Insights

Strong Industry Recognition Albion Financial Group's repeated recognition on the CNBC Financial Advisor 100 list, including top rankings such as No. 3 in 2022 and No. 28 in 2025, demonstrates its growing reputation and credibility within the investment management sector, indicating potential for partnership or referral opportunities.

Premium Client Services As a fee-only fiduciary advisor offering customized wealth management and financial planning, Albion Financial Group appeals to high-net-worth individuals and families seeking trustworthy, comprehensive financial solutions, presenting a strategic target segment.

Local Market Strength Based in Salt Lake City with over four decades of experience, Albion Financial Group has established a strong regional presence, which can be leveraged to expand outreach to local high-value clients or collaborate with regional financial institutions.

Growth via Leadership Recent leadership enhancements, including the appointment of a new President in 2021, signal a focus on strategic growth and innovation, offering opportunities to introduce complementary financial technology solutions or advisory services.

Innovative Digital Presence Utilizing digital tools like WordPress and social media channels such as LinkedIn and YouTube, Albion Financial Group maintains a modern digital footprint that can be expanded for marketing partnerships, content collaborations, or targeted outreach campaigns to their client base.

Albion Financial Group Tech Stack

Albion Financial Group uses 8 technology products and services including WordPress, Google Fonts API, FancyBox, and more. Explore Albion Financial Group's tech stack below.

  • WordPress
    Content Management System
  • Google Fonts API
    Font Scripts
  • FancyBox
    Javascript Libraries
  • HeadJS
    Javascript Libraries
  • LinkedIn
    Online Community Software
  • YouTube
    Video Players
  • Twenty Twenty
    Web Platform Extensions
  • OpenResty
    Web Servers

Media & News

Albion Financial Group's Email Address Formats

Albion Financial Group uses at least 1 format(s):
Albion Financial Group Email FormatsExamplePercentage
FLast@albionfinancial.comJDoe@albionfinancial.com
48%
Last@albionfinancial.comDoe@albionfinancial.com
3%
First@albionfinancial.comJohn@albionfinancial.com
1%
FLast@albionfinancial.comJDoe@albionfinancial.com
48%

Frequently Asked Questions

What is Albion Financial Group's phone number?

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You can contact Albion Financial Group's main corporate office by phone at . For more prospecting data, LeadIQ has access to up-to-date and accurate contact information within our platform. Find, capture, and sync contact data to your CRM and sales tools in one click.

What is Albion Financial Group's stock symbol?

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Albion Financial Group is a publicly traded company; the company's stock symbol is N/A.

What is Albion Financial Group's official website and social media links?

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Albion Financial Group's official website is albionfinancial.com and has social profiles on LinkedIn.

How much revenue does Albion Financial Group generate?

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As of December 2025, Albion Financial Group's annual revenue is estimated to be $1.9M.

What is Albion Financial Group's SIC code NAICS code?

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Albion Financial Group's SIC code is 6282 - Investment Advice NAICS code is 5239 - Other Financial Investment Activities.

How many employees does Albion Financial Group have currently?

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As of December 2025, Albion Financial Group has approximately 36 employees across 1 continents, including North America. Key team members include Ceo: J. B. C. C.Ceo: T. L.Chief Compliance Officer: R. J.. Explore Albion Financial Group's employee directory with LeadIQ.

What industry does Albion Financial Group belong to?

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Albion Financial Group operates in the Investment Management industry.

What technology does Albion Financial Group use?

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Albion Financial Group's tech stack includes WordPressGoogle Fonts APIFancyBoxHeadJSLinkedInYouTubeTwenty TwentyOpenResty.

What is Albion Financial Group's email format?

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Albion Financial Group's email format typically follows the pattern of FLast@albionfinancial.com. Find more Albion Financial Group email formats with LeadIQ.

When was Albion Financial Group founded?

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Albion Financial Group was founded in 1982.

Albion Financial Group

Investment ManagementUtah, United States11-50 Employees

Established in 1982 in Alta, Utah and currently located in Salt Lake City, Albion Financial Group is an independent wealth advisor and investment manager.   Over the last four decades Albion Financial Group has become a nationally recognized, locally respected, award-winning provider of customized wealth management services.  From the firm’s humble beginnings, Albion Financial Group has grown into one of Utah’s largest privately held investment managers.  Albion Financial Group’s suite of investment services includes in-depth market research, customized portfolio management, and comprehensive financial advising.  As a fiduciary and as a fee-only advisor, Albion Financial Group measures success by how well we have done in guiding our clients to achieve their financial goals; not by the amount commissions received or investment products sold.

Section iconCompany Overview

Phone number
SIC Code
6282 - Investment Advice
Stock Symbol
N/A
NAICS Code
5239 - Other Financial Investment Activities
Founded
1982
Employees
11-50

Section iconFunding & Financials

  • $25M$50M

    Albion Financial Group's revenue is estimated to be in the range of $25M$50M

Section iconFunding & Financials

  • $25M$50M

    Albion Financial Group's revenue is estimated to be in the range of $25M$50M

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