RIAs in Utah

244 RIAs headquartered in Utah managing a combined $228B.

By city

All RIAs in Utah

Bridge Investment Group

RIA

Sandy, UT

AUM $49.3BTEAM 610REPS 5

Wasatch Advisors LP

RIA

Salt Lake City , UT

AUM $23.3BTEAM 96REPS 45

Townsquare Capital, LLC

RIA

Lehi, UT

AUM $18.1BTEAM 53REPS 23

Soltis Investment Advisors, LLC

RIA

St George, UT

AUM $12BTEAM 121REPS 91

Cynosure Group, LLC

RIA

Salt Lake City , UT

AUM $9.8BTEAM 71REPS 25

Westwood Global Investments

RIA

Park City, UT

AUM $9.5BTEAM 30REPS 5

Sepio Capital, LP

RIA

Salt Lake City , UT

AUM $5.6BTEAM 31REPS 19

Diversify Advisory Services, LLC

RIA

Sandy, UT

AUM $4.6BTEAM 206REPS 111

Diversify Wealth Management, LLC

RIA

Sandy, UT

AUM $4.1BTEAM 95REPS 74

Grandeur Peak Global Advisors

RIA

Salt Lake City , UT

AUM $3.8BTEAM 50REPS 17

Crewe Advisors

RIA

Salt Lake City , UT

AUM $3.1BTEAM 32REPS 27

Peterson Partners

RIA

Salt Lake City , UT

AUM $3BTEAM 36REPS 2

Gladius Capital Management LP

RIA

Park City, UT

AUM $2.9BTEAM 14REPS 3

DW Healthcare Partners

RIA

Park City, UT

AUM $2.7BTEAM 34REPS 7

Keystone National Group, LLC

RIA

Salt Lake City , UT

AUM $2.5BTEAM 42REPS 5

Capita Financial Network, LLC

RIA

Draper, UT

AUM $2.3BTEAM 59REPS 32

Summit Global Investments, LLC

RIA

Bountiful, UT

AUM $2.3BTEAM 37REPS 98

Tower Arch Capital

RIA

Draper, UT

AUM $2.1BTEAM 24REPS 6

Sundance Bay

RIA

Salt Lake City , UT

AUM $2.1BTEAM 69REPS 6

Albion Financial Group

RIA

Salt Lake City , UT

AUM $2BTEAM 31REPS 21

Physician Wealth Advisors, Inc.

RIA

Midvale, UT

AUM $2BTEAM 15REPS 18

Healthequity Advisors

RIA

Draper, UT

AUM $2BTEAM 8REPS 5

The Norden Group LLC

RIA

Provo, UT

AUM $2BTEAM 30REPS 22

West Rim Capital Associates II, L.P.

RIA

Lehi, UT

AUM $1.7BTEAM 30REPS 6

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