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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.
All our retirement planners go through rigorous industry experience, disclosures, and registrations check. 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 - December 1, 2024Salt Lake City has 2 Retirementplanning.net vetted Retirement Planners and Advisors on the online list below for you to choose from and 44 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
VERIFIEDMitch Simkins
Farther
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
VERIFIEDRiley 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
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 | WASATCH ADVISORS LP 505 Wakara Way, 3rd Floor Salt Lake City, UT, 84108 | $22,406,537,116 | 238 | 90 | A Percentage of AUM, Performance Based |
| 2 | GRANDEUR PEAK GLOBAL ADVISORS 136 S Main St, Ste 720 Salt Lake City, UT, 84101 | $6,193,243,609 | 18 | 53 | A Percentage of AUM, Performance Based |
| 3 | SEPIO CAPITAL, LP 2795 E Cottonwood Parkway, Suite 600 Salt Lake City, UT, 84121 | $5,059,745,774 | 2315 | 29 | 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 | $3,843,101,451 | 579 | 33 | A Percentage of AUM, Hourly charges, Fixed Fees, Performance Based |
| 5 | PETERSON PARTNERS 2755 E. Cottonwood Parkway, Suite 400 Salt Lake City, UT, 84121 | $2,057,792,608 | 27 | 38 | 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 | $1,959,976,339 | 93 | 17 | A Percentage of AUM, Fixed Fees |
| 7 | KEYSTONE NATIONAL GROUP, LLC 60 E. South Temple, Suite 2100 Salt Lake City, UT, 84111 | $1,810,015,814 | 15 | 26 | A Percentage of AUM, Performance Based |
| 8 | ALTA CAPITAL MANAGEMENT LLC 6440 South Wasatch Blvd, Suite 260 Salt Lake City, UT, 84121 | $1,473,348,203 | 1572 | 25 | A Percentage of AUM |
| 9 | CROSS CREEK ADVISORS, LLC 505 Wakara Way, Suite 215 Salt Lake City, UT, 84108 | $1,410,697,153 | 17 | 18 | A Percentage of AUM, Performance Based |
| 10 | ALBION FINANCIAL GROUP 812 East 2100 South, Salt Lake City, UT, 84106 | $1,409,105,915 | 2285 | 32 | 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 | $1,326,456,795 | 5064 | 14 | A Percentage of AUM |
| 12 | CREWE ADVISORS 650 S. Main Street, Suite 700 Salt Lake City, UT, 84101 | $1,288,269,950 | 1044 | 20 | A Percentage of AUM, Hourly charges, Fixed Fees |
| 13 | ENHANCED HEALTHCARE MANAGEMENT COMPANY 185 South State Street, Suite 1300 Salt Lake City, UT, 84111 | $1,082,516,273 | 13 | 15 | A Percentage of AUM, Performance Based |
| 14 | SUNDANCE BAY 1240 East 2100 South, Suite 300, Salt Lake City, UT, 84106-2817 | $987,801,452 | 6 | 78 | A Percentage of AUM, Performance Based |
| 15 | TRUENORTH WEALTH 1935 Vine Street, Suite 120, Salt Lake City, UT, 84121 | $879,942,760 | 2452 | 17 | 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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
Retirement Planners Near You
Seeking Retirement Planners in a nearby city? Here are some additional lists of top Retirement Planners in the area:
- Retirement Planners in Logan, Utah
- Retirement Planners in Saint George, Utah
- Retirement Planners in Sandy, Utah
Looking for more choices? Use our free match service to compare retirement planners serving your area.