Company lists · Data refreshed September 2026

Top 13 Portfolio management firms based in Salt Lake City, United States

Name: Portfolio management 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 20, 2026 29 companies tracked

RevenueBase identified 29 company matches for portfolio management firms associated with Salt Lake City, United States as of September 2026 and tracks 225 professional contacts across them, including 130 with verified work emails. Across the United States, New York is the largest hub for this category (328 companies); Salt Lake City has 29.

This list covers company matches for portfolio management firms 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 September 20, 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 Sep 20, 2026 How this list was built

29Companies

225Contacts tracked

130Verified emails

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The 13 largest portfolio management firms based in Salt Lake City, United States

Ranked by team size

Top 13 of 29 company matches for portfolio management firms based in Salt Lake City, United States, ordered by professional contacts tracked in RevenueBase, largest first. Recorded Sep 20, 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	The Cynosure Group	Exact match	Salt Lake City, UT, United StatesHQ recorded Sep 20, 2026	51-200	85 contacts →
	Exact match “The Power of Collaborative Investments- The Cynosure Group - Collaboration across four distinct business lines: Cynosure Partners, Private Growth Equity and Private Credit…” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
2	Three Seasons Wealth	Exact match	Salt Lake City, UT, United StatesHQ recorded Sep 20, 2026	11-50	12 contacts →
	Exact match “Three Seasons Wealth is a full-service investment firm that focuses on total wealth accumulation and protection.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
3	Smedley Financial Services INC	Exact match	Salt Lake City, UT, United StatesHQ recorded Sep 20, 2026	1-10	11 contacts →
	Exact match “Roger Smedley founded Smedley Financial Services, Inc.® in 1982.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
4	Voyager Wealth Advisors, INC	Exact match	Salt Lake City, UT, United StatesHQ recorded Sep 20, 2026	1-10	10 contacts →
	Exact match “Voyager Wealth Advisors, Inc, provides comprehensive financial planning and portfolio management services for a select clientele.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
5	Refined Wealth Management	Exact match	Salt Lake City, UT, United StatesHQ recorded Sep 20, 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 · Sep 20, 2026 · View company records in RevenueBase
6	Axex Financial	Exact match	Salt Lake City, UT, United StatesHQ recorded Sep 20, 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 · Sep 20, 2026 · View company records in RevenueBase
7	Alliance Benefit Group Consultants	Exact match	Salt Lake City, UT, United StatesHQ recorded Sep 20, 2026	1-10	4 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 · Sep 20, 2026 · View company records in RevenueBase
8	Tingey Advisors, INC	Exact match	Salt Lake City, UT, United StatesHQ recorded Sep 20, 2026	1-10	4 contacts →
	Exact match “Who Are We?” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
9	Narus Financial Partners	Exact match	Salt Lake City, UT, United StatesHQ recorded Sep 20, 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 · Sep 20, 2026 · View company records in RevenueBase
10	YOU First Financial	Exact match	Salt Lake City, UT, United StatesHQ recorded Sep 20, 2026	51-200	2 contacts →
	Exact match “Retire with Confidence!” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
11	Wilson Wealth Management, INC	Exact match	Salt Lake City, UT, United StatesHQ recorded Sep 20, 2026	1-10	2 contacts →
	Exact match “Helping business owners and families take control of their personal finances.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
12	Barber Investment Partners	Exact match	Salt Lake City, UT, United StatesHQ recorded Sep 20, 2026	1-10	1 contacts →
	Exact match “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.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
13	Whittenburg Wealth Partners	Exact match	Salt Lake City, UT, United StatesHQ recorded Sep 20, 2026	1-10	1 contacts →
	Exact match “Whittenburg Wealth Partners is a comprehensive financial planning firm.” Recorded in the RevenueBase company graph · Sep 20, 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 “portfolio management firms”. 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 13 of 29 portfolio management firms based in Salt Lake City, United States

See the full list, filter by size, metro and specialty, and access 130 tracked professional contacts with verified work emails. Direct dials are available where recorded.

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

As of Sep 20, 2026

57.8%Verified-email coverage

7.8Average contacts per company

1-10Median size (employees)

Sep 20, 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 29 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 “portfolio management firms” 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 130 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 September 20, 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.

Portfolio management firms 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 “portfolio management firms”; each Exact match badge shows search membership, not an individual similarity or quality score.

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

RevenueBase identified 29 company matches for portfolio management firms associated with Salt Lake City, United States as of September 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?

The Cynosure Group 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 portfolio management firms?

New York leads the United States with 328 company records, followed by Chicago (146) and Atlanta (119). Salt Lake City has 29.

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 130 professional contacts with verified work emails tracked across these 29 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 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 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.