RIAs in Utah

248 RIAs headquartered in Utah managing a combined $230B.

By city

Salt Lake City Utah57 FIRMS · $68.6B LehiUtah24 FIRMS · $28.9B South JordanUtah13 FIRMS · $10.3B ProvoUtah13 FIRMS · $4.6B DraperUtah12 FIRMS · $8.5B OremUtah11 FIRMS · $3.4B Park CityUtah11 FIRMS · $16.6B St GeorgeUtah11 FIRMS · $12.6B SandyUtah10 FIRMS · $51.4B LoganUtah10 FIRMS · $3.1B HolladayUtah10 FIRMS · $4.5B Cottonwood HeightsUtah7 FIRMS · $1.6B BountifulUtah5 FIRMS · $4.2B MidvaleUtah5 FIRMS · $3.1B FarmingtonUtah5 FIRMS · $530M MurrayUtah4 FIRMS · $2.1B OgdenUtah4 FIRMS · $791M CentervilleUtah3 FIRMS · $1.1B Cedar CityUtah3 FIRMS · $365M MillcreekUtah3 FIRMS · $390M AlpineUtah2 FIRMS · $621M American ForkUtah2 FIRMS · $12.4M 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 · $335M 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

New Millennium Group

Sandy, UT

AUM $257MTEAM 18REPS 13

Sorenson Impact Advisory

Salt Lake City , UT

AUM $255MTEAM 5REPS 5

Wasatch Investment Fund Manager, LLC

Logan, UT

AUM $255MTEAM 5REPS 2

Everspire

Midvale, UT

AUM $248MTEAM 20REPS 19

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 11REPS 12

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 4

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

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