RIAs in Utah

244 RIAs headquartered in Utah managing a combined $229B.

By city

Salt Lake City Utah56 FIRMS · $68.9B LehiUtah24 FIRMS · $27.2B South JordanUtah13 FIRMS · $10.3B ProvoUtah13 FIRMS · $4.6B DraperUtah12 FIRMS · $8.5B Park CityUtah11 FIRMS · $16.6B OremUtah11 FIRMS · $3.4B SandyUtah10 FIRMS · $51.4B St GeorgeUtah10 FIRMS · $12.6B HolladayUtah10 FIRMS · $4.5B LoganUtah9 FIRMS · $3.1B Cottonwood HeightsUtah7 FIRMS · $1.6B MidvaleUtah5 FIRMS · $3.1B FarmingtonUtah5 FIRMS · $530M BountifulUtah5 FIRMS · $4.2B OgdenUtah4 FIRMS · $791M MurrayUtah4 FIRMS · $2.1B Cedar CityUtah3 FIRMS · $365M MillcreekUtah3 FIRMS · $390M AlpineUtah2 FIRMS · $621M American ForkUtah2 FIRMS · $12.4M CentervilleUtah2 FIRMS · $998M HighlandUtah2 FIRMS · $71M LindonUtah2 FIRMS · $110M West JordanUtah2 FIRMS · $889M North LoganUtah1 FIRM · $32M Pleasant GroveUtah1 FIRM · $108M MapletonUtah1 FIRM · $30M RivertonUtah1 FIRM · $5.6M RoyUtah1 FIRM · $373M Heber CityUtah1 FIRM · $1.2M ClearfieldUtah1 FIRM · $12.1M Cedar HillsUtah1 FIRM · $31.5M South OgdenUtah1 FIRM · $529M South Salt LakeUtah1 FIRM · $366M Spanish ForkUtah1 FIRM · $331M BluffdaleUtah1 FIRM TooeleUtah1 FIRM · $41.4M VernalUtah1 FIRM · $6.3M Woods CrossUtah1 FIRM · $29M West ValleyUtah1 FIRM · $87M North OgdenUtah1 FIRM · $33.4M

All RIAs in Utah

Banner Capital Management, LLC

Lehi, UT

AUM $619MTEAM 7REPS 3

Lunt Capital Management Inc.

Holladay, UT

AUM $601MTEAM 7REPS 5

Lone Peak Global Investors, LLC

Alpine, UT

AUM $598MTEAM 10REPS 8

Squire Wealth Advisors

Orem, UT

AUM $587MTEAM 15REPS 12

LEP Management LLC

Salt Lake City , UT

AUM $585MTEAM 13REPS 5

Adams Wealth Advisors

Logan, UT

AUM $566MTEAM 18REPS 15

Jacobsen Capital Management

Salt Lake City , UT

AUM $563MTEAM 4REPS 4

Narus Financial Partners, LLC

Salt Lake City , UT

AUM $559MTEAM 6REPS 6

Alliance Wealth Advisors, LLC

Centerville, UT

AUM $552MTEAM 19REPS 13

HST Ventures, LLC

Park City, UT

AUM $551MTEAM 4REPS 2

Cachetech

Logan, UT

AUM $547MTEAM 7REPS 8

Cimarron Healthcare Capital, LLC

Holladay, UT

AUM $533MTEAM 7REPS 4

Navigate Private Wealth, LLC

Draper, UT

AUM $529MTEAM 11REPS 7

Peterson Wealth Services Inc.

South Ogden, UT

AUM $529MTEAM 6REPS 4

Fiduciary Advisors, LLC

Cottonwood Heights, UT

AUM $520MTEAM 2REPS 4

Financial Network Wealth Advisors LLC

Murray, UT

AUM $515MTEAM 6REPS 7

Platform Wealth Advisors

Holladay, UT

AUM $509MTEAM 17REPS 13

Dentist Advisors

Holladay, UT

AUM $504MTEAM 24REPS 10

Elevated Capital Advisors, LLC

Draper, UT

AUM $499MTEAM 30REPS 21

Wasatch Health Partners

Salt Lake City , UT

AUM $495MTEAM 8REPS 5

Tingey Advisors Inc

Salt Lake City , UT

AUM $478MTEAM 6REPS 3

Coign Capital Advisors LLC

Draper, UT

AUM $473MTEAM 8REPS 8

Oak Lane Advisors

Centerville, UT

AUM $446MTEAM 12REPS 9

Lefavi Wealth Management

Salt Lake City , UT

AUM $445MTEAM 5REPS 3

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