Financial advisers in Sandy, UT
7 registered investment adviser firms in Sandy managing $60.1B in assets, based on public SEC Form ADV filings.
Bridge Investment Group
Sandy, UT · Est. 2011
RegionalInternational
- AUM
- $49.3B
- Per adviser
- $240M
- Advisers
- 205
No reported disclosures
Diversify Advisory Services, LLC
Sandy, UT · Est. 2023
National
- AUM
- $4.6B
- Per adviser
- $42M
- Advisers
- 110
No reported disclosures
Diversify Wealth Management, LLC
Sandy, UT · Est. 2024
Regional
- AUM
- $4.1B
- Per adviser
- $59M
- Advisers
- 70
No reported disclosures
Bridge Net Lease Fund Manager LLC
Sandy, UT · Est. 2024
Local
- AUM
- $843M
- Per adviser
- $94M
- Advisers
- 9
No reported disclosures
Net Worth Advisory Group, LLC
Sandy, UT · Est. 2006
Local
- AUM
- $838M
- Per adviser
- $64M
- Advisers
- 13
No reported disclosures
New Millennium Group
Sandy, UT · Est. 2021
Regional
- AUM
- $257M
- Per adviser
- $21M
- Advisers
- 12
No reported disclosures
Olympus Peaks Financial, LLC
Sandy, UT · Est. 2026
Local
- AUM
- $141M
- Per adviser
- $141M
- Advisers
- 1
No reported disclosures