Financial advisers in Draper, UT

9 registered investment adviser firms in Draper managing $8.4B in assets, based on public SEC Form ADV filings.

Capita Financial Network, LLC

Draper, UT · Est. 2018

Regional

Fee-only

AUM: $2.3B
Per adviser: $106M
Advisers: 22

No reported disclosures

Tower Arch Capital

Draper, UT · Est. 2015

Regional

Fee-only

AUM: $2.1B
Per adviser: $101M
Advisers: 21

No reported disclosures

Healthequity Advisors

Draper, UT · Est. 2013

Local

Fee-based

AUM: $2.0B
Per adviser: $2.0B
Advisers: 1

No reported disclosures

Navigate Private Wealth, LLC

Draper, UT · Est. 2014

Local

Fee-based

AUM: $529M
Per adviser: $76M
Advisers: 7

No reported disclosures

Elevated Capital Advisors, LLC

Draper, UT · Est. 2017

Regional

Fee-based

AUM: $499M
Per adviser: $26M
Advisers: 19

No reported disclosures

Coign Capital Advisors LLC

Draper, UT · Est. 2018

Local

Fee-based

AUM: $473M
Per adviser: $79M
Advisers: 6

No reported disclosures

Medicus Wealth Planning, INC.

Draper, UT · Est. 2024

Local

Fee-based

AUM: $161M
Per adviser: $40M
Advisers: 4

No reported disclosures

Palisade Wealth Management

Draper, UT · Est. 2024

Local

Fee-only

AUM: $133M
Per adviser: $44M
Advisers: 3

No reported disclosures

Lone Peak Advisers

Draper, UT · Est. 2023

Local

Fee-only

AUM: $125M
Per adviser: $16M
Advisers: 8

No reported disclosures