RIAs in Utah
245 RIAs headquartered in Utah managing a combined $228B.
By city
SALT LAKE CITY Utah56 FIRMS · $68.8BLEHIUtah24 FIRMS · $26BSANDYUtah13 FIRMS · $60.2BPROVOUtah12 FIRMS · $4.6BDRAPERUtah12 FIRMS · $8.4BPARK CITYUtah11 FIRMS · $16.6BSOUTH JORDANUtah11 FIRMS · $1.5BSt GeorgeUtah11 FIRMS · $12.6BHOLLADAYUtah10 FIRMS · $4.5BOREMUtah10 FIRMS · $3.3BLOGANUtah9 FIRMS · $3.2BCOTTONWOOD HEIGHTSUtah7 FIRMS · $1.5BFARMINGTONUtah5 FIRMS · $530MBOUNTIFULUtah5 FIRMS · $4.2BMIDVALEUtah5 FIRMS · $3.1BMurrayUtah4 FIRMS · $2.1BOGDENUtah4 FIRMS · $791MALPINEUtah3 FIRMS · $827MCEDAR CITYUtah3 FIRMS · $354MMILLCREEKUtah3 FIRMS · $390MCENTERVILLEUtah2 FIRMS · $998MPLEASANT GROVEUtah2 FIRMS · $192MWEST JORDANUtah2 FIRMS · $889MHIGHLANDUtah2 FIRMS · $71MAMERICAN FORKUtah2 FIRMS · $12.4MCLEARFIELDUtah1 FIRM · $12.1MRIVERTONUtah1 FIRM · $5.6MROYUtah1 FIRM · $373MCEDAR HILLSUtah1 FIRM · $31.5MBLUFFDALEUtah1 FIRMSOUTH OGDENUtah1 FIRM · $529MSouth Salt LakeUtah1 FIRM · $366MSPANISH FORKUtah1 FIRM · $322MTOOELEUtah1 FIRM · $41.4MVERNALUtah1 FIRM · $6.3MWEST VALLEYUtah1 FIRM · $87MMapletonUtah1 FIRM · $30MWOODS CROSSUtah1 FIRM · $29MNORTH LOGANUtah1 FIRM · $32MNORTH OGDENUtah1 FIRM · $33.4MLINDONUtah1 FIRM · $110MHeber CityUtah1 FIRM · $1.2M
All RIAs in Utah
ASHWORTH WEALTH, LLC
RIASOUTH JORDAN, UT
AUM $378MTEAM 5REPS 5
THE KARRAS COMPANY, INC.
RIAROY, UT
AUM $373MTEAM 7REPS 4
INTERWISE
RIAHOLLADAY, UT
AUM $370MTEAM 10REPS 5
SWITCHPOINT FINANCIAL PLANNING LLC
RIALEHI, UT
AUM $367MTEAM 3REPS 3
ASILIA CREDIT INVESTMENTS
RIASouth Salt Lake, UT
AUM $366MTEAM 4REPS 3
NORTH CAPITAL
RIAMIDVALE, UT
AUM $366MTEAM 12REPS 11
DECKER RETIREMENT PLANNING INC.
RIALEHI, UT
AUM $360MTEAM 23REPS 12
ELYSIUM WEALTH MANAGEMENT, LLC
RIASOUTH JORDAN, UT
AUM $352MTEAM 22REPS 16
SMEDLEY FINANCIAL SERVICES INC
RIASALT LAKE CITY , UT
AUM $342MTEAM 10REPS 6
NAVIGATE FINANCIAL LLC
RIAMILLCREEK, UT
AUM $338MTEAM 3REPS 3
WASATCH EQUITY PARTNERS
RIALOGAN, UT
AUM $337MTEAM 7REPS 5
SLAYTON LEWIS INC
RIASALT LAKE CITY , UT
AUM $334MTEAM 5REPS 2
WEALTH MANAGEMENT CPAS, LLC
RIASALT LAKE CITY , UT
AUM $329MTEAM 10REPS 6
LIVET WEALTH, LLC
RIASPANISH FORK, UT
AUM $322MTEAM 3REPS 3
PROMONTORY FINANCIAL PLANNING, LLC
RIAFARMINGTON, UT
AUM $319MTEAM 12REPS 12
BLUE BARN WEALTH
RIAOREM, UT
AUM $317MTEAM 9REPS 8
KEELER THOMAS MANAGEMENT LLC
RIAOREM, UT
AUM $306MTEAM 12REPS 6
BLUE DIAMOND CAPITAL INVESTMENT ADVISORS
RIAPROVO, UT
AUM $301MTEAM 3REPS 5
TENCAP WEALTH COACHING
RIASOUTH JORDAN, UT
AUM $285MTEAM 7REPS 8
COTTONWOOD WEALTH STRATEGIES, LLC
RIASALT LAKE CITY , UT
AUM $279MTEAM 5REPS 2
ATHOS PRIVATE WEALTH LLC
RIAHOLLADAY, UT
AUM $268MTEAM 7REPS 5
DECATHLON CAPITAL MANAGEMENT II, LLC
RIAPARK CITY, UT
AUM $267MTEAM 13REPS 3
NEW MILLENNIUM GROUP
RIASANDY, UT
AUM $257MTEAM 18REPS 13
SORENSON IMPACT ADVISORY
RIASALT LAKE CITY , UT
AUM $255MTEAM 5REPS 2
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