Company lists · Data refreshed October 2026

Top 12 Financial advisors for healthcare professionals based in Salt Lake City, United States

Name: Financial advisors for healthcare professionals 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 Oct 12, 2026 27 companies tracked

RevenueBase identified 27 company matches for financial advisors for healthcare professionals associated with Salt Lake City, United States as of October 2026 and tracks 173 professional contacts across them, including 86 with verified work emails. Across the United States, New York is the largest hub for this category (165 companies); Salt Lake City has 27.

This list covers company matches for financial advisors for healthcare professionals associated with Salt Lake City, United States, found by RevenueBase SmartSearch using the meaning of business descriptions in its company graph at Exact. Ranked by professionals tracked, largest first. Rows show recorded descriptions where available, Exact search membership and the snapshot date. Data refreshed October 12, 2026.

Published by RevenueBase, a B2B data infrastructure company. This list was built with RevenueBase SmartSearch, 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 RevenueBase SmartSearch · Exact Recorded Oct 12, 2026 How this list was built

27Companies

173Contacts tracked

86Verified emails

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The 12 largest financial advisors for healthcare professionals based in Salt Lake City, United States

Ranked by team size

Top 12 of 27 company matches for financial advisors for healthcare professionals based in Salt Lake City, United States, ordered by professional contacts tracked in RevenueBase, largest first. Recorded Oct 12, 2026. The RevenueBase SmartSearch column shows Exact match membership in this saved search. Click a contact count to view that company's people. Totals use company locations recorded by RevenueBase; the displayed preview is a smaller selection.
#	Company	RevenueBase SmartSearch	Headquarters	Employees	Contacts
1	Dentist Advisors	Exact match	Salt Lake City, UT, United StatesHQ recorded Oct 12, 2026	11-50	33 contacts →
	Exact match “Dentistry demands precision, patience, and relentless care.” Recorded in the RevenueBase company graph · Oct 12, 2026 · View company records in RevenueBase
2	Investment Management Consultants	Exact match	Salt Lake City, UT, United StatesHQ recorded Oct 12, 2026	11-50	18 contacts →
	Exact match “Investment Management Consultants (IMC) provides our clients with logical and unbiased financial planning solutions, independent financial planning, and investment advisory…” Recorded in the RevenueBase company graph · Oct 12, 2026 · View company records in RevenueBase
3	Physician Wealth Advisors	Exact match	Salt Lake City, UT, United StatesHQ recorded Oct 12, 2026	11-50	15 contacts →
	Exact match “Physician Wealth Advisors was created with the sole purpose of safely and effectively preserving and growing the wealth of physicians.” Recorded in the RevenueBase company graph · Oct 12, 2026 · View company records in RevenueBase
4	Refined Wealth Management	Exact match	Salt Lake City, UT, United StatesHQ recorded Oct 12, 2026	1-10	5 contacts →
	Exact match “Refined Wealth Management is a company in Salt Lake City, Utah that offers excellent financial and investment planning services to many clients.” Recorded in the RevenueBase company graph · Oct 12, 2026 · View company records in RevenueBase
5	Axex Financial	Exact match	Salt Lake City, UT, United StatesHQ recorded Oct 12, 2026	1-10	5 contacts →
	Exact match “Axex Financial was founded for the purpose of providing holistic financial services for its clients.” Recorded in the RevenueBase company graph · Oct 12, 2026 · View company records in RevenueBase
6	SDP Personalized Planning	Exact match	Salt Lake City, UT, United StatesHQ recorded Oct 12, 2026	1-10	4 contacts →
	Exact match “At SDP Personalized Planning, we believe that making smart choices about your money that align with your goals and values is a foundational step in leading a life that inspires…” Recorded in the RevenueBase company graph · Oct 12, 2026 · View company records in RevenueBase
7	Narus Financial Partners	Exact match	Salt Lake City, UT, United StatesHQ recorded Oct 12, 2026	1-10	4 contacts →
	Exact match “Our advisors have the right stuff to help manage and grow your money.” Recorded in the RevenueBase company graph · Oct 12, 2026 · View company records in RevenueBase
8	Steward Financial Services, LLC	Exact match	Salt Lake City, UT, United StatesHQ recorded Oct 12, 2026	1-10	4 contacts →
	Exact match “Steward Financial offers all the strategic solutions and options you would expect from a financial services firm; yet, we conduct business differently.” Recorded in the RevenueBase company graph · Oct 12, 2026 · View company records in RevenueBase
9	Reichert Wealth	Exact match	Salt Lake City, UT, United StatesHQ recorded Oct 12, 2026	1-10	3 contacts →
	Exact match “Reichert Wealth is a full service financial services firm.” Recorded in the RevenueBase company graph · Oct 12, 2026 · View company records in RevenueBase
10	YOU First Financial	Exact match	Salt Lake City, UT, United StatesHQ recorded Oct 12, 2026	51-200	2 contacts →
	Exact match “Retire with Confidence!” Recorded in the RevenueBase company graph · Oct 12, 2026 · View company records in RevenueBase
11	Whittenburg Wealth Partners	Exact match	Salt Lake City, UT, United StatesHQ recorded Oct 12, 2026	1-10	2 contacts →
	Exact match “Whittenburg Wealth Partners is a comprehensive financial planning firm.” Recorded in the RevenueBase company graph · Oct 12, 2026 · View company records in RevenueBase
12	Alliance Benefit Group Consultants	Exact match	Salt Lake City, UT, United StatesHQ recorded Oct 12, 2026	1-10	2 contacts →
	Exact match “We believe that everyone deserves to feel that they are on the right path to financial freedom and achieving their life’s goals.” Recorded in the RevenueBase company graph · Oct 12, 2026 · View company records in RevenueBase

RevenueBase SmartSearch

Describe a niche business in your own words. RevenueBase SmartSearch compares the meaning of your description with company business descriptions compiled in the RevenueBase company graph. Exact, Similar, Related and Broad control how closely companies must fit.

This list uses Exact for “financial advisors for healthcare professionals”. Each Exact match badge shows membership in that saved search; it is not an individual similarity score or a service-quality rating. Recorded descriptions are shown where available.

Showing 12 of 27 financial advisors for healthcare professionals based in Salt Lake City, United States

See the full list, filter by size, metro and specialty, and access 86 tracked professional contacts with verified work emails. Direct dials are available where recorded.

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Financial advisors for healthcare professionals based in Salt Lake City, United States at a glance

As of Oct 12, 2026

49.7%Verified-email coverage

6.4Average contacts per company

1-10Median size (employees)

Oct 12, 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 27 companies.

How this list was built

The recorded descriptions help you assess these company matches. Check a company’s website for its current services and locations.

Source: The RevenueBase company graph: 60 million companies and 398.9 million professional contacts resolved from primary sources, queried with RevenueBase SmartSearch, the natural-language company search available to every RevenueBase user.
What qualifies: Company records associated with Salt Lake City, United States whose business descriptions match “financial advisors for healthcare professionals” by meaning at the Exact setting. Descriptions are compiled in the RevenueBase company graph from public websites, profiles and company information where available; they are not guaranteed quotations from the company's website.
RevenueBase SmartSearch: Describe a niche company in your own words to find businesses by meaning. Exact, Similar, Related and Broad control the breadth of RevenueBase SmartSearch. This saved list uses Exact. Each row's Exact match badge shows inclusion in that search, not an individual score or a service-quality judgment.
Public preview: The public preview omits records without a verified work email. Where headquarters information is recorded, preview rows are also filtered to this page’s location. Dataset totals and geographic summaries describe the full matched records before these preview filters.
Match quality: RevenueBase's August 25, 2026 study assessed 4,198 description/company pairs across matching settings. The publisher reports 86% good or better at Exact. This evaluates the method across queries; it does not audit this individual list. Recorded company descriptions, where available, help you judge each match yourself. Read the full methodology: how the lists are built and what the study measures.
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 displayed company carries at least one verified work email. RevenueBase tracks 86 professional contacts with verified work emails across the full matched dataset. 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 October 12, 2026. Lists refresh periodically as the graph is re-checked.
Record context: Company records and descriptions can change. Check the company's website for its current services and locations.

Financial advisors for healthcare professionals by metro in the United States

Frequently asked

What is RevenueBase SmartSearch?

RevenueBase SmartSearch finds niche companies by the meaning of their business descriptions in the RevenueBase company graph. Exact, Similar, Related and Broad control how closely companies must fit your description. This list uses Exact for “financial advisors for healthcare professionals”; each Exact match badge shows search membership, not an individual similarity or quality score.

How many financial advisors for healthcare professionals are there based in Salt Lake City, United States?

RevenueBase identified 27 company matches for financial advisors for healthcare professionals associated with Salt Lake City, United States as of October 2026, using the meaning of business descriptions at Exact. This is the recorded matched set in the RevenueBase company graph.

What is the largest company on this list?

Dentist Advisors tops the displayed preview by professional contacts tracked in RevenueBase. Recorded headquarters appear in the company rows.

Which city in the United States has the most financial advisors for healthcare professionals?

New York leads the United States with 165 company records, followed by Houston (136) and Atlanta (128). Salt Lake City has 27.

How do I get contact information for these companies?

A free RevenueBase account lets you run this exact search and work limited free results with 500 credits to start. Upgrading provides access to the 86 professional contacts with verified work emails tracked across these 27 companies; direct dials are available where recorded.

How current is this list?

The list refreshes periodically as the company graph is re-checked. This page's figures were pulled on October 12, 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 SmartSearch, 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.