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Investment advisers in Utah

145 SEC-registered advisers with a main office in Utah, ordered by regulatory AUM.
FirmCityReg. AUMFunds
Bridge Multifamily Fund Manager LLCSandy$49.3B153
Wasatch Advisors LPSalt Lake City$23.35B1
Townsquare Capital, LLCLehi$18.07B2
Soltis Investment Advisors, LLCSt. George$12.04B—
The Cynosure GroupSalt Lake City$9.85B60
Westwood Global Investments LLCPark City$9.47B3
Sepio Capital, LPSalt Lake City$5.64B10
Diversify Advisory Services, LLCSouth Jordan$4.65B—
Diversify Wealth Management, LLCSouth Jordan$4.11B—
Grandeur Peak Global Advisors, LLCSalt Lake City$3.8B2
Crewe Advisors LLCSalt Lake City$3.05B1
Gladius Capital Management LPPark City$2.88B4
Dw Management Services, L.L.C.Park City$2.74B12
Peterson Partners, LLCSalt Lake City$2.63B28
Keystone National Group, LLCSalt Lake City$2.5B6
Capita Financial Network, LLCDraper$2.32B—
Summit Global Investments, LLCBountiful$2.29B1
Tower Arch Capital, L.P.Draper$2.12B7
Sundance Bay Investment Manager, LLCSalt Lake City$2.09B1
Albion Management GroupSalt Lake City$2.01B3
Physician Wealth Advisors, Inc.Salt Lake City$2.01B—
Healthequity Advisors, LLCDraper$1.99B—
The Norden Group LLCProvo$1.97B—
West Rim Capital Associates II, L.P.Lehi$1.66B—
Alta Capital Management LLCSalt Lake City$1.6B—
Drive Wealth Management, LLCLehi$1.5B—
Portside Wealth Group, LLCProvo$1.43B—
B.o.s.s. Retirement Advisors, LLCLehi$1.38B—
Cross Creek Advisors, LLCSalt Lake City$1.35B16
Iron Gate Global Advisors, LLCNorth Salt Lake$1.32B—
Association Financial Services Inc.Salt Lake City$1.27B—
Andina Capital Management, LLCLogan$1.26B—
Three Seasons WealthSalt Lake City$1.23B—
Tanara Wealth Management LLCLehi$1.09B—
Sandlot Partners, LLCOrem$934.5M49
Sg Trading Solutions, LLCBountiful$911.7M—
Taylor Derrick Capital, L.L.C.Salt Lake City$910.7M10
Strategic Planning Group, LLCBountiful$910.3M—
Go Invest LLCWest Jordan$889M—
Bridge Net Lease Fund Manager LLCSandy$843.3M—
Net Worth Advisory Group, LLCSandy$838.4M—
Zions Capital Advisors, Inc.Salt Lake City$830.8M—
Peterson Wealth Advisors, LLCOrem$829.7M—
M3f, Inc.Salt Lake City$778.2M1
Solidarity Wealth, LLCLehi$704.2M—
Abg Consultants, LLCCottonwood Heights$697.4M—
Kesler, Norman & Wride, LLCOgden$661.4M—
Accuvest Global Advisors, Inc.Provo$630.5M1
Banner Capital Management, LLCLehi$619.2M6
Lunt Capital Management Inc.Holladay$601.5M—
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