RIAs in Utah

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

By city

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

All RIAs in Utah

West Rim Capital Associates II, L.P.

Lehi, UT

AUM $1.7BTEAM 30REPS 6

Alta Capital Management LLC

Holladay, UT

AUM $1.6BTEAM 19REPS 16

Drive Wealth Advisers

Lehi, UT

AUM $1.5BTEAM 17REPS 20

Portside Wealth Group, LLC

Provo, UT

AUM $1.4BTEAM 54REPS 57

B.O.S.S. Retirement Advisors, LLC

Lehi, UT

AUM $1.4BTEAM 87REPS 46

Cross Creek Advisors, LLC

Salt Lake City , UT

AUM $1.3BTEAM 20REPS 5

Iron Gate Global Advisors

Salt Lake City , UT

AUM $1.3BTEAM 7REPS 8

TrueNorth Wealth

Murray, UT

AUM $1.3BTEAM 19REPS 12

Andina Advisors

Logan, UT

AUM $1.3BTEAM 13REPS 11

Three Seasons Wealth

Salt Lake City , UT

AUM $1.2BTEAM 14REPS 7

Tanara Wealth Management LLC

Lehi, UT

AUM $1.1BTEAM 15REPS 9

Sandlot Partners, LLC

Orem, UT

AUM $934MTEAM 18REPS 5

SG Trading Solutions, LLC

Bountiful, UT

AUM $912MTEAM 5REPS 2

Taylor Derrick Capital, L.L.C.

Salt Lake City , UT

AUM $911MTEAM 22REPS 7

Strategic Planning Group

Bountiful, UT

AUM $910MTEAM 20REPS 8

GO Invest LLC

West Jordan, UT

AUM $889MTEAM 1REPS 2

Bridge Net Lease Fund Manager LLC

Sandy, UT

AUM $843MTEAM 587REPS 3

Net Worth Advisory Group, LLC

Sandy, UT

AUM $838MTEAM 20REPS 15

Zions Capital Advisors, Inc.

Salt Lake City , UT

AUM $831MTEAM 14REPS 15

Peterson Wealth Advisors, LLC

Orem, UT

AUM $830MTEAM 13REPS 14

M3f, Inc.

Salt Lake City , UT

AUM $778MTEAM 6REPS 2

Solidarity Wealth, LLC

Lehi, UT

AUM $704MTEAM 12REPS 9

ABG Consultants

Cottonwood Heights, UT

AUM $697MTEAM 4REPS 10

Ascend Investment Partners

Ogden, UT

AUM $661MTEAM 9REPS 5

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