RIAs in Utah

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

By city

SALT LAKE CITY Utah56 FIRMS · $68.8B LEHIUtah24 FIRMS · $26B SANDYUtah13 FIRMS · $60.2B PROVOUtah12 FIRMS · $4.6B DRAPERUtah12 FIRMS · $8.4B PARK CITYUtah11 FIRMS · $16.6B SOUTH JORDANUtah11 FIRMS · $1.5B St GeorgeUtah11 FIRMS · $12.6B HOLLADAYUtah10 FIRMS · $4.5B OREMUtah10 FIRMS · $3.3B LOGANUtah9 FIRMS · $3.2B COTTONWOOD HEIGHTSUtah7 FIRMS · $1.5B FARMINGTONUtah5 FIRMS · $530M BOUNTIFULUtah5 FIRMS · $4.2B MIDVALEUtah5 FIRMS · $3.1B MurrayUtah4 FIRMS · $2.1B OGDENUtah4 FIRMS · $791M ALPINEUtah3 FIRMS · $827M CEDAR CITYUtah3 FIRMS · $354M MILLCREEKUtah3 FIRMS · $390M CENTERVILLEUtah2 FIRMS · $998M PLEASANT GROVEUtah2 FIRMS · $192M WEST JORDANUtah2 FIRMS · $889M HIGHLANDUtah2 FIRMS · $71M AMERICAN FORKUtah2 FIRMS · $12.4M CLEARFIELDUtah1 FIRM · $12.1M RIVERTONUtah1 FIRM · $5.6M ROYUtah1 FIRM · $373M CEDAR HILLSUtah1 FIRM · $31.5M BLUFFDALEUtah1 FIRM SOUTH OGDENUtah1 FIRM · $529M South Salt LakeUtah1 FIRM · $366M SPANISH FORKUtah1 FIRM · $322M TOOELEUtah1 FIRM · $41.4M VERNALUtah1 FIRM · $6.3M WEST VALLEYUtah1 FIRM · $87M MapletonUtah1 FIRM · $30M WOODS CROSSUtah1 FIRM · $29M NORTH LOGANUtah1 FIRM · $32M NORTH OGDENUtah1 FIRM · $33.4M LINDONUtah1 FIRM · $110M Heber CityUtah1 FIRM · $1.2M

All RIAs in Utah

BRIDGE INVESTMENT GROUP

SANDY, UT

AUM $49.3BTEAM 610REPS 5

WASATCH ADVISORS LP

SALT LAKE CITY , UT

AUM $23.3BTEAM 96REPS 45

TOWNSQUARE CAPITAL, LLC

LEHI, UT

AUM $18.1BTEAM 53REPS 23

SOLTIS INVESTMENT ADVISORS, LLC

St George, UT

AUM $12BTEAM 121REPS 85

CYNOSURE GROUP, LLC

SALT LAKE CITY , UT

AUM $9.8BTEAM 71REPS 25

WESTWOOD GLOBAL INVESTMENTS

PARK CITY, UT

AUM $9.5BTEAM 30REPS 5

SEPIO CAPITAL, LP

SALT LAKE CITY , UT

AUM $5.6BTEAM 31REPS 19

DIVERSIFY ADVISORY SERVICES, LLC

SANDY, UT

AUM $4.6BTEAM 206REPS 110

DIVERSIFY WEALTH MANAGEMENT, LLC

SANDY, UT

AUM $4.1BTEAM 95REPS 76

GRANDEUR PEAK GLOBAL ADVISORS

SALT LAKE CITY , UT

AUM $3.8BTEAM 50REPS 17

CREWE ADVISORS

SALT LAKE CITY , UT

AUM $3.1BTEAM 32REPS 27

PETERSON PARTNERS

SALT LAKE CITY , UT

AUM $3BTEAM 36REPS 2

GLADIUS CAPITAL MANAGEMENT LP

PARK CITY, UT

AUM $2.9BTEAM 14REPS 3

DW HEALTHCARE PARTNERS

PARK CITY, UT

AUM $2.7BTEAM 34REPS 7

KEYSTONE NATIONAL GROUP, LLC

SALT LAKE CITY , UT

AUM $2.5BTEAM 42REPS 5

CAPITA FINANCIAL NETWORK, LLC

DRAPER, UT

AUM $2.3BTEAM 59REPS 31

SUMMIT GLOBAL INVESTMENTS, LLC

BOUNTIFUL, UT

AUM $2.3BTEAM 37REPS 95

TOWER ARCH CAPITAL

DRAPER, UT

AUM $2.1BTEAM 24REPS 6

SUNDANCE BAY

SALT LAKE CITY , UT

AUM $2.1BTEAM 69REPS 6

ALBION FINANCIAL GROUP

SALT LAKE CITY , UT

AUM $2BTEAM 31REPS 20

PHYSICIAN WEALTH ADVISORS, INC.

MIDVALE, UT

AUM $2BTEAM 15REPS 18

HEALTHEQUITY ADVISORS

DRAPER, UT

AUM $2BTEAM 8REPS 5

THE NORDEN GROUP LLC

PROVO, UT

AUM $2BTEAM 30REPS 22

WEST RIM CAPITAL ASSOCIATES II, L.P.

LEHI, UT

AUM $1.7BTEAM 30REPS 6

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