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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 - May 15, 2025Salt 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 12 years of experience.
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List of Qualified Retirement Planning Advisors in Salt Lake City, Utah
VERIFIEDMitch 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
VERIFIEDJaeden May, CFP®, CPA, CPWA®
CPA, CFP®, CPWA®
Adams Wealth Advisors
Qualifications
CRD# 7224395
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
Since 1998
Since 1998A BETTER WAY TO FIND THE RIGHT FINANCIAL ADVISOR
Top 15 Retirement Planning firms in Salt Lake City, Utah (Ranked by AUM)
| Rank | Firm Name | Assets Under Management | Total Clients | Total Advisors | Fee Structure |
|---|---|---|---|---|---|
| 1 | 505 Wakara Way, 3rd Floor Salt Lake City, UT, 84108 | $26,663,066,907 | 237 | 90 | A percentage of AUM, Performance Based |
| 2 | 2795 E Cottonwood Parkway, Suite 600 Salt Lake City, UT, 84121 | $6,672,033,386 | 1963 | 24 | 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 | $6,316,870,974 | 18 | 53 | A percentage of AUM, Performance Based |
| 4 | 111 South Main Street, Suite 2350 Salt Lake City, UT, 84111-1929 | $4,862,981,883 | 590 | 49 | A percentage of AUM, Fixed fees, Performance Based |
| 5 | 60 E. South Temple, Suite 2100 Salt Lake City, UT, 84111 | $2,130,000,279 | 15 | 35 | A percentage of AUM, Performance Based |
| 6 | 2755 E. Cottonwood Parkway, Suite 400 Salt Lake City, UT, 84121 | $2,126,417,239 | 31 | 39 | A percentage of AUM, Fixed fees, Performance Based |
| 7 | 1240 East 2100 South, Suite 300, Salt Lake City, UT, 84106-2817 | $2,021,527,724 | 6 | 72 | A percentage of AUM, Performance Based |
| 8 | Zions Capital Advisors, One South Main St., 12th Floor Salt Lake City, UT, 84133 | $1,759,671,621 | 86 | 16 | A percentage of AUM, Fixed fees |
| 9 | 6440 South Wasatch Blvd, Suite 260 Salt Lake City, UT, 84121 | $1,710,281,631 | 1396 | 28 | A percentage of AUM |
| 10 | 650 S. Main Street, Suite 700 Salt Lake City, UT, 84101 | $1,620,494,059 | 1096 | 24 | A percentage of AUM, Hourly charges, Fixed fees |
| 11 | 812 East 2100 South, Salt Lake City, UT, 84106 | $1,597,683,119 | 2292 | 30 | A percentage of AUM, Hourly charges, Fixed fees, Performance Based |
| 12 | 6820 South 900 East, Suite 200 Salt Lake City, UT, 84047 | $1,532,368,890 | 6048 | 15 | A percentage of AUM |
| 13 | 505 Wakara Way, Suite 215 Salt Lake City, UT, 84108 | $1,336,044,913 | 17 | 19 | A percentage of AUM, Performance Based |
| 14 | 1935 Vine Street, Suite 120, Salt Lake City, UT, 84121 | $1,017,412,752 | 2536 | 17 | 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 | $770,436,690 | 14 | 18 | 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)
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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