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Find Retirement Advisors for Retirement Planning in Salt Lake City, Utah

With so many financial products and solutions available in the market, it is a daunting task to choose the best one for you. We have over 20 years of experience in finding the best financial planner as per your requirements in the field of retirement planning. Our vetted certified retirement financial planners can help you plan for your dream retirement.

All our retirement planners go through rigorous industry experience, disclosures, and registration checks. Our qualified retirement planners are specialized in investment management, insurance advisory, 401k rollovers, and estate planning. Their work experience ranges from being part of small independent firms to Fortune 500 companies.

Finding the Best Retirement Planners in Salt Lake City, Utah

Last Updated - April 24, 2025

Salt Lake City has 2 Retirementplanning.net vetted Retirement Planners and Advisors on the online list below for you to choose from and 43 non-vetted advisors in your local area. These retirement advisors in Salt Lake City, Utah have an average of 14 years of experience.

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List of Qualified Retirement Planning Advisors in Salt Lake City, Utah

advisor
vector.svg VERIFIED

Mitch Simkins
Farther Finance, LLC

Qualifications
CRD# 5416538
Firm CRD# 302050
Series 7, 66

Minimum Assets Required
$500,000

Advisory Services:

Financial Planning, Retirement Planning, Wealth Management, Risk Management, Education Funding and Planning, Financial Planning for Businesses, Investment Advice & Management, Estate Planning & Trusts, Insurance Products & Annuities

Compensation/Fee

Fee-Based, Flat Fee, Based on Assets

Find An Advisor arrow-right
advisor
vector.svg VERIFIED

Riley Crosbie
CPA, CFP®, NSSA®
Adams Wealth Advisors

Qualifications
CRD# 6538869
Firm CRD# 286087
Series 65

Minimum Assets Required
$500,000

Advisory Services:

Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Money Management, Risk Management, Education Funding and Planning, Financial Advice & Consulting, Financial Planning for Individuals, Financial Planning for Businesses, Investment Advice & Management, Tax Advice and Services, Estate Planning & Trusts

Compensation/Fee

Fee-Based, Based on Assets

Find An Advisor arrow-right

Top 15 Retirement Planning firms in Salt Lake City, Utah (Ranked by AUM)

Rank Firm NameAssets Under ManagementTotal ClientsTotal AdvisorsFee Structure
1

505 Wakara Way, 3rd Floor
Salt Lake City, UT, 84108
$26,663,066,90723790
A percentage of AUM, Performance Based
2

2795 E Cottonwood Parkway, Suite 600
Salt Lake City, UT, 84121
$6,672,033,386196324
A percentage of AUM, Fixed fees, Performance Based, Other (SHARE IN ETF PROFITS AFTER EXPENSES)
3

136 S Main St, Ste 720
Salt Lake City, UT, 84101
$6,316,870,9741853
A percentage of AUM, Performance Based
4

111 South Main Street, Suite 2350
Salt Lake City, UT, 84111-1929
$4,862,981,88359049
A percentage of AUM, Fixed fees, Performance Based
5

60 E. South Temple, Suite 2100
Salt Lake City, UT, 84111
$2,130,000,2791535
A percentage of AUM, Performance Based
6

2755 E. Cottonwood Parkway, Suite 400
Salt Lake City, UT, 84121
$2,126,417,2393139
A percentage of AUM, Fixed fees, Performance Based
7

1240 East 2100 South, Suite 300,
Salt Lake City, UT, 84106-2817
$2,021,527,724672
A percentage of AUM, Performance Based
8

Zions Capital Advisors, One South Main St., 12th Floor
Salt Lake City, UT, 84133
$1,759,671,6218616
A percentage of AUM, Fixed fees
9

6440 South Wasatch Blvd, Suite 260
Salt Lake City, UT, 84121
$1,710,281,631139628
A percentage of AUM
10

650 S. Main Street, Suite 700
Salt Lake City, UT, 84101
$1,620,494,059109624
A percentage of AUM, Hourly charges, Fixed fees
11

812 East 2100 South,
Salt Lake City, UT, 84106
$1,597,683,119229230
A percentage of AUM, Hourly charges, Fixed fees, Performance Based
12

6820 South 900 East, Suite 200
Salt Lake City, UT, 84047
$1,532,368,890604815
A percentage of AUM
13

505 Wakara Way, Suite 215
Salt Lake City, UT, 84108
$1,336,044,9131719
A percentage of AUM, Performance Based
14

1935 Vine Street, Suite 120,
Salt Lake City, UT, 84121
$1,017,412,752253617
A percentage of AUM, Hourly charges, Other (INSTITUTIONAL CLIENTS PRICED ON CASE-BY-CASE BASIS)
15

404 North 300 West,
Salt Lake City, UT, 84103
$770,436,6901418
A percentage of AUM, Fixed fees, Performance Based

Information on Top Retirement Planning firms in Salt Lake City, Utah

QualificationsFirm CRD# 106081

Assets Under Management $26,663,066,907

No. Of Clients237

Clients Per Financial Advisor3

WASATCH ADVISORS LP is a financial advisory firm situated in Salt Lake City, Utah. With a nearly $27B assets under management, the firm specializes in crafting personalized retirement planning solutions for 237 clients. The team consists of 90 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.

Fee Structure

  • A percentage of AUM
  • Performance Based

Financial Planning Services

  • Portfolio management for individuals and/or small businesses
  • Portfolio management for investment companies
  • Portfolio management for pooled investment vehicles
  • Portfolio management for businesses or institutional clients
  • Other (PROVIDE MODEL PORTFOLIO DATA TO CLIENTS)
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QualificationsFirm CRD# 285645

Assets Under Management $6,672,033,386

No. Of Clients1963

Clients Per Financial Advisor82

SEPIO CAPITAL, LP is a financial advisory firm situated in Salt Lake City, Utah. With a nearly $7B assets under management, the firm specializes in crafting personalized retirement planning solutions for 1963 clients. The team consists of 24 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.

Fee Structure

  • A percentage of AUM
  • Fixed fees
  • Performance Based
  • Other (SHARE IN ETF PROFITS AFTER EXPENSES)

Financial Planning Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for investment companies
  • Portfolio management for pooled investment vehicles
  • Portfolio management for businesses or institutional clients
  • Pesnsion consulting services
  • Selection for other advisors
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QualificationsFirm CRD# 158270

Assets Under Management $6,316,870,974

No. Of Clients18

Clients Per Financial Advisor0

GRANDEUR PEAK GLOBAL ADVISORS is a financial advisory firm situated in Salt Lake City, Utah. With a nearly $6B assets under management, the firm specializes in crafting personalized retirement planning solutions for 18 clients. The team consists of 53 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.

Fee Structure

  • A percentage of AUM
  • Performance Based

Financial Planning Services

  • Portfolio management for investment companies
  • Portfolio management for pooled investment vehicles
  • Portfolio management for businesses or institutional clients
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QualificationsFirm CRD# 281399

Assets Under Management $4,862,981,883

No. Of Clients590

Clients Per Financial Advisor12

CYNOSURE GROUP, LLC is a financial advisory firm situated in Salt Lake City, Utah. With a nearly $5B assets under management, the firm specializes in crafting personalized retirement planning solutions for 590 clients. The team consists of 49 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.

Fee Structure

  • A percentage of AUM
  • Fixed fees
  • Performance Based

Financial Planning Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for pooled investment vehicles
  • Portfolio management for businesses or institutional clients
  • Selection for other advisors
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QualificationsFirm CRD# 142885

Assets Under Management $2,130,000,279

No. Of Clients15

Clients Per Financial Advisor0

KEYSTONE NATIONAL GROUP, LLC is a financial advisory firm situated in Salt Lake City, Utah. With a nearly $2B assets under management, the firm specializes in crafting personalized retirement planning solutions for 15 clients. The team consists of 35 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.

Fee Structure

  • A percentage of AUM
  • Performance Based

Financial Planning Services

  • Portfolio management for investment companies
  • Portfolio management for pooled investment vehicles
  • Portfolio management for businesses or institutional clients
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QualificationsFirm CRD# 159450

Assets Under Management $2,126,417,239

No. Of Clients31

Clients Per Financial Advisor1

PETERSON PARTNERS is a financial advisory firm situated in Salt Lake City, Utah. With a nearly $2B assets under management, the firm specializes in crafting personalized retirement planning solutions for 31 clients. The team consists of 39 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.

Fee Structure

  • A percentage of AUM
  • Fixed fees
  • Performance Based

Financial Planning Services

  • Portfolio management for pooled investment vehicles
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QualificationsFirm CRD# 301868

Assets Under Management $2,021,527,724

No. Of Clients6

Clients Per Financial Advisor0

SUNDANCE BAY is a financial advisory firm situated in Salt Lake City, Utah. With a nearly $2B assets under management, the firm specializes in crafting personalized retirement planning solutions for 6 clients. The team consists of 72 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.

Fee Structure

  • A percentage of AUM
  • Performance Based

Financial Planning Services

  • Portfolio management for pooled investment vehicles
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QualificationsFirm CRD# 131308

Assets Under Management $1,759,671,621

No. Of Clients86

Clients Per Financial Advisor5

ZIONS CAPITAL ADVISORS, INC. is a financial advisory firm situated in Salt Lake City, Utah. With a nearly $2B assets under management, the firm specializes in crafting personalized retirement planning solutions for 86 clients. The team consists of 16 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.

Fee Structure

  • A percentage of AUM
  • Fixed fees

Financial Planning Services

  • Portfolio management for businesses or institutional clients
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QualificationsFirm CRD# 106786

Assets Under Management $1,710,281,631

No. Of Clients1396

Clients Per Financial Advisor50

ALTA CAPITAL MANAGEMENT LLC is a financial advisory firm situated in Salt Lake City, Utah. With a nearly $2B assets under management, the firm specializes in crafting personalized retirement planning solutions for 1396 clients. The team consists of 28 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.

Fee Structure

  • A percentage of AUM

Financial Planning Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for investment companies
  • Portfolio management for pooled investment vehicles
  • Portfolio management for businesses or institutional clients
  • Selection for other advisors
View Full Profile

QualificationsFirm CRD# 173920

Assets Under Management $1,620,494,059

No. Of Clients1096

Clients Per Financial Advisor46

CREWE ADVISORS is a financial advisory firm situated in Salt Lake City, Utah. With a nearly $2B assets under management, the firm specializes in crafting personalized retirement planning solutions for 1096 clients. The team consists of 24 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.

Fee Structure

  • A percentage of AUM
  • Hourly charges
  • Fixed fees

Financial Planning Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Selection for other advisors
View Full Profile

QualificationsFirm CRD# 105957

Assets Under Management $1,597,683,119

No. Of Clients2292

Clients Per Financial Advisor76

ALBION FINANCIAL GROUP is a financial advisory firm situated in Salt Lake City, Utah. With a nearly $2B assets under management, the firm specializes in crafting personalized retirement planning solutions for 2292 clients. The team consists of 30 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.

Fee Structure

  • A percentage of AUM
  • Hourly charges
  • Fixed fees
  • Performance Based

Financial Planning Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for pooled investment vehicles
  • Portfolio management for businesses or institutional clients
View Full Profile

QualificationsFirm CRD# 106043

Assets Under Management $1,532,368,890

No. Of Clients6048

Clients Per Financial Advisor403

PHYSICIAN WEALTH ADVISORS, INC. is a financial advisory firm situated in Salt Lake City, Utah. With a nearly $2B assets under management, the firm specializes in crafting personalized retirement planning solutions for 6048 clients. The team consists of 15 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.

Fee Structure

  • A percentage of AUM

Financial Planning Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pesnsion consulting services
  • Education seminars/workshops
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QualificationsFirm CRD# 165803

Assets Under Management $1,336,044,913

No. Of Clients17

Clients Per Financial Advisor1

CROSS CREEK ADVISORS, LLC is a financial advisory firm situated in Salt Lake City, Utah. With a nearly $1B assets under management, the firm specializes in crafting personalized retirement planning solutions for 17 clients. The team consists of 19 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.

Fee Structure

  • A percentage of AUM
  • Performance Based

Financial Planning Services

  • Portfolio management for pooled investment vehicles
  • Selection for other advisors
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QualificationsFirm CRD# 142205

Assets Under Management $1,017,412,752

No. Of Clients2536

Clients Per Financial Advisor149

TRUENORTH WEALTH is a financial advisory firm situated in Salt Lake City, Utah. With a nearly $1B assets under management, the firm specializes in crafting personalized retirement planning solutions for 2536 clients. The team consists of 17 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.

Fee Structure

  • A percentage of AUM
  • Hourly charges
  • Other (INSTITUTIONAL CLIENTS PRICED ON CASE-BY-CASE BASIS)

Financial Planning Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Pesnsion consulting services
  • Publication of periodicals and newsletters
  • Education seminars/workshops
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QualificationsFirm CRD# 158016

Assets Under Management $770,436,690

No. Of Clients14

Clients Per Financial Advisor1

TAYLOR DERRICK CAPITAL, L.L.C. is a financial advisory firm situated in Salt Lake City, Utah. With a nearly $770M assets under management, the firm specializes in crafting personalized retirement planning solutions for 14 clients. The team consists of 18 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.

Fee Structure

  • A percentage of AUM
  • Fixed fees
  • Performance Based

Financial Planning Services

  • Portfolio management for pooled investment vehicles
View Full Profile

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