", "state": "UT", "years_registered": 0, "raum_band": "not_reported", "compensation_types": [], "enhanced": false }, { "crd_number": 326617, "name": "E6 Portfolios", "name_as_filed": "E6 PORTFOLIOS", "url": "https://advisorcensus.com/firm/e6-portfolios-midvale-ut-326617", "city": "Midvale", "state": "UT", "years_registered": 3, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 306894, "name": "EL Cap Holdings Capital Partners, LLC", "name_as_filed": "EL CAP HOLDINGS CAPITAL PARTNERS, LLC", "url": "https://advisorcensus.com/firm/el-cap-holdings-capital-partners-llc-salt-lake-city-ut-306894", "city": "Salt Lake City", "state": "UT", "years_registered": 2, "raum_band": "not_reported", "compensation_types": [], "enhanced": false }, { "crd_number": 226721, "name": "Elevated Capital Advisors, LLC", "name_as_filed": "ELEVATED CAPITAL ADVISORS, LLC", "url": "https://advisorcensus.com/firm/elevated-capital-advisors-llc-draper-ut-226721", "city": "Draper", "state": "UT", "years_registered": 9, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 163314, "name": "Elevation Capital Partners, LLC", "name_as_filed": "ELEVATION CAPITAL PARTNERS, LLC", "url": "https://advisorcensus.com/firm/elevation-capital-partners-llc-salt-lake-city-ut-163314", "city": "Salt Lake City", "state": "UT", "years_registered": 14, "raum_band": "not_reported", "compensation_types": [], "enhanced": false } ], "states": [], "metros": [], "siblings": { "national": "/advisors", "state": { "path": "/advisors/ut", "label": "Financial advisors in Utah" }, "metro": { "path": "/advisors/ut/salt-lake-city", "label": "Financial advisors in Salt Lake City, UT" }, "city_pages": [ { "path": "/advisors/ut/salt-lake-city/south-jordan", "label": "Financial advisors in South Jordan, UT", "firm_count": 17 }, { "path": "/advisors/ut/salt-lake-city/draper", "label": "Financial advisors in Draper, UT", "firm_count": 16 }, { "path": "/advisors/ut/salt-lake-city/sandy", "label": "Financial advisors in Sandy, UT", "firm_count": 12 } ], "fee_pages": [ { "path": "/advisors/ut/salt-lake-city/fee-only", "label": "Fee-only financial advisors in Salt Lake City, UT", "firm_count": 39 }, { "path": "/advisors/ut/salt-lake-city/flat-fee", "label": "Flat-fee financial advisors in Salt Lake City, UT", "firm_count": 69 }, { "path": "/advisors/ut/salt-lake-city/hourly", "label": "Hourly financial advisors in Salt Lake City, UT", "firm_count": 58 } ], "niche_pages": [ { "path": "/advisors/ut/salt-lake-city/business-owners", "firm_count": 2, "label": "Financial advisors for business owners in Salt Lake City, UT" }, { "path": "/advisors/ut/salt-lake-city/corporate-executives", "firm_count": 1, "label": "Financial advisors for corporate executives in Salt Lake City, UT" }, { "path": "/advisors/ut/salt-lake-city/dentists", "firm_count": 1, "label": "Financial advisors for dentists in Salt Lake City, UT" }, { "path": "/advisors/ut/salt-lake-city/physicians", "firm_count": 1, "label": "Financial advisors for physicians in Salt Lake City, UT" }, { "path": "/advisors/ut/salt-lake-city/retirees", "firm_count": 1, "label": "Financial advisors for retirees in Salt Lake City, UT" } ] }, "csv": "https://advisorcensus.com/advisors/ut/salt-lake-city.csv", "source": { "name": "Form ADV", "as_of": "2026-10-01", "operator": "BH Monitor Services, LLC", "license": "https://creativecommons.org/licenses/by/4.0/", "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data" }, "sec_registrations_12_months": { "new_sec_registrations": 7, "sec_registered_at_start": 77, "per_100_registered": null, "national_per_100": 10.0, "as_of": "2026-09-01", "sentence": "Over the 12 months to September 1, 2026, 7 firms here registered with the SEC as investment advisers.", "source": "https://advisorcensus.com/reports/monthly/2026-09" } }