RIAs in Utah

244 RIAs headquartered in Utah managing a combined $229B.

By city

Salt Lake City Utah56 FIRMS · $68.9B LehiUtah24 FIRMS · $27.2B South JordanUtah13 FIRMS · $10.3B ProvoUtah13 FIRMS · $4.6B DraperUtah12 FIRMS · $8.5B Park CityUtah11 FIRMS · $16.6B OremUtah11 FIRMS · $3.4B SandyUtah10 FIRMS · $51.4B St GeorgeUtah10 FIRMS · $12.6B HolladayUtah10 FIRMS · $4.5B LoganUtah9 FIRMS · $3.1B Cottonwood HeightsUtah7 FIRMS · $1.6B MidvaleUtah5 FIRMS · $3.1B FarmingtonUtah5 FIRMS · $530M BountifulUtah5 FIRMS · $4.2B OgdenUtah4 FIRMS · $791M MurrayUtah4 FIRMS · $2.1B Cedar CityUtah3 FIRMS · $365M MillcreekUtah3 FIRMS · $390M AlpineUtah2 FIRMS · $621M American ForkUtah2 FIRMS · $12.4M CentervilleUtah2 FIRMS · $998M 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 · $331M 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

Lone Peak Capital Management, LLC

Lehi, UT

AUM $14.2MTEAM 1REPS 1

Praesideo Management, LLC

Ogden, UT

AUM $14.1MREPS 1

Lee Miles LLC

Ogden, UT

AUM $14MTEAM 2REPS 4

Wealth Mode

Bountiful, UT

AUM $12.5MTEAM 2REPS 1

Peak Horizons Capital

Clearfield, UT

AUM $12.1MTEAM 1REPS 1

Tech Wealth, LLC

Lehi, UT

AUM $11.2MTEAM 1REPS 1

Fortius Financial Advisors, LLC

Salt Lake City , UT

AUM $10.9MTEAM 4REPS 4

Cambria Capital LLC

Salt Lake City , UT

AUM $10.6MTEAM 5REPS 3

Premier Choice Wealth Advisors, LLC

Lehi, UT

AUM $10.4MTEAM 1REPS 2

Proactive Wealth Management, Inc.

Draper, UT

AUM $9.3MTEAM 1REPS 1

Evergreen Capital Management, Inc.

Sandy, UT

AUM $9MTEAM 1REPS 1

Maximus Wealth Advisors

Salt Lake City , UT

AUM $8MTEAM 1REPS 1

Fortis Wealth Management, LLC

American Fork, UT

AUM $7.3MTEAM 1REPS 1

Gajardo Wealth Management LLC

Lehi, UT

AUM $7.2MTEAM 1REPS 1

Cook Financial, LLC

Vernal, UT

AUM $6.3MTEAM 1REPS 1

Casull Financial Advisory, LLC

South Jordan, UT

AUM $5.9MTEAM 1REPS 1

Cynosure Portfolio Advisors LLC

Salt Lake City , UT

AUM $5.8MTEAM 7REPS 9

Niemann Investments LLC

Riverton, UT

AUM $5.6MTEAM 1REPS 1

Cove Fort Capital, LLC

American Fork, UT

AUM $5.1MTEAM 2REPS 2

Beechwood Value Capital, LLC

Salt Lake City , UT

AUM $4.2MTEAM 1REPS 1

Sunset Retirement Advisors LLC

Provo, UT

AUM $3.5MTEAM 2REPS 4

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

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