# Financial advisors for high-net-worth individuals in Salt Lake City, UT

> AdvisorCensus lists 92 investment advisory firms with a principal office in the Salt Lake City metro area that report high-net-worth individuals among their clients on Form ADV Item 5.D, from filings as of October 2026. Item 5.D asks each firm which types of clients it advises; reporting a client type means the firm serves it, not that it serves only that type. Firms are listed alphabetically; each firm's page lists its client types as filed.

Source: Form ADV filings as of October 2026. Rebuilt monthly. HTML page: https://advisorcensus.com/advisors/ut/salt-lake-city/for-high-net-worth-individuals

## At a glance

- Investment advisory firms: 92
- Registration: SEC-registered investment adviser: 62, State-registered investment adviser: 30
- How firms are compensated (Form ADV Item 5.E; shares of the firms that file it): Fee-only (AdvisorCensus test) 31 (34%); Percentage of assets 89 (97%); Hourly charges 45 (49%); Subscription fees (newsletter or periodical) 2 (2%); Fixed fees 51 (55%); Commissions 1 (1%); Performance-based fees 11 (12%); Other 9 (10%)
- Regulatory assets under management (Item 5.F): Under $25 million 10 (11%); $25 million to $100 million 18 (20%); $100 million to $500 million 40 (43%); $500 million to $1 billion 9 (10%); $1 billion to $5 billion 10 (11%); Over $5 billion 3 (3%); Not reported 2 (2%)
- Years registered: Under 5 years 34 (37%); 5 to 9 years 23 (25%); 10 to 19 years 23 (25%); 20 years or more 12 (13%)

## Firms (page 1 of 2, 1 to 50 of 92, sorted by name)

| Firm | CRD | City | Registration | Assets band | Years registered | Compensation |
| --- | --- | --- | --- | --- | --- | --- |
| [Abacus Investment Advisors](https://advisorcensus.com/firm/abacus-investment-advisors-salt-lake-city-ut-147556) ([md](https://advisorcensus.com/firm/abacus-investment-advisors-salt-lake-city-ut-147556.md)) | 147556 | Salt Lake City, UT | State-registered investment adviser | Under $25 million | 17 | % of assets, Hourly |
| [ABG Consultants](https://advisorcensus.com/firm/abg-consultants-cottonwood-heights-ut-131129) ([md](https://advisorcensus.com/firm/abg-consultants-cottonwood-heights-ut-131129.md)) | 131129 | Cottonwood Heights, UT | SEC-registered investment adviser | $500 million to $1 billion | 17 | % of assets, Hourly, Fixed fee |
| [AG Financial](https://advisorcensus.com/firm/ag-financial-salt-lake-city-ut-140226) ([md](https://advisorcensus.com/firm/ag-financial-salt-lake-city-ut-140226.md)) | 140226 | Salt Lake City, UT | SEC-registered investment adviser | $100 million to $500 million | 20 | % of assets, Fixed fee |
| [Albion Financial Group](https://advisorcensus.com/firm/albion-financial-group-salt-lake-city-ut-105957) ([md](https://advisorcensus.com/firm/albion-financial-group-salt-lake-city-ut-105957.md)) | 105957 | Salt Lake City, UT | SEC-registered investment adviser | $1 billion to $5 billion | 43 | % of assets, Hourly, Fixed fee, Performance fee |
| [Alta Capital Management LLC](https://advisorcensus.com/firm/alta-capital-management-llc-salt-lake-city-ut-106786) ([md](https://advisorcensus.com/firm/alta-capital-management-llc-salt-lake-city-ut-106786.md)) | 106786 | Salt Lake City, UT | SEC-registered investment adviser | $1 billion to $5 billion | 30 | % of assets |
| [Ashworth Wealth, LLC](https://advisorcensus.com/firm/ashworth-wealth-llc-south-jordan-ut-116950) ([md](https://advisorcensus.com/firm/ashworth-wealth-llc-south-jordan-ut-116950.md)) | 116950 | South Jordan, UT | SEC-registered investment adviser | $100 million to $500 million | 8 | % of assets, Hourly, Fixed fee |
| [Athos Private Wealth LLC](https://advisorcensus.com/firm/athos-private-wealth-llc-holladay-ut-309862) ([md](https://advisorcensus.com/firm/athos-private-wealth-llc-holladay-ut-309862.md)) | 309862 | Holladay, UT | SEC-registered investment adviser | $100 million to $500 million | 3 | % of assets, Performance fee |
| [Brighton Wealth Management, Inc.](https://advisorcensus.com/firm/brighton-wealth-management-inc-cottonwood-heights-ut-148457) ([md](https://advisorcensus.com/firm/brighton-wealth-management-inc-cottonwood-heights-ut-148457.md)) | 148457 | Cottonwood Heights, UT | SEC-registered investment adviser | $100 million to $500 million | 0 | % of assets, Hourly, Fixed fee |
| [Burrus](https://advisorcensus.com/firm/burrus-salt-lake-city-ut-141435) ([md](https://advisorcensus.com/firm/burrus-salt-lake-city-ut-141435.md)) | 141435 | Salt Lake City, UT | SEC-registered investment adviser | $100 million to $500 million | 11 | % of assets |
| [Cannon Capital Management, Inc.](https://advisorcensus.com/firm/cannon-capital-management-inc-salt-lake-city-ut-144247) ([md](https://advisorcensus.com/firm/cannon-capital-management-inc-salt-lake-city-ut-144247.md)) | 144247 | Salt Lake City, UT | SEC-registered investment adviser | $100 million to $500 million | 10 | % of assets |
| [Capita Financial Network, LLC](https://advisorcensus.com/firm/capita-financial-network-llc-draper-ut-290558) ([md](https://advisorcensus.com/firm/capita-financial-network-llc-draper-ut-290558.md)) | 290558 | Draper, UT | SEC-registered investment adviser | $1 billion to $5 billion | 8 | % of assets |
| [Cherokee & Walker Management](https://advisorcensus.com/firm/cherokee-and-walker-management-salt-lake-city-ut-160962) ([md](https://advisorcensus.com/firm/cherokee-and-walker-management-salt-lake-city-ut-160962.md)) | 160962 | Salt Lake City, UT | SEC-registered investment adviser | $100 million to $500 million | 8 | % of assets, Performance fee |
| [Coign Capital Advisors LLC](https://advisorcensus.com/firm/coign-capital-advisors-llc-draper-ut-171306) ([md](https://advisorcensus.com/firm/coign-capital-advisors-llc-draper-ut-171306.md)) | 171306 | Draper, UT | SEC-registered investment adviser | $100 million to $500 million | 8 | % of assets, Fixed fee |
| [Cottonwood Asset Management LLC](https://advisorcensus.com/firm/cottonwood-asset-management-llc-salt-lake-city-ut-153036) ([md](https://advisorcensus.com/firm/cottonwood-asset-management-llc-salt-lake-city-ut-153036.md)) | 153036 | Salt Lake City, UT | State-registered investment adviser | Under $25 million | 16 | % of assets, Hourly |
| [Cottonwood Wealth Strategies, LLC](https://advisorcensus.com/firm/cottonwood-wealth-strategies-llc-salt-lake-city-ut-311272) ([md](https://advisorcensus.com/firm/cottonwood-wealth-strategies-llc-salt-lake-city-ut-311272.md)) | 311272 | Salt Lake City, UT | SEC-registered investment adviser | $100 million to $500 million | 5 | % of assets, Hourly, Fixed fee |
| [Crewe Advisors](https://advisorcensus.com/firm/crewe-advisors-salt-lake-city-ut-173920) ([md](https://advisorcensus.com/firm/crewe-advisors-salt-lake-city-ut-173920.md)) | 173920 | Salt Lake City, UT | SEC-registered investment adviser | $1 billion to $5 billion | 11 | % of assets, Hourly, Fixed fee, Performance fee |
| [Cynosure Group, LLC](https://advisorcensus.com/firm/cynosure-group-llc-salt-lake-city-ut-281399) ([md](https://advisorcensus.com/firm/cynosure-group-llc-salt-lake-city-ut-281399.md)) | 281399 | Salt Lake City, UT | SEC-registered investment adviser | Over $5 billion | 10 | % of assets, Fixed fee, Performance fee |
| [Dentist Advisors](https://advisorcensus.com/firm/dentist-advisors-salt-lake-city-ut-149559) ([md](https://advisorcensus.com/firm/dentist-advisors-salt-lake-city-ut-149559.md)) | 149559 | Salt Lake City, UT | SEC-registered investment adviser | $500 million to $1 billion | 7 | % of assets, Hourly, Fixed fee |
| [Diversify Advisory Services, LLC](https://advisorcensus.com/firm/diversify-advisory-services-llc-south-jordan-ut-326060) ([md](https://advisorcensus.com/firm/diversify-advisory-services-llc-south-jordan-ut-326060.md)) | 326060 | South Jordan, UT | SEC-registered investment adviser | $1 billion to $5 billion | 3 | % of assets, Hourly, Fixed fee |
| [Diversify Wealth Management, LLC](https://advisorcensus.com/firm/diversify-wealth-management-llc-south-jordan-ut-329878) ([md](https://advisorcensus.com/firm/diversify-wealth-management-llc-south-jordan-ut-329878.md)) | 329878 | South Jordan, UT | SEC-registered investment adviser | $1 billion to $5 billion | 2 | % of assets, Hourly, Fixed fee |
| [E6 Portfolios](https://advisorcensus.com/firm/e6-portfolios-midvale-ut-326617) ([md](https://advisorcensus.com/firm/e6-portfolios-midvale-ut-326617.md)) | 326617 | Midvale, UT | SEC-registered investment adviser | $100 million to $500 million | 3 | % of assets, Fixed fee |
| [Elevated Capital Advisors, LLC](https://advisorcensus.com/firm/elevated-capital-advisors-llc-draper-ut-226721) ([md](https://advisorcensus.com/firm/elevated-capital-advisors-llc-draper-ut-226721.md)) | 226721 | Draper, UT | SEC-registered investment adviser | $100 million to $500 million | 9 | % of assets, Hourly, Fixed fee |
| [Elysium Wealth Management, LLC](https://advisorcensus.com/firm/elysium-wealth-management-llc-south-jordan-ut-312068) ([md](https://advisorcensus.com/firm/elysium-wealth-management-llc-south-jordan-ut-312068.md)) | 312068 | South Jordan, UT | SEC-registered investment adviser | $100 million to $500 million | 2 | % of assets, Hourly, Fixed fee |
| [Encore Retirement Planning, LLC](https://advisorcensus.com/firm/encore-retirement-planning-llc-south-jordan-ut-329427) ([md](https://advisorcensus.com/firm/encore-retirement-planning-llc-south-jordan-ut-329427.md)) | 329427 | South Jordan, UT | State-registered investment adviser | $25 million to $100 million | 2 | Hourly, Fixed fee |
| [Evergreen Capital Management, Inc.](https://advisorcensus.com/firm/evergreen-capital-management-inc-sandy-ut-129764) ([md](https://advisorcensus.com/firm/evergreen-capital-management-inc-sandy-ut-129764.md)) | 129764 | Sandy, UT | State-registered investment adviser | Under $25 million | 10 | % of assets |
| [Everspire](https://advisorcensus.com/firm/everspire-midvale-ut-222515) ([md](https://advisorcensus.com/firm/everspire-midvale-ut-222515.md)) | 222515 | Midvale, UT | SEC-registered investment adviser | $100 million to $500 million | 7 | % of assets, Other |
| [Financial Advisory Services](https://advisorcensus.com/firm/financial-advisory-services-salt-lake-city-ut-118496) ([md](https://advisorcensus.com/firm/financial-advisory-services-salt-lake-city-ut-118496.md)) | 118496 | Salt Lake City, UT | SEC-registered investment adviser | $100 million to $500 million | 2 | % of assets, Hourly, Performance fee |
| [Financial Network Wealth Advisors LLC](https://advisorcensus.com/firm/financial-network-wealth-advisors-llc-murray-ut-318842) ([md](https://advisorcensus.com/firm/financial-network-wealth-advisors-llc-murray-ut-318842.md)) | 318842 | Murray, UT | SEC-registered investment adviser | $500 million to $1 billion | 4 | % of assets, Hourly |
| [Fortius Financial Advisors, LLC](https://advisorcensus.com/firm/fortius-financial-advisors-llc-salt-lake-city-ut-128060) ([md](https://advisorcensus.com/firm/fortius-financial-advisors-llc-salt-lake-city-ut-128060.md)) | 128060 | Salt Lake City, UT | State-registered investment adviser | Under $25 million | 11 | % of assets |
| [Goalen Capital Advisors, LLC](https://advisorcensus.com/firm/goalen-capital-advisors-llc-west-valley-ut-312298) ([md](https://advisorcensus.com/firm/goalen-capital-advisors-llc-west-valley-ut-312298.md)) | 312298 | West Valley, UT | State-registered investment adviser | $25 million to $100 million | 5 | % of assets, Hourly, Fixed fee |
| [Guardian Wealth Management](https://advisorcensus.com/firm/guardian-wealth-management-salt-lake-city-ut-146923) ([md](https://advisorcensus.com/firm/guardian-wealth-management-salt-lake-city-ut-146923.md)) | 146923 | Salt Lake City, UT | SEC-registered investment adviser | $100 million to $500 million | 4 | % of assets, Fixed fee |
| [Harvest Lane Investment Partners, LLC.](https://advisorcensus.com/firm/harvest-lane-investment-partners-llc-sandy-ut-340042) ([md](https://advisorcensus.com/firm/harvest-lane-investment-partners-llc-sandy-ut-340042.md)) | 340042 | Sandy, UT | State-registered investment adviser | Under $25 million | 0 | % of assets, Hourly |
| [Haynie Wealth Management LLC](https://advisorcensus.com/firm/haynie-wealth-management-llc-salt-lake-city-ut-305852) ([md](https://advisorcensus.com/firm/haynie-wealth-management-llc-salt-lake-city-ut-305852.md)) | 305852 | Salt Lake City, UT | SEC-registered investment adviser | $100 million to $500 million | 0 | % of assets |
| [Healthequity Advisors](https://advisorcensus.com/firm/healthequity-advisors-draper-ut-167105) ([md](https://advisorcensus.com/firm/healthequity-advisors-draper-ut-167105.md)) | 167105 | Draper, UT | SEC-registered investment adviser | $1 billion to $5 billion | 13 | % of assets, Fixed fee |
| [Interwise](https://advisorcensus.com/firm/interwise-holladay-ut-316746) ([md](https://advisorcensus.com/firm/interwise-holladay-ut-316746.md)) | 316746 | Holladay, UT | SEC-registered investment adviser | $100 million to $500 million | 4 | % of assets, Hourly, Fixed fee |
| [Jacobsen Capital Management](https://advisorcensus.com/firm/jacobsen-capital-management-salt-lake-city-ut-116085) ([md](https://advisorcensus.com/firm/jacobsen-capital-management-salt-lake-city-ut-116085.md)) | 116085 | Salt Lake City, UT | SEC-registered investment adviser | $500 million to $1 billion | 22 | % of assets, Hourly, Fixed fee |
| [JD Investment Management, LLC](https://advisorcensus.com/firm/jd-investment-management-llc-cottonwood-heights-ut-123293) ([md](https://advisorcensus.com/firm/jd-investment-management-llc-cottonwood-heights-ut-123293.md)) | 123293 | Cottonwood Heights, UT | State-registered investment adviser | $25 million to $100 million | 27 | % of assets, Hourly |
| [JHP Planning, LLC](https://advisorcensus.com/firm/jhp-planning-llc-salt-lake-city-ut-336436) ([md](https://advisorcensus.com/firm/jhp-planning-llc-salt-lake-city-ut-336436.md)) | 336436 | Salt Lake City, UT | State-registered investment adviser | $25 million to $100 million | 1 | % of assets, Hourly, Fixed fee |
| [JRS Wealth Management LLC](https://advisorcensus.com/firm/jrs-wealth-management-llc-south-jordan-ut-306294) ([md](https://advisorcensus.com/firm/jrs-wealth-management-llc-south-jordan-ut-306294.md)) | 306294 | South Jordan, UT | SEC-registered investment adviser | $100 million to $500 million | 0 | % of assets, Hourly, Fixed fee |
| [Lefavi Wealth Management](https://advisorcensus.com/firm/lefavi-wealth-management-salt-lake-city-ut-104961) ([md](https://advisorcensus.com/firm/lefavi-wealth-management-salt-lake-city-ut-104961.md)) | 104961 | Salt Lake City, UT | SEC-registered investment adviser | $100 million to $500 million | 14 | % of assets, Fixed fee |
| [Lifepoint Financial Design](https://advisorcensus.com/firm/lifepoint-financial-design-salt-lake-city-ut-321153) ([md](https://advisorcensus.com/firm/lifepoint-financial-design-salt-lake-city-ut-321153.md)) | 321153 | Salt Lake City, UT | State-registered investment adviser | Under $25 million | 4 | % of assets, Fixed fee |
| [Lone Peak Advisers](https://advisorcensus.com/firm/lone-peak-advisers-draper-ut-296772) ([md](https://advisorcensus.com/firm/lone-peak-advisers-draper-ut-296772.md)) | 296772 | Draper, UT | SEC-registered investment adviser | $100 million to $500 million | 3 | % of assets |
| [LPG Capital Management](https://advisorcensus.com/firm/lpg-capital-management-south-jordan-ut-297003) ([md](https://advisorcensus.com/firm/lpg-capital-management-south-jordan-ut-297003.md)) | 297003 | South Jordan, UT | State-registered investment adviser | $100 million to $500 million | 8 | % of assets, Hourly |
| [Lunt Capital Management Inc.](https://advisorcensus.com/firm/lunt-capital-management-inc-holladay-ut-125183) ([md](https://advisorcensus.com/firm/lunt-capital-management-inc-holladay-ut-125183.md)) | 125183 | Holladay, UT | SEC-registered investment adviser | $500 million to $1 billion | 17 | % of assets |
| [M2 Financial LLC](https://advisorcensus.com/firm/m2-financial-llc-cottonwood-heights-ut-327044) ([md](https://advisorcensus.com/firm/m2-financial-llc-cottonwood-heights-ut-327044.md)) | 327044 | Cottonwood Heights, UT | State-registered investment adviser | $25 million to $100 million | 2 | % of assets, Fixed fee |
| [Maximus Wealth Advisors](https://advisorcensus.com/firm/maximus-wealth-advisors-salt-lake-city-ut-299455) ([md](https://advisorcensus.com/firm/maximus-wealth-advisors-salt-lake-city-ut-299455.md)) | 299455 | Salt Lake City, UT | State-registered investment adviser | Under $25 million | 7 | % of assets, Hourly, Fixed fee |
| [Medicus Wealth Planning, Inc.](https://advisorcensus.com/firm/medicus-wealth-planning-inc-draper-ut-282904) ([md](https://advisorcensus.com/firm/medicus-wealth-planning-inc-draper-ut-282904.md)) | 282904 | Draper, UT | SEC-registered investment adviser | $100 million to $500 million | 2 | % of assets, Fixed fee |
| [Narus Financial Partners, LLC](https://advisorcensus.com/firm/narus-financial-partners-llc-salt-lake-city-ut-173534) ([md](https://advisorcensus.com/firm/narus-financial-partners-llc-salt-lake-city-ut-173534.md)) | 173534 | Salt Lake City, UT | SEC-registered investment adviser | $500 million to $1 billion | 11 | % of assets, Hourly, Fixed fee |
| [Navigate Financial LLC](https://advisorcensus.com/firm/navigate-financial-llc-salt-lake-city-ut-325945) ([md](https://advisorcensus.com/firm/navigate-financial-llc-salt-lake-city-ut-325945.md)) | 325945 | Salt Lake City, UT | SEC-registered investment adviser | $100 million to $500 million | 3 | % of assets, Hourly, Subscription, Fixed fee |
| [Navigate Private Wealth, LLC](https://advisorcensus.com/firm/navigate-private-wealth-llc-draper-ut-170774) ([md](https://advisorcensus.com/firm/navigate-private-wealth-llc-draper-ut-170774.md)) | 170774 | Draper, UT | SEC-registered investment adviser | $500 million to $1 billion | 12 | % of assets, Hourly, Fixed fee |

- Next page: https://advisorcensus.com/advisors/ut/salt-lake-city/for-high-net-worth-individuals/page/2.md

## Questions people ask

**Which financial advisors in Salt Lake City, UT work with high-net-worth individuals?**
92 investment advisory firms with a principal office in the Salt Lake City metro area report high-net-worth individuals among their clients on Form ADV Item 5.D, as of October 2026; this page lists them. Form ADV Item 5.D asks every registered adviser which types of clients it advises, with the number of each and the assets it manages for them; a firm appears here when it reports at least one.

**How many financial advisory firms are there in Salt Lake City, UT?**
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.

**How many fee-only financial advisors are in Salt Lake City, UT?**
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.

**How many financial advisors in Salt Lake City, UT offer financial planning?**
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.

**Are the financial advisors in Salt Lake City, UT fiduciaries?**
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.

**How do I check whether a financial advisor has disciplinary disclosures?**
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.

**Does AdvisorCensus rate, verify, or recommend these firms?**
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.

**What does regulatory assets under management mean?**
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.

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Cite as: AdvisorCensus. Financial advisors for high-net-worth individuals in Salt Lake City, UT: 92 firms from Form ADV filings as of October 2026.