Company lists · Data refreshed September 2026
Top 13 Portfolio management companies based in Salt Lake City, United States
RevenueBase identified 28 portfolio management companies headquartered in Salt Lake City, United States as of September 2026 and tracks 218 professional contacts across them, including 130 with verified work emails. New York is the largest hub.
This list covers portfolio management companies 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 20, 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.
The 13 largest portfolio management companies based in Salt Lake City, United States
Ranked by team size| # | Company | Contacts | |||
|---|---|---|---|---|---|
| 1 | 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 20, 2026Thanks. The Data Team will review it. | |||||
| 2 | 12 contacts → | ||||
Indirect evidence “Three Seasons Wealth is a full-service investment firm that focuses on total wealth accumulation and protection.” Source: RevenueBase Database · checked Sep 20, 2026Thanks. The Data Team will review it. | |||||
| 3 | 11 contacts → | ||||
Indirect evidence “Roger Smedley founded Smedley Financial Services, Inc.® in 1982.” Source: RevenueBase Database · checked Sep 20, 2026Thanks. The Data Team will review it. | |||||
| 4 | 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 20, 2026Thanks. The Data Team will review it. | |||||
| 5 | 5 contacts → | ||||
Partial 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 20, 2026Thanks. The Data Team will review it. | |||||
| 6 | 5 contacts → | ||||
Indirect evidence “Axex Financial was founded for the purpose of providing holistic financial services for its clients.” Source: RevenueBase Database · checked Sep 20, 2026Thanks. The Data Team will review it. | |||||
| 7 | 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 20, 2026Thanks. The Data Team will review it. | |||||
| 8 | 4 contacts → | ||||
Indirect evidence “Who Are We?” Source: RevenueBase Database · checked Sep 20, 2026Thanks. The Data Team will review it. | |||||
| 9 | 4 contacts → | ||||
Indirect evidence “Our advisors have the right stuff to help manage and grow your money.” Source: RevenueBase Database · checked Sep 20, 2026Thanks. The Data Team will review it. | |||||
| 10 | 2 contacts → | ||||
Indirect evidence “Retire with Confidence!” Source: RevenueBase Database · checked Sep 20, 2026Thanks. The Data Team will review it. | |||||
| 11 | 2 contacts → | ||||
Indirect evidence “Helping business owners and families take control of their personal finances.” Source: RevenueBase Database · checked Sep 20, 2026Thanks. The Data Team will review it. | |||||
| 12 | 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 20, 2026Thanks. The Data Team will review it. | |||||
| 13 | 1 contacts → | ||||
Indirect evidence “Whittenburg Wealth Partners is a comprehensive financial planning firm.” Source: RevenueBase Database · checked Sep 20, 2026Thanks. The Data Team will review it. | |||||
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: portfolio management companies. 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 portfolio management companies.
- Partial evidence
- Its own public description names part of portfolio management companies, so it works in or next to the category without describing itself that way.
- Indirect evidence
- The description shown does not name portfolio management companies. 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 13 of 28 portfolio management companies based in Salt Lake City, United States
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Portfolio management companies based in Salt Lake City, United States at a glance
As of Sep 20, 2026Companies by employee count
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 28 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 portfolio management companies, 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 “portfolio management companies”. 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 portfolio management companies), 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 portfolio management companies, 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, 130 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 20, 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.
Portfolio management companies by metro in the United States
- Portfolio management companies in New York289
- Portfolio management companies in Chicago137
- Portfolio management companies in Atlanta116
- Portfolio management companies in Houston115
- Portfolio management companies in Dallas113
- Portfolio management companies in San Diego97
- Portfolio management companies in Boston88
- Portfolio management companies in San Francisco84
- Portfolio management companies in Austin81
- Portfolio management companies in Scottsdale75
- Portfolio management companies in Miami72
- Portfolio management companies in Charlotte68
- Portfolio management companies in Los Angeles68
- Portfolio management companies in Denver66
- Portfolio management companies in Portland60
- Portfolio management companies in Tampa58
- Portfolio management companies in Newport Beach57
- Portfolio management companies in Cincinnati53
- Portfolio management companies in Overland Park51
- Portfolio management companies in Minneapolis50
- Portfolio management companies in Seattle47
- Portfolio management companies in Columbus46
- Portfolio management companies in Omaha44
- Portfolio management companies in Pittsburgh44
- Portfolio management companies in Raleigh43
- Portfolio management companies in San Antonio43
- Portfolio management companies in Irvine41
- Portfolio management companies in Phoenix40
- Portfolio management companies in Boca Raton39
- Portfolio management companies in Greenwood Village38
- Portfolio management companies in Columbia37
- Portfolio management companies in Indianapolis37
- Portfolio management companies in Rochester37
- Portfolio management companies in Madison36
- Portfolio management companies in Springfield36
- Portfolio management companies in Richmond35
- Portfolio management companies in Birmingham34
- Portfolio management companies in Las Vegas34
- Portfolio management companies in Naples34
- Portfolio management companies in Fort Worth33
- Portfolio management companies in Sarasota33
- Portfolio management companies in Louisville32
- Portfolio management companies in Nashville32
- Portfolio management companies in Grand Rapids31
- Portfolio management companies in Tucson31
- Portfolio management companies in Bellevue30
- Portfolio management companies in Greenville30
- Portfolio management companies in Washington30
- Portfolio management companies in Lexington29
- Portfolio management companies in Plano29
- Portfolio management companies in Jacksonville28
- Portfolio management companies in Salt Lake City28
- Portfolio management companies in Troy28
- Portfolio management companies in Memphis26
- Portfolio management companies in Virginia Beach26
- Portfolio management companies in Colorado Springs25
- Portfolio management companies in Fort Lauderdale25
- Portfolio management companies in Philadelphia25
- Portfolio management companies in Pittsford25
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 portfolio management companies, 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 portfolio management companies are there based in Salt Lake City, United States?
RevenueBase identified 28 portfolio management companies 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 portfolio management companies?
New York leads with 289 headquartered companies, followed by Chicago (137) and Atlanta (116).
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 130 verified decision-maker contacts tracked across these 28 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 20, 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.
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