RIA Intelligence

Investment Advisers in Utah

302 registered firms

Sort by: AUM Name Employees Last Updated
HEALTHEQUITY ADVISORS, LLC
CRD #167105 DRAPER, UT
SEC
AUM
$1.5B
Employees
8
WEST RIM CAPITAL ASSOCIATES II, L.P.
CRD #145085 LEHI, UT
SEC Private Funds
AUM
$1.6B
Employees
33
PHYSICIAN WEALTH ADVISORS, INC.
CRD #106043 SALT LAKE CITY, UT
SEC
AUM
$1.7B
Employees
15
THE NORDEN GROUP LLC
CRD #323988 PROVO, UT
SEC
AUM
$1.7B
Employees
29
ALTA CAPITAL MANAGEMENT LLC
CRD #106786 SALT LAKE CITY, UT
SEC
AUM
$1.8B
Employees
28
CAPITA FINANCIAL NETWORK, LLC
CRD #290558 DRAPER, UT
SEC
AUM
$1.8B
Employees
52
ALBION MANAGEMENT GROUP
CRD #105957 SALT LAKE CITY, UT
SEC Private Funds
AUM
$1.9B
Employees
30
TOWER ARCH CAPITAL, L.P.
CRD #169057 DRAPER, UT
SEC Private Funds
AUM
$1.9B
Employees
22
DW MANAGEMENT SERVICES, L.L.C.
CRD #160555 PARK CITY, UT
SEC Private Funds
AUM
$1.9B
Employees
38
SUMMIT GLOBAL INVESTMENTS, LLC
CRD #157091 BOUNTIFUL, UT
SEC Private Funds
AUM
$1.9B
Employees
32
DFPG INVESTMENTS, LLC
CRD #155576 SANDY, UT
SEC
AUM
$2B
Employees
156
SUNDANCE BAY INVESTMENT MANAGER, LLC
CRD #301868 SALT LAKE CITY, UT
SEC Private Funds
AUM
$2.1B
Employees
70
DRIVE WEALTH MANAGEMENT, LLC
CRD #174728 LEHI, UT
SEC
AUM
$2.2B
Employees
28
KEYSTONE NATIONAL GROUP, LLC
CRD #142885 SALT LAKE CITY, UT
SEC Private Funds
AUM
$2.3B
Employees
39
CREWE ADVISORS LLC
CRD #173920 SALT LAKE CITY, UT
SEC
AUM
$2.5B
Employees
30
DIVERSIFY WEALTH MANAGEMENT, LLC
CRD #329878 SANDY, UT
SEC
AUM
$2.5B
Employees
48
PETERSON PARTNERS, LLC
CRD #159450 SALT LAKE CITY, UT
SEC Private Funds
AUM
$2.9B
Employees
39
GLADIUS CAPITAL MANAGEMENT LP
CRD #152023 PARK CITY, UT
SEC Private Funds
AUM
$3.1B
Employees
13
DIVERSIFY ADVISORY SERVICES, LLC
CRD #326060 SANDY, UT
SEC
AUM
$3.2B
Employees
171
MORETON ASSET MANAGEMENT, LLC
CRD #133417 FARMINGTON, UT
SEC
AUM
$4.4B
Employees
6
SEPIO CAPITAL, LP
CRD #285645 SALT LAKE CITY, UT
SEC Private Funds
AUM
$4.5B
Employees
27
GRANDEUR PEAK GLOBAL ADVISORS, LLC
CRD #158270 SALT LAKE CITY, UT
SEC Private Funds
AUM
$4.9B
Employees
53
THE CYNOSURE GROUP
CRD #281399 SALT LAKE CITY, UT
SEC Private Funds
AUM
$6.6B
Employees
43
SOLTIS INVESTMENT ADVISORS, LLC
CRD #154690 ST. GEORGE, UT
SEC
AUM
$8.4B
Employees
95
TOWNSQUARE CAPITAL, LLC
CRD #288576 LEHI, UT
SEC Private Funds
AUM
$15B
Employees
25