Albion Financial Group

RIASEC RegisteredEst. 1983

Total AUM

$2B

Discretionary

$1.9B

95% of AUM

Avg account

$876K

Accounts

2,298

Employees

Advisory reps

Firm details

Headquarters: Salt Lake City , Utah
CRD number: 105957
Registered since: February 10, 1983
Website: albionfinancial.com
Custodians: CHARLES SCHWAB & CO., INC., FIDELITY DISTRIBUTORS COMPANY LLC
Fee structure: Percentage of AUM, Hourly Charges, Fixed Fees, Performance Based Fees
Client types: HNWI76.21%
Individuals20.03%
Charitable Organizations1.87%
Pension & Profit Sharing Plans1.68%
Pooled Investment Vehicles0.21%
Services: Financial PlanningPortfolio Management for IndividualsPortfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional ClientsSelection of Other Advisers

Firm profile

FINTRX

Overview

Albion Financial Group is an independent registered investment adviser that provides wealth management and portfolio services to both individuals and institutional clients. The firm acts as a capital allocator and offers a mix of financial planning, discretionary portfolio management for individuals, small businesses and pooled vehicles, and selection of third‑party advisers. Its fees are structured flexibly across asset‑based fees, hourly and fixed charges, and performance‑linked arrangements. Albion also participates on the sponsor/GP side of pooled vehicles, which suggests it combines advisory responsibilities with direct involvement in alternative structures. The firm does not describe itself as an active ESG investor. Albion’s industry recognition includes placements on FA Magazine’s Top RIA Firms list (2020) and CNBC’s Top 100 Financial Advisory Firms lists in 2021, 2022 and 2025.