{
  "path": "/advisors/ut/salt-lake-city/for-retirement-plans",
  "url": "https://advisorcensus.com/advisors/ut/salt-lake-city/for-retirement-plans",
  "page_type": "metro_answer",
  "title": "Financial advisors for retirement plans in Salt Lake City, UT",
  "filters": {},
  "scope_total": 48,
  "faq": [
    {
      "q": "Which financial advisors in Salt Lake City, UT work with retirement plans?",
      "a": "48 investment advisory firms with a principal office in the Salt Lake City metro area report retirement plans 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."
    },
    {
      "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 48 investment advisory firms with a principal office in the Salt Lake City metro area that report retirement plans 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.",
  "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 for retirement plans in Salt Lake City, UT: 48 firms from Form ADV filings as of October 2026.",
  "total_firms": 48,
  "page": 1,
  "total_pages": 1,
  "sort": "name",
  "registration_types": {
    "sec": 38,
    "state": 10,
    "exempt": 0
  },
  "fee_model_mix": [
    {
      "code": "fee-only",
      "count": 13
    },
    {
      "code": "percentage_of_aum",
      "count": 48
    },
    {
      "code": "hourly",
      "count": 27
    },
    {
      "code": "subscription",
      "count": 1
    },
    {
      "code": "fixed",
      "count": 29
    },
    {
      "code": "commissions",
      "count": 0
    },
    {
      "code": "performance_based",
      "count": 5
    },
    {
      "code": "other",
      "count": 4
    },
    {
      "code": "not_reported",
      "count": 0
    }
  ],
  "years_registered_distribution": [
    {
      "code": "under_5",
      "count": 18
    },
    {
      "code": "5_to_9",
      "count": 13
    },
    {
      "code": "10_to_19",
      "count": 10
    },
    {
      "code": "20_plus",
      "count": 6
    },
    {
      "code": "not_reported",
      "count": 1
    }
  ],
  "raum_band_distribution": [
    {
      "code": "under_25m",
      "count": 3
    },
    {
      "code": "25m_100m",
      "count": 7
    },
    {
      "code": "100m_500m",
      "count": 22
    },
    {
      "code": "500m_1b",
      "count": 7
    },
    {
      "code": "1b_5b",
      "count": 8
    },
    {
      "code": "over_5b",
      "count": 1
    },
    {
      "code": "not_reported",
      "count": 0
    }
  ],
  "firms": [
    {
      "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": 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": 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": 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": 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": 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": 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": 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": 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": 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": 312068,
      "name": "Elysium Wealth Management, LLC",
      "name_as_filed": "ELYSIUM WEALTH MANAGEMENT, LLC",
      "url": "https://advisorcensus.com/firm/elysium-wealth-management-llc-south-jordan-ut-312068",
      "city": "South Jordan",
      "state": "UT",
      "years_registered": 2,
      "raum_band": "100m_500m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 104189,
      "name": "Fiduciary Advisors, LLC",
      "name_as_filed": "FIDUCIARY ADVISORS, LLC",
      "url": "https://advisorcensus.com/firm/fiduciary-advisors-llc-cottonwood-heights-ut-104189",
      "city": "Cottonwood Heights",
      "state": "UT",
      "years_registered": 14,
      "raum_band": "500m_1b",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed",
        "other"
      ],
      "enhanced": false
    },
    {
      "crd_number": 118496,
      "name": "Financial Advisory Services",
      "name_as_filed": "FINANCIAL ADVISORY SERVICES",
      "url": "https://advisorcensus.com/firm/financial-advisory-services-salt-lake-city-ut-118496",
      "city": "Salt Lake City",
      "state": "UT",
      "years_registered": 2,
      "raum_band": "100m_500m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "performance_based"
      ],
      "enhanced": false
    },
    {
      "crd_number": 318842,
      "name": "Financial Network Wealth Advisors LLC",
      "name_as_filed": "FINANCIAL NETWORK WEALTH ADVISORS LLC",
      "url": "https://advisorcensus.com/firm/financial-network-wealth-advisors-llc-murray-ut-318842",
      "city": "Murray",
      "state": "UT",
      "years_registered": 4,
      "raum_band": "500m_1b",
      "compensation_types": [
        "percentage_of_aum",
        "hourly"
      ],
      "enhanced": false
    },
    {
      "crd_number": 128060,
      "name": "Fortius Financial Advisors, LLC",
      "name_as_filed": "FORTIUS FINANCIAL ADVISORS, LLC",
      "url": "https://advisorcensus.com/firm/fortius-financial-advisors-llc-salt-lake-city-ut-128060",
      "city": "Salt Lake City",
      "state": "UT",
      "years_registered": 11,
      "raum_band": "under_25m",
      "compensation_types": [
        "percentage_of_aum"
      ],
      "enhanced": false
    },
    {
      "crd_number": 291884,
      "name": "Go Invest LLC",
      "name_as_filed": "GO INVEST LLC",
      "url": "https://advisorcensus.com/firm/go-invest-llc-west-jordan-ut-291884",
      "city": "West Jordan",
      "state": "UT",
      "years_registered": 8,
      "raum_band": "500m_1b",
      "compensation_types": [
        "percentage_of_aum"
      ],
      "enhanced": false
    },
    {
      "crd_number": 167105,
      "name": "Healthequity Advisors",
      "name_as_filed": "HEALTHEQUITY ADVISORS",
      "url": "https://advisorcensus.com/firm/healthequity-advisors-draper-ut-167105",
      "city": "Draper",
      "state": "UT",
      "years_registered": 13,
      "raum_band": "1b_5b",
      "compensation_types": [
        "percentage_of_aum",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 316746,
      "name": "Interwise",
      "name_as_filed": "INTERWISE",
      "url": "https://advisorcensus.com/firm/interwise-holladay-ut-316746",
      "city": "Holladay",
      "state": "UT",
      "years_registered": 4,
      "raum_band": "100m_500m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 306294,
      "name": "JRS Wealth Management LLC",
      "name_as_filed": "JRS WEALTH MANAGEMENT LLC",
      "url": "https://advisorcensus.com/firm/jrs-wealth-management-llc-south-jordan-ut-306294",
      "city": "South Jordan",
      "state": "UT",
      "years_registered": 0,
      "raum_band": "100m_500m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 297003,
      "name": "LPG Capital Management",
      "name_as_filed": "LPG CAPITAL MANAGEMENT",
      "url": "https://advisorcensus.com/firm/lpg-capital-management-south-jordan-ut-297003",
      "city": "South Jordan",
      "state": "UT",
      "years_registered": 8,
      "raum_band": "100m_500m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly"
      ],
      "enhanced": false
    },
    {
      "crd_number": 125183,
      "name": "Lunt Capital Management Inc.",
      "name_as_filed": "LUNT CAPITAL MANAGEMENT INC.",
      "url": "https://advisorcensus.com/firm/lunt-capital-management-inc-holladay-ut-125183",
      "city": "Holladay",
      "state": "UT",
      "years_registered": 17,
      "raum_band": "500m_1b",
      "compensation_types": [
        "percentage_of_aum"
      ],
      "enhanced": false
    },
    {
      "crd_number": 282904,
      "name": "Medicus Wealth Planning, Inc.",
      "name_as_filed": "MEDICUS WEALTH PLANNING, INC.",
      "url": "https://advisorcensus.com/firm/medicus-wealth-planning-inc-draper-ut-282904",
      "city": "Draper",
      "state": "UT",
      "years_registered": 2,
      "raum_band": "100m_500m",
      "compensation_types": [
        "percentage_of_aum",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 325945,
      "name": "Navigate Financial LLC",
      "name_as_filed": "NAVIGATE FINANCIAL LLC",
      "url": "https://advisorcensus.com/firm/navigate-financial-llc-salt-lake-city-ut-325945",
      "city": "Salt Lake City",
      "state": "UT",
      "years_registered": 3,
      "raum_band": "100m_500m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "subscription",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 299249,
      "name": "New Millennium Group",
      "name_as_filed": "NEW MILLENNIUM GROUP",
      "url": "https://advisorcensus.com/firm/new-millennium-group-sandy-ut-299249",
      "city": "Sandy",
      "state": "UT",
      "years_registered": 5,
      "raum_band": "100m_500m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 148802,
      "name": "North Capital",
      "name_as_filed": "NORTH CAPITAL",
      "url": "https://advisorcensus.com/firm/north-capital-salt-lake-city-ut-148802",
      "city": "Salt Lake City",
      "state": "UT",
      "years_registered": 9,
      "raum_band": "100m_500m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 324001,
      "name": "Peterson Rogers Private Wealth, LLC",
      "name_as_filed": "PETERSON ROGERS PRIVATE WEALTH, LLC",
      "url": "https://advisorcensus.com/firm/peterson-rogers-private-wealth-llc-salt-lake-city-ut-324001",
      "city": "Salt Lake City",
      "state": "UT",
      "years_registered": 3,
      "raum_band": "100m_500m",
      "compensation_types": [
        "percentage_of_aum"
      ],
      "enhanced": false
    },
    {
      "crd_number": 106043,
      "name": "Physician Wealth Advisors, Inc.",
      "name_as_filed": "PHYSICIAN WEALTH ADVISORS, INC.",
      "url": "https://advisorcensus.com/firm/physician-wealth-advisors-inc-salt-lake-city-ut-106043",
      "city": "Salt Lake City",
      "state": "UT",
      "years_registered": 21,
      "raum_band": "1b_5b",
      "compensation_types": [
        "percentage_of_aum"
      ],
      "enhanced": false
    },
    {
      "crd_number": 329313,
      "name": "Platform Wealth Advisors",
      "name_as_filed": "PLATFORM WEALTH ADVISORS",
      "url": "https://advisorcensus.com/firm/platform-wealth-advisors-holladay-ut-329313",
      "city": "Holladay",
      "state": "UT",
      "years_registered": 2,
      "raum_band": "500m_1b",
      "compensation_types": [
        "percentage_of_aum",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 333404,
      "name": "Presidio Wealth Management",
      "name_as_filed": "PRESIDIO WEALTH MANAGEMENT",
      "url": "https://advisorcensus.com/firm/presidio-wealth-management-midvale-ut-333404",
      "city": "Midvale",
      "state": "UT",
      "years_registered": 1,
      "raum_band": "100m_500m",
      "compensation_types": [
        "percentage_of_aum",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 123398,
      "name": "Responsible Asset Management",
      "name_as_filed": "RESPONSIBLE ASSET MANAGEMENT",
      "url": "https://advisorcensus.com/firm/responsible-asset-management-salt-lake-city-ut-123398",
      "city": "Salt Lake City",
      "state": "UT",
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    "license": "https://creativecommons.org/licenses/by/4.0/",
    "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data"
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}