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, corporately organized registered investment adviser that has been SEC‑registered since 1983. The firm positions itself as a capital allocator serving high‑net‑worth individuals and families as well as institutional clients. Its advisory services cover comprehensive financial planning and discretionary portfolio management for individuals, small businesses, pooled investment vehicles, and institutional/business clients, and it also performs manager selection for third‑party advisers. Albion offers a mix of fee arrangements — percentage of AUM, hourly and fixed fees, and performance‑based fees — and serves as sponsor/GP or managing member on pooled vehicles it advises. Albion does not identify as an active ESG investor and is not structured as a multi‑state or pension consultant adviser. The firm has received industry recognition, including a placement in FA Magazine’s Top RIA Firms list in 2020 and appearances on CNBC’s Top 100 Financial Advisory Firms lists in 2021, 2022, and 2025.