# Financial advisors for retirement plans in Salt Lake City, UT

> 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.

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

## At a glance

- Investment advisory firms: 48
- Registration: SEC-registered investment adviser: 38, State-registered investment adviser: 10
- How firms are compensated (Form ADV Item 5.E; shares of the firms that file it): Fee-only (AdvisorCensus test) 13 (27%); Percentage of assets 48 (100%); Hourly charges 27 (56%); Subscription fees (newsletter or periodical) 1 (2%); Fixed fees 29 (60%); Performance-based fees 5 (10%); Other 4 (8%)
- Regulatory assets under management (Item 5.F): Under $25 million 3 (6%); $25 million to $100 million 7 (15%); $100 million to $500 million 22 (46%); $500 million to $1 billion 7 (15%); $1 billion to $5 billion 8 (17%); Over $5 billion 1 (2%)
- Years registered: Under 5 years 18 (38%); 5 to 9 years 13 (27%); 10 to 19 years 10 (21%); 20 years or more 6 (13%); Not reported 1 (2%)

## Firms (page 1 of 1, 1 to 48 of 48, sorted by name)

| Firm | CRD | City | Registration | Assets band | Years registered | Compensation |
| --- | --- | --- | --- | --- | --- | --- |
| [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 |
| [Affinity Financial, LLC](https://advisorcensus.com/firm/affinity-financial-llc-millcreek-ut-311700) ([md](https://advisorcensus.com/firm/affinity-financial-llc-millcreek-ut-311700.md)) | 311700 | Millcreek, UT | State-registered investment adviser | Under $25 million | 5 | % of assets, Hourly, Fixed fee, Other |
| [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 |
| [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 |
| [Cambria Capital LLC](https://advisorcensus.com/firm/cambria-capital-llc-salt-lake-city-ut-133760) ([md](https://advisorcensus.com/firm/cambria-capital-llc-salt-lake-city-ut-133760.md)) | 133760 | Salt Lake City, UT | State-registered investment adviser | Under $25 million | Not reported | % 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 |
| [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 |
| [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 |
| [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 |
| [Fiduciary Advisors, LLC](https://advisorcensus.com/firm/fiduciary-advisors-llc-cottonwood-heights-ut-104189) ([md](https://advisorcensus.com/firm/fiduciary-advisors-llc-cottonwood-heights-ut-104189.md)) | 104189 | Cottonwood Heights, UT | SEC-registered investment adviser | $500 million to $1 billion | 14 | % of assets, Hourly, Fixed fee, 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 |
| [Go Invest LLC](https://advisorcensus.com/firm/go-invest-llc-west-jordan-ut-291884) ([md](https://advisorcensus.com/firm/go-invest-llc-west-jordan-ut-291884.md)) | 291884 | West Jordan, UT | SEC-registered investment adviser | $500 million to $1 billion | 8 | % 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 |
| [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 |
| [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 |
| [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 |
| [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 |
| [New Millennium Group](https://advisorcensus.com/firm/new-millennium-group-sandy-ut-299249) ([md](https://advisorcensus.com/firm/new-millennium-group-sandy-ut-299249.md)) | 299249 | Sandy, UT | SEC-registered investment adviser | $100 million to $500 million | 5 | % of assets, Hourly, Fixed fee |
| [North Capital](https://advisorcensus.com/firm/north-capital-salt-lake-city-ut-148802) ([md](https://advisorcensus.com/firm/north-capital-salt-lake-city-ut-148802.md)) | 148802 | Salt Lake City, UT | SEC-registered investment adviser | $100 million to $500 million | 9 | % of assets, Hourly, Fixed fee |
| [Peterson Rogers Private Wealth, LLC](https://advisorcensus.com/firm/peterson-rogers-private-wealth-llc-salt-lake-city-ut-324001) ([md](https://advisorcensus.com/firm/peterson-rogers-private-wealth-llc-salt-lake-city-ut-324001.md)) | 324001 | Salt Lake City, UT | SEC-registered investment adviser | $100 million to $500 million | 3 | % of assets |
| [Physician Wealth Advisors, Inc.](https://advisorcensus.com/firm/physician-wealth-advisors-inc-salt-lake-city-ut-106043) ([md](https://advisorcensus.com/firm/physician-wealth-advisors-inc-salt-lake-city-ut-106043.md)) | 106043 | Salt Lake City, UT | SEC-registered investment adviser | $1 billion to $5 billion | 21 | % of assets |
| [Platform Wealth Advisors](https://advisorcensus.com/firm/platform-wealth-advisors-holladay-ut-329313) ([md](https://advisorcensus.com/firm/platform-wealth-advisors-holladay-ut-329313.md)) | 329313 | Holladay, UT | SEC-registered investment adviser | $500 million to $1 billion | 2 | % of assets, Fixed fee |
| [Presidio Wealth Management](https://advisorcensus.com/firm/presidio-wealth-management-midvale-ut-333404) ([md](https://advisorcensus.com/firm/presidio-wealth-management-midvale-ut-333404.md)) | 333404 | Midvale, UT | SEC-registered investment adviser | $100 million to $500 million | 1 | % of assets, Fixed fee |
| [Responsible Asset Management](https://advisorcensus.com/firm/responsible-asset-management-salt-lake-city-ut-123398) ([md](https://advisorcensus.com/firm/responsible-asset-management-salt-lake-city-ut-123398.md)) | 123398 | Salt Lake City, UT | State-registered investment adviser | $25 million to $100 million | 25 | % of assets |
| [Rigby Watts Investment Advisors](https://advisorcensus.com/firm/rigby-watts-investment-advisors-salt-lake-city-ut-302078) ([md](https://advisorcensus.com/firm/rigby-watts-investment-advisors-salt-lake-city-ut-302078.md)) | 302078 | Salt Lake City, UT | State-registered investment adviser | $25 million to $100 million | 6 | % of assets, Hourly |
| [Seven Canyons Advisors, LLC](https://advisorcensus.com/firm/seven-canyons-advisors-llc-salt-lake-city-ut-290334) ([md](https://advisorcensus.com/firm/seven-canyons-advisors-llc-salt-lake-city-ut-290334.md)) | 290334 | Salt Lake City, UT | SEC-registered investment adviser | $25 million to $100 million | 8 | % of assets, Fixed fee, Performance fee |
| [Slayton Lewis Inc](https://advisorcensus.com/firm/slayton-lewis-inc-salt-lake-city-ut-114596) ([md](https://advisorcensus.com/firm/slayton-lewis-inc-salt-lake-city-ut-114596.md)) | 114596 | Salt Lake City, UT | SEC-registered investment adviser | $100 million to $500 million | 9 | % of assets, Hourly, Fixed fee |
| [Tencap Wealth Coaching](https://advisorcensus.com/firm/tencap-wealth-coaching-south-jordan-ut-166130) ([md](https://advisorcensus.com/firm/tencap-wealth-coaching-south-jordan-ut-166130.md)) | 166130 | South Jordan, UT | SEC-registered investment adviser | $100 million to $500 million | 2 | % of assets, Hourly, Other |
| [Terrion Advisors, Inc.](https://advisorcensus.com/firm/terrion-advisors-inc-sandy-ut-145254) ([md](https://advisorcensus.com/firm/terrion-advisors-inc-sandy-ut-145254.md)) | 145254 | Sandy, UT | State-registered investment adviser | $25 million to $100 million | 18 | % of assets, Hourly, Fixed fee, Other |
| [Teton Wealth Group LLC](https://advisorcensus.com/firm/teton-wealth-group-llc-murray-ut-311230) ([md](https://advisorcensus.com/firm/teton-wealth-group-llc-murray-ut-311230.md)) | 311230 | Murray, UT | SEC-registered investment adviser | $100 million to $500 million | 3 | % of assets |
| [Three Seasons Wealth](https://advisorcensus.com/firm/three-seasons-wealth-salt-lake-city-ut-326517) ([md](https://advisorcensus.com/firm/three-seasons-wealth-salt-lake-city-ut-326517.md)) | 326517 | Salt Lake City, UT | SEC-registered investment adviser | $1 billion to $5 billion | 3 | % of assets, Fixed fee |
| [Tingey Advisors Inc](https://advisorcensus.com/firm/tingey-advisors-inc-salt-lake-city-ut-107539) ([md](https://advisorcensus.com/firm/tingey-advisors-inc-salt-lake-city-ut-107539.md)) | 107539 | Salt Lake City, UT | SEC-registered investment adviser | $100 million to $500 million | 11 | % of assets, Hourly |
| [Twin Peaks Wealth Management LLC](https://advisorcensus.com/firm/twin-peaks-wealth-management-llc-cottonwood-heights-ut-165044) ([md](https://advisorcensus.com/firm/twin-peaks-wealth-management-llc-cottonwood-heights-ut-165044.md)) | 165044 | Cottonwood Heights, UT | State-registered investment adviser | $25 million to $100 million | 13 | % of assets, Hourly, Fixed fee |
| [Veritas Wealth Management, LLC](https://advisorcensus.com/firm/veritas-wealth-management-llc-salt-lake-city-ut-160600) ([md](https://advisorcensus.com/firm/veritas-wealth-management-llc-salt-lake-city-ut-160600.md)) | 160600 | Salt Lake City, UT | SEC-registered investment adviser | $100 million to $500 million | 0 | % of assets |
| [Wasatch Advisors LP](https://advisorcensus.com/firm/wasatch-advisors-lp-salt-lake-city-ut-106081) ([md](https://advisorcensus.com/firm/wasatch-advisors-lp-salt-lake-city-ut-106081.md)) | 106081 | Salt Lake City, UT | SEC-registered investment adviser | Over $5 billion | 50 | % of assets, Performance fee |
| [Wealth Foundations Partners, LLC](https://advisorcensus.com/firm/wealth-foundations-partners-llc-salt-lake-city-ut-330999) ([md](https://advisorcensus.com/firm/wealth-foundations-partners-llc-salt-lake-city-ut-330999.md)) | 330999 | Salt Lake City, UT | SEC-registered investment adviser | $100 million to $500 million | 0 | % of assets |
| [White Pine Financial LLC](https://advisorcensus.com/firm/white-pine-financial-llc-draper-ut-304042) ([md](https://advisorcensus.com/firm/white-pine-financial-llc-draper-ut-304042.md)) | 304042 | Draper, UT | State-registered investment adviser | $25 million to $100 million | 6 | % of assets, Fixed fee |
| [Wilson Wealth Management, Inc.](https://advisorcensus.com/firm/wilson-wealth-management-inc-salt-lake-city-ut-294731) ([md](https://advisorcensus.com/firm/wilson-wealth-management-inc-salt-lake-city-ut-294731.md)) | 294731 | Salt Lake City, UT | State-registered investment adviser | $25 million to $100 million | 8 | % of assets, Hourly, Fixed fee |

## Questions people ask

**Which financial advisors in Salt Lake City, UT work with retirement plans?**
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.

**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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- [Financial advisors in Provo](https://advisorcensus.com/advisors/ut/provo) (https://advisorcensus.com/advisors/ut/provo.md)
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Cite as: AdvisorCensus. Financial advisors for retirement plans in Salt Lake City, UT: 48 firms from Form ADV filings as of October 2026.