{ "path": "/advisors/ut/salt-lake-city", "url": "https://advisorcensus.com/advisors/ut/salt-lake-city/page/3", "page_type": "metro", "title": "Financial advisors in Salt Lake City, UT", "filters": {}, "scope_total": 166, "faq": [ { "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 166 investment advisory firms with a principal office in the Salt Lake City metro area, drawn from Form ADV filings as of October 2026. Firms are listed alphabetically; sort by years registered or assets band using the controls below. Firms may request removal from the directory, so this count can differ from the number of firms that file Form ADV.", "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 in Salt Lake City, UT: 166 firms from Form ADV filings as of October 2026.", "total_firms": 166, "page": 3, "total_pages": 4, "sort": "name", "registration_types": { "sec": 81, "state": 52, "exempt": 33 }, "fee_model_mix": [ { "code": "fee-only", "count": 39 }, { "code": "percentage_of_aum", "count": 126 }, { "code": "hourly", "count": 58 }, { "code": "subscription", "count": 4 }, { "code": "fixed", "count": 69 }, { "code": "commissions", "count": 1 }, { "code": "performance_based", "count": 29 }, { "code": "other", "count": 18 }, { "code": "not_reported", "count": 33 } ], "years_registered_distribution": [ { "code": "under_5", "count": 73 }, { "code": "5_to_9", "count": 32 }, { "code": "10_to_19", "count": 45 }, { "code": "20_plus", "count": 13 }, { "code": "not_reported", "count": 3 } ], "raum_band_distribution": [ { "code": "under_25m", "count": 21 }, { "code": "25m_100m", "count": 23 }, { "code": "100m_500m", "count": 44 }, { "code": "500m_1b", "count": 17 }, { "code": "1b_5b", "count": 16 }, { "code": "over_5b", "count": 4 }, { "code": "not_reported", "count": 41 } ], "firms": [ { "crd_number": 126983, "name": "Net Worth Advisory Group, LLC", "name_as_filed": "NET WORTH ADVISORY GROUP, LLC", "url": "https://advisorcensus.com/firm/net-worth-advisory-group-llc-sandy-ut-126983", "city": "Sandy", "state": "UT", "years_registered": 20, "raum_band": "500m_1b", "compensation_types": [ "percentage_of_aum", "hourly", "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": 316602, "name": "Niemann Investments LLC", "name_as_filed": "NIEMANN INVESTMENTS LLC", "url": "https://advisorcensus.com/firm/niemann-investments-llc-riverton-ut-316602", "city": "Riverton", "state": "UT", "years_registered": 4, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "performance_based" ], "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": 165355, "name": "Octant Quantitative Investment Management LLC", "name_as_filed": "OCTANT QUANTITATIVE INVESTMENT MANAGEMENT LLC", "url": "https://advisorcensus.com/firm/octant-quantitative-investment-management-llc-salt-lake-city-ut-165355", "city": "Salt Lake City", "state": "UT", "years_registered": 11, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "performance_based" ], "enhanced": false }, { "crd_number": 283040, "name": "Olympus Peaks Financial, LLC", "name_as_filed": "OLYMPUS PEAKS FINANCIAL, LLC", "url": "https://advisorcensus.com/firm/olympus-peaks-financial-llc-sandy-ut-283040", "city": "Sandy", "state": "UT", "years_registered": 0, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "hourly" ], "enhanced": false }, { "crd_number": 147725, "name": "Palisade Wealth Management", "name_as_filed": "PALISADE WEALTH MANAGEMENT", "url": "https://advisorcensus.com/firm/palisade-wealth-management-draper-ut-147725", "city": "Draper", "state": "UT", "years_registered": 1, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 162762, "name": "Pelion Venture Partners", "name_as_filed": "PELION VENTURE PARTNERS", "url": "https://advisorcensus.com/firm/pelion-venture-partners-salt-lake-city-ut-162762", "city": "Salt Lake City", "state": "UT", "years_registered": 14, "raum_band": "not_reported", "compensation_types": [], "enhanced": false }, { "crd_number": 159450, "name": "Peterson Partners", "name_as_filed": "PETERSON PARTNERS", "url": "https://advisorcensus.com/firm/peterson-partners-salt-lake-city-ut-159450", "city": "Salt Lake City", "state": "UT", "years_registered": 14, "raum_band": "1b_5b", "compensation_types": [ "percentage_of_aum", "fixed", "performance_based" ], "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": 322093, "name": "Phibbs Financial", "name_as_filed": "PHIBBS FINANCIAL", "url": "https://advisorcensus.com/firm/phibbs-financial-draper-ut-322093", "city": "Draper", "state": "UT", "years_registered": 4, "raum_band": "25m_100m", "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": 170887, "name": "PL Wealth Advisors, LLC", "name_as_filed": "PL WEALTH ADVISORS, LLC", "url": "https://advisorcensus.com/firm/pl-wealth-advisors-llc-salt-lake-city-ut-170887", "city": "Salt Lake City", "state": "UT", "years_registered": 11, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed", "other" ], "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": 129979, "name": "Prassas Capital, LLC", "name_as_filed": "PRASSAS CAPITAL, LLC", "url": "https://advisorcensus.com/firm/prassas-capital-llc-draper-ut-129979", "city": "Draper", "state": "UT", "years_registered": 1, "raum_band": "under_25m", "compensation_types": [ "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": 301232, "name": "Proactive Wealth Management, Inc.", "name_as_filed": "PROACTIVE WEALTH MANAGEMENT, INC.", "url": "https://advisorcensus.com/firm/proactive-wealth-management-inc-draper-ut-301232", "city": "Draper", "state": "UT", "years_registered": 7, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 113884, "name": "Quayle Asset Management, Inc.", "name_as_filed": "QUAYLE ASSET MANAGEMENT, INC.", "url": "https://advisorcensus.com/firm/quayle-asset-management-inc-salt-lake-city-ut-113884", "city": "Salt Lake City", "state": "UT", "years_registered": 31, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 104738, "name": "R.D. Thompson Investments", "name_as_filed": "R.D. THOMPSON INVESTMENTS", "url": "https://advisorcensus.com/firm/r-d-thompson-investments-salt-lake-city-ut-104738", "city": "Salt Lake City", "state": "UT", "years_registered": 14, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 339511, "name": "Rainey Wealth Management LLC", "name_as_filed": "RAINEY WEALTH MANAGEMENT LLC", "url": "https://advisorcensus.com/firm/rainey-wealth-management-llc-salt-lake-city-ut-339511", "city": "Salt Lake City", "state": "UT", "years_registered": 0, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 311082, "name": "Red Door Management, Inc.", "name_as_filed": "RED DOOR MANAGEMENT, INC.", "url": "https://advisorcensus.com/firm/red-door-management-inc-salt-lake-city-ut-311082", "city": "Salt Lake City", "state": "UT", "years_registered": null, "raum_band": "not_reported", "compensation_types": [], "enhanced": false }, { "crd_number": 169563, "name": "Refined Wealth Management", "name_as_filed": "REFINED WEALTH MANAGEMENT", "url": "https://advisorcensus.com/firm/refined-wealth-management-salt-lake-city-ut-169563", "city": "Salt Lake City", "state": "UT", "years_registered": 5, "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", "years_registered": 25, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 295075, "name": "RFK Capital Management", "name_as_filed": "RFK CAPITAL MANAGEMENT", "url": "https://advisorcensus.com/firm/rfk-capital-management-sandy-ut-295075", "city": "Sandy", "state": "UT", "years_registered": 8, "raum_band": "not_reported", "compensation_types": [ "fixed", "other" ], "enhanced": false }, { "crd_number": 302078, "name": "Rigby Watts Investment Advisors", "name_as_filed": "RIGBY WATTS INVESTMENT ADVISORS", "url": "https://advisorcensus.com/firm/rigby-watts-investment-advisors-salt-lake-city-ut-302078", "city": "Salt Lake City", "state": "UT", "years_registered": 6, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum", "hourly" ], "enhanced": false }, { "crd_number": 159746, "name": "Run Ventures", "name_as_filed": "RUN VENTURES", "url": "https://advisorcensus.com/firm/run-ventures-salt-lake-city-ut-159746", "city": "Salt Lake City", "state": "UT", "years_registered": 14, "raum_band": "not_reported", "compensation_types": [], "enhanced": false }, { "crd_number": 292022, "name": "S20 Capital, LLC", "name_as_filed": "S20 CAPITAL, LLC", "url": "https://advisorcensus.com/firm/s20-capital-llc-draper-ut-292022", "city": "Draper", "state": "UT", "years_registered": 7, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "performance_based" ], "enhanced": false }, { "crd_number": 334473, "name": "Savory Capital LLC", "name_as_filed": "SAVORY CAPITAL LLC", "url": "https://advisorcensus.com/firm/savory-capital-llc-draper-ut-334473", "city": "Draper", "state": "UT", "years_registered": 1, "raum_band": "not_reported", "compensation_types": [], "enhanced": false }, { "crd_number": 285645, "name": "Sepio Capital, LP", "name_as_filed": "SEPIO CAPITAL, LP", "url": "https://advisorcensus.com/firm/sepio-capital-lp-salt-lake-city-ut-285645", "city": "Salt Lake City", "state": "UT", "years_registered": 9, "raum_band": "over_5b", "compensation_types": [ "percentage_of_aum", "fixed", "performance_based", "other" ], "enhanced": false }, { "crd_number": 290334, "name": "Seven Canyons Advisors, LLC", "name_as_filed": "SEVEN CANYONS ADVISORS, LLC", "url": "https://advisorcensus.com/firm/seven-canyons-advisors-llc-salt-lake-city-ut-290334", "city": "Salt Lake City", "state": "UT", "years_registered": 8, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum", "fixed", "performance_based" ], "enhanced": false }, { "crd_number": 321616, "name": "Simple Financial, LLC", "name_as_filed": "SIMPLE FINANCIAL, LLC", "url": "https://advisorcensus.com/firm/simple-financial-llc-west-jordan-ut-321616", "city": "West Jordan", "state": "UT", "years_registered": 3, "raum_band": "not_reported", "compensation_types": [ "percentage_of_aum", "hourly", "fixed", "other" ], "enhanced": false }, { "crd_number": 114596, "name": "Slayton Lewis Inc", "name_as_filed": "SLAYTON LEWIS INC", "url": "https://advisorcensus.com/firm/slayton-lewis-inc-salt-lake-city-ut-114596", "city": "Salt Lake City", "state": "UT", "years_registered": 9, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 110870, "name": "Smedley Financial Services Inc", "name_as_filed": "SMEDLEY FINANCIAL SERVICES INC", "url": "https://advisorcensus.com/firm/smedley-financial-services-inc-salt-lake-city-ut-110870", "city": "Salt Lake City", "state": "UT", "years_registered": 44, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "hourly", "subscription", "fixed", "commissions", "other" ], "enhanced": false }, { "crd_number": 142357, "name": "Solitude Wealth Advisors, LLC.", "name_as_filed": "SOLITUDE WEALTH ADVISORS, LLC.", "url": "https://advisorcensus.com/firm/solitude-wealth-advisors-llc-holladay-ut-142357", "city": "Holladay", "state": "UT", "years_registered": 19, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum", "other" ], "enhanced": false }, { "crd_number": 324124, "name": "Sorenson Impact Advisory", "name_as_filed": "SORENSON IMPACT ADVISORY", "url": "https://advisorcensus.com/firm/sorenson-impact-advisory-salt-lake-city-ut-324124", "city": "Salt Lake City", "state": "UT", "years_registered": 3, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 153609, "name": "Steward Financial Services, LLC", "name_as_filed": "STEWARD FINANCIAL SERVICES, LLC", "url": "https://advisorcensus.com/firm/steward-financial-services-llc-salt-lake-city-ut-153609", "city": "Salt Lake City", "state": "UT", "years_registered": 16, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum", "hourly" ], "enhanced": false }, { "crd_number": 332724, "name": "Stirling Heights", "name_as_filed": "STIRLING HEIGHTS", "url": "https://advisorcensus.com/firm/stirling-heights-south-jordan-ut-332724", "city": "South Jordan", "state": "UT", "years_registered": 2, "raum_band": "not_reported", "compensation_types": [], "enhanced": false }, { "crd_number": 155300, "name": "Stonecreek Wealth Advisors", "name_as_filed": "STONECREEK WEALTH ADVISORS", "url": "https://advisorcensus.com/firm/stonecreek-wealth-advisors-south-jordan-ut-155300", "city": "South Jordan", "state": "UT", "years_registered": 15, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum", "subscription", "fixed" ], "enhanced": false }, { "crd_number": 301868, "name": "Sundance Bay", "name_as_filed": "SUNDANCE BAY", "url": "https://advisorcensus.com/firm/sundance-bay-salt-lake-city-ut-301868", "city": "Salt Lake City", "state": "UT", "years_registered": 6, "raum_band": "1b_5b", "compensation_types": [ "percentage_of_aum", "performance_based" ], "enhanced": false }, { "crd_number": 167461, "name": "Tanner Insurance & Advisory, LLC", "name_as_filed": "TANNER INSURANCE & ADVISORY, LLC", "url": "https://advisorcensus.com/firm/tanner-insurance-and-advisory-llc-salt-lake-city-ut-167461", "city": "Salt Lake City", "state": "UT", "years_registered": 13, "raum_band": "not_reported", "compensation_types": [ "other" ], "enhanced": false }, { "crd_number": 158016, "name": "Taylor Derrick Capital, L.L.C.", "name_as_filed": "TAYLOR DERRICK CAPITAL, L.L.C.", "url": "https://advisorcensus.com/firm/taylor-derrick-capital-l-l-c-salt-lake-city-ut-158016", "city": "Salt Lake City", "state": "UT", "years_registered": 9, "raum_band": "500m_1b", "compensation_types": [ "percentage_of_aum", "performance_based", "other" ], "enhanced": false }, { "crd_number": 340728, "name": "TBL-VV, LLC", "name_as_filed": "TBL-VV, LLC", "url": "https://advisorcensus.com/firm/tbl-vv-llc-salt-lake-ut-340728", "city": "Salt Lake", "state": "UT", "years_registered": 0, "raum_band": "not_reported", "compensation_types": [], "enhanced": false }, { "crd_number": 166130, "name": "Tencap Wealth Coaching", "name_as_filed": "TENCAP WEALTH COACHING", "url": "https://advisorcensus.com/firm/tencap-wealth-coaching-south-jordan-ut-166130", "city": "South Jordan", "state": "UT", "years_registered": 2, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "hourly", "other" ], "enhanced": false }, { "crd_number": 145254, "name": "Terrion Advisors, Inc.", "name_as_filed": "TERRION ADVISORS, INC.", "url": "https://advisorcensus.com/firm/terrion-advisors-inc-sandy-ut-145254", "city": "Sandy", "state": "UT", "years_registered": 18, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed", "other" ], "enhanced": false }, { "crd_number": 311230, "name": "Teton Wealth Group LLC", "name_as_filed": "TETON WEALTH GROUP LLC", "url": "https://advisorcensus.com/firm/teton-wealth-group-llc-murray-ut-311230", "city": "Murray", "state": "UT", "years_registered": 3, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 285028, "name": "The Prudent Planner, LLC", "name_as_filed": "THE PRUDENT PLANNER, LLC", "url": "https://advisorcensus.com/firm/the-prudent-planner-llc-salt-lake-city-ut-285028", "city": "Salt Lake City", "state": "UT", "years_registered": 9, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 326517, "name": "Three Seasons Wealth", "name_as_filed": "THREE SEASONS WEALTH", "url": "https://advisorcensus.com/firm/three-seasons-wealth-salt-lake-city-ut-326517", "city": "Salt Lake City", "state": "UT", "years_registered": 3, "raum_band": "1b_5b", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 107539, "name": "Tingey Advisors Inc", "name_as_filed": "TINGEY ADVISORS INC", "url": "https://advisorcensus.com/firm/tingey-advisors-inc-salt-lake-city-ut-107539", "city": "Salt Lake City", "state": "UT", "years_registered": 11, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "hourly" ], "enhanced": false }, { "crd_number": 169057, "name": "Tower Arch Capital", "name_as_filed": "TOWER ARCH CAPITAL", "url": "https://advisorcensus.com/firm/tower-arch-capital-draper-ut-169057", "city": "Draper", "state": "UT", "years_registered": 11, "raum_band": "1b_5b", "compensation_types": [ "percentage_of_aum", "performance_based" ], 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"/advisors/ut/salt-lake-city/retirees", "firm_count": 1, "label": "Financial advisors for retirees in Salt Lake City, UT" } ] }, "csv": "https://advisorcensus.com/advisors/ut/salt-lake-city.csv", "source": { "name": "Form ADV", "as_of": "2026-10-01", "operator": "BH Monitor Services, LLC", "license": "https://creativecommons.org/licenses/by/4.0/", "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data" } }