Skip to main content
Menu

What we do

Raise CapitalThe investors who fit, and meetings with them.Source DealsEvery company in your niche, and who owns it.Grow RevenueWe find customers and partners, and who can introduce you.Map the MarketKnow your market before you commit to it.Underwrite and DiligenceWe check a deal's claims before you sign.Partner firmsFor firms running a raise or a search for their own clients.Data ServicesCustom data from public records, kept current.Government Data ServicesUnclaimed property and public records research.

The firm

ResearchAboutHow We WorkPlatformInsightsSchedule a conversation

Wealth Management Firms (RIAs) in Salt Lake City

44 wealth management firms are on this list. Of those that report regulatory assets on Form ADV, Diversify Advisory Services is the largest: $4.6 billion through Diversify Advisory Services, LLC (filed ).

Diversify Wealth Management follows with $4.1 billion. The 44 advisers counted report $31.4 billion together; the ten largest hold 68% of it, and half report less than $359 million.

Updated . Rechecked quarterly; next check . Figures read , as filed to .

Where the $31.4BN sitsThe 44 firms counted, by size. The bar is each size band's share of the combined dollars.
  1. $1BN to $5BN62%7 firms
  2. $500MM to $1BN13%7 firms
  3. Under $500MM25%30 firms

Latest Form ADV of each, filed Jan 2026 to Oct 2026. Read ; sources at the end of the page.

Wealth management firms listedList of November 2026; 44 are wealth managers
44
Combined assets44 counted; as filed to Oct 2026
$31.4BN
Largest: Diversify Advisory ServicesAs filed
$4.6BN
Median firmHalf of the 44 report less
$359MM
Held by the ten largestOf the $31.4BN combined
68%

Diversify Advisory Services, Diversify Wealth Management and Crewe Advisors lead the Salt Lake City wealth management firms by assets

The twenty largest by regulatory assets on their latest Form ADV. Together they report $26.0BN, 83% of the $31.4BN the 44 counted report.

  1. 1

    Diversify Advisory Services

    Wealth manager, South Jordan, UT

    $4.6BNRegulatory assets, Sep 2026

    50% other individuals, 44% high net worth, 6% pension plans

    Individual clients
    5,200
  2. 2

    Diversify Wealth Management

    Wealth manager, South Jordan, UT

    $4.1BNRegulatory assets, Sep 2026

    52% high net worth, 43% other individuals, 5% pension plans

    Individual clients
    4,719
  3. 3

    Crewe Advisors

    Wealth manager, Salt Lake City, UT

    $3.1BNRegulatory assets, Aug 2026

    55% high net worth, 34% businesses, 7% charities

    Individual clients
    514
    Private funds
    1
  4. 4

    Capita Financial Network

    Wealth manager, Draper, UT

    $2.3BNRegulatory assets, Sep 2026

    57% high net worth, 43% other individuals

    Individual clients
    2,888
  5. 5

    Albion Financial Group

    Wealth manager, Salt Lake City, UT

    $2.0BNRegulatory assets, Jun 2026

    76% high net worth, 20% other individuals, 2% charities

    Individual clients
    722
    Private funds
    3
  6. 6

    Physician Wealth Advisors

    Wealth manager, Salt Lake City, UT

    $2.0BNRegulatory assets, Mar 2026

    56% high net worth, 33% pension plans, 11% other individuals

    Individual clients
    1,088
  7. 7

    Truenorth Wealth

    Wealth manager, Salt Lake City, UT

    $1.3BNRegulatory assets, Aug 2026

    68% high net worth, 16% other individuals, 16% other

    Individual clients
    843
  8. 8

    Net Worth Advisory Group

    Wealth manager, Sandy, UT

    $838MMRegulatory assets, Mar 2026

    76% high net worth, 24% other individuals

    Individual clients
    862
  9. 9

    Jacobsen Capital Management

    Wealth manager, Salt Lake City, UT

    $563MMRegulatory assets, Mar 2026

    96% high net worth, 3% other individuals, 1% charities

    Individual clients
    115
  10. 10

    Narus Financial Partners

    Wealth manager, Salt Lake City, UT

    $559MMRegulatory assets, Oct 2026

    80% high net worth, 10% other individuals, 6% charities

    Individual clients
    203
  11. 11

    Navigate Private Wealth

    Wealth manager, Draper, UT

    $529MMRegulatory assets, Mar 2026

    54% high net worth, 46% other individuals

    Individual clients
    1,929
  12. 12

    Financial Network Wealth Advisors

    Wealth manager, Murray, UT

    $515MMRegulatory assets, Mar 2026

    52% high net worth, 38% other individuals, 6% pension plans

    Individual clients
    1,764
  13. 13

    Platform Wealth Advisors

    Wealth manager, Holladay, UT

    $509MMRegulatory assets, Sep 2026

    62% high net worth, 19% businesses, 16% other individuals

    Individual clients
    256
  14. 14

    Dentist Advisors

    Wealth manager, Salt Lake City, UT

    $504MMRegulatory assets, Jun 2026

    75% high net worth, 21% other individuals, 4% pension plans

    Individual clients
    752
  15. 15

    Tingey Advisors

    Wealth manager, Salt Lake City, UT

    $478MMRegulatory assets, Mar 2026

    70% high net worth, 12% other individuals, 9% pension plans

    Individual clients
    338
  16. 16

    Coign Capital Advisors

    Wealth manager, Draper, UT

    $473MMRegulatory assets, Feb 2026

    64% high net worth, 23% other, 13% other individuals

    Individual clients
    427
  17. 17

    Lefavi Wealth Management

    Wealth manager, Salt Lake City, UT

    $445MMRegulatory assets, Mar 2026

    78% high net worth, 22% other individuals

    Individual clients
    576
  18. 18

    Smedley Financial Services

    Wealth manager, Salt Lake City, UT

    $397MMRegulatory assets, Jul 2026

    55% high net worth, 44% other individuals

    Individual clients
    849
  19. 19

    Cannon Capital Management

    Wealth manager, Salt Lake City, UT

    $386MMRegulatory assets, Aug 2026

    54% high net worth, 31% pension plans, 11% other individuals

    Individual clients
    211
  20. 20

    Ashworth Wealth

    Wealth manager, South Jordan, UT

    $378MMRegulatory assets, Feb 2026

    50% high net worth, 24% other individuals, 21% pension plans

    Individual clients
    270

Regulatory assets each adviser reported in its latest Form ADV. Each pin opens the filing behind the figure; the ranking rule and sources are at the end of the page. Read .

The ten largest hold 68% of the assets

How the 44 firms counted spread by size: most are small, the dollars sit at the top.

Every firm on one scaleEach dot is one firm's regulatory assets in its latest filing. Every dot is one adviser. Dollar scale is logarithmic.
Assets of each of the 44 firms counted, log scaleEach dot is one adviser and links to its row. Diversify Advisory Services $4.6BN; Diversify Wealth Management $4.1BN; Crewe Advisors $3.1BN; median $359MM.$100MM$1BN$10BNDiversify Advisory Services: $4.6BNDiversify Wealth Management: $4.1BNCrewe Advisors: $3.1BNCapita Financial Network: $2.3BNAlbion Financial Group: $2.0BNPhysician Wealth Advisors: $2.0BNTruenorth Wealth: $1.3BNNet Worth Advisory Group: $838MMJacobsen Capital Management: $563MMNarus Financial Partners: $559MMNavigate Private Wealth: $529MMFinancial Network Wealth Advisors: $515MMPlatform Wealth Advisors: $509MMDentist Advisors: $504MMTingey Advisors: $478MMCoign Capital Advisors: $473MMLefavi Wealth Management: $445MMSmedley Financial Services: $397MMCannon Capital Management: $386MMAshworth Wealth: $378MMInterwise: $370MMNorth Capital: $366MMElysium Wealth Management: $352MMSlayton Lewis: $334MMWealth Management CPAs: $329MMScott Marsh Financial: $313MMTencap Wealth Coaching: $285MMCottonwood Wealth Strategies: $279MMTingey Financial Group: $257MMNew Millennium Group: $257MMBurrus: $241MMPresidio Wealth Management: $217MMRefined Wealth Management: $211MMPeterson Rogers Private Wealth: $177MMGuardian Wealth Management: $175MMMedicus Wealth Planning: $161MMFinancial Advisory Services: $147MMOlympus Peaks Financial: $141MMVeritas Wealth Management: $136MMJRS Wealth Management: $135MMPalisade Wealth Management: $133MMBrighton Wealth Management: $132MMLone Peak Advisers: $125MMHaynie Wealth Management: $107MMDiversify Advisory Services $4.6BNDiversify Wealth Management $4.1BNCrewe Advisors $3.1BNMedian $359MMAssets of each of the 44 firms counted, log scaleEach dot is one adviser and links to its row. Diversify Advisory Services $4.6BN; Diversify Wealth Management $4.1BN; Crewe Advisors $3.1BN; median $359MM.$1BNDiversify Advisory Services $4.6BNMedian $359MM

One dot per firm counted. Read .

The 44 firms, by size
Under $500MM3025%$7.9BN
$500MM to $1BN713%$4.0BN
$1BN to $5BN762%$19.4BN
$5BN to $10BN00%$0
$10BN to $25BN00%$0
$25BN and over00%$0

Assets each reported in its latest filing; shares are of the $31.4BN combined, one row per firm. Read .

15%

of the assets reported sits with one firm, Diversify Advisory Services. The five largest hold 51%; 37 of 44 report under $1 billion.

15%Largest37%Next 449%Other 39
Who the 44 are
  1. Wealth managers44

Kind of each, from its Form ADV (Items 5.G and 6.A), October 2026.

Whose money it isShare of the 44 advisers' assets by type of client
  1. High net worth60%
  2. Other individuals28%
  3. Pension plans5%
  4. Businesses4%
  5. Charities1%
  6. Other1%

Client types each adviser reports with its assets, latest filing; sums of filed figures.

Leaders beyond the ranking

Figures the main ranking does not compare: the most individual clients, the most high net worth clients, most private funds.

The most individual clientsIndividuals each firm advises, high net worth and other, on its latest Form ADV (Item 5.D).
RankNameFigure
1Diversify Advisory Services5,200Sep 2026
2Diversify Wealth Management4,719Sep 2026
3Capita Financial Network2,888Sep 2026
4Navigate Private Wealth1,929Mar 2026
5Financial Network Wealth Advisors1,764Mar 2026
6Physician Wealth Advisors1,088Mar 2026
7Lone Peak Advisers905Mar 2026
8New Millennium Group881Apr 2026

Counts of clients as filed; a client is an account holder the adviser counts, not a household.

The most high net worth clientsHigh net worth individuals each firm advises, on its latest Form ADV (Item 5.D).
RankNameFigure
1Diversify Wealth Management831Sep 2026
2Diversify Advisory Services802Sep 2026
3Capita Financial Network599Sep 2026
4Physician Wealth Advisors371Mar 2026
5Brighton Wealth Management335Jul 2026
6Crewe Advisors303Aug 2026
7Net Worth Advisory Group268Mar 2026
8Albion Financial Group265Jun 2026

Counts of clients as filed; a client is an account holder the adviser counts, not a household.

Most private fundsPrivate funds each firm advises, on its latest Form ADV (Schedule D).
RankNameFigure
1Cottonwood Wealth Strategies4Aug 2026
2Albion Financial Group3Jun 2026
3Crewe Advisors1Aug 2026

The list is public. The warm path is not. Schedule a conversation

All 44 wealth management firms

A to Z, with each firm's regulatory assets, its clients, the share of its assets held for individuals and its private funds, each with a pin to its Form ADV.

Showing all 44 firms

Kind
Size
Order
Wealth Management Firms (RIAs) in Salt Lake City 44 firms, A to Z
OfficeAssetsBarClientsIndividualsPrivate funds
Albion Financial Group
Wealth manager, Salt Lake City, UT.
Detail and sources for Albion Financial Group

Form ADV of Albion Management Group (CRD 105957), SEC registered adviser, filed , main office Salt Lake City, UT: regulatory assets $2.0BN; 3 private funds, $4.2MM gross; 31 employees.

Tied to this row by the CRD the list cites from the filing.

Listed stocks, Form 13F-HR of Albion Management Group, quarter ended , filed .

Services on its Form ADV (Item 5.G): financial planning, portfolio management for individuals, management of private funds, portfolio management for businesses and institutions and selection of other advisers. Clients (Item 5.D): 722 individuals, 265 of them high net worth; individuals hold 96% of its regulatory assets.

Files: SEC Form ADV, SEC Form 13F.

$2.0BNJun 202673796%3
Ashworth Wealth
Wealth manager, South Jordan, UT.
Detail and sources for Ashworth Wealth

Form ADV of Ashworth Wealth, LLC (CRD 116950), SEC registered adviser, filed , main office South Jordan, UT: regulatory assets $378MM; 5 employees.

Tied to this row by the CRD the list cites from the filing.

Services on its Form ADV (Item 5.G): financial planning, portfolio management for individuals, pension consulting and selection of other advisers. Clients (Item 5.D): 270 individuals, 78 of them high net worth; individuals hold 75% of its regulatory assets.

Files: SEC Form ADV.

$378MMFeb 202630075%
Brighton Wealth Management
Wealth manager, Cottonwood Heights, UT.
Detail and sources for Brighton Wealth Management

Form ADV of Brighton Wealth Management, Inc. (CRD 148457), SEC registered adviser, filed , main office Cottonwood Heights, UT: regulatory assets $132MM; 5 employees.

Tied to this row by the CRD the list cites from the filing.

Services on its Form ADV (Item 5.G): financial planning and portfolio management for individuals. Clients (Item 5.D): 446 individuals, 335 of them high net worth; individuals hold 96% of its regulatory assets.

Files: SEC Form ADV.

$132MMJul 202645196%
Burrus
Wealth manager, Salt Lake City, UT.
Detail and sources for Burrus

Form ADV of Burrus Financial Services, Inc. (CRD 141435), SEC registered adviser, filed , main office Salt Lake City, UT: regulatory assets $241MM; 5 employees.

Tied to this row by the CRD the list cites from the filing.

Services on its Form ADV (Item 5.G): financial planning and portfolio management for individuals. Clients (Item 5.D): 322 individuals, 79 of them high net worth; individuals hold 100% of its regulatory assets.

Files: SEC Form ADV.

$241MMMar 2026322100%
Cannon Capital Management
Wealth manager, Salt Lake City, UT.
Detail and sources for Cannon Capital Management

Form ADV of Cannon Capital Management, Inc. (CRD 144247), SEC registered adviser, filed , main office Salt Lake City, UT: regulatory assets $386MM; 8 employees.

Tied to this row by the CRD the list cites from the filing.

Listed stocks, Form 13F-HR of Cannon Capital Management, Inc., quarter ended , filed .

Services on its Form ADV (Item 5.G): financial planning, portfolio management for individuals, portfolio management for businesses and institutions and pension consulting. Clients (Item 5.D): 211 individuals, 57 of them high net worth; individuals hold 65% of its regulatory assets.

Files: SEC Form ADV, SEC Form 13F.

$386MMAug 202624365%
Capita Financial Network
Wealth manager, Draper, UT.
Detail and sources for Capita Financial Network

Form ADV of Capita Financial Network, LLC (CRD 290558), SEC registered adviser, filed , main office Draper, UT: regulatory assets $2.3BN; 59 employees.

Tied to this row by the CRD the list cites from the filing.

Services on its Form ADV (Item 5.G): financial planning, portfolio management for individuals, selection of other advisers and educational seminars. Clients (Item 5.D): 2,888 individuals, 599 of them high net worth; individuals hold 100% of its regulatory assets.

Files: SEC Form ADV.

$2.3BNSep 20262,888100%
Coign Capital Advisors
Wealth manager, Draper, UT.
Detail and sources for Coign Capital Advisors

Form ADV of Coign Capital Advisors LLC (CRD 171306), SEC registered adviser, filed , main office Draper, UT: regulatory assets $473MM; 8 employees.

Tied to this row by the CRD the list cites from the filing.

Listed stocks, Form 13F-HR of Coign Capital Advisors LLC, quarter ended , filed .

Services on its Form ADV (Item 5.G): financial planning, portfolio management for individuals, pension consulting and selection of other advisers. Clients (Item 5.D): 427 individuals, 175 of them high net worth; individuals hold 77% of its regulatory assets.

Files: SEC Form ADV, SEC Form 13F.

$473MMFeb 202646677%
Cottonwood Wealth Strategies
Wealth manager, Salt Lake City, UT.
Detail and sources for Cottonwood Wealth Strategies

Form ADV of Cottonwood Capital Advisors, LLC (CRD 311272), SEC registered adviser, filed , main office Salt Lake City, UT: regulatory assets $279MM; 4 private funds, $9.0MM gross; 5 employees.

Tied to this row by the CRD the list cites from the filing.

Listed stocks, Form 13F-HR of Cottonwood Capital Advisors, LLC, quarter ended , filed .

Possible match by name only, not counted: Cottonwood Ventures, LLC (CRD 322366), registered adviser, filed , Irving, TX.

Services on its Form ADV (Item 5.G): financial planning, portfolio management for individuals, management of private funds, pension consulting and selection of other advisers. Clients (Item 5.D): 230 individuals, 45 of them high net worth; individuals hold 72% of its regulatory assets.

Files: SEC Form ADV, SEC Form 13F.

$279MMAug 202623872%4
Crewe Advisors
Wealth manager, Salt Lake City, UT.
Detail and sources for Crewe Advisors

Form ADV of Crewe Advisors LLC (CRD 173920), SEC registered adviser, filed , main office Salt Lake City, UT: regulatory assets $3.1BN; 1 private fund, $22MM gross; 32 employees.

Tied to this row by the CRD the list cites from the filing.

Listed stocks, Form 13F-HR of Crewe Advisors LLC, quarter ended , filed .

Services on its Form ADV (Item 5.G): financial planning, portfolio management for individuals, management of private funds, portfolio management for businesses and institutions and selection of other advisers. Clients (Item 5.D): 514 individuals, 303 of them high net worth; individuals hold 57% of its regulatory assets.

Files: SEC Form ADV, SEC Form 13F.

$3.1BNAug 202675957%1
Dentist Advisors
Wealth manager, Salt Lake City, UT.
Detail and sources for Dentist Advisors

Form ADV of Aquire Wealth Advisors, LLC (CRD 149559), SEC registered adviser, filed , main office Salt Lake City, UT: regulatory assets $504MM; 24 employees.

Tied to this row by the CRD the list cites from the filing.

Listed stocks, Form 13F-HR of Aquire Wealth Advisors, LLC, quarter ended , filed .

Services on its Form ADV (Item 5.G): financial planning, portfolio management for individuals, pension consulting and selection of other advisers. Clients (Item 5.D): 752 individuals, 167 of them high net worth; individuals hold 96% of its regulatory assets.

Files: SEC Form ADV, SEC Form 13F.

$504MMJun 202676896%
Diversify Advisory Services
Wealth manager, South Jordan, UT.
Detail and sources for Diversify Advisory Services

Form ADV of Diversify Advisory Services, LLC (CRD 326060), SEC registered adviser, filed , main office South Jordan, UT: regulatory assets $4.6BN; 206 employees.

Tied to this row by the CRD the list cites from the filing.

Listed stocks, Form 13F-HR of Diversify Advisory Services, LLC, quarter ended , filed .

Services on its Form ADV (Item 5.G): financial planning, portfolio management for individuals, portfolio management for businesses and institutions and selection of other advisers. Clients (Item 5.D): 5,200 individuals, 802 of them high net worth; individuals hold 94% of its regulatory assets.

Files: SEC Form ADV, SEC Form 13F.

$4.6BNSep 20265,32294%
Diversify Wealth Management
Wealth manager, South Jordan, UT.
Detail and sources for Diversify Wealth Management

Form ADV of Diversify Wealth Management, LLC (CRD 329878), SEC registered adviser, filed , main office South Jordan, UT: regulatory assets $4.1BN; 95 employees.

Tied to this row by the CRD the list cites from the filing.

Listed stocks, Form 13F-HR of Diversify Wealth Management, LLC, quarter ended , filed .

Services on its Form ADV (Item 5.G): financial planning and portfolio management for individuals. Clients (Item 5.D): 4,719 individuals, 831 of them high net worth; individuals hold 95% of its regulatory assets.

Files: SEC Form ADV, SEC Form 13F.

$4.1BNSep 20264,85795%
Elysium Wealth Management
Wealth manager, South Jordan, UT.
Detail and sources for Elysium Wealth Management

Form ADV of Elysium Wealth Management, LLC (CRD 312068), SEC registered adviser, filed , main office South Jordan, UT: regulatory assets $352MM; 22 employees.

Tied to this row by the CRD the list cites from the filing.

Services on its Form ADV (Item 5.G): financial planning, portfolio management for individuals, selection of other advisers, publications, educational seminars and other services. Clients (Item 5.D): 765 individuals, 143 of them high net worth; individuals hold 99% of its regulatory assets.

Files: SEC Form ADV.

$352MMSep 202677399%
Financial Advisory Services
Wealth manager, Salt Lake City, UT.
Detail and sources for Financial Advisory Services

Form ADV of an adviser filing under a person's name (CRD 118496), SEC registered adviser, filed , main office Salt Lake City, UT: regulatory assets $147MM; 1 employees.

Tied to this row by the CRD the list cites from the filing.

Possible match by name only, not counted: Financial Advisory Services, LLC (CRD 122053), registered adviser, filed , Hanover, PA.

Services on its Form ADV (Item 5.G): financial planning, portfolio management for individuals and management of private funds. Clients (Item 5.D): 73 individuals, 39 of them high net worth; individuals hold 74% of its regulatory assets.

Files: SEC Form ADV.

$147MMMar 20267974%
Financial Network Wealth Advisors
Wealth manager, Murray, UT.
Detail and sources for Financial Network Wealth Advisors

Form ADV of Financial Network Wealth Advisors LLC (CRD 318842), SEC registered adviser, filed , main office Murray, UT: regulatory assets $515MM; 6 employees.

Tied to this row by the CRD the list cites from the filing.

Services on its Form ADV (Item 5.G): financial planning, portfolio management for individuals, pension consulting and selection of other advisers. Clients (Item 5.D): 1,764 individuals, 114 of them high net worth; individuals hold 89% of its regulatory assets.

Files: SEC Form ADV.

$515MMMar 20261,82889%
Guardian Wealth Management
Wealth manager, Salt Lake City, UT.
Detail and sources for Guardian Wealth Management

Form ADV of Guardian Wealth Management, LLC (CRD 146923), SEC registered adviser, filed , main office Salt Lake City, UT: regulatory assets $175MM; 3 employees.

Tied to this row by the CRD the list cites from the filing.

Possible match by name only, not counted: Guardian Wealth Management, LLC (CRD 118668), registered adviser, filed , Chattanooga, TN.

Possible match by name only, not counted: Guardian Wealth Management Inc. (CRD 154159), registered adviser, filed , Peoria, IL.

Services on its Form ADV (Item 5.G): financial planning, portfolio management for individuals and selection of other advisers. Clients (Item 5.D): 131 individuals, 44 of them high net worth; individuals hold 100% of its regulatory assets.

Files: SEC Form ADV.

$175MMMar 2026131100%
Haynie Wealth Management
Wealth manager, Salt Lake City, UT.
Detail and sources for Haynie Wealth Management

Form ADV of Haynie Wealth Management LLC (CRD 305852), SEC registered adviser, filed , main office Salt Lake City, UT: regulatory assets $107MM; 3 employees.

Tied to this row by the CRD the list cites from the filing.

Services on its Form ADV (Item 5.G): financial planning, portfolio management for individuals, portfolio management for businesses and institutions and selection of other advisers. Clients (Item 5.D): 156 individuals, 35 of them high net worth; individuals hold 100% of its regulatory assets.

Files: SEC Form ADV.

$107MMMay 2026156100%
Interwise
Wealth manager, Holladay, UT.
Detail and sources for Interwise

Form ADV of Valued Wealth Advisors, LLC (CRD 316746), SEC registered adviser, filed , main office Holladay, UT: regulatory assets $370MM; 10 employees.

Tied to this row by the CRD the list cites from the filing.

Listed stocks, Form 13F-HR of Valued Wealth Advisors, LLC, quarter ended , filed .

Services on its Form ADV (Item 5.G): financial planning, portfolio management for individuals, portfolio management for businesses and institutions, pension consulting and selection of other advisers. Clients (Item 5.D): 307 individuals, 149 of them high net worth; individuals hold 83% of its regulatory assets.

Files: SEC Form ADV, SEC Form 13F.

$370MMMar 202633483%
Jacobsen Capital Management
Wealth manager, Salt Lake City, UT.
Detail and sources for Jacobsen Capital Management

Form ADV of Jacobsen Capital Management, LLC (CRD 116085), SEC registered adviser, filed , main office Salt Lake City, UT: regulatory assets $563MM; 4 employees.

Tied to this row by the CRD the list cites from the filing.

Services on its Form ADV (Item 5.G): financial planning, portfolio management for individuals, pension consulting and selection of other advisers. Clients (Item 5.D): 115 individuals, 72 of them high net worth; individuals hold 99% of its regulatory assets.

Files: SEC Form ADV.

$563MMMar 202611899%
JRS Wealth Management
Wealth manager, South Jordan, UT.
Detail and sources for JRS Wealth Management

Form ADV of JRS Wealth Management LLC (CRD 306294), SEC registered adviser, filed , main office South Jordan, UT: regulatory assets $135MM; 5 employees.

Tied to this row by the CRD the list cites from the filing.

Services on its Form ADV (Item 5.G): financial planning, portfolio management for individuals, pension consulting and selection of other advisers. Clients (Item 5.D): 338 individuals, 80 of them high net worth; individuals hold 89% of its regulatory assets.

Files: SEC Form ADV.

$135MMFeb 202634889%
Lefavi Wealth Management
Wealth manager, Salt Lake City, UT.
Detail and sources for Lefavi Wealth Management

Form ADV of Lefavi Wealth Management, Inc. (CRD 104961), SEC registered adviser, filed , main office Salt Lake City, UT: regulatory assets $445MM; 5 employees.

Tied to this row by the CRD the list cites from the filing.

Services on its Form ADV (Item 5.G): financial planning and portfolio management for individuals. Clients (Item 5.D): 576 individuals, 163 of them high net worth; individuals hold 100% of its regulatory assets.

Files: SEC Form ADV.

$445MMMar 2026576100%
Lone Peak Advisers
Wealth manager, Draper, UT.
Detail and sources for Lone Peak Advisers

Form ADV of Lone Peak Advisers, LLC (CRD 296772), SEC registered adviser, filed , main office Draper, UT: regulatory assets $125MM; 8 employees.

Tied to this row by the CRD the list cites from the filing.

Services on its Form ADV (Item 5.G): financial planning, portfolio management for individuals and selection of other advisers. Clients (Item 5.D): 905 individuals, 50 of them high net worth; individuals hold 100% of its regulatory assets.

Files: SEC Form ADV.

$125MMMar 2026905100%
Medicus Wealth Planning
Wealth manager, Draper, UT.
Detail and sources for Medicus Wealth Planning

Form ADV of Medicus Wealth Planning, Inc. (CRD 282904), SEC registered adviser, filed , main office Draper, UT: regulatory assets $161MM; 5 employees.

Tied to this row by the CRD the list cites from the filing.

Services on its Form ADV (Item 5.G): financial planning and portfolio management for individuals. Clients (Item 5.D): 194 individuals, 40 of them high net worth; individuals hold 99% of its regulatory assets.

Files: SEC Form ADV.

$161MMMay 202619699%
Narus Financial Partners
Wealth manager, Salt Lake City, UT.
Detail and sources for Narus Financial Partners

Form ADV of Narus Financial Partners, LLC (CRD 173534), SEC registered adviser, filed , main office Salt Lake City, UT: regulatory assets $559MM; 7 employees.

Tied to this row by the CRD the list cites from the filing.

Services on its Form ADV (Item 5.G): financial planning, portfolio management for individuals and other services. Clients (Item 5.D): 203 individuals, 69 of them high net worth; individuals hold 90% of its regulatory assets.

Files: SEC Form ADV.

$559MMOct 202620890%
Navigate Private Wealth
Wealth manager, Draper, UT.
Detail and sources for Navigate Private Wealth

Form ADV of Navigate Private Wealth, LLC (CRD 170774), SEC registered adviser, filed , main office Draper, UT: regulatory assets $529MM; 11 employees.

Tied to this row by the CRD the list cites from the filing.

Services on its Form ADV (Item 5.G): financial planning, portfolio management for individuals, pension consulting and other services. Clients (Item 5.D): 1,929 individuals, 216 of them high net worth; individuals hold 100% of its regulatory assets.

Files: SEC Form ADV.

$529MMMar 20261,929100%
Net Worth Advisory Group
Wealth manager, Sandy, UT.
Detail and sources for Net Worth Advisory Group

Form ADV of Net Worth Advisory Group, LLC (CRD 126983), SEC registered adviser, filed , main office Sandy, UT: regulatory assets $838MM; 20 employees.

Tied to this row by the CRD the list cites from the filing.

Listed stocks, Form 13F-HR of Net Worth Advisory Group, LLC, quarter ended , filed .

Services on its Form ADV (Item 5.G): financial planning, portfolio management for individuals, selection of other advisers, publications and educational seminars. Clients (Item 5.D): 862 individuals, 268 of them high net worth; individuals hold 100% of its regulatory assets.

Files: SEC Form ADV, SEC Form 13F.

$838MMMar 2026862100%
New Millennium Group
Wealth manager, Sandy, UT.
Detail and sources for New Millennium Group

Form ADV of New Millennium Group, LLC (CRD 299249), SEC registered adviser, filed , main office Sandy, UT: regulatory assets $257MM; 18 employees.

Tied to this row by the CRD the list cites from the filing.

Services on its Form ADV (Item 5.G): financial planning, portfolio management for individuals, pension consulting, selection of other advisers and other services. Clients (Item 5.D): 881 individuals, 37 of them high net worth; individuals hold 96% of its regulatory assets.

Files: SEC Form ADV.

$257MMApr 202689596%
North Capital
Wealth manager, Salt Lake City, UT.
Detail and sources for North Capital

Form ADV of North Capital, Inc. (CRD 148802), SEC registered adviser, filed , main office Salt Lake City, UT: regulatory assets $366MM; 12 employees.

Tied to this row by the CRD the list cites from the filing.

Listed stocks, Form 13F-HR of North Capital, Inc., quarter ended , filed .

Services on its Form ADV (Item 5.G): financial planning, portfolio management for individuals, management of registered funds, portfolio management for businesses and institutions and other services. Clients (Item 5.D): 170 individuals, 51 of them high net worth; individuals hold 73% of its regulatory assets.

Files: SEC Form ADV, SEC Form 13F.

$366MMMay 202618273%
Olympus Peaks Financial
Wealth manager, Sandy, UT.
Detail and sources for Olympus Peaks Financial

Form ADV of Olympus Peaks Financial, LLC (CRD 283040), SEC registered adviser, filed , main office Sandy, UT: regulatory assets $141MM; 1 employees.

Tied to this row by the CRD the list cites from the filing.

Services on its Form ADV (Item 5.G): financial planning, portfolio management for individuals, pension consulting and selection of other advisers. Clients (Item 5.D): 163 individuals, 82 of them high net worth; individuals hold 100% of its regulatory assets.

Files: SEC Form ADV.

$141MMJan 2026163100%
Palisade Wealth Management
Wealth manager, Draper, UT.
Detail and sources for Palisade Wealth Management

Form ADV of Jacobs Equity (CRD 147725), SEC registered adviser, filed , main office Draper, UT: regulatory assets $133MM; 3 employees.

Tied to this row by the CRD the list cites from the filing.

Services on its Form ADV (Item 5.G): financial planning and portfolio management for individuals. Clients (Item 5.D): 141 individuals, 45 of them high net worth; individuals hold 100% of its regulatory assets.

Files: SEC Form ADV.

$133MMApr 2026141100%
Peterson Rogers Private Wealth
Wealth manager, Salt Lake City, UT.
Detail and sources for Peterson Rogers Private Wealth

Form ADV of Peterson Rogers Private Wealth, LLC (CRD 324001), SEC registered adviser, filed , main office Salt Lake City, UT: regulatory assets $177MM; 4 employees.

Tied to this row by the CRD the list cites from the filing.

Services on its Form ADV (Item 5.G): financial planning, portfolio management for individuals, portfolio management for businesses and institutions, selection of other advisers and educational seminars. Clients (Item 5.D): 81 individuals, 81 of them high net worth; individuals hold 86% of its regulatory assets.

Files: SEC Form ADV.

$177MMMar 20268786%
Physician Wealth Advisors
Wealth manager, Salt Lake City, UT.
Detail and sources for Physician Wealth Advisors

Form ADV of Physician Wealth Advisors, Inc. (CRD 106043), SEC registered adviser, filed , main office Salt Lake City, UT: regulatory assets $2.0BN; 15 employees.

Tied to this row by the CRD the list cites from the filing.

Listed stocks, Form 13F-HR of Physician Wealth Advisors, Inc., quarter ended , filed .

Services on its Form ADV (Item 5.G): financial planning, portfolio management for individuals, pension consulting and educational seminars. Clients (Item 5.D): 1,088 individuals, 371 of them high net worth; individuals hold 67% of its regulatory assets.

Files: SEC Form ADV, SEC Form 13F.

$2.0BNMar 20261,12467%
Platform Wealth Advisors
Wealth manager, Holladay, UT.
Detail and sources for Platform Wealth Advisors

Form ADV of Platform Wealth Management, LLC (CRD 329313), SEC registered adviser, filed , main office Holladay, UT: regulatory assets $509MM; 17 employees.

Tied to this row by the CRD the list cites from the filing.

Listed stocks, Form 13F-HR of Platform Wealth Management, LLC, quarter ended , filed .

Services on its Form ADV (Item 5.G): financial planning, portfolio management for individuals, portfolio management for businesses and institutions, pension consulting and selection of other advisers. Clients (Item 5.D): 256 individuals, 78 of them high net worth; individuals hold 78% of its regulatory assets.

Files: SEC Form ADV, SEC Form 13F.

$509MMSep 202627078%
Presidio Wealth Management
Wealth manager, Midvale, UT.
Detail and sources for Presidio Wealth Management

Form ADV of Sun Financial, Inc. (CRD 333404), SEC registered adviser, filed , main office Midvale, UT: regulatory assets $217MM; 5 employees.

Tied to this row by the CRD the list cites from the filing.

Listed stocks, Form 13F-HR of Sun Financial, Inc., quarter ended , filed .

Services on its Form ADV (Item 5.G): financial planning, portfolio management for individuals, portfolio management for businesses and institutions, pension consulting, selection of other advisers and educational seminars. Clients (Item 5.D): 379 individuals, 57 of them high net worth; individuals hold 100% of its regulatory assets.

Files: SEC Form ADV, SEC Form 13F.

$217MMSep 2026380100%
Refined Wealth Management
Wealth manager, Salt Lake City, UT.
Detail and sources for Refined Wealth Management

Form ADV of Refined Wealth Management (CRD 169563), SEC registered adviser, filed , main office Salt Lake City, UT: regulatory assets $211MM; 5 employees.

Tied to this row by the CRD the list cites from the filing.

Services on its Form ADV (Item 5.G): financial planning, portfolio management for individuals and management of private funds. Clients (Item 5.D): 408 individuals, 71 of them high net worth; individuals hold 100% of its regulatory assets.

Files: SEC Form ADV.

$211MMMay 2026408100%
Scott Marsh Financial
Wealth manager, Salt Lake City, UT.
Detail and sources for Scott Marsh Financial

Form ADV of Scott Marsh Financial, LLC (CRD 122169), SEC registered adviser, filed : regulatory assets $313MM; 10 employees.

Tied to this row by the CRD the list cites from the filing.

Services on its Form ADV (Item 5.G): financial planning and portfolio management for individuals. Clients (Item 5.D): 253 individuals, 93 of them high net worth; individuals hold 98% of its regulatory assets. Placed by the city of its main office on its SEC record, since its Form ADV withholds the address as a residence.

Files: SEC Form ADV.

$313MMMar 202625398%
Slayton Lewis
Wealth manager, Salt Lake City, UT.
Detail and sources for Slayton Lewis

Form ADV of Slayton Lewis Inc. (CRD 114596), SEC registered adviser, filed , main office Salt Lake City, UT: regulatory assets $334MM; 5 employees.

Tied to this row by the CRD the list cites from the filing.

Services on its Form ADV (Item 5.G): financial planning, portfolio management for individuals and pension consulting. Clients (Item 5.D): 72 individuals, 59 of them high net worth; individuals hold 95% of its regulatory assets.

Files: SEC Form ADV.

$334MMMar 20267795%
Smedley Financial Services
Wealth manager, Salt Lake City, UT.
Detail and sources for Smedley Financial Services

Form ADV of Smedley Financial Services Inc. (CRD 110870), SEC registered adviser, filed , main office Salt Lake City, UT: regulatory assets $397MM; 11 employees.

Tied to this row by the CRD the list cites from the filing.

Services on its Form ADV (Item 5.G): financial planning, portfolio management for individuals, portfolio management for businesses and institutions, selection of other advisers, publications and other services. Clients (Item 5.D): 849 individuals, 105 of them high net worth; individuals hold 99% of its regulatory assets.

Files: SEC Form ADV.

$397MMJul 202685599%
Tencap Wealth Coaching
Wealth manager, South Jordan, UT.
Detail and sources for Tencap Wealth Coaching

Form ADV of Tencap Wealth Coaching, LLC (CRD 166130), SEC registered adviser, filed , main office South Jordan, UT: regulatory assets $285MM; 7 employees.

Tied to this row by the CRD the list cites from the filing.

Listed stocks, Form 13F-HR of Tencap Wealth Coaching, LLC, quarter ended , filed .

Services on its Form ADV (Item 5.G): financial planning, portfolio management for individuals, pension consulting and selection of other advisers. Clients (Item 5.D): 736 individuals, 55 of them high net worth; individuals hold 96% of its regulatory assets.

Files: SEC Form ADV, SEC Form 13F.

$285MMMar 202675396%
Tingey Advisors
Wealth manager, Salt Lake City, UT.
Detail and sources for Tingey Advisors

Form ADV of Cannon Tingey Investment Advisors Inc. (CRD 107539), SEC registered adviser, filed , main office Salt Lake City, UT: regulatory assets $478MM; 6 employees.

Tied to this row by the CRD the list cites from the filing.

Services on its Form ADV (Item 5.G): financial planning, portfolio management for individuals, portfolio management for businesses and institutions, pension consulting, selection of other advisers, publications, educational seminars and other services. Clients (Item 5.D): 338 individuals, 107 of them high net worth; individuals hold 82% of its regulatory assets.

Files: SEC Form ADV.

$478MMMar 202639582%
Tingey Financial Group
Wealth manager, Salt Lake City, UT.
Detail and sources for Tingey Financial Group

Form ADV of Tingey Financial Group Inc. (CRD 334198), SEC registered adviser, filed : regulatory assets $257MM; 7 employees.

Tied to this row by the CRD the list cites from the filing.

Services on its Form ADV (Item 5.G): financial planning, portfolio management for individuals, portfolio management for businesses and institutions, selection of other advisers, publications and other services. Clients (Item 5.D): 150 individuals, 83 of them high net worth; individuals hold 92% of its regulatory assets. Placed by the city of its main office on its SEC record, since its Form ADV withholds the address as a residence.

Files: SEC Form ADV.

$257MMJun 202615092%
Truenorth Wealth
Wealth manager, Salt Lake City, UT.
Detail and sources for Truenorth Wealth

Form ADV of Association Financial Services Inc. (CRD 142205), SEC registered adviser, filed , main office Salt Lake City, UT: regulatory assets $1.3BN; 19 employees.

Tied to this row by the CRD the list cites from the filing.

Services on its Form ADV (Item 5.G): financial planning, portfolio management for individuals, portfolio management for businesses and institutions, pension consulting, publications and educational seminars. Clients (Item 5.D): 843 individuals, 259 of them high net worth; individuals hold 84% of its regulatory assets.

Files: SEC Form ADV.

$1.3BNAug 202697584%
Veritas Wealth Management
Wealth manager, Salt Lake City, UT.
Detail and sources for Veritas Wealth Management

Form ADV of Veritas Wealth Management, LLC (CRD 160600), SEC registered adviser, filed , main office Salt Lake City, UT: regulatory assets $136MM; 1 employees.

Tied to this row by the CRD the list cites from the filing.

Possible match by name only, not counted: Veritas Wealth Management LLC (CRD 341084), registered adviser, filed , North Kingstown, RI.

Services on its Form ADV (Item 5.G): financial planning, portfolio management for individuals, pension consulting and selection of other advisers. Clients (Item 5.D): 56 individuals, 28 of them high net worth; individuals hold 93% of its regulatory assets.

Files: SEC Form ADV.

$136MMFeb 20265693%
Wealth Management CPAs
Wealth manager, Salt Lake City, UT.
Detail and sources for Wealth Management CPAs

Form ADV of Wealth Management CPAs, LLC (CRD 310096), SEC registered adviser, filed , main office Salt Lake City, UT: regulatory assets $329MM; 11 employees.

Tied to this row by the CRD the list cites from the filing.

Services on its Form ADV (Item 5.G): financial planning, portfolio management for individuals and selection of other advisers. Clients (Item 5.D): 395 individuals, 59 of them high net worth; individuals hold 100% of its regulatory assets.

Files: SEC Form ADV.

$329MMSep 2026396100%

Assets are the regulatory assets in the adviser's latest Form ADV (Item 5.F; solid bar). Clients are every client it counts (Item 5.D); Individuals is the share of its assets held for individuals, high net worth and other; private funds are the funds it advises (Item 7.B). Each pin opens the filing behind the figure. The square beside a name opens every figure with its filing and notes.

A few large advisers hold most of the money

Four findings from the filings of the 44 firms counted.

  1. 15%

    of the $31.4 billion the 44 firms counted report is one firm's: Diversify Advisory Services. Without it, the other 43 report $26.7 billion.

    Assets, latest Form ADV of each; sums of filed figures

  2. $359MM

    is the median: half of the 44 report less, and 37 report under $1 billion.

    Assets, latest Form ADV of each

  3. 8

    private funds are advised by the firms counted; Cottonwood Wealth Strategies advises the most, 4.

    Private funds on each Form ADV (Schedule D); sums of filed figures

  4. 60%

    of their assets is high net worth money; the next largest client type is other individuals, at 28%.

    Client types each adviser reports with its assets; sums of filed figures

Questions

How many wealth management firms are there in Salt Lake City?

This list holds 44 wealth management firms in the Salt Lake City metro; 44 of them report regulatory assets on Form ADV, $31.4 billion together.

What are the largest wealth management firms in Salt Lake City?

By the regulatory assets they report: Diversify Advisory Services $4.6 billion, Diversify Wealth Management $4.1 billion, Crewe Advisors $3.1 billion, Capita Financial Network $2.3 billion, Albion Financial Group $2.0 billion.

How much do wealth management firms in Salt Lake City typically manage?

Of the 44 that report, the median reports $359 million in regulatory assets; 37 report under $1 billion.

How do you start a relationship with wealth management firms in Salt Lake City?

Each figure on this page carries a pin that opens the firm's Form ADV, which names its services, its clients and how to reach it. For fund managers and companies raising capital, Praxis Rock runs capital formation programs; see Raise Capital.

Sources and method

Who is listed
44 wealth management firms, 44 are wealth managers. Every SEC registered adviser with a main office in Salt Lake City-Murray, UT MSA (Census CBSA 41620) that reports $100 million or more in regulatory assets, half or more of them for individuals, less the firms our other lists carry as another kind.
Ranking rule
The top 20, every total, share and median, the charts and the answers to the questions use one set: the 44 advisers that report regulatory assets in their latest SEC Form ADV, with a main office in the Salt Lake City metro, that the filing itself ties to the row (the CRD the list cites, or the row's own website in Item 1.I), one figure per adviser. A name match with no such tie is shown in the row's detail only, never ranked or counted.
Our arithmetic
The $31.4BN, the median, shares, charts and boards are sums and medians of filed numbers over that one set; 0 firms with a figure outside it stay listed with the figure and the reason.
Pins
Each figure's pin opens the filing it comes from: the adviser's Form ADV as filed, or the SEC filing index of its latest 13F report. The pin's label names the source and its date.
What we searched
On we read every firm's latest Form ADV in the SEC monthly file by its CRD and searched 13F reports by the CIK on its Form ADV record. Of the 44, 44 report on a current Form ADV and 15 file 13F reports.
Words
Each firm's kind is read from its Form ADV: a wealth manager advises individuals and offers financial planning (Items 5.D and 5.G); "also a broker-dealer" where Item 6.A is checked. Firm names only: no person, contact or website is shown.
Sources and dates
FigureSourcePeriod, read
Assets, private funds, client types, main office, employeesSEC Form ADV adviser data, October 2026 report, and each adviser's Form ADV as filed, 44 advisersFilings to 2026-10-01; read 2026-11-06
Reports of listed stocks (13F filer)SEC EDGAR Form 13F, 15 filers, by the CIK on each Form ADVLatest filing; read 2026-11-06
Main office to metroHUD USPS ZIP to county crosswalk, 2026 Q2, and the Census metro delineation, July 2023Read 2026-11-06
LogosNone shown: each firm has a monogramRead 2026-11-06

Cite as: Praxis Rock Advisors, "Wealth Management Firms (RIAs) in Salt Lake City," updated November 6, 2026, praxisrock.com/resources/investors/wealth-management-firms-salt-lake-city

Request a correction

The list is public. The warm path is not.

Send us your deck
Capital formation for fund managers and companiesInvestor directoryQuestions about fees and data