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

CAPITAL WEALTH, LLC

LEHI, UT

AUM $94.9MTEAM 4REPS 3

SEVEN CANYONS ADVISORS, LLC

SALT LAKE CITY , UT

AUM $90MTEAM 6REPS 4

GOALEN CAPITAL ADVISORS, LLC

WEST VALLEY, UT

AUM $87MTEAM 2REPS 1

JHP PLANNING, LLC

Murray, UT

AUM $86.6MTEAM 1REPS 1

HA WEALTH ADVISORS INC.

CEDAR CITY, UT

AUM $85MTEAM 2REPS 2

SOULENCE WEALTH MANAGEMENT, LLC

PLEASANT GROVE, UT

AUM $84.4MTEAM 5REPS 3

M2 FINANCIAL LLC

COTTONWOOD HEIGHTS, UT

AUM $84.1MTEAM 9REPS 5

STONECREEK WEALTH ADVISORS

SOUTH JORDAN, UT

AUM $79.8MTEAM 1REPS 1

WILSON WEALTH MANAGEMENT, INC.

SALT LAKE CITY , UT

AUM $78.1MTEAM 2REPS 1

VITALITY CAPITAL MANAGEMENT, LLC

SOUTH JORDAN, UT

AUM $77.2MTEAM 3REPS 3

R.D. THOMPSON INVESTMENTS

SALT LAKE CITY , UT

AUM $75.6MTEAM 1REPS 1

JASMIJN CAPITAL MANAGEMENT, LLC

HIGHLAND, UT

AUM $71MTEAM 4REPS 2

BEACON FINANCIAL PLANNING, LLC

LOGAN, UT

AUM $62.1MTEAM 6REPS 5

STEWARD FINANCIAL SERVICES, LLC

SALT LAKE CITY , UT

AUM $61.6MTEAM 1REPS 1

COLWYN INVESTMENTS LC

SOUTH JORDAN, UT

AUM $61.2MTEAM 1REPS 1

NEWPARK WEALTH MANAGEMENT

PARK CITY, UT

AUM $59MTEAM 1REPS 1

BRIGHTER RETIREMENT ADVISORS LLC

LEHI, UT

AUM $58.4MTEAM 2REPS 2

MY PROSPER TEAM

LEHI, UT

AUM $58.2MTEAM 5REPS 5

RETIREMENT SOLUTIONS INVESTMENTS, INC.

PROVO, UT

AUM $57.8MTEAM 2REPS 2

TWIN PEAKS WEALTH MANAGEMENT LLC

COTTONWOOD HEIGHTS, UT

AUM $50MTEAM 1REPS 1

RIGBY WATTS INVESTMENT ADVISORS

MILLCREEK, UT

AUM $50MTEAM 1REPS 4

ABLE & STRONG ADVISORS, INC.

BOUNTIFUL, UT

AUM $45.4MTEAM 3REPS 3

FAMILY WEALTH ADVISORS

FARMINGTON, UT

AUM $45.2MTEAM 3REPS 2

BEST WEALTH ADVISORY, LLC

St George, UT

AUM $43.9MTEAM 1REPS 1

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