Company lists · Data refreshed September 2026

Top 25 Asset and wealth management consulting firms based in Salt Lake City, United States

Name: Asset and wealth management consulting firms based in Salt Lake City, United States
Creator: RevenueBase
License: https://creativecommons.org/licenses/by/4.0/

Compiled by the RevenueBase Data Team Data refreshed Sep 21, 2026 56 companies tracked

RevenueBase identified 56 asset and wealth management consulting firms headquartered in Salt Lake City, United States as of September 2026 and tracks 383 professional contacts across them, including 194 with verified work emails. New York is the largest hub.

This list covers asset and wealth management consulting firms headquartered in Salt Lake City, United States, matched on what each company actually does as described in its own words. Ranked by team size, largest first. Every row shows the company's own description, its RevenueBase Smart Search rating, and when it was last checked. Data refreshed September 21, 2026.

Published by RevenueBase, a B2B data infrastructure company. This list was built with RevenueBase Smart Search, the natural-language company search RevenueBase customers use to build their own targeted lists and unlock verified emails and direct dials at the companies on them. How these lists are built and judged.

How to read this list HQ checked on every row RevenueBase Smart Search rating on every row Refreshed Sep 21, 2026 86% judged on-target in blind review

56Companies

383Contacts tracked

194Verified emails

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The 25 largest asset and wealth management consulting firms based in Salt Lake City, United States

Ranked by team size

Top 25 of 56 asset and wealth management consulting firms based in Salt Lake City, United States, ranked by team size, largest first. Data refreshed Sep 21, 2026. RevenueBase Smart Search rates how each company's information relates to asset and wealth management consulting firms: strong evidence (its own description names it), partial (names part of it), indirect (matched on the rest of its profile rather than the description shown). Click a contact count to view that company's people.
#	Company	RevenueBase Smart Search	Headquarters	Employees	Contacts
1	The Cynosure Group	Indirect evidence	Salt Lake City, UT, United StatesHQ checked Sep 21, 2026	51-200	85 contacts →
	Indirect evidence “The Power of Collaborative Investments- The Cynosure Group - Collaboration across four distinct business lines: Cynosure Partners, Private Growth Equity and Private Credit…” Source: RevenueBase Database · checked Sep 21, 2026
2	Albion Financial Group	Partial evidence	Salt Lake City, UT, United StatesHQ checked Sep 21, 2026	11-50	34 contacts →
	Partial evidence “Established in 1982 in Alta, Utah and currently located in Salt Lake City, Albion Financial Group is an independent wealth advisor and investment manager.” Source: RevenueBase Database · checked Sep 21, 2026
3	Iron Gate Global Advisors	Indirect evidence	Salt Lake City, UT, United StatesHQ checked Sep 21, 2026	1-10	18 contacts →
	Indirect evidence “If you fail to plan, you are planning to fail!"- Benjamin Franklin Iron Gate Global Advisors is a fee-only advisory firm based in Salt Lake City, Utah.” Source: RevenueBase Database · checked Sep 21, 2026
4	Investment Management Consultants	Partial evidence	Salt Lake City, UT, United StatesHQ checked Sep 21, 2026	11-50	18 contacts →
	Partial evidence “Investment Management Consultants (IMC) provides our clients with logical and unbiased financial planning solutions, independent financial planning, and investment advisory…” Source: RevenueBase Database · checked Sep 21, 2026
5	Three Seasons Wealth	Partial evidence	Salt Lake City, UT, United StatesHQ checked Sep 21, 2026	11-50	12 contacts →
	Partial evidence “Three Seasons Wealth is a full-service investment firm that focuses on total wealth accumulation and protection.” Source: RevenueBase Database · checked Sep 21, 2026
6	Smedley Financial Services INC	Indirect evidence	Salt Lake City, UT, United StatesHQ checked Sep 21, 2026	1-10	11 contacts →
	Indirect evidence “Roger Smedley founded Smedley Financial Services, Inc.® in 1982.” Source: RevenueBase Database · checked Sep 21, 2026
7	Voyager Wealth Advisors, INC	Strong evidence	Salt Lake City, UT, United StatesHQ checked Sep 21, 2026	1-10	10 contacts →
	Strong evidence “Voyager Wealth Advisors, Inc, provides comprehensive financial planning and portfolio management services for a select clientele.” Source: RevenueBase Database · checked Sep 21, 2026
8	Scott Marsh Financial	Indirect evidence	Salt Lake City, UT, United StatesHQ checked Sep 21, 2026	1-10	8 contacts →
	Indirect evidence “A registered investment advisory firm headquartered in Salt Lake City, UT.” Source: RevenueBase Database · checked Sep 21, 2026
9	Private Wealth LAW Group, P.C	Partial evidence	Salt Lake City, UT, United StatesHQ checked Sep 21, 2026	1-10	8 contacts →
	Partial evidence “Our mission is to provide high-touch, white-glove, and integrated risk management services that protect and prosper America’s business owners, job creators, and other…” Source: RevenueBase Database · checked Sep 21, 2026
10	Lefavi Wealth Management	Strong evidence	Salt Lake City, UT, United StatesHQ checked Sep 21, 2026	1-10	7 contacts →
	Strong evidence “Lefavi Wealth Management provides comprehensive, holistic wealth management services to help individuals and more plan for and protect their futures.” Source: RevenueBase Database · checked Sep 21, 2026
11	Refined Wealth Management	Strong evidence	Salt Lake City, UT, United StatesHQ checked Sep 21, 2026	1-10	5 contacts →
	Strong evidence “Refined Wealth Management is a company in Salt Lake City, Utah that offers excellent financial and investment planning services to many clients.” Source: RevenueBase Database · checked Sep 21, 2026
12	Steward Financial Services, LLC	Indirect evidence	Salt Lake City, UT, United StatesHQ checked Sep 21, 2026	1-10	5 contacts →
	Indirect evidence “Steward Financial offers all the strategic solutions and options you would expect from a financial services firm; yet, we conduct business differently.” Source: RevenueBase Database · checked Sep 21, 2026
13	Axex Financial	Indirect evidence	Salt Lake City, UT, United StatesHQ checked Sep 21, 2026	1-10	5 contacts →
	Indirect evidence “Axex Financial was founded for the purpose of providing holistic financial services for its clients.” Source: RevenueBase Database · checked Sep 21, 2026
14	Knighton, ERB & Company, LLC	Indirect evidence	Salt Lake City, UT, United StatesHQ checked Sep 21, 2026	1-10	4 contacts →
	Indirect evidence “Knighton, Erb & Company, LLC provides quality, personalized financial guidance to individuals and businesses.” Source: RevenueBase Database · checked Sep 21, 2026
15	Alliance Benefit Group Consultants	Indirect evidence	Salt Lake City, UT, United StatesHQ checked Sep 21, 2026	1-10	4 contacts →
	Indirect evidence “We believe that everyone deserves to feel that they are on the right path to financial freedom and achieving their life’s goals.” Source: RevenueBase Database · checked Sep 21, 2026
16	Narus Financial Partners	Indirect evidence	Salt Lake City, UT, United StatesHQ checked Sep 21, 2026	1-10	4 contacts →
	Indirect evidence “Our advisors have the right stuff to help manage and grow your money.” Source: RevenueBase Database · checked Sep 21, 2026
17	Presidio Wealth Management	Strong evidence	Salt Lake City, UT, United StatesHQ checked Sep 21, 2026	1-10	3 contacts →
	Strong evidence “Presidio Wealth Management believes in being different.” Source: RevenueBase Database · checked Sep 21, 2026
18	ARC Wealth Management	Strong evidence	Salt Lake City, UT, United StatesHQ checked Sep 21, 2026	1-10	3 contacts →
	Strong evidence “Our name, ARC Wealth Management, was borne out of our mission to simplify and enhance your wealth management needs through the arc of your lives – and in many cases, beyond.” Source: RevenueBase Database · checked Sep 21, 2026
19	Reichert Wealth	Partial evidence	Salt Lake City, UT, United StatesHQ checked Sep 21, 2026	1-10	3 contacts →
	Partial evidence “Reichert Wealth is a full service financial services firm.” Source: RevenueBase Database · checked Sep 21, 2026
20	Brighton Wealth Management, INC	Partial evidence	Salt Lake City, UT, United StatesHQ checked Sep 21, 2026	1-10	2 contacts →
	Partial evidence “We help our clients discover True Wealth and how to create it, grow it, manage it, optimize it, preserve it, and pass it along intact to future generations.” Source: RevenueBase Database · checked Sep 21, 2026
21	Guardian Wealth Management	Strong evidence	Salt Lake City, UT, United StatesHQ checked Sep 21, 2026	1-10	2 contacts →
	Strong evidence “At Guardian Wealth Management, we understand that your financial aspirations are not just about numbers; they're about how you feel about legacy you wish to leave behind.” Source: RevenueBase Database · checked Sep 21, 2026
22	Freckleton Financial Group	Indirect evidence	Salt Lake City, UT, United StatesHQ checked Sep 21, 2026	1-10	2 contacts →
	Indirect evidence “Since starting Freckleton Financial Group over three and a half decades ago, our goal has always been to develop long term relationships with our clients, and it continues to be…” Source: RevenueBase Database · checked Sep 21, 2026
23	Wilson Wealth Management, INC	Indirect evidence	Salt Lake City, UT, United StatesHQ checked Sep 21, 2026	1-10	2 contacts →
	Indirect evidence “Helping business owners and families take control of their personal finances.” Source: RevenueBase Database · checked Sep 21, 2026
24	Barber Investment Partners	Indirect evidence	Salt Lake City, UT, United StatesHQ checked Sep 21, 2026	1-10	1 contacts →
	Indirect evidence “Barber Investment Partners has grown and is now SUMMIT OAK ADVISORS OUR PROCESS OF CREATING VALUE: Our consultative process is focused on the creation of value.” Source: RevenueBase Database · checked Sep 21, 2026
25	Whittenburg Wealth Partners	Partial evidence	Salt Lake City, UT, United StatesHQ checked Sep 21, 2026	1-10	1 contacts →
	Partial evidence “Whittenburg Wealth Partners is a comprehensive financial planning firm.” Source: RevenueBase Database · checked Sep 21, 2026

RevenueBase Smart Search

RevenueBase Smart Search assesses information from a company’s LinkedIn profile, information supplied directly by the company, its website, and other publicly available sources. It uses that information to rate how closely the company relates to this list’s category: asset and wealth management consulting firms. Every row carries its rating and the description the rating was read from, so each one can be checked rather than taken on trust.

Strong evidence: The company's own public description of its business names asset and wealth management consulting firms.
Partial evidence: Its own public description names part of asset and wealth management consulting firms, so it works in or next to the category without describing itself that way.
Indirect evidence: The description shown does not name asset and wealth management consulting firms. The match rests on the rest of the company's public profile rather than the one sentence quoted here, so this is the rating to check first.

RevenueBase Smart Search is how these lists are built: RevenueBase's data engine and AI assemble the companies that match a category defined in a user's own words, so a list can be about what companies actually do rather than about whichever industry code they were filed under.

Showing 25 of 56 asset and wealth management consulting firms based in Salt Lake City, United States

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Asset and wealth management consulting firms based in Salt Lake City, United States at a glance

As of Sep 21, 2026

50.7%Verified-email coverage

6.8Average contacts per company

1-10Median size (employees)

1278.6%Largest-city concentration · New York

Sep 21, 2026Page data refreshed

Companies by employee count

1-10

11-50

51-200

Email recency for this list is measured across the whole United States list rather than for Salt Lake City, so it is reported there. Company counts and contact totals on this page are exact for Salt Lake City, over 56 companies.

How this list was built

Company categories are rarely black and white. RevenueBase reads each company's own description of its business to decide whether it belongs among asset and wealth management consulting firms, so some rows will be adjacent to the category rather than pure plays. The description and RevenueBase Smart Search rating on every row are there so you can check each match yourself.

Source: The RevenueBase company graph: 60 million companies and 398.9 million professional contacts resolved from primary sources, queried with RevenueBase Smart Search, the natural-language company search available to every RevenueBase user.
What qualifies: Companies headquartered in Salt Lake City, United States whose own description of what they do matches “asset and wealth management consulting firms”. Matching reads each company's description, not its industry code or its name.
RevenueBase Smart Search: RevenueBase Smart Search is how this list is assembled and how each row is rated. RevenueBase's data engine and AI assess a company's LinkedIn profile, information supplied directly by the company, its website and other publicly available information, then relate it to a category defined in a user's own words. Each row is rated strong evidence (its own description names asset and wealth management consulting firms), partial evidence (it names part of the category) or indirect evidence (the description shown names none of it and the match rests on the rest of the company's profile). The description supporting each rating is quoted on the row.
What we exclude: Companies whose own description does not clearly place them among asset and wealth management consulting firms, and records with no verified work email. Companies headquartered outside Salt Lake City are excluded even when they keep an office there.
Match quality: In blind human judging of this matching method, 86% of matched companies were on target. Expect roughly 1 in 7 rows to be adjacent to the category rather than a pure play. Every row shows the company's own description and its RevenueBase Smart Search rating so you can judge each match yourself. Read the full methodology: how the lists are built, how the judging worked, and what the figure means.
Ranking: Team size, largest first: companies are ordered by the number of professionals RevenueBase tracks at each one. Employee ranges shown are reported bands, for context.
Verification: Every listed company carries at least one verified work email, 194 across the full list. Contacts re-verify on a rolling cadence, and each contact's own verification date is shown inside RevenueBase.
Refresh: This page's figures were pulled from the company graph on September 21, 2026. Lists refresh periodically as the graph is re-checked.
Corrections: Wrong category, wrong headquarters, or a company that has closed? Use “Report an issue” on any row. Reports go to the RevenueBase Data Team and feed back into the company graph.

Asset and wealth management consulting firms by metro in the United States

Frequently asked

What is RevenueBase Smart Search?

RevenueBase Smart Search is how RevenueBase decides which companies belong on this list and how strongly each one fits. Its data engine and AI assess a company's LinkedIn profile, information supplied directly by the company, its website and other publicly available information, then relate it to the category the list is about. Each row is rated strong evidence when the company's own description names asset and wealth management consulting firms, partial evidence when it names part of the category, and indirect evidence when the description shown names none of it and the match rests on the rest of the company's profile.

How many asset and wealth management consulting firms are there based in Salt Lake City, United States?

RevenueBase identified 56 asset and wealth management consulting firms headquartered in Salt Lake City, United States as of September 2026, matched on each company's own description of what it does rather than its industry code.

What is the largest company on this list?

The Cynosure Group, headquartered in Salt Lake City, tops this list with the largest team on record.

Which city has the most asset and wealth management consulting firms?

New York leads with 716 headquartered companies, followed by Atlanta (249) and Chicago (243).

How do I get contact information for these companies?

A free RevenueBase account lets you run this exact search and work the top results, verified emails and direct dials included. Upgrading unlocks all 194 verified decision-maker contacts tracked across these 56 companies.

How current is this list?

The list refreshes periodically as the company graph is re-checked. This page's figures were pulled on September 21, 2026.

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About this data

RevenueBase is a B2B data infrastructure company. Its company graph covers 60 million companies and 398.9 million professional contacts, with emails verified on a rolling cadence rather than scraped once and left to decay. These company lists are generated directly from that graph with RevenueBase Smart Search, the same natural-language company search every RevenueBase user has: describe a market in plain words, get the companies that match, and add verified emails and direct dials for the people at them. It is the same data that powers RevenueBase's B2B data products, and a free account includes 500 credits to start. How these lists are built and judged.