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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 you 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.

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

Rank Firm NameAssets Under ManagementTotal ClientsTotal AdvisorsFee Structure
1
WASATCH ADVISORS LP
505 Wakara Way, 3rd Floor
Salt Lake City, UT, 84108
$22,406,537,11623890
A Percentage of AUM, Performance Based
2
GRANDEUR PEAK GLOBAL ADVISORS
136 S Main St, Ste 720
Salt Lake City, UT, 84101
$6,193,243,6091853
A Percentage of AUM, Performance Based
3
SEPIO CAPITAL, LP
2795 E Cottonwood Parkway, Suite 600
Salt Lake City, UT, 84121
$5,059,745,774231529
A Percentage of AUM, Fixed Fees, Performance Based, Other (SHARE IN ETF PROFITS AFTER EXPENSES)
4
CYNOSURE GROUP, LLC
111 South Main Street, Suite 2350
Salt Lake City, UT, 84111-1929
$3,843,101,45157933
A Percentage of AUM, Hourly charges, Fixed Fees, Performance Based
5
PETERSON PARTNERS
2755 E. Cottonwood Parkway, Suite 400
Salt Lake City, UT, 84121
$2,057,792,6082738
A Percentage of AUM, Fixed Fees, Performance Based
6
ZIONS CAPITAL ADVISORS, INC.
Zions Capital Advisors, One South Main St., 12th Floor
Salt Lake City, UT, 84133
$1,959,976,3399317
A Percentage of AUM, Fixed Fees
7
KEYSTONE NATIONAL GROUP, LLC
60 E. South Temple, Suite 2100
Salt Lake City, UT, 84111
$1,810,015,8141526
A Percentage of AUM, Performance Based
8
ALTA CAPITAL MANAGEMENT LLC
6440 South Wasatch Blvd, Suite 260
Salt Lake City, UT, 84121
$1,473,348,203157225
A Percentage of AUM
9
CROSS CREEK ADVISORS, LLC
505 Wakara Way, Suite 215
Salt Lake City, UT, 84108
$1,410,697,1531718
A Percentage of AUM, Performance Based
10
ALBION FINANCIAL GROUP
812 East 2100 South,
Salt Lake City, UT, 84106
$1,409,105,915228532
A Percentage of AUM, Hourly charges, Fixed Fees, Performance Based
11
PHYSICIAN WEALTH ADVISORS, INC.
310 East 4500 South, Suite 550
Salt Lake City, UT, 84107
$1,326,456,795506414
A Percentage of AUM
12
CREWE ADVISORS
650 S. Main Street, Suite 700
Salt Lake City, UT, 84101
$1,288,269,950104420
A Percentage of AUM, Hourly charges, Fixed Fees
13
ENHANCED HEALTHCARE MANAGEMENT COMPANY
185 South State Street, Suite 1300
Salt Lake City, UT, 84111
$1,082,516,2731315
A Percentage of AUM, Performance Based
14
SUNDANCE BAY
1240 East 2100 South, Suite 300,
Salt Lake City, UT, 84106-2817
$987,801,452678
A Percentage of AUM, Performance Based
15
TRUENORTH WEALTH
1935 Vine Street, Suite 120,
Salt Lake City, UT, 84121
$879,942,760245217
A Percentage of AUM, Hourly charges, Other (INSTITUTIONAL CLIENTS PRICED ON CASE-BY-CASE BASIS)

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

QualificationsFirm CRD# 106081

Assets Under Management $22,406,537,116

No. Of Clients238

Clients Per Financial Advisor3

WASATCH ADVISORS LP is a financial advisory firm situated in Salt Lake City, Utah. With a nearly $22B assets under management, the firm specializes in crafting personalized retirement planning solutions for 238 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
  • Portfolio Management for Investment
  • Portfolio Management for pooled Investment
  • Portfolio Management for Business
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QualificationsFirm CRD# 158270

Assets Under Management $6,193,243,609

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
  • Portfolio Management for pooled Investment
  • Portfolio Management for Business
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QualificationsFirm CRD# 285645

Assets Under Management $5,059,745,774

No. Of Clients2315

Clients Per Financial Advisor80

SEPIO CAPITAL, LP 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 2315 clients. The team consists of 29 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
  • Portfolio Management for Individuals
  • Portfolio Management for Investment
  • Portfolio Management for pooled Investment
  • Portfolio Management for Business
  • Pension Consulting Services
  • Selection of Other Advisors
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QualificationsFirm CRD# 281399

Assets Under Management $3,843,101,451

No. Of Clients579

Clients Per Financial Advisor18

CYNOSURE GROUP, LLC is a financial advisory firm situated in Salt Lake City, Utah. With a nearly $4B assets under management, the firm specializes in crafting personalized retirement planning solutions for 579 clients. The team consists of 33 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
  • Portfolio Management for Individuals
  • Portfolio Management for pooled Investment
  • Selection of Other Advisors
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QualificationsFirm CRD# 159450

Assets Under Management $2,057,792,608

No. Of Clients27

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 27 clients. The team consists of 38 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
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QualificationsFirm CRD# 131308

Assets Under Management $1,959,976,339

No. Of Clients93

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 93 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
  • Fixed Fees

Financial Planning Services

  • Portfolio Management for Business
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QualificationsFirm CRD# 142885

Assets Under Management $1,810,015,814

No. Of Clients15

Clients Per Financial Advisor1

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 26 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
  • Portfolio Management for pooled Investment
  • Portfolio Management for Business
View Full Profile

QualificationsFirm CRD# 106786

Assets Under Management $1,473,348,203

No. Of Clients1572

Clients Per Financial Advisor63

ALTA CAPITAL MANAGEMENT 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 1572 clients. The team consists of 25 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
  • Portfolio Management for Individuals
  • Portfolio Management for Investment
  • Portfolio Management for pooled Investment
  • Portfolio Management for Business
  • Selection of Other Advisors
View Full Profile

QualificationsFirm CRD# 165803

Assets Under Management $1,410,697,153

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 18 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
  • Selection of Other Advisors
View Full Profile

QualificationsFirm CRD# 105957

Assets Under Management $1,409,105,915

No. Of Clients2285

Clients Per Financial Advisor71

ALBION FINANCIAL GROUP 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 2285 clients. The team consists of 32 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
  • Portfolio Management for Individuals
  • Portfolio Management for pooled Investment
  • Portfolio Management for Business
View Full Profile

QualificationsFirm CRD# 106043

Assets Under Management $1,326,456,795

No. Of Clients5064

Clients Per Financial Advisor362

PHYSICIAN WEALTH ADVISORS, INC. 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 5064 clients. The team consists of 14 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
  • Portfolio Management for Individuals
  • Pension Consulting Services
  • Educational Seminars/ Workshops
View Full Profile

QualificationsFirm CRD# 173920

Assets Under Management $1,288,269,950

No. Of Clients1044

Clients Per Financial Advisor52

CREWE ADVISORS 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 1044 clients. The team consists of 20 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
  • Portfolio Management for Individuals
  • Portfolio Management for Business
  • Selection of Other Advisors
View Full Profile

QualificationsFirm CRD# 157622

Assets Under Management $1,082,516,273

No. Of Clients13

Clients Per Financial Advisor1

ENHANCED HEALTHCARE MANAGEMENT COMPANY 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 13 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
  • Performance Based

Financial Planning Services

  • Portfolio Management for pooled Investment
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QualificationsFirm CRD# 301868

Assets Under Management $987,801,452

No. Of Clients6

Clients Per Financial Advisor0

SUNDANCE BAY 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 6 clients. The team consists of 78 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
View Full Profile

QualificationsFirm CRD# 142205

Assets Under Management $879,942,760

No. Of Clients2452

Clients Per Financial Advisor144

TRUENORTH WEALTH is a financial advisory firm situated in Salt Lake City, Utah. With a nearly $880M assets under management, the firm specializes in crafting personalized retirement planning solutions for 2452 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
  • Portfolio Management for Individuals
  • Portfolio Management for Business
  • Pension Consulting Services
  • Publication of periodicals or Newsleters
  • Educational Seminars/ Workshops
View Full Profile

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