AdvisorGrade

Financial advisers in Logan, UT

7 registered investment adviser firms in Logan managing $3.2B in assets, based on public SEC Form ADV filings.

Andina Advisors

Logan, UT · Est. 2014

RegionalInternational
Fee-based
AUM
$1.3B
Per adviser
$97M
Advisers
13

No reported disclosures

Adams Wealth Advisors

Logan, UT · Est. 2017

Local
Fee-based
AUM
$566M
Per adviser
$51M
Advisers
11

No reported disclosures

Cachetech

Logan, UT · Est. 2023

Local
Fee-only
AUM
$547M
Per adviser
$274M
Advisers
2

No reported disclosures

Wasatch Equity Partners

Logan, UT · Est. 2025

Local
Fee-only
AUM
$337M
Per adviser
$56M
Advisers
6

No reported disclosures

Wasatch Investment Fund Manager, LLC

Logan, UT · Est. 2025

Local
Fee-only
AUM
$255M
Per adviser
$64M
Advisers
4

No reported disclosures

Harold Dance Investments

Logan, UT · Est. 2024

Local
Fee-based
AUM
$158M
Per adviser
$20M
Advisers
8

No reported disclosures

Riley S. Crosbie Advisory, LLC

Logan, UT · Est. 2026

Local
Fee-only
AUM
$119M
Per adviser
$40M
Advisers
3

No reported disclosures