Registered investment advisers in Utah
145 firms in Utah representing $224.9B in assets under management, sourced from public SEC Form ADV filings.
Cities
Bridge Investment Group
Sandy, UT · Est. 2011
- AUM
- $49.3B
- Per adviser
- $240M
- Advisers
- 205
No reported disclosures
Wasatch Advisors LP
Salt Lake City, UT · Est. 1975
- AUM
- $23.3B
- Per adviser
- $569M
- Advisers
- 41
No reported disclosures
Townsquare Capital, LLC
Lehi, UT · Est. 2017
- AUM
- $18.1B
- Per adviser
- $1.1B
- Advisers
- 17
No reported disclosures
Soltis Investment Advisors, LLC
St. George, UT · Est. 2010
- AUM
- $12.0B
- Per adviser
- $191M
- Advisers
- 63
No reported disclosures
Cynosure Group, LLC
Salt Lake City, UT · Est. 2015
- AUM
- $9.8B
- Per adviser
- $328M
- Advisers
- 30
No reported disclosures
Westwood Global Investments
Park City, UT · Est. 2003
- AUM
- $9.5B
- Per adviser
- $676M
- Advisers
- 14
No reported disclosures
Sepio Capital, LP
Salt Lake City, UT · Est. 2017
- AUM
- $5.6B
- Per adviser
- $313M
- Advisers
- 18
No reported disclosures
Diversify Advisory Services, LLC
Sandy, UT · Est. 2023
- AUM
- $4.6B
- Per adviser
- $42M
- Advisers
- 110
No reported disclosures
Diversify Wealth Management, LLC
Sandy, UT · Est. 2024
- AUM
- $4.1B
- Per adviser
- $59M
- Advisers
- 70
No reported disclosures
Grandeur Peak Global Advisors
Salt Lake City, UT · Est. 2011
- AUM
- $3.8B
- Per adviser
- $115M
- Advisers
- 33
No reported disclosures
Crewe Advisors
Salt Lake City, UT · Est. 2015
- AUM
- $3.1B
- Per adviser
- $191M
- Advisers
- 16
No reported disclosures
Peterson Partners
Salt Lake City, UT · Est. 2012
- AUM
- $3.0B
- Per adviser
- $110M
- Advisers
- 27
No reported disclosures
Gladius Capital Management LP
Park City, UT · Est. 2009
- AUM
- $2.9B
- Per adviser
- $480M
- Advisers
- 6
No reported disclosures
Dw Healthcare Partners
Park City, UT · Est. 2012
- AUM
- $2.7B
- Per adviser
- $94M
- Advisers
- 29
No reported disclosures
Keystone National Group, LLC
Salt Lake City, UT · Est. 2007
- AUM
- $2.5B
- Per adviser
- $63M
- Advisers
- 40
No reported disclosures
Capita Financial Network, LLC
Draper, UT · Est. 2018
- AUM
- $2.3B
- Per adviser
- $106M
- Advisers
- 22
No reported disclosures
Summit Global Investments, LLC
Bountiful, UT · Est. 2012
- AUM
- $2.3B
- Per adviser
- $286M
- Advisers
- 8
No reported disclosures
Tower Arch Capital
Draper, UT · Est. 2015
- AUM
- $2.1B
- Per adviser
- $101M
- Advisers
- 21
No reported disclosures
Sundance Bay
Salt Lake City, UT · Est. 2020
- AUM
- $2.1B
- Per adviser
- $49M
- Advisers
- 43
No reported disclosures
Albion Financial Group
Salt Lake City, UT · Est. 1983
- AUM
- $2.0B
- Per adviser
- $144M
- Advisers
- 14
No reported disclosures
Physician Wealth Advisors, INC.
Salt Lake City, UT · Est. 2005
- AUM
- $2.0B
- Per adviser
- $287M
- Advisers
- 7
No reported disclosures
Healthequity Advisors
Draper, UT · Est. 2013
- AUM
- $2.0B
- Per adviser
- $2.0B
- Advisers
- 1
No reported disclosures
The Norden Group LLC
Provo, UT · Est. 2023
- AUM
- $2.0B
- Per adviser
- $98M
- Advisers
- 20
No reported disclosures
West Rim Capital Associates II, L.P.
Lehi, UT · Est. 2007
- AUM
- $1.7B
- Per adviser
- $83M
- Advisers
- 20
No reported disclosures
Alta Capital Management LLC
Salt Lake City, UT · Est. 1995
- AUM
- $1.6B
- Per adviser
- $133M
- Advisers
- 12
No reported disclosures
Drive Wealth Advisers
Lehi, UT · Est. 2018
- AUM
- $1.5B
- Per adviser
- $100M
- Advisers
- 15
No reported disclosures
Portside Wealth Group, LLC
Provo, UT · Est. 2023
- AUM
- $1.4B
- Per adviser
- $30M
- Advisers
- 47
No reported disclosures
B.O.S.S. Retirement Advisors, LLC
Lehi, UT · Est. 2020
- AUM
- $1.4B
- Per adviser
- $28M
- Advisers
- 49
Cross Creek Advisors, LLC
Salt Lake City, UT · Est. 2012
- AUM
- $1.3B
- Per adviser
- $135M
- Advisers
- 10
No reported disclosures
Iron Gate Global Advisors
North Salt Lake, UT · Est. 2017
- AUM
- $1.3B
- Per adviser
- $189M
- Advisers
- 7
No reported disclosures
Truenorth Wealth
Salt Lake City, UT · Est. 2007
- AUM
- $1.3B
- Per adviser
- $127M
- Advisers
- 10
No reported disclosures
Andina Advisors
Logan, UT · Est. 2014
- AUM
- $1.3B
- Per adviser
- $97M
- Advisers
- 13
No reported disclosures
Three Seasons Wealth
Salt Lake City, UT · Est. 2023
- AUM
- $1.2B
- Per adviser
- $176M
- Advisers
- 7
No reported disclosures
Sandlot Partners, LLC
Orem, UT · Est. 2022
- AUM
- $934M
- Per adviser
- $117M
- Advisers
- 8
No reported disclosures
Sg Trading Solutions, LLC
Bountiful, UT · Est. 2022
- AUM
- $912M
- Per adviser
- $304M
- Advisers
- 3
No reported disclosures
Taylor Derrick Capital, L.L.C.
Salt Lake City, UT · Est. 2016
- AUM
- $911M
- Per adviser
- $76M
- Advisers
- 12
No reported disclosures
Strategic Planning Group
Bountiful, UT · Est. 2018
- AUM
- $910M
- Per adviser
- $182M
- Advisers
- 5
Go Invest LLC
West Jordan, UT · Est. 2018
- AUM
- $889M
- Per adviser
- $889M
- Advisers
- 1
No reported disclosures
Bridge Net Lease Fund Manager LLC
Sandy, UT · Est. 2024
- AUM
- $843M
- Per adviser
- $94M
- Advisers
- 9
No reported disclosures
Net Worth Advisory Group, LLC
Sandy, UT · Est. 2006
- AUM
- $838M
- Per adviser
- $64M
- Advisers
- 13
No reported disclosures
Zions Capital Advisors, INC.
Salt Lake City, UT · Est. 2004
- AUM
- $831M
- Per adviser
- $208M
- Advisers
- 4
No reported disclosures
Peterson Wealth Advisors, LLC
Orem, UT · Est. 2008
- AUM
- $830M
- Per adviser
- $64M
- Advisers
- 13
No reported disclosures
M3f, INC.
Salt Lake City, UT · Est. 2009
- AUM
- $778M
- Per adviser
- $130M
- Advisers
- 6
No reported disclosures
Solidarity Wealth, LLC
Lehi, UT · Est. 2021
- AUM
- $704M
- Per adviser
- $88M
- Advisers
- 8
No reported disclosures
Abg Consultants
Cottonwood Heights, UT · Est. 2008
- AUM
- $697M
- Per adviser
- $232M
- Advisers
- 3
No reported disclosures
Ascend Investment Partners
Ogden, UT · Est. 2020
- AUM
- $661M
- Per adviser
- $132M
- Advisers
- 5
No reported disclosures
Accuvest Global Advisors, INC.
Provo, UT · Est. 2008
- AUM
- $630M
- Per adviser
- $158M
- Advisers
- 4
No reported disclosures
Banner Capital Management, LLC
Lehi, UT · Est. 2024
- AUM
- $619M
- Per adviser
- $124M
- Advisers
- 5
No reported disclosures
Lunt Capital Management INC.
Holladay, UT · Est. 2009
- AUM
- $601M
- Per adviser
- $200M
- Advisers
- 3
No reported disclosures
Lone Peak Global Investors, LLC
Alpine, UT · Est. 2014
- AUM
- $598M
- Per adviser
- $120M
- Advisers
- 5
No reported disclosures
Squire Wealth Advisors
Orem, UT · Est. 2013
- AUM
- $587M
- Per adviser
- $45M
- Advisers
- 13
No reported disclosures
Lep Management LLC
Salt Lake City, UT · Est. 2017
- AUM
- $585M
- Per adviser
- $49M
- Advisers
- 12
No reported disclosures
Adams Wealth Advisors
Logan, UT · Est. 2017
- AUM
- $566M
- Per adviser
- $51M
- Advisers
- 11
No reported disclosures
Jacobsen Capital Management
Salt Lake City, UT · Est. 2004
- AUM
- $563M
- Per adviser
- $281M
- Advisers
- 2
No reported disclosures
Narus Financial Partners, LLC
Salt Lake City, UT · Est. 2014
- AUM
- $559M
- Per adviser
- $112M
- Advisers
- 5
No reported disclosures
Alliance Wealth Advisors, LLC
Centerville, UT · Est. 2021
- AUM
- $552M
- Per adviser
- $79M
- Advisers
- 7
No reported disclosures
Hst Ventures, LLC
Park City, UT · Est. 2024
- AUM
- $551M
- Per adviser
- $138M
- Advisers
- 4
No reported disclosures
Cachetech
Logan, UT · Est. 2023
- AUM
- $547M
- Per adviser
- $274M
- Advisers
- 2
No reported disclosures
Cimarron Healthcare Capital, LLC
Salt Lake City, UT · Est. 2022
- AUM
- $533M
- Per adviser
- $76M
- Advisers
- 7
No reported disclosures
Navigate Private Wealth, LLC
Draper, UT · Est. 2014
- AUM
- $529M
- Per adviser
- $76M
- Advisers
- 7
No reported disclosures
Peterson Wealth Services INC.
South Ogden, UT · Est. 2020
- AUM
- $529M
- Per adviser
- $132M
- Advisers
- 4
No reported disclosures
Fiduciary Advisors, LLC
Cottonwood Heights, UT · Est. 2012
- AUM
- $520M
- Per adviser
- $520M
- Advisers
- 1
No reported disclosures
Financial Network Wealth Advisors LLC
Murray, UT · Est. 2022
- AUM
- $515M
- Per adviser
- $86M
- Advisers
- 6
No reported disclosures
Platform Wealth Advisors
Holladay, UT · Est. 2024
- AUM
- $509M
- Per adviser
- $57M
- Advisers
- 9
No reported disclosures
Dentist Advisors
Salt Lake City, UT · Est. 2019
- AUM
- $504M
- Per adviser
- $56M
- Advisers
- 9
No reported disclosures
Elevated Capital Advisors, LLC
Draper, UT · Est. 2017
- AUM
- $499M
- Per adviser
- $26M
- Advisers
- 19
No reported disclosures
Wasatch Health Partners
Salt Lake City, UT · Est. 2025
- AUM
- $495M
- Per adviser
- $71M
- Advisers
- 7
No reported disclosures
Tingey Advisors INC
Salt Lake City, UT · Est. 2015
- AUM
- $478M
- Per adviser
- $119M
- Advisers
- 4
No reported disclosures
Coign Capital Advisors LLC
Draper, UT · Est. 2018
- AUM
- $473M
- Per adviser
- $79M
- Advisers
- 6
No reported disclosures
Oak Lane Advisors
Centerville, UT · Est. 2019
- AUM
- $446M
- Per adviser
- $56M
- Advisers
- 8
Lefavi Wealth Management
Salt Lake City, UT · Est. 2012
- AUM
- $445M
- Per adviser
- $111M
- Advisers
- 4
Cannon Capital Management, INC.
Salt Lake City, UT · Est. 2016
- AUM
- $386M
- Per adviser
- $129M
- Advisers
- 3
No reported disclosures
Ashworth Wealth, LLC
South Jordan, UT · Est. 2017
- AUM
- $378M
- Per adviser
- $76M
- Advisers
- 5
No reported disclosures
The Karras Company, INC.
Roy, UT · Est. 1998
- AUM
- $373M
- Per adviser
- $93M
- Advisers
- 4
No reported disclosures
Interwise
Holladay, UT · Est. 2021
- AUM
- $370M
- Per adviser
- $74M
- Advisers
- 5
No reported disclosures
Switchpoint Financial Planning LLC
Lehi, UT · Est. 2022
- AUM
- $367M
- Per adviser
- $122M
- Advisers
- 3
No reported disclosures
Asilia Credit Investments
Salt Lake City, UT · Est. 2025
- AUM
- $366M
- Per adviser
- $91M
- Advisers
- 4
No reported disclosures
North Capital
Salt Lake City, UT · Est. 2017
- AUM
- $366M
- Per adviser
- $61M
- Advisers
- 6
No reported disclosures
Decker Retirement Planning INC.
Lehi, UT · Est. 2021
- AUM
- $360M
- Per adviser
- $51M
- Advisers
- 7
No reported disclosures
Elysium Wealth Management, LLC
South Jordan, UT · Est. 2024
- AUM
- $352M
- Per adviser
- $35M
- Advisers
- 10
Smedley Financial Services INC
Salt Lake City, UT · Est. 1982
- AUM
- $342M
- Per adviser
- $57M
- Advisers
- 6
No reported disclosures
Navigate Financial LLC
Salt Lake City, UT · Est. 2023
- AUM
- $338M
- Per adviser
- $113M
- Advisers
- 3
No reported disclosures
Wasatch Equity Partners
Logan, UT · Est. 2025
- AUM
- $337M
- Per adviser
- $56M
- Advisers
- 6
No reported disclosures
Slayton Lewis INC
Salt Lake City, UT · Est. 2017
- AUM
- $334M
- Per adviser
- $111M
- Advisers
- 3
No reported disclosures
Wealth Management Cpas, LLC
Salt Lake City, UT · Est. 2022
- AUM
- $329M
- Per adviser
- $66M
- Advisers
- 5
No reported disclosures
Livet Wealth, LLC
Spanish Fork, UT · Est. 2025
- AUM
- $322M
- Per adviser
- $107M
- Advisers
- 3
No reported disclosures
Promontory Financial Planning, LLC
Farmington, UT · Est. 2019
- AUM
- $319M
- Per adviser
- $27M
- Advisers
- 12
No reported disclosures
Blue Barn Wealth
Orem, UT · Est. 2020
- AUM
- $317M
- Per adviser
- $53M
- Advisers
- 6
No reported disclosures
Keeler Thomas Management LLC
Orem, UT · Est. 2015
- AUM
- $306M
- Per adviser
- $44M
- Advisers
- 7
No reported disclosures
Blue Diamond Capital Investment Advisors
Provo, UT · Est. 2025
- AUM
- $301M
- Per adviser
- $151M
- Advisers
- 2
No reported disclosures
Tencap Wealth Coaching
South Jordan, UT · Est. 2024
- AUM
- $285M
- Per adviser
- $41M
- Advisers
- 7
Cottonwood Wealth Strategies, LLC
Salt Lake City, UT · Est. 2020
- AUM
- $279M
- Per adviser
- $139M
- Advisers
- 2
No reported disclosures
Athos Private Wealth LLC
Holladay, UT · Est. 2023
- AUM
- $268M
- Per adviser
- $67M
- Advisers
- 4
No reported disclosures
Decathlon Capital Management II, LLC
Park City, UT · Est. 2016
- AUM
- $267M
- Per adviser
- $53M
- Advisers
- 5
No reported disclosures
New Millennium Group
Sandy, UT · Est. 2021
- AUM
- $257M
- Per adviser
- $21M
- Advisers
- 12
No reported disclosures
Sorenson Impact Advisory
Salt Lake City, UT · Est. 2023
- AUM
- $255M
- Per adviser
- $128M
- Advisers
- 2
No reported disclosures
Wasatch Investment Fund Manager, LLC
Logan, UT · Est. 2025
- AUM
- $255M
- Per adviser
- $64M
- Advisers
- 4
No reported disclosures
Everspire
Midvale, UT · Est. 2019
- AUM
- $248M
- Per adviser
- $17M
- Advisers
- 15
No reported disclosures
The Professional Financial Company LLC
Orem, UT · Est. 2019
- AUM
- $246M
- Per adviser
- $82M
- Advisers
- 3
No reported disclosures
Kultura Capital Management LP
Park City, UT · Est. 2025
- AUM
- $245M
- Per adviser
- $49M
- Advisers
- 5
No reported disclosures
Burrus
Salt Lake City, UT · Est. 2015
- AUM
- $241M
- Per adviser
- $120M
- Advisers
- 2
No reported disclosures
E6 Portfolios
Midvale, UT · Est. 2023
- AUM
- $239M
- Per adviser
- $80M
- Advisers
- 3
No reported disclosures
Reef Investment Management LLC
Lehi, UT · Est. 2020
- AUM
- $234M
- Per adviser
- $234M
- Advisers
- 1
No reported disclosures
Presidio Wealth Management
Midvale, UT · Est. 2024
- AUM
- $217M
- Per adviser
- $72M
- Advisers
- 3
No reported disclosures
Alpha Wealth Funds, LLC
Park City, UT · Est. 2025
- AUM
- $214M
- Per adviser
- $19M
- Advisers
- 11
No reported disclosures
Diamond Wealth Management, LLC
Alpine, UT · Est. 2017
- AUM
- $212M
- Per adviser
- $35M
- Advisers
- 6
No reported disclosures
Refined Wealth Management
Salt Lake City, UT · Est. 2021
- AUM
- $211M
- Per adviser
- $70M
- Advisers
- 3
No reported disclosures
Teton Wealth Group LLC
Murray, UT · Est. 2023
- AUM
- $204M
- Per adviser
- $26M
- Advisers
- 8
No reported disclosures
Prestige Wealthwide, LLC
Lehi, UT · Est. 2022
- AUM
- $198M
- Per adviser
- $66M
- Advisers
- 3
No reported disclosures
Statera Wealth Management
St. George, UT · Est. 2025
- AUM
- $185M
- Per adviser
- $46M
- Advisers
- 4
No reported disclosures
Jordanelle Capital
Salt Lake City, UT · Est. 2022
- AUM
- $179M
- Per adviser
- $90M
- Advisers
- 2
No reported disclosures
Periope, Lc
St. George, UT · Est. 2024
- AUM
- $177M
- Per adviser
- $59M
- Advisers
- 3
No reported disclosures
Peterson Rogers Private Wealth, LLC
Salt Lake City, UT · Est. 2023
- AUM
- $177M
- Per adviser
- $59M
- Advisers
- 3
No reported disclosures
Guardian Wealth Management
Salt Lake City, UT · Est. 2022
- AUM
- $175M
- Per adviser
- $58M
- Advisers
- 3
No reported disclosures
Echelons Capital, LLC
Park City, UT · Est. 2023
- AUM
- $174M
- Per adviser
- $87M
- Advisers
- 2
No reported disclosures
Thistle Creek Capital, LLC
Lehi, UT · Est. 2025
- AUM
- $161M
- Per adviser
- $27M
- Advisers
- 6
No reported disclosures
Medicus Wealth Planning, INC.
Draper, UT · Est. 2024
- AUM
- $161M
- Per adviser
- $40M
- Advisers
- 4
No reported disclosures
Provident Living Financial Services
Lehi, UT · Est. 2025
- AUM
- $158M
- Per adviser
- $53M
- Advisers
- 3
No reported disclosures
Harold Dance Investments
Logan, UT · Est. 2024
- AUM
- $158M
- Per adviser
- $20M
- Advisers
- 8
No reported disclosures
Paragon Wealth Management
Provo, UT · Est. 1993
- AUM
- $153M
- Per adviser
- $51M
- Advisers
- 3
No reported disclosures
Financial Advisory Services
Salt Lake City, UT · Est. 2024
- AUM
- $147M
- Per adviser
- $147M
- Advisers
- 1
Olympus Peaks Financial, LLC
Sandy, UT · Est. 2026
- AUM
- $141M
- Per adviser
- $141M
- Advisers
- 1
No reported disclosures
Larson Williams Wealth Advisors, LLC
Cedar City, UT · Est. 2026
- AUM
- $140M
- Per adviser
- $70M
- Advisers
- 2
No reported disclosures
Stonebriar Wealth, LLC
Lehi, UT · Est. 2025
- AUM
- $139M
- Per adviser
- $46M
- Advisers
- 3
No reported disclosures
Landmark Wealth Advisors, LLC
Farmington, UT · Est. 2024
- AUM
- $136M
- Per adviser
- $68M
- Advisers
- 2
No reported disclosures
Veritas Wealth Management, LLC
Salt Lake City, UT · Est. 2026
- AUM
- $136M
- Per adviser
- $136M
- Advisers
- 1
No reported disclosures
Jrs Wealth Management LLC
South Jordan, UT · Est. 2026
- AUM
- $135M
- Per adviser
- $68M
- Advisers
- 2
No reported disclosures
Palisade Wealth Management
Draper, UT · Est. 2024
- AUM
- $133M
- Per adviser
- $44M
- Advisers
- 3
No reported disclosures
Octant Quantitative Investment Management LLC
Salt Lake City, UT · Est. 2015
- AUM
- $128M
- Per adviser
- $64M
- Advisers
- 2
No reported disclosures
Solidarity Capital Management, LLC
Lehi, UT · Est. 2023
- AUM
- $128M
- Per adviser
- $43M
- Advisers
- 3
No reported disclosures
Lone Peak Advisers
Draper, UT · Est. 2023
- AUM
- $125M
- Per adviser
- $16M
- Advisers
- 8
No reported disclosures
Riley S. Crosbie Advisory, LLC
Logan, UT · Est. 2026
- AUM
- $119M
- Per adviser
- $40M
- Advisers
- 3
No reported disclosures
Wealth Foundations Partners, LLC
Salt Lake City, UT · Est. 2026
- AUM
- $111M
- Per adviser
- $11M
- Advisers
- 10
No reported disclosures
Oxford Wealth Management
Lindon, UT · Est. 2024
- AUM
- $110M
- Per adviser
- $37M
- Advisers
- 3
No reported disclosures
Soulence Wealth Management
Pleasant Grove, UT · Est. 2026
- AUM
- $108M
- Per adviser
- $22M
- Advisers
- 5
No reported disclosures
Haynie Wealth Management LLC
Salt Lake City, UT · Est. 2026
- AUM
- $107M
- Per adviser
- $36M
- Advisers
- 3
No reported disclosures
Your Ia, LLC
St. George, UT · Est. 2025
- AUM
- $107M
- Per adviser
- $7M
- Advisers
- 15
No reported disclosures
Ag Financial
Salt Lake City, UT · Est. 2006
- AUM
- $103M
- Per adviser
- $52M
- Advisers
- 2
No reported disclosures
Cherokee & Walker Management
Salt Lake City, UT · Est. 2018
- AUM
- $101M
- Per adviser
- $25M
- Advisers
- 4
No reported disclosures
Seven Canyons Advisors, LLC
Salt Lake City, UT · Est. 2018
- AUM
- $90M
- Per adviser
- $23M
- Advisers
- 4
No reported disclosures
My Prosper Team
Lehi, UT · Est. 2020
- AUM
- $58M
- Per adviser
- $29M
- Advisers
- 2
No reported disclosures
Cynosure Portfolio Advisors LLC
Salt Lake City, UT · Est. 2025
- AUM
- $6M
- Per adviser
- $826,070
- Advisers
- 7
No reported disclosures
Colab Capital
St. George, UT · Est. 2025
- AUM
- $1M
- Per adviser
- $1M
- Advisers
- 1
No reported disclosures
Sandlot Private Wealth LLC
Orem, UT · Est. 2025
- AUM
- $305,047
- Per adviser
- $101,682.333
- Advisers
- 3
No reported disclosures
Tanara Wealth Management LLC
Lehi, UT · Est. 2026
- AUM
- —
- Per adviser
- —
- Advisers
- 5
No reported disclosures