Financial advisers in Lehi , UT

AUM: $18.1B
Per adviser: $1.1B
Advisers: 17

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

Drive Wealth Advisers

Lehi, UT · Est. 2018

AUM: $1.5B
Per adviser: $100M
Advisers: 15

No reported disclosures

B.O.S.S. Retirement Advisors, LLC

Lehi, UT · Est. 2020

Regional

AUM: $1.4B
Per adviser: $28M
Advisers: 49

Solidarity Wealth, LLC

Lehi, UT · Est. 2021

AUM: $704M
Per adviser: $88M
Advisers: 8

No reported disclosures

Banner Capital Management, LLC

Lehi, UT · Est. 2024

AUM: $619M
Per adviser: $124M
Advisers: 5

No reported disclosures

Switchpoint Financial Planning LLC

Lehi, UT · Est. 2022

RegionalInternational

AUM: $367M
Per adviser: $122M
Advisers: 3

No reported disclosures

Decker Retirement Planning INC.

Lehi, UT · Est. 2021

Regional

AUM: $360M
Per adviser: $51M
Advisers: 7

No reported disclosures

Reef Investment Management LLC

Lehi, UT · Est. 2020

AUM: $234M
Per adviser: $234M
Advisers: 1

No reported disclosures

Prestige Wealthwide, LLC

Lehi, UT · Est. 2022

AUM: $198M
Per adviser: $66M
Advisers: 3

No reported disclosures

Thistle Creek Capital, LLC

Lehi, UT · Est. 2025

AUM: $161M
Per adviser: $27M
Advisers: 6

No reported disclosures

Provident Living Financial Services

Lehi, UT · Est. 2025

AUM: $158M
Per adviser: $53M
Advisers: 3

No reported disclosures

Stonebriar Wealth, LLC

Lehi, UT · Est. 2025

AUM: $139M
Per adviser: $46M
Advisers: 3

No reported disclosures

Solidarity Capital Management, LLC

Lehi, UT · Est. 2023

AUM: $128M
Per adviser: $43M
Advisers: 3

No reported disclosures

My Prosper Team

Lehi, UT · Est. 2020

AUM: $58M
Per adviser: $29M
Advisers: 2

No reported disclosures

Tanara Wealth Management LLC

Lehi, UT · Est. 2026