AdvisorCensus / Financial advisors / Utah / Salt Lake City, UT / Branch offices
Advisory firms with an office in Salt Lake City, UT, headquartered elsewhere
92 investment advisory firms with a principal office outside the Salt Lake City, UT metro area list an office in it on Form ADV (Schedule D, Section 1.F), from each firm's most recent filing that lists its offices. SEC-registered firms list their 25 largest offices, so this is a floor. Firms headquartered in the metro are on the main list.
| Firm | Office | Headquarters | Registration |
|---|---|---|---|
| Aegis Wealth Management, Inc. | Holladay, UT | Guthrie Center, IA | SEC-registered investment adviser |
| Andina Advisors | Draper, UT | Logan, UT | SEC-registered investment adviser |
| Arctaris Impact Investors | Salt Lake City, UT | Wellesley, MA | SEC-registered investment adviser |
| Arista Wealth Management, LLC | Draper, UT | Las Vegas, NV | SEC-registered investment adviser |
| Ashton Thomas Private Wealth | Draper, UT | Scottsdale, AZ | SEC-registered investment adviser |
| Asset One Wealth Management, LLC | Draper, UT | Bellevue, WA | SEC-registered investment adviser |
| B.o.s.s. Retirement Advisors, LLC | Salt Lake City, UT | Lehi, UT | SEC-registered investment adviser |
| Beacon Pointe Advisors, LLC | Draper, UT | Newport Beach, CA | SEC-registered investment adviser |
| Berthel Fisher & Company Financial Services, Inc. | Cottonwood Heights, UT | Cedar Rapids, IA | SEC-registered investment adviser |
| BFC Planning, Inc. | Cottonwood Heights, UT | Cedar Rapids, IA | SEC-registered investment adviser |
| Blue Barn Wealth | Salt Lake City, UT | Orem, UT | SEC-registered investment adviser |
| BPM Wealth Advisors, LLC | Cottonwood Heights, UT | San Francisco, CA | SEC-registered investment adviser |
| Captrust | Draper, UT | Raleigh, NC | SEC-registered investment adviser |
| Cliftonlarsonallen Wealth Advisors, LLC | Salt Lake City, UT | Minneapolis, MN | SEC-registered investment adviser |
| Commonwealth Financial Network | Salt Lake City, UT | Waltham, MA | SEC-registered investment adviser |
| Consolidated Portfolio Review Corp | Sandy, UT | Woodbury, NY | SEC-registered investment adviser |
| Creative Planning | Cottonwood Heights, UT | Overland Park, KS | SEC-registered investment adviser |
| D.A. Davidson & Co. | Salt Lake City, UT | Great Falls, MT | SEC-registered investment adviser |
| Decker Retirement Planning Inc. | Salt Lake City, UT | Lehi, UT | SEC-registered investment adviser |
| Dove Investment Research and Management, Inc. | Sandy, UT | Irvine, CA | SEC-registered investment adviser |
| Dynamic | Salt Lake City, UT | Phoenix, AZ | SEC-registered investment adviser |
| Empirical Wealth Management | Cottonwood Heights, UT | Seattle, WA | SEC-registered investment adviser |
| EP Wealth Advisors | Salt Lake City, UT | Torrance, CA | SEC-registered investment adviser |
| ESI Financial Advisors | South Jordan, UT | Montpelier, VT | SEC-registered investment adviser |
| First Citizens Investor Services, Inc. | Cottonwood Heights, UT | Raleigh, NC | SEC-registered investment adviser |
| Franklin Advisers, Inc. | Salt Lake City, UT | San Mateo, CA | SEC-registered investment adviser |
| Gibbs Wealth Management, LLC | Clearfield, UT | Alpharetta, GA | SEC-registered investment adviser |
| Global Retirement Partners LLC | Sandy, UT | San Rafael, CA | SEC-registered investment adviser |
| Goldman Sachs & Co. LLC | Salt Lake City, UT | New York, NY | SEC-registered investment adviser |
| Goldman Sachs Asset Management, L.P. | Salt Lake City, UT | New York, NY | SEC-registered investment adviser |
| GWN Securities Inc. | South Jordan, UT | Palm Beach Gardens, FL | SEC-registered investment adviser |
| Hines Capital Advisors LLC | Salt Lake City, UT | Houston, TX | SEC-registered investment adviser |
| Hornor, Townsend & Kent, LLC | Holladay, UT | Conshohocken, PA | SEC-registered investment adviser |
| Ignite Planners LLC | South Jordan, UT | San Clemente, CA | SEC-registered investment adviser |
| IMA Advisory Services, Inc. | Salt Lake City, UT | Denver, CO | SEC-registered investment adviser |
| Interactive Financial Advisors | Salt Lake City, UT | New Lenox, IL | SEC-registered investment adviser |
| IP Financial Advisory Services LLC | Salt Lake City, UT | Charlotte, NC | SEC-registered investment adviser |
| J. W. Cole Advisors, Inc. | Salt Lake City, UT | Tampa, FL | SEC-registered investment adviser |
| Kayne Anderson Rudnick Investment Management, LLC | Salt Lake City, UT | Los Angeles, CA | SEC-registered investment adviser |
| Kestra Private Wealth Services, LLC | Salt Lake City, UT | Austin, TX | SEC-registered investment adviser |
| Lido | Cottonwood Heights, UT | Los Angeles, CA | SEC-registered investment adviser |
| Livet Wealth, LLC | Salt Lake City, UT | Spanish Fork, UT | SEC-registered investment adviser |
| Madrona Financial & CPAS | Cottonwood Heights, UT | Everett, WA | SEC-registered investment adviser |
| Mercer Investments LLC | Salt Lake City, UT | Boston, MA | SEC-registered investment adviser |
| Modera Wealth Management, LLC | South Jordan, UT | Westwood, NJ | SEC-registered investment adviser |
| Momentum Wealth Management | Salt Lake City, UT | Orem, UT | SEC-registered investment adviser |
| Morgan Stanley | Sandy, UT | Purchase, NY | SEC-registered investment adviser |
| Nilsine Partners, LLC | Cottonwood Heights, UT | Greenwood Village, CO | SEC-registered investment adviser |
| One Wealth Map, LLC | Cottonwood Heights, UT | Las Vegas, NV | SEC-registered investment adviser |
| Oneamerica Securities, Inc. | Cottonwood Heights, UT | Indianapolis, IN | SEC-registered investment adviser |
| Onedigital | Sandy, UT | Overland Park, KS | SEC-registered investment adviser |
| Openair Financial, LLC | Midvale, UT | Southlake, TX | SEC-registered investment adviser |
| Portside Wealth Group, LLC | Draper, UT | Provo, UT | SEC-registered investment adviser |
| Prime Capital Financial | Midvale, UT | Overland Park, KS | SEC-registered investment adviser |
| Raymond James Financial Services Advisors, Inc | Salt Lake City, UT | Saint Petersburg, FL | SEC-registered investment adviser |
| Realta Investment Advisors, Inc | Murray, UT | Wilmington, DE | SEC-registered investment adviser |
| RFG Advisory, LLC | Holladay, UT | Vestavia Hills, AL | SEC-registered investment adviser |
| Rockefeller Capital Management | Salt Lake City, UT | New York, NY | SEC-registered investment adviser |
| Rockefeller Capital Management | Salt Lake City, UT | New York, NY | SEC-registered investment adviser |
| RPG Family Wealth Advisory, LLC | Salt Lake City, UT | Burlington, MA | SEC-registered investment adviser |
| SAX Wealth Advisors, LLC | Salt Lake City, UT | Parsippany, NJ | SEC-registered investment adviser |
| Seia | Salt Lake City, UT | Los Angeles, CA | SEC-registered investment adviser |
| Sequoia Financial Group, L.L.C. | Cottonwood Heights, UT | Akron, OH | SEC-registered investment adviser |
| Silver Oak Securities, Inc. | Salt Lake City, UT | Jackson, TN | SEC-registered investment adviser |
| Sofi Wealth LLC | Cottonwood Heights, UT | San Francisco, CA | SEC-registered investment adviser |
| Soltis Investment Advisors, LLC | Salt Lake City, UT | St. George, UT | SEC-registered investment adviser |
| Squire Wealth Advisors | Salt Lake City, UT | Orem, UT | SEC-registered investment adviser |
| ST. Bernard Financial Services, Inc. | West Jordan, UT | Russellville, AR | SEC-registered investment adviser |
| Sterling Capital Management LLC | Salt Lake City, UT | Charlotte, NC | SEC-registered investment adviser |
| Stifel Independent Advisors, LLC | Salt Lake City, UT | St Louis, MO | SEC-registered investment adviser |
| Stoker Ostler, a Part of BMO Financial Group | Cottonwood Heights, UT | Scottsdale, AZ | SEC-registered investment adviser |
| Stonebriar Wealth, LLC | Cottonwood Heights, UT | Lehi, UT | SEC-registered investment adviser |
| Strategic Advisers LLC | Salt Lake City, UT | Boston, MA | SEC-registered investment adviser |
| Stratos Wealth Partners, Ltd | Holladay, UT | Beachwood, OH | SEC-registered investment adviser |
| Summit Global Investments, LLC | Draper, UT | Bountiful, UT | SEC-registered investment adviser |
| SVB Asset Management | Salt Lake City, UT | San Francisco, CA | SEC-registered investment adviser |
| SVB Wealth | Cottonwood Heights, UT | Boston, MA | SEC-registered investment adviser |
| Tanara Wealth Management LLC | Salt Lake City, UT | Lehi, UT | SEC-registered investment adviser |
| The Mather Group, LLC | Salt Lake City, UT | Chicago, IL | SEC-registered investment adviser |
| The Norden Group LLC | Salt Lake City, UT | Provo, UT | SEC-registered investment adviser |
| TLG Advisors, Inc. | Salt Lake City, UT | Summit, NJ | SEC-registered investment adviser |
| Trajan Wealth, L.L.C. | Draper, UT | Scottsdale, AZ | SEC-registered investment adviser |
| Transamerica Financial Advisors, LLC | So. Jordan, UT | Philadelphia, PA | SEC-registered investment adviser |
| Trek Financial | Midvale, UT | Scottsdale, AZ | SEC-registered investment adviser |
| Triad Wealth Partners, LLC | Salt Lake City, UT | Lawrence, KS | SEC-registered investment adviser |
| Tudor Investment Corporation | Cottonwood Heights, UT | Stamford, CT | SEC-registered investment adviser |
| Vanderbilt Advisory Services | South Jordan, UT | Woodbury, NY | SEC-registered investment adviser |
| Wasatch Equity Partners | Salt Lake City, UT | Logan, UT | SEC-registered investment adviser |
| Wells Fargo Advisors | Salt Lake City, UT | St. Louis, MO | SEC-registered investment adviser |
| West Ridge Advisors | Midvale, UT | Henderson, NV | SEC-registered investment adviser |
| Your IA, LLC | Salt Lake City, UT | St. George, UT | SEC-registered investment adviser |
| Zacks Investment Management, Inc. | Salt Lake City, UT | Chicago, IL | SEC-registered investment adviser |
Firms with an office here that publish no principal office location
This firm lists an office in Salt Lake City, UT on Form ADV, but its filing gives no principal office location, so where it is headquartered is not known. It is not in the count above.
| Firm | Office | Registration |
|---|---|---|
| Magnum Opus Fund | Draper, UT | Exempt reporting adviser |
Source: Form ADV, Schedule D, Section 1.F (other offices), from each firm's most recent filing that lists its offices, within the last 18 months. City and state only. A listed office is where the firm reports conducting advisory business. SEC-registered firms and exempt reporting advisers list only their 25 largest offices, so this is a floor, not a full count.
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AdvisorCensus. Advisory firms with an office in Salt Lake City, UT, headquartered elsewhere. https://advisorcensus.com/advisors/ut/salt-lake-city/branch-offices https://advisorcensus.com/advisors/ut/salt-lake-city/branch-offices