AdvisorCensus / Financial advisors / Utah / Salt Lake City, UT / Charles Schwab
Financial advisors in Salt Lake City, UT using Charles Schwab
38 SEC-registered investment advisory firms headquartered in the Salt Lake City, UT metro area name Charles Schwab as holding 10% or more of their separately managed account assets on Form ADV, listed alphabetically.
| Firm | City | Registration | Assets band |
|---|---|---|---|
| ABG Consultants | Cottonwood Heights | SEC-registered investment adviser | $500 million to $1 billion |
| AG Financial | Salt Lake City | SEC-registered investment adviser | $100 million to $500 million |
| Albion Financial Group | Salt Lake City | SEC-registered investment adviser | $1 billion to $5 billion |
| Alta Capital Management LLC | Salt Lake City | SEC-registered investment adviser | $1 billion to $5 billion |
| Ashworth Wealth, LLC | South Jordan | SEC-registered investment adviser | $100 million to $500 million |
| Athos Private Wealth LLC | Holladay | SEC-registered investment adviser | $100 million to $500 million |
| Brighton Wealth Management, Inc. | Cottonwood Heights | SEC-registered investment adviser | $100 million to $500 million |
| Cannon Capital Management, Inc. | Salt Lake City | SEC-registered investment adviser | $100 million to $500 million |
| Capita Financial Network, LLC | Draper | SEC-registered investment adviser | $1 billion to $5 billion |
| Coign Capital Advisors LLC | Draper | SEC-registered investment adviser | $100 million to $500 million |
| Crewe Advisors | Salt Lake City | SEC-registered investment adviser | $1 billion to $5 billion |
| Cynosure Group, LLC | Salt Lake City | SEC-registered investment adviser | Over $5 billion |
| Dentist Advisors | Salt Lake City | SEC-registered investment adviser | $500 million to $1 billion |
| Diversify Advisory Services, LLC | South Jordan | SEC-registered investment adviser | $1 billion to $5 billion |
| Diversify Wealth Management, LLC | South Jordan | SEC-registered investment adviser | $1 billion to $5 billion |
| Elysium Wealth Management, LLC | South Jordan | SEC-registered investment adviser | $100 million to $500 million |
| Financial Advisory Services | Salt Lake City | SEC-registered investment adviser | $100 million to $500 million |
| Financial Network Wealth Advisors LLC | Murray | SEC-registered investment adviser | $500 million to $1 billion |
| Guardian Wealth Management | Salt Lake City | SEC-registered investment adviser | $100 million to $500 million |
| Interwise | Holladay | SEC-registered investment adviser | $100 million to $500 million |
| Jacobsen Capital Management | Salt Lake City | SEC-registered investment adviser | $500 million to $1 billion |
| JRS Wealth Management LLC | South Jordan | SEC-registered investment adviser | $100 million to $500 million |
| Lefavi Wealth Management | Salt Lake City | SEC-registered investment adviser | $100 million to $500 million |
| Lone Peak Advisers | Draper | SEC-registered investment adviser | $100 million to $500 million |
| Lunt Capital Management Inc. | Holladay | SEC-registered investment adviser | $500 million to $1 billion |
| Navigate Financial LLC | Salt Lake City | SEC-registered investment adviser | $100 million to $500 million |
| North Capital | Salt Lake City | SEC-registered investment adviser | $100 million to $500 million |
| Palisade Wealth Management | Draper | SEC-registered investment adviser | $100 million to $500 million |
| Peterson Rogers Private Wealth, LLC | Salt Lake City | SEC-registered investment adviser | $100 million to $500 million |
| Physician Wealth Advisors, Inc. | Salt Lake City | SEC-registered investment adviser | $1 billion to $5 billion |
| Platform Wealth Advisors | Holladay | SEC-registered investment adviser | $500 million to $1 billion |
| Presidio Wealth Management | Midvale | SEC-registered investment adviser | $100 million to $500 million |
| Refined Wealth Management | Salt Lake City | SEC-registered investment adviser | $100 million to $500 million |
| Three Seasons Wealth | Salt Lake City | SEC-registered investment adviser | $1 billion to $5 billion |
| Tingey Advisors Inc | Salt Lake City | SEC-registered investment adviser | $100 million to $500 million |
| Veritas Wealth Management, LLC | Salt Lake City | SEC-registered investment adviser | $100 million to $500 million |
| Wealth Foundations Partners, LLC | Salt Lake City | SEC-registered investment adviser | $100 million to $500 million |
| Wealth Management CPAS, LLC | Salt Lake City | SEC-registered investment adviser | $100 million to $500 million |
Custodians are as filed on Form ADV, Schedule D, Section 5.K(3), which lists each custodian holding 10% or more of an adviser's separately managed account assets, from the firm's most recent filing. A custodian holds client assets; it does not endorse or supervise the adviser. AdvisorCensus has no relationship with any custodian. Charles Schwab nationwide
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AdvisorCensus. Financial advisors in Salt Lake City, UT using Charles Schwab. https://advisorcensus.com/advisors/ut/salt-lake-city/custodians/charles-schwab https://advisorcensus.com/advisors/ut/salt-lake-city/custodians/charles-schwab