Company lists · Data refreshed September 2026

Top 25 Investment firms based in Salt Lake City, United States

Name: Investment 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 4, 2026 49 companies tracked

RevenueBase identified 49 investment firms headquartered in Salt Lake City, United States as of September 2026 and tracks 392 professional contacts across them, including 237 with verified work emails. New York is the largest hub.

This list covers investment 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, how directly it supports the match, and when it was last checked. Data refreshed September 4, 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 HQ checked on every row Match evidence on every row Refreshed Sep 4, 2026 86% judged on-target in blind review

49Companies

392Contacts tracked

237Verified emails

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The 25 largest investment firms based in Salt Lake City, United States

Ranked by team size

Top 25 of 49 investment firms based in Salt Lake City, United States, ranked by team size, largest first. Data refreshed Sep 4, 2026. Evidence rates how directly each company's own description names investment firms: strong (names it), partial (names part of it), indirect (matched on its full profile rather than the summary shown). Click a count to unlock that company's people.
#	Company	Headquarters	Employees	Contacts
1	The Cynosure GroupStrong evidence	Salt Lake City, UT, United StatesHQ checked Sep 4, 2026	51-200	81
	“The Power of Collaborative Investments- The Cynosure Group - Collaboration across four distinct business lines: Cynosure Partners, Private Growth Equity and Private Credit…” Source: company website · checked Sep 4, 2026
2	Ironbridge Wealth Counsel, LLCIndirect evidence	Salt Lake City, UT, United StatesHQ checked Sep 4, 2026	11-50	40
	“IronBridge is a premier fee-based wealth management firm devoted to financially guiding those that serve others.” Source: company website · checked Sep 4, 2026
3	Albion Financial GroupStrong evidence	Salt Lake City, UT, United StatesHQ checked Sep 4, 2026	11-50	33
	“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: company website · checked Sep 4, 2026
4	North CapitalStrong evidence	Salt Lake City, UT, United StatesHQ checked Sep 4, 2026	11-50	27
	“North Capital group includes a financial technology company, registered broker-dealer, and registered investment advisor.” Source: company website · checked Sep 4, 2026
5	Black Cliffs PartnersIndirect evidence	Salt Lake City, UT, United StatesHQ checked Sep 4, 2026	1,001-5,000	16
	“Welcome to Black Cliffs Partners!” Source: company website · checked Sep 4, 2026
6	Moreton Capital Markets, LLCIndirect evidence	Salt Lake City, UT, United StatesHQ checked Sep 4, 2026	11-50	12
	“Moreton Capital Markets is a registered broker-dealer with significant experience in fixed income securities focused on serving institutional investors.” Source: company website · checked Sep 4, 2026
7	Three Seasons WealthStrong evidence	Salt Lake City, UT, United StatesHQ checked Sep 4, 2026	11-50	11
	“Three Seasons Wealth is a full-service investment firm that focuses on total wealth accumulation and protection.” Source: company website · checked Sep 4, 2026
8	Smedley Financial Services INCIndirect evidence	Salt Lake City, UT, United StatesHQ checked Sep 4, 2026	1-10	11
	“Roger Smedley founded Smedley Financial Services, Inc.® in 1982.” Source: company website · checked Sep 4, 2026
9	Voyager Wealth Advisors, INCIndirect evidence	Salt Lake City, UT, United StatesHQ checked Sep 4, 2026	1-10	10
	“Voyager Wealth Advisors, Inc, provides comprehensive financial planning and portfolio management services for a select clientele.” Source: company website · checked Sep 4, 2026
10	UWC Private Equity GroupStrong evidence	Salt Lake City, UT, United StatesHQ checked Sep 4, 2026	11-50	9
	“Unity Wealth Collective Private Equity Group (“UWC”) is a premier private equity firm specializing in transformative investments within the technology, financial services and real…” Source: company website · checked Sep 4, 2026
11	Scott Marsh FinancialStrong evidence	Salt Lake City, UT, United StatesHQ checked Sep 4, 2026	1-10	8
	“A registered investment advisory firm headquartered in Salt Lake City, UT.” Source: company website · checked Sep 4, 2026
12	Lefavi Wealth ManagementIndirect evidence	Salt Lake City, UT, United StatesHQ checked Sep 4, 2026	1-10	7
	“Lefavi Wealth Management provides comprehensive, holistic wealth management services to help individuals and more plan for and protect their futures.” Source: company website · checked Sep 4, 2026
13	Refined Wealth ManagementStrong evidence	Salt Lake City, UT, United StatesHQ checked Sep 4, 2026	1-10	5
	“Refined Wealth Management is a company in Salt Lake City, Utah that offers excellent financial and investment planning services to many clients.” Source: company website · checked Sep 4, 2026
14	Steward Financial Services, LLCIndirect evidence	Salt Lake City, UT, United StatesHQ checked Sep 4, 2026	1-10	5
	“Steward Financial offers all the strategic solutions and options you would expect from a financial services firm; yet, we conduct business differently.” Source: company website · checked Sep 4, 2026
15	K2 SecuritiesStrong evidence	Salt Lake City, UT, United StatesHQ checked Sep 4, 2026	1-10	5
	“K2 Securities ("K2") is a middle-market, FINRA licensed investment bank focusing on A&D, Software, Transportation, and other select sectors in the US and LatAm.” Source: company website · checked Sep 4, 2026
16	Axex FinancialIndirect evidence	Salt Lake City, UT, United StatesHQ checked Sep 4, 2026	1-10	5
	“Axex Financial was founded for the purpose of providing holistic financial services for its clients.” Source: company website · checked Sep 4, 2026
17	Alliance Benefit Group ConsultantsIndirect evidence	Salt Lake City, UT, United StatesHQ checked Sep 4, 2026	1-10	4
	“We believe that everyone deserves to feel that they are on the right path to financial freedom and achieving their life’s goals.” Source: company website · checked Sep 4, 2026
18	Narus Financial PartnersIndirect evidence	Salt Lake City, UT, United StatesHQ checked Sep 4, 2026	1-10	4
	“Our advisors have the right stuff to help manage and grow your money.” Source: company website · checked Sep 4, 2026
19	Tingey Advisors, INCIndirect evidence	Salt Lake City, UT, United StatesHQ checked Sep 4, 2026	1-10	4
	“Who Are We?” Source: company website · checked Sep 4, 2026
20	ARC Wealth ManagementIndirect evidence	Salt Lake City, UT, United StatesHQ checked Sep 4, 2026	1-10	3
	“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: company website · checked Sep 4, 2026
21	Reichert WealthIndirect evidence	Salt Lake City, UT, United StatesHQ checked Sep 4, 2026	1-10	3
	“Reichert Wealth is a full service financial services firm.” Source: company website · checked Sep 4, 2026
22	Guardian Wealth ManagementIndirect evidence	Salt Lake City, UT, United StatesHQ checked Sep 4, 2026	1-10	2
	“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: company website · checked Sep 4, 2026
23	White WinstonIndirect evidence	Salt Lake City, UT, United StatesHQ checked Sep 4, 2026	1-10	2
	“By employing innovative financial structures, we address the complex capitalization needs of small to medium size public and private firms, primarily those operating in the United…” Source: company website · checked Sep 4, 2026
24	Barber Investment PartnersStrong evidence	Salt Lake City, UT, United StatesHQ checked Sep 4, 2026	1-10	1
	“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: company website · checked Sep 4, 2026
25	JAX EquityIndirect evidence	Salt Lake City, UT, United StatesHQ checked Sep 4, 2026	1-10	1
	“Jax Equity is a private equity firm that holds equity in various established businesses and startups.” Source: company website · checked Sep 4, 2026

Showing 25 of 49 investment firms based in Salt Lake City, United States

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Investment firms based in Salt Lake City, United States at a glance

As of Sep 4, 2026

1-10Median size (employees)

New YorkLargest hub · 1002 HQs

Contacts with mobile numbers

Sep 4, 2026Data refreshed

Companies by employee count

1-10

11-50

51-200

1,001-5,000

Email recency for this list is measured across the whole United States list rather than this city, so it is reported there. Company counts and contact totals on this page are exact for Salt Lake City, over 49 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 investment firms, so some rows will be adjacent to the category rather than pure plays. The description and evidence 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 SmartSearch, 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 “investment firms”. Matching reads each company's description, not its industry code or its name.
What we exclude: Companies whose own description does not clearly place them among investment 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 an evidence 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, 237 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 4, 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.

Investment firms by metro in the United States

Frequently asked

How many investment firms are there based in Salt Lake City, United States?

RevenueBase identified 49 investment 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 investment firms?

New York leads with 1002 headquartered companies, followed by Chicago (301) and Dallas (277).

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 237 verified decision-maker contacts tracked across these 49 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 4, 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.