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

JOSEPH M. LARSEN, C.P.A., P.C.

PROVO, UT

AUM $2.2MTEAM 1REPS 2

DAVID RUSSELL FJELDSTED

FARMINGTON, UT

AUM $2MTEAM 1REPS 1

AFFINITY FINANCIAL, LLC

MILLCREEK, UT

AUM $1.8MTEAM 1REPS 1

PL WEALTH ADVISORS, LLC

SALT LAKE CITY , UT

AUM $1.4MTEAM 10REPS 8

COLAB CAPITAL

St George, UT

AUM $1.4MTEAM 2REPS 2

THE PRUDENT PLANNER, LLC

SALT LAKE CITY , UT

AUM $1.3MTEAM 1REPS 1

NIBLEY FINANCIAL LLC

Heber City, UT

AUM $1.2MTEAM 1REPS 1

SANDLOT PRIVATE WEALTH LLC

OREM, UT

AUM $305KTEAM 4REPS 4

MANAGED WEALTH ADVANTAGE, LLC

St George, UT

AUM —TEAM 1REPS 1

TB SUNRIDGE ADVISORS LLC

PARK CITY, UT

AUM —TEAM 1REPS 1

TANNER INSURANCE & ADVISORY, LLC

SALT LAKE CITY , UT

AUM —TEAM 1REPS 11

EMOTIONALLY INVESTED

HIGHLAND, UT

AUM —TEAM 1REPS 1

SUMMIT WEALTH LLC

OREM, UT

AUM —TEAM 1REPS 1

SIMPLE FINANCIAL, LLC

WEST JORDAN, UT

AUM —TEAM 11REPS 11

HARVEST LANE INVESTMENT PARTNERS, LLC.

SANDY, UT

AUM —TEAM 1REPS 1

DESERET POINT PARTNERS LLC

SALT LAKE CITY , UT

AUM —TEAM 1REPS 1

PEAK INVESTMENT COACHING, LLC

LOGAN, UT

AUM —TEAM 2REPS 2

MCG CAPITAL MANAGEMENT, LLC

PARK CITY, UT

AUM —TEAM 1REPS 1

COLE FINANCIAL ADVISORS, INC.

PROVO, UT

AUM —TEAM 2REPS 2

STRATEGIA INVESTMENTS, LLC

OREM, UT

AUM —TEAM 1REPS 1

TANARA WEALTH MANAGEMENT LLC

LEHI, UT

AUM —TEAM 15REPS 8

JHB CAPITAL MANAGEMENT LLC

SANDY, UT

AUM —TEAM 1REPS 1

ROI CAPITAL MANAGEMENT

St George, UT

AUM —TEAM 1REPS 1

RAINEY WEALTH MANAGEMENT LLC

SALT LAKE CITY , UT

AUM —TEAM 1REPS 1

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