Albion Financial Group
Albion Financial Group is a Salt Lake City-based, fee-only Registered Investment Advisor founded in 1982, serving high-net-worth individuals and families with $2M+ investable assets through financial advising, investment management, and ESG investing.
- Company typePrivate
- Founded1982
- HeadquartersSalt Lake City, United States
- Headcount11–50
- GTM typeB2C
- OfferingServices
What Albion Financial Group does
Albion Financial Group is a fee-only Registered Investment Advisor (RIA) founded in 1982 in Salt Lake City, Utah by W. Toby Levitt and John Bird. The firm provides fiduciary wealth management and investment advisory services to high-net-worth individuals and families, with a stated minimum of $2 million in investable assets. Its service offering is organized around three core lines: Financial Advising, Investment Management, and ESG Investing, delivered as a unified practice rather than discrete products, supplemented by the Women of Albion team that specializes in serving female clients through life transitions.
The firm employs approximately 30 staff including senior wealth advisors, associate wealth advisors, financial planners, a CIO-led investment team, operations, compliance, and IT functions. Albion does not operate proprietary technology platforms; client-facing tools are the Tamarac-powered Albion Reporting Dashboard for portfolio reporting and eMoney's Guided Planning Service for financial planning. CIO Jason Ware is a frequent media commentator on CNBC, Fox Business, Bloomberg, and Schwab Network, providing top-of-funnel brand exposure uncommon for a firm of this size.
Albion operates as a privately held, independent RIA under founder/employee ownership with no disclosed private equity, venture capital, or parent company. Revenue is generated through recurring advisory fees on assets under management and flat fees for comprehensive financial planning, with no commission or referral fee income. The firm has been recognized repeatedly on CNBC's FA 100 list (#28 in 2025, #16 in 2024, #3 in 2022, #41 in 2023, #50 in 2021) and as one of Financial Advisor Magazine's Top RIAs in America across multiple years.
Albion Financial Group firmographics
Firmographics- Name
- Albion Financial Group
- Legal name
- Albion Financial Group
- Website
- https://albionfinancial.com
- Company type
- Private
- Founded year
- 1982
- Operating status
- Operating
- Headcount range
- 11–50 employees
- Short description
- Albion Financial Group is a Salt Lake City-based, fee-only Registered Investment Advisor founded in 1982, serving high-net-worth individuals and families with $2M+ investable assets through financial advising, investment management, and ESG investing.
- Ownership category
- akta.pro rank
Albion Financial Group industry classification
Industry- Product category
- Wealth Management
- NAICS
- Portfolio Management and Investment Advice (523940)
- SIC
- Investment Advice (6282)
- akta.pro primary industry
- Registered Investment Advisor (RIA) Wealth Management (FSAEABAA)
- akta.pro secondary industries
- Investment Management Advisory (RIA) (FSAEAAAB), Financial Planning–Led RIAs (FSAAACAB)
Keywords
Where Albion Financial Group is headquartered
LocationHeadquarters
- HQ city
- Salt Lake City
- HQ country
- United States
- HQ region
- North America
Offices1 record
Markets served
Albion Financial Group business model
Business model- GTM type
- B2C
- Offering type
- Services
- Cost components
- Personnel, Operations, Technology or R&D, Marketing or Sales, Infrastructure
Revenue model
- Fee-Only Investment Advisory Services: Albion operates as a fee-only Registered Investment Advisor, meaning they are legally and culturally committed to each client's best interest. Their compensation structure avoids product sales commissions, and they do not accept referral fees from third parties. Revenue is generated through advisory fees charged to clients based on assets under management or a flat fee structure for comprehensive financial planning.
Pricing tiers
| Model | Billing | Price |
|---|---|---|
| Subscription | Annual | High net worth client minimum |
Go-to-market motion1 record
Distribution channels1 record
Marketing channels5 records
Albion Financial Group product offering
Product offeringCore offering
Albion Financial Group is a fee-only Registered Investment Advisor (RIA) that delivers comprehensive financial planning, personalized investment management, and ESG-focused investing services to high net worth individuals and families. The firm requires a minimum of $2M in investable assets and operates on a fiduciary basis with no product sales commissions or referral fees. Services are delivered through face-to-face advisory relationships with access to the firm's full investment team.
Product overview
Albion Financial Group operates as a unified fee-only Registered Investment Advisor (RIA) offering integrated wealth management services through three core service lines: Financial Advising, Investment Management, and ESG Investing. These services are delivered as a coordinated offering rather than discrete modular products, with all advisors and investment professionals working together to provide holistic financial planning. The firm also maintains a specialized Women of Albion team for female clients. The company's digital platforms consist of client-facing portals (Albion Reporting Dashboard and eMoney Financial Planning Tool) rather than separate technology products.
Differentiator
Problem solved
Functional benefit
Products and services
- Financial Advising
- Investment Management
- ESG Investing
- Women of Albion
Companies that use Albion Financial Group
Customer profileSegments2 records
Ideal customer profiles2 records
Albion Financial Group technology and API
TechnologyTechnology focussed No
API detail
- Has API
- No
- API docs
- API detail
Core technology
AI maturity
App detail
Albion Financial Group partnerships and signals
Strategic signalPartnerships
Two partnerships are on record, tiered core.
- Tamarac (portfolio reporting)coreAlbion provides clients access to the Albion Reporting Dashboard powered by Tamarac for account access and quarterly reports. Tamarac is a portfolio management and reporting platform used by RIAs to manage client accounts.
- eMoney (financial planning)coreAlbion provides clients access to eMoney's Guided Planning Service for comprehensive financial planning tools. eMoney is a financial planning platform enabling advisors to create detailed financial plans.
Scale indicators3 records
Recent moves6 records
Expansion highlights4 records
Albion Financial Group competitors and assessment
Company assessmentDirect peers
- Mariner Wealth Advisors: Large national fee-only RIA serving HNW individuals and families with comprehensive financial planning and investment management. Closely comparable to Albion in service mix (planning + portfolio management), client segment, and fiduciary-only compensation model.
- Creative Planning: Major fee-only RIA offering wealth management, financial planning, and investment management to individuals and families nationwide. Comparable in fiduciary-only stance, breadth of services, and HNW target market to Albion.
- Mercer Advisors: National fee-only RIA providing financial planning and investment management to HNW clients, with an active M&A-driven growth model. Directly comparable to Albion in service offering, fiduciary model, and target client profile.
- Carson Group: RIA platform serving financial advisors and their HNW clients with coaching, technology, and investment services. Comparable in fee-only wealth-management orientation and HNW client focus, though distributed through partner advisors.
- Focus Financial Partners: Partnership model for independent, often fee-based RIAs serving HNW clients across wealth management, financial planning, and tax services. Comparable in fiduciary wealth-advisory orientation and target client base.
Broad incumbents
- Edelman Financial Engines: One of the largest independent RIAs in the U.S., serving mass-affluent to HNW clients with planning-driven investment advice. Overlaps with Albion in fee-only RIA positioning and individual-investor focus, but operates at a significantly larger scale and broader segment.
- Fisher Investments: Large independent investment management firm serving high-net-worth and institutional investors. Overlaps with Albion in discretionary investment management for HNW clients, but at much greater scale and with a heavier institutional tilt.
- Goldman Sachs Personal Financial Management: Personal wealth advisory arm of a global investment bank, serving HNW clients with holistic planning and investment management. Overlaps with Albion in HNW advisory and comprehensive planning, though embedded within a far larger financial institution.
Regional players
- Plante Moran Wealth Management: Fee-based wealth management and financial planning practice affiliated with a large regional accounting firm, serving HNW individuals and families. Comparable service mix and client segment to Albion, but concentrated in the Midwest rather than Utah.
Emerging players
- Facet Wealth: Digital-first RIA providing flat-fee financial planning and investment management to mass-affluent and emerging-HNW clients. Addresses the same fundamental need (fiduciary, planning-led advice) but with a tech-driven, lower-minimum model competing for the next tier of HNW clients below Albion's $2M threshold.
Market position
Strengths5 records
Weaknesses5 records
Competitive moat4 records
Key risks6 records
Key highlights7 records
Customer concentration
Albion Financial Group social profiles
Digital presenceAlbion Financial Group financial estimates
Financial estimateRevenue estimate
Valuation estimate
Albion Financial Group leadership team
Management profileNumber of profiles
Profiles6 records
Albion Financial Group funding detail
Funding detailFunding overview
Funding rounds
Investors
Funding detail is available on the Subscription and Enterprise plan.Contact sales →
Albion Financial Group M&A and investment
M&A and investmentM&A
Investments
M&A and investment is available on the Subscription and Enterprise plan.Contact sales →
Frequently asked questions about Albion Financial Group
What does Albion Financial Group do?
Albion Financial Group is a fee-only Registered Investment Advisor (RIA) that delivers comprehensive financial planning, personalized investment management, and ESG-focused investing services to high net worth individuals and families. The firm requires a minimum of $2M in investable assets and operates on a fiduciary basis with no product sales commissions or referral fees. Services are delivered through face-to-face advisory relationships with access to the firm's full investment team.
Is Albion Financial Group a public or private company?
Albion Financial Group is a private company. It is classified as management employee owned and is currently operating.
When was Albion Financial Group founded?
Albion Financial Group was founded in 1982. It employs 11 to 50 people.
Where is Albion Financial Group based?
Albion Financial Group is headquartered in Salt Lake City, United States, in the North America region.
How does Albion Financial Group make money?
One revenue line is on record: fee-Only Investment Advisory Services.
Who are Albion Financial Group's main competitors?
Direct peers on record are Mariner Wealth Advisors, Creative Planning, Mercer Advisors, Carson Group and Focus Financial Partners. Broad incumbents are Edelman Financial Engines, Fisher Investments and Goldman Sachs Personal Financial Management. Plante Moran Wealth Management is listed as a regional player. Facet Wealth is listed as an emerging player.
Does Albion Financial Group have an API?
No public API is recorded for Albion Financial Group.
What industry is Albion Financial Group in?
Albion Financial Group's product category is Wealth Management. Its primary akta.pro industry code is FSAEABAA, Registered Investment Advisor (RIA) Wealth Management, with a secondary code of FSAEAAAB, Investment Management Advisory (RIA). Its NAICS code is 523940 and its SIC code is 6282.