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

WASATCH INVESTMENT FUND MANAGER, LLC

LOGAN, UT

AUM $255MTEAM 5REPS 2

EVERSPIRE

MIDVALE, UT

AUM $248MTEAM 20REPS 22

THE PROFESSIONAL FINANCIAL COMPANY LLC

OREM, UT

AUM $246MTEAM 7REPS 3

KULTURA CAPITAL MANAGEMENT LP

PARK CITY, UT

AUM $245MTEAM 12REPS 3

BURRUS

SALT LAKE CITY , UT

AUM $241MTEAM 5REPS 3

E6 PORTFOLIOS

MIDVALE, UT

AUM $239MTEAM 9REPS 4

REEF INVESTMENT MANAGEMENT LLC

LEHI, UT

AUM $234MTEAM 13REPS 2

PRESIDIO WEALTH MANAGEMENT

MIDVALE, UT

AUM $217MTEAM 5REPS 4

ALPHA WEALTH FUNDS, LLC

PARK CITY, UT

AUM $214MTEAM 9REPS 10

DIAMOND WEALTH MANAGEMENT, LLC

ALPINE, UT

AUM $212MTEAM 6REPS 6

REFINED WEALTH MANAGEMENT

SALT LAKE CITY , UT

AUM $211MTEAM 5REPS 5

TETON WEALTH GROUP LLC

Murray, UT

AUM $204MTEAM 24REPS 6

PRESTIGE WEALTHWIDE, LLC

LEHI, UT

AUM $198MTEAM 3REPS 3

STATERA WEALTH MANAGEMENT

St George, UT

AUM $185MTEAM 8REPS 5

JORDANELLE CAPITAL

SALT LAKE CITY , UT

AUM $179MTEAM 2REPS 2

PERIOPE, LC

St George, UT

AUM $177MTEAM 3REPS 3

PETERSON ROGERS PRIVATE WEALTH, LLC

SALT LAKE CITY , UT

AUM $177MTEAM 4REPS 3

GUARDIAN WEALTH MANAGEMENT

SALT LAKE CITY , UT

AUM $175MTEAM 3REPS 3

ECHELONS CAPITAL, LLC

PARK CITY, UT

AUM $174MTEAM 2REPS 2

THISTLE CREEK CAPITAL, LLC

LEHI, UT

AUM $161MTEAM 6REPS 2

MEDICUS WEALTH PLANNING, INC.

DRAPER, UT

AUM $161MTEAM 5REPS 4

PROVIDENT LIVING FINANCIAL SERVICES

LEHI, UT

AUM $158MTEAM 3REPS 3

PARAGON WEALTH MANAGEMENT

PROVO, UT

AUM $153MTEAM 5REPS 3

FINANCIAL ADVISORY SERVICES

SALT LAKE CITY , UT

AUM $147MTEAM 1REPS 1

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