AdvisorCensus / Financial advisors / Utah / Salt Lake City, UT / Fidelity Investments
Financial advisors in Salt Lake City, UT using Fidelity Investments
24 SEC-registered investment advisory firms headquartered in the Salt Lake City, UT metro area name Fidelity Investments 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 |
| Albion Financial Group | Salt Lake City | SEC-registered investment adviser | $1 billion to $5 billion |
| Burrus | 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 |
| 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 |
| Cynosure Portfolio Advisors LLC | Salt Lake City | SEC-registered investment adviser | Under $25 million |
| 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 |
| E6 Portfolios | Midvale | SEC-registered investment adviser | $100 million to $500 million |
| Elevated Capital Advisors, LLC | Draper | SEC-registered investment adviser | $100 million to $500 million |
| Everspire | Midvale | SEC-registered investment adviser | $100 million to $500 million |
| Medicus Wealth Planning, Inc. | Draper | SEC-registered investment adviser | $100 million to $500 million |
| Narus Financial Partners, LLC | Salt Lake City | SEC-registered investment adviser | $500 million to $1 billion |
| Navigate Private Wealth, LLC | Draper | SEC-registered investment adviser | $500 million to $1 billion |
| Net Worth Advisory Group, LLC | Sandy | SEC-registered investment adviser | $500 million to $1 billion |
| New Millennium Group | Sandy | 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 |
| Sepio Capital, LP | Salt Lake City | SEC-registered investment adviser | Over $5 billion |
| Seven Canyons Advisors, LLC | Salt Lake City | SEC-registered investment adviser | $25 million to $100 million |
| Smedley Financial Services Inc | Salt Lake City | SEC-registered investment adviser | $100 million to $500 million |
| Sorenson Impact Advisory | Salt Lake City | SEC-registered investment adviser | $100 million to $500 million |
| Teton Wealth Group LLC | Murray | 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 |
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. Fidelity Investments nationwide
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AdvisorCensus. Financial advisors in Salt Lake City, UT using Fidelity Investments. https://advisorcensus.com/advisors/ut/salt-lake-city/custodians/fidelity https://advisorcensus.com/advisors/ut/salt-lake-city/custodians/fidelity