RIAs in Utah

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

By city

All RIAs in Utah

Cherokee & Walker Management

RIA

Holladay, UT

AUM $101MTEAM 5REPS 4

Timpanogos Financial Advisors, Inc.

RIA

Orem, UT

AUM $99.2MTEAM 2REPS 2

R.O.I.

RIA

Lehi, UT

AUM $97MTEAM 2REPS 3

Seven Canyons Advisors, LLC

RIA

Salt Lake City , UT

AUM $90MTEAM 6REPS 4

Goalen Capital Advisors, LLC

RIA

West Valley, UT

AUM $87MTEAM 2REPS 1

JHP Planning, LLC

RIA

Murray, UT

AUM $86.6MTEAM 1REPS 1

HA Wealth Advisors Inc.

RIA

Cedar City, UT

AUM $85MTEAM 2REPS 2

M2 Financial LLC

RIA

Cottonwood Heights, UT

AUM $84.1MTEAM 9REPS 5

Stonecreek Wealth Advisors

RIA

South Jordan, UT

AUM $79.8MTEAM 1REPS 1

Wilson Wealth Management, Inc.

RIA

Salt Lake City , UT

AUM $78.1MTEAM 2REPS 1

Vitality Capital Management, LLC

RIA

South Jordan, UT

AUM $77.2MTEAM 3REPS 3

R.D. Thompson Investments

RIA

Salt Lake City , UT

AUM $75.6MTEAM 1REPS 1

Jasmijn Capital Management, LLC

RIA

Highland, UT

AUM $71MTEAM 4REPS 2

Aclaime Asset Management, LLC

RIA

Cottonwood Heights, UT

AUM $64.4MTEAM 3REPS 2

Beacon Financial Planning, LLC

RIA

Logan, UT

AUM $62.1MTEAM 6REPS 5

Steward Financial Services, LLC

RIA

Salt Lake City , UT

AUM $61.6MTEAM 1REPS 1

Colwyn Investments Lc

RIA

South Jordan, UT

AUM $61.2MTEAM 1REPS 1

Newpark Wealth Management

RIA

Park City, UT

AUM $59MTEAM 1REPS 1

Brighter Retirement Advisors LLC

RIA

Lehi, UT

AUM $58.4MTEAM 2REPS 2

My Prosper Team

RIA

Lehi, UT

AUM $58.2MTEAM 5REPS 4

Retirement Solutions Investments, Inc.

RIA

Provo, UT

AUM $57.8MTEAM 2REPS 2

Rigby Watts Investment Advisors

RIA

Millcreek, UT

AUM $50MTEAM 1REPS 4

Twin Peaks Wealth Management LLC

RIA

Cottonwood Heights, UT

AUM $50MTEAM 1REPS 1

Able & Strong Advisors, Inc.

RIA

Bountiful, UT

AUM $45.4MTEAM 3REPS 3

FINTRX platform

Need contacts and allocation intelligence for these firms?

Request a demo