Albion Financial Group

RIASEC Registered

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, privately owned registered investment advisor that has been SEC-registered since 1983. The firm serves a mix of individual and family clients as well as institutional and business clients, offering comprehensive financial planning and portfolio management across separate accounts and pooled investment vehicles. Albion acts as a capital allocator and also selects and oversees third-party advisers; it can sponsor or serve as GP/managing member of pooled vehicles. Albion’s client-facing fee menu is varied: percentage of AUM, hourly and fixed fees, and performance-based arrangements. The firm reports a preference for equity-oriented strategies and is not identified as an active ESG investor. Albion has been recognized in industry rankings, appearing on FA Magazine’s Top RIA Firms list in 2020 and on CNBC’s Top 100 Financial Advisory Firms lists in 2021, 2022, and 2025.