RIAs in Utah

245 RIAs headquartered in Utah managing a combined $228B.

By city

All RIAs in Utah

ASHWORTH WEALTH, LLC

RIA

SOUTH JORDAN, UT

AUM $378MTEAM 5REPS 5

THE KARRAS COMPANY, INC.

RIA

ROY, UT

AUM $373MTEAM 7REPS 4

INTERWISE

RIA

HOLLADAY, UT

AUM $370MTEAM 10REPS 5

SWITCHPOINT FINANCIAL PLANNING LLC

RIA

LEHI, UT

AUM $367MTEAM 3REPS 3

ASILIA CREDIT INVESTMENTS

RIA

South Salt Lake, UT

AUM $366MTEAM 4REPS 3

NORTH CAPITAL

RIA

MIDVALE, UT

AUM $366MTEAM 12REPS 11

DECKER RETIREMENT PLANNING INC.

RIA

LEHI, UT

AUM $360MTEAM 23REPS 12

ELYSIUM WEALTH MANAGEMENT, LLC

RIA

SOUTH JORDAN, UT

AUM $352MTEAM 22REPS 16

SMEDLEY FINANCIAL SERVICES INC

RIA

SALT LAKE CITY , UT

AUM $342MTEAM 10REPS 6

NAVIGATE FINANCIAL LLC

RIA

MILLCREEK, UT

AUM $338MTEAM 3REPS 3

WASATCH EQUITY PARTNERS

RIA

LOGAN, UT

AUM $337MTEAM 7REPS 5

SLAYTON LEWIS INC

RIA

SALT LAKE CITY , UT

AUM $334MTEAM 5REPS 2

WEALTH MANAGEMENT CPAS, LLC

RIA

SALT LAKE CITY , UT

AUM $329MTEAM 10REPS 6

LIVET WEALTH, LLC

RIA

SPANISH FORK, UT

AUM $322MTEAM 3REPS 3

PROMONTORY FINANCIAL PLANNING, LLC

RIA

FARMINGTON, UT

AUM $319MTEAM 12REPS 12

BLUE BARN WEALTH

RIA

OREM, UT

AUM $317MTEAM 9REPS 8

KEELER THOMAS MANAGEMENT LLC

RIA

OREM, UT

AUM $306MTEAM 12REPS 6

BLUE DIAMOND CAPITAL INVESTMENT ADVISORS

RIA

PROVO, UT

AUM $301MTEAM 3REPS 5

TENCAP WEALTH COACHING

RIA

SOUTH JORDAN, UT

AUM $285MTEAM 7REPS 8

COTTONWOOD WEALTH STRATEGIES, LLC

RIA

SALT LAKE CITY , UT

AUM $279MTEAM 5REPS 2

ATHOS PRIVATE WEALTH LLC

RIA

HOLLADAY, UT

AUM $268MTEAM 7REPS 5

DECATHLON CAPITAL MANAGEMENT II, LLC

RIA

PARK CITY, UT

AUM $267MTEAM 13REPS 3

NEW MILLENNIUM GROUP

RIA

SANDY, UT

AUM $257MTEAM 18REPS 13

SORENSON IMPACT ADVISORY

RIA

SALT LAKE CITY , UT

AUM $255MTEAM 5REPS 2

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