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 · $8.5B 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

COTTONWOOD ASSET MANAGEMENT LLC

SALT LAKE CITY , UT

AUM $15.9MTEAM 3REPS 4

PRAESIDEO MANAGEMENT, LLC

OGDEN, UT

AUM $14.1MREPS 1

LEE MILES LLC

OGDEN, UT

AUM $14MTEAM 2REPS 4

WEALTH MODE

BOUNTIFUL, UT

AUM $12.5MTEAM 2REPS 1

PEAK HORIZONS CAPITAL

CLEARFIELD, UT

AUM $12.1MTEAM 1REPS 1

TECH WEALTH, LLC

LEHI, UT

AUM $11.2MTEAM 1REPS 1

FORTIUS FINANCIAL ADVISORS, LLC

SALT LAKE CITY , UT

AUM $10.9MTEAM 4REPS 4

CAMBRIA CAPITAL LLC

SALT LAKE CITY , UT

AUM $10.6MTEAM 5REPS 3

LONE PEAK CAPITAL MANAGEMENT, LLC

LEHI, UT

AUM $10.5MTEAM 1REPS 1

PREMIER CHOICE WEALTH ADVISORS, LLC

LEHI, UT

AUM $10.4MTEAM 1REPS 2

PROACTIVE WEALTH MANAGEMENT, INC.

DRAPER, UT

AUM $9.3MTEAM 1REPS 1

EVERGREEN CAPITAL MANAGEMENT, INC.

SANDY, UT

AUM $9MTEAM 1REPS 1

MAXIMUS WEALTH ADVISORS

SALT LAKE CITY , UT

AUM $8MTEAM 1REPS 1

FORTIS WEALTH MANAGEMENT, LLC

AMERICAN FORK, UT

AUM $7.3MTEAM 1REPS 1

TRIVIUM CAPITAL PARTNERS, LLC

LOGAN, UT

AUM $7.3MTEAM 1REPS 1

GAJARDO WEALTH MANAGEMENT LLC

LEHI, UT

AUM $7.2MTEAM 1REPS 1

COOK FINANCIAL, LLC

VERNAL, UT

AUM $6.3MTEAM 1REPS 1

CASULL FINANCIAL ADVISORY, LLC

SOUTH JORDAN, UT

AUM $5.9MTEAM 1REPS 1

CYNOSURE PORTFOLIO ADVISORS LLC

SALT LAKE CITY , UT

AUM $5.8MTEAM 7REPS 9

NIEMANN INVESTMENTS LLC

RIVERTON, UT

AUM $5.6MTEAM 1REPS 1

COVE FORT CAPITAL, LLC

AMERICAN FORK, UT

AUM $5.1MTEAM 2REPS 2

BEECHWOOD VALUE CAPITAL, LLC

SALT LAKE CITY , UT

AUM $4.2MTEAM 1REPS 1

SUNSET RETIREMENT ADVISORS LLC

PROVO, UT

AUM $3.5MTEAM 2REPS 4

PLANNED SECURITY ADVISORS LLC

COTTONWOOD HEIGHTS, UT

AUM $3.2MTEAM 1REPS 1

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