RIA Intelligence

Investment Advisers in Utah

302 registered firms

Sort by: AUM Name Employees Last Updated
SOON ADVISERS LLC
CRD #315870 SALT LAKE CITY, UT
SEC
AUM
$0
Employees
4
CYNOSURE PORTFOLIO ADVISORS LLC
CRD #337747 SALT LAKE CITY, UT
SEC
AUM
$0
Employees
8
AOG WEALTH PARTNERS, LLC
CRD #338535 ST. GEORGE, UT
SEC
AUM
$0
Employees
5
CERULEAN INVESTMENT STRATEGIES GROUP, LLC
CRD #144241 SALT LAKE CITY, UT
SEC
AUM
$10
Employees
5
SUNSET ADVISERS, LLC
CRD #334116 SALT LAKE CITY, UT
SEC
AUM
$1K
Employees
3
PORTFOLIO MANAGER INTERNATIONAL L.L.C
CRD #142626 SALT LAKE CITY, UT
SEC
AUM
$98K
Employees
5
EMERGENT VENTURE PARTNERS, LLC
CRD #328735 SOUTH JORDAN, UT
SEC
AUM
$250K
Employees
0
FINANCIAL GUARD, LLC
CRD #156059 SALT LAKE CITY, UT
SEC
AUM
$977.3K
Employees
18
WEST RIM CAPITAL I, LLC
CRD #124760 LEHI, UT
SEC Private Funds
AUM
$1.3M
Employees
28
GOALEN FINANCIAL ADVISORS, LLC
CRD #289497 SALT LAKE CITY, UT
SEC
AUM
$1.9M
Employees
2
WASATCH NEW MEXICO MANAGEMENT PARTNERS, LLC
CRD #139507 SALT LAKE CITY, UT
SEC
AUM
$3.4M
Employees
5
D & F INVESTMENT PARTNERS, LLC
CRD #311742 PARK CITY, UT
SEC
AUM
$5.9M
Employees
2
MERIDIAN ASSET MANAGEMENT LLC
CRD #132125 COTTONWOOD HEIGHTS, UT
SEC Disclosures
AUM
$8.5M
Employees
2
CORE CAPITAL WEALTH MANAGEMENT, LLC
CRD #307220 PROVIDENCE, UT
SEC
AUM
$9M
Employees
2
FORESEE MANAGEMENT, LLC
CRD #150406 SOUTH JORDAN, UT
SEC Private Funds
AUM
$9M
Employees
1
ROCK CANYON ADVISORY GROUP, INC.
CRD #124273 LEHI, UT
SEC
AUM
$9.9M
Employees
5
CAMBRIA CAPITAL, LLC
CRD #133760 SALT LAKE CITY, UT
SEC Disclosures
AUM
$11.1M
Employees
17
PREMIER CAPITAL MANAGEMENT INC
CRD #118785 OREM, UT
SEC
AUM
$12.7M
Employees
1
SPROUT FINANCIAL LLC
CRD #293200 LEHI, UT
SEC
AUM
$13.8M
Employees
2
ZWMC IV, L.L.C.
CRD #143587 SALT LAKE CITY, UT
SEC
AUM
$15.6M
Employees
5
WMW MANAGEMENT, INC.
CRD #116452 FARMINGTON, UT
SEC
AUM
$15.8M
Employees
5
CERTEZA FUND ADVISORS LLC
CRD #310848 PROVIDENCE, UT
SEC
AUM
$20.2M
Employees
3
EVERGREEN CAPITAL MANAGEMENT, INC.
CRD #129764 SALT LAKE CITY, UT
SEC
AUM
$23.5M
Employees
2
ZIONS INVESTMENT SECURITIES, INC.
CRD #17776 SALT LAKE CITY, UT
SEC
AUM
$26.1M
Employees
51
FORTIUS WEALTH MANAGEMENT LLC
CRD #141485 ALPINE, UT
SEC
AUM
$27.5M
Employees
1