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 · $8.4B 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

LUNT CAPITAL MANAGEMENT INC.

HOLLADAY, UT

AUM $601MTEAM 7REPS 5

LONE PEAK GLOBAL INVESTORS, LLC

ALPINE, UT

AUM $598MTEAM 10REPS 8

SQUIRE WEALTH ADVISORS

OREM, UT

AUM $587MTEAM 15REPS 12

LEP MANAGEMENT LLC

SALT LAKE CITY , UT

AUM $585MTEAM 13REPS 5

ADAMS WEALTH ADVISORS

LOGAN, UT

AUM $566MTEAM 18REPS 16

JACOBSEN CAPITAL MANAGEMENT

SALT LAKE CITY , UT

AUM $563MTEAM 4REPS 4

NARUS FINANCIAL PARTNERS, LLC

SALT LAKE CITY , UT

AUM $559MTEAM 6REPS 6

ALLIANCE WEALTH ADVISORS, LLC

CENTERVILLE, UT

AUM $552MTEAM 19REPS 12

HST VENTURES, LLC

PARK CITY, UT

AUM $551MTEAM 4REPS 2

CACHETECH

LOGAN, UT

AUM $547MTEAM 7REPS 8

CIMARRON HEALTHCARE CAPITAL, LLC

HOLLADAY, UT

AUM $533MTEAM 7REPS 4

NAVIGATE PRIVATE WEALTH, LLC

DRAPER, UT

AUM $529MTEAM 11REPS 7

PETERSON WEALTH SERVICES INC.

SOUTH OGDEN, UT

AUM $529MTEAM 6REPS 4

FIDUCIARY ADVISORS, LLC

COTTONWOOD HEIGHTS, UT

AUM $520MTEAM 2REPS 4

FINANCIAL NETWORK WEALTH ADVISORS LLC

Murray, UT

AUM $515MTEAM 6REPS 7

PLATFORM WEALTH ADVISORS

HOLLADAY, UT

AUM $509MTEAM 17REPS 13

DENTIST ADVISORS

HOLLADAY, UT

AUM $504MTEAM 24REPS 11

ELEVATED CAPITAL ADVISORS, LLC

DRAPER, UT

AUM $499MTEAM 30REPS 21

WASATCH HEALTH PARTNERS

SALT LAKE CITY , UT

AUM $495MTEAM 8REPS 5

TINGEY ADVISORS INC

SALT LAKE CITY , UT

AUM $478MTEAM 6REPS 3

COIGN CAPITAL ADVISORS LLC

DRAPER, UT

AUM $473MTEAM 8REPS 8

OAK LANE ADVISORS

CENTERVILLE, UT

AUM $446MTEAM 12REPS 9

LEFAVI WEALTH MANAGEMENT

SALT LAKE CITY , UT

AUM $445MTEAM 5REPS 3

CANNON CAPITAL MANAGEMENT, INC.

SALT LAKE CITY , UT

AUM $386MTEAM 8REPS 3

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