RIAs in Utah

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

By city

Salt Lake City Utah57 FIRMS · $68.6B LehiUtah24 FIRMS · $28.9B ProvoUtah13 FIRMS · $4.6B South JordanUtah13 FIRMS · $10.3B DraperUtah12 FIRMS · $8.5B Park CityUtah11 FIRMS · $16.6B St GeorgeUtah11 FIRMS · $12.6B OremUtah11 FIRMS · $3.4B LoganUtah10 FIRMS · $3.1B HolladayUtah10 FIRMS · $4.5B SandyUtah10 FIRMS · $51.4B Cottonwood HeightsUtah7 FIRMS · $1.6B MidvaleUtah5 FIRMS · $3.1B BountifulUtah5 FIRMS · $4.2B FarmingtonUtah5 FIRMS · $530M MurrayUtah4 FIRMS · $2.1B OgdenUtah4 FIRMS · $791M MillcreekUtah3 FIRMS · $390M Cedar CityUtah3 FIRMS · $365M CentervilleUtah3 FIRMS · $1.1B HighlandUtah2 FIRMS · $71M LindonUtah2 FIRMS · $110M West JordanUtah2 FIRMS · $889M AlpineUtah2 FIRMS · $621M American ForkUtah2 FIRMS · $12.4M RivertonUtah1 FIRM · $5.6M IrvineUtah1 FIRM Cedar HillsUtah1 FIRM · $31.5M BluffdaleUtah1 FIRM South OgdenUtah1 FIRM · $529M South Salt LakeUtah1 FIRM · $366M Spanish ForkUtah1 FIRM · $335M TooeleUtah1 FIRM · $41.4M VernalUtah1 FIRM · $6.3M West ValleyUtah1 FIRM · $87M RoyUtah1 FIRM · $373M MapletonUtah1 FIRM · $30M North LoganUtah1 FIRM · $32M North OgdenUtah1 FIRM · $33.4M Woods CrossUtah1 FIRM · $29M Heber CityUtah1 FIRM · $1.2M ClearfieldUtah1 FIRM · $12.1M Pleasant GroveUtah1 FIRM · $108M

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 5

Highland Financial, LLC

Provo, UT

AUM —TEAM 1REPS 1

Tanner Insurance & Advisory, LLC

Salt Lake City , UT

AUM —TEAM 1REPS 11

Peak Investment Coaching, LLC

Logan, UT

AUM —TEAM 2REPS 2

Deseret Point Partners LLC

Salt Lake City , UT

AUM —TEAM 1REPS 1

JHB Capital Management LLC

Sandy, UT

AUM —TEAM 1REPS 1

Black Salt Advisors LLC

Salt Lake City , UT

AUM —TEAM 1REPS 1

ROI Capital Management

St George, UT

AUM —TEAM 1REPS 1

Simple Financial, LLC

West Jordan, UT

AUM —TEAM 11REPS 11

Wilson Financial Advisors, Inc.

Salt Lake City , UT

AUM —TEAM 3REPS 2

Hoainvest LLC

Irvine, UT

AUM —TEAM 11REPS 10

Strategia Investments, LLC

Orem, UT

AUM —TEAM 1REPS 1

Momentum Wealth Management

Orem, UT

AUM —TEAM 21REPS 6

Chamberlain Long Wealth Management, LLC

UT

Cole Financial Advisors, Inc.

Provo, UT

AUM —TEAM 2REPS 2

MCG Capital Management, LLC

Park City, UT

AUM —TEAM 1REPS 1

Affinity Wealth Resources, LLC

Bluffdale, UT

AUM —TEAM 1REPS 1

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