The CNBC FA 100 ranking, which takes into consideration a variety of factors beyond assets under management, recognizes those advisory firms that help clients navigate through their financial life.
Financial Advisor 100

28. Albion Financial Group

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Albion Financial Group, based in Salt Lake City, is ranked No. 28 on this year's CNBC Financial Advisor 100 list. The firm serves a wide variety of clients who have a breadth of planning needs across multiple generations.

Assets Under Management: $2 billion
Accounts Under Management: 2,260
Years in Business: 43

  • Accepts clients in all 50 states
  • Physical offices in Utah
  • $2 million minimum asset threshold

Leadership and Contact Information:
Toby Levitt, co-founder and board member
John Bird, co-founder and chief executive officer

albionfinancial.com
812 East 2100 South, Salt Lake City, UT 84103
(801) 487-3700

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