RIA Intelligence

Investment Advisers in Utah

302 registered firms

Sort by: AUM Name Employees Last Updated
STRATEGIC ADVOCATES, LLC
CRD #316858 LOGAN, UT
SEC
AUM
$433.8M
Employees
15
LEFAVI WEALTH MANAGEMENT, INC.
CRD #104961 SALT LAKE CITY, UT
SEC Disclosures
AUM
$438.8M
Employees
5
ALLIANCE WEALTH ADVISORS, LLC
CRD #314668 CENTERVILLE, UT
SEC
AUM
$439.5M
Employees
14
CYNOSURE ADVISORS, LLC
CRD #282446 SALT LAKE CITY, UT
SEC
AUM
$442.8M
Employees
8
CIMARRON HEALTHCARE CAPITAL, LLC
CRD #282387 SALT LAKE CITY, UT
SEC Private Funds
AUM
$447.7M
Employees
7
DAKOTA PACIFIC GLOBAL MACRO ADVISERS LP
CRD #288781 SALT LAKE CITY, UT
Private Funds
AUM
$447.9M
Employees
2
FIRSTPURPOSE WEALTH LLC
CRD #145593 OREM, UT
SEC
AUM
$458.1M
Employees
46
AQUIRE WEALTH ADVISORS, LLC
CRD #149559 SALT LAKE CITY, UT
SEC
AUM
$461.8M
Employees
21
NAVIGATE PRIVATE WEALTH, LLC
CRD #170774 DRAPER, UT
SEC
AUM
$462.6M
Employees
12
PETERSON WEALTH SERVICES INC.
CRD #288620 SOUTH OGDEN, UT
SEC
AUM
$462.7M
Employees
7
FIDUCIARY ADVISORS, LLC
CRD #104189 COTTONWOOD HEIGHTS, UT
SEC
AUM
$464.5M
Employees
2
NARUS FINANCIAL PARTNERS, LLC
CRD #173534 SALT LAKE CITY, UT
SEC
AUM
$467.7M
Employees
6
JACOBSEN CAPITAL MANAGEMENT, LLC
CRD #116085 SALT LAKE CITY, UT
SEC
AUM
$474.6M
Employees
5
WASATCH HEALTH, LLC
CRD #335443 SALT LAKE CITY, UT
SEC Private Funds
AUM
$474.9M
Employees
9
SQUIRE INVESTMENT MANAGEMENT COMPANY, LLC
CRD #117750 OREM, UT
SEC
AUM
$493.9M
Employees
12
OXFORD WEALTH MANAGEMENT LLC
CRD #332725 LINDON, UT
SEC
AUM
$495.1M
Employees
9
CLIFFORD CAPITAL PARTNERS, LLC
CRD #153956 ALPINE, UT
SEC
AUM
$496.6M
Employees
10
CALIBER WEALTH MANAGEMENT, LLC
CRD #173280 OREM, UT
SEC
AUM
$503.2M
Employees
6
BLUE BARN WEALTH, LLC
CRD #107202 OREM, UT
SEC
AUM
$521.4M
Employees
12
BANNER CAPITAL MANAGEMENT, LLC
CRD #326949 LEHI, UT
SEC Private Funds
AUM
$523.3M
Employees
7
LEP MANAGEMENT LLC
CRD #173481 SALT LAKE CITY, UT
SEC Private Funds
AUM
$525.3M
Employees
12
SG TRADING SOLUTIONS, LLC
CRD #322928 BOUNTIFUL, UT
SEC
AUM
$535.2M
Employees
5
ABG CONSULTANTS, LLC
CRD #131129 COTTONWOOD HEIGHTS, UT
SEC
AUM
$576.3M
Employees
4
LUNT CAPITAL MANAGEMENT INC.
CRD #125183 HOLLADAY, UT
SEC
AUM
$600.9M
Employees
7
DIVERGENT WEALTH ADVISORS, LLC
CRD #286383 SOUTH JORDAN, UT
Private Funds
AUM
$617.4M
Employees
12