Financial advisers in Park City, UT

8 registered investment adviser firms in Park City managing $16.5B in assets, based on public SEC Form ADV filings.

Westwood Global Investments

Park City, UT · Est. 2003

RegionalInternational

Fee-only

AUM: $9.5B
Per adviser: $676M
Advisers: 14

No reported disclosures

Gladius Capital Management LP

Park City, UT · Est. 2009

RegionalInternational

Fee-based

AUM: $2.9B
Per adviser: $480M
Advisers: 6

No reported disclosures

Dw Healthcare Partners

Park City, UT · Est. 2012

RegionalInternational

Fee-only

AUM: $2.7B
Per adviser: $94M
Advisers: 29

No reported disclosures

Hst Ventures, LLC

Park City, UT · Est. 2024

LocalInternational

Fee-based

AUM: $551M
Per adviser: $138M
Advisers: 4

No reported disclosures

Decathlon Capital Management II, LLC

Park City, UT · Est. 2016

Local

Fee-only

AUM: $267M
Per adviser: $53M
Advisers: 5

No reported disclosures

Kultura Capital Management LP

Park City, UT · Est. 2025

LocalInternational

Fee-only

AUM: $245M
Per adviser: $49M
Advisers: 5

No reported disclosures

Alpha Wealth Funds, LLC

Park City, UT · Est. 2025

Local

Fee-based

AUM: $214M
Per adviser: $19M
Advisers: 11

No reported disclosures

Echelons Capital, LLC

Park City, UT · Est. 2023

Local

Fee-based

AUM: $174M
Per adviser: $87M
Advisers: 2

No reported disclosures