RIA Intelligence

Investment Advisers in Utah

302 registered firms

Sort by: AUM Name Employees Last Updated
WEST RIM CAPITAL ASSOCIATES II, L.P.
CRD #145085 LEHI, UT
SEC Private Funds
AUM
$1.6B
Employees
33
HEALTHEQUITY ADVISORS, LLC
CRD #167105 DRAPER, UT
SEC
AUM
$1.5B
Employees
8
ARLINGTON VALUE CAPITAL, LLC
CRD #123417 SALT LAKE CITY, UT
SEC Private Funds
AUM
$1.5B
Employees
3
ZIONS CAPITAL ADVISORS, INC.
CRD #131308 SALT LAKE CITY, UT
SEC
AUM
$1.5B
Employees
16
FORESIGHT WEALTH MANAGEMENT, LLC
CRD #153881 DRAPER, UT
SEC Private Funds
AUM
$1.3B
Employees
21
MERCATO MANAGEMENT, LLC
CRD #163142 SALT LAKE CITY, UT
Private Funds
AUM
$1.3B
Employees
38
CROSS CREEK ADVISORS, LLC
CRD #165803 SALT LAKE CITY, UT
SEC Private Funds
AUM
$1.3B
Employees
20
PORTSIDE WEALTH GROUP, LLC
CRD #325175 PROVO, UT
SEC
AUM
$1.1B
Employees
47
ASSOCIATION FINANCIAL SERVICES INC.
CRD #142205 SALT LAKE CITY, UT
SEC
AUM
$1.1B
Employees
17
B.O.S.S. RETIREMENT ADVISORS, LLC
CRD #171143 LEHI, UT
SEC Disclosures
AUM
$1.1B
Employees
65
IRON GATE GLOBAL ADVISORS, LLC
CRD #111177 NORTH SALT LAKE, UT
SEC
AUM
$1.1B
Employees
7
ANDINA CAPITAL MANAGEMENT, LLC
CRD #151762 LEHI, UT
SEC Private Funds
AUM
$1B
Employees
18
ACCUVEST GLOBAL ADVISORS, INC.
CRD #134096 PROVO, UT
SEC Private Funds
AUM
$937.7M
Employees
6
OLYMPUS WEALTH MANAGEMENT, LLC
CRD #173715 COTTONWOOD HEIGHTS, UT
SEC
AUM
$850.2M
Employees
18
THE INSIGHT GROUP, INC.
CRD #117936 SALT LAKE CITY, UT
SEC
AUM
$848.2M
Employees
8
TAYLOR DERRICK CAPITAL, L.L.C.
CRD #158016 SALT LAKE CITY, UT
SEC Private Funds
AUM
$847.5M
Employees
20
STRATEGIC PLANNING GROUP, LLC
CRD #113844 BOUNTIFUL, UT
SEC Disclosures
AUM
$813.4M
Employees
19
M3F, INC.
CRD #151191 SALT LAKE CITY, UT
SEC Private Funds
AUM
$766.2M
Employees
5
BRIDGE NET LEASE FUND MANAGER LLC
CRD #316623 SANDY, UT
SEC Private Funds
AUM
$722.6M
Employees
610
NET WORTH ADVISORY GROUP, LLC
CRD #126983 SANDY, UT
SEC
AUM
$718.4M
Employees
18
ADAMS WEALTH MANAGEMENT LLC
CRD #286087 LOGAN, UT
SEC Private Funds
AUM
$709.1M
Employees
26
PETERSON WEALTH ADVISORS, LLC
CRD #146349 OREM, UT
SEC
AUM
$688.7M
Employees
12
CACHETECH
CRD #327688 LOGAN, UT
SEC Private Funds
AUM
$671.7M
Employees
10
SOLTIS INVESTMENT ADVISORS, INC.
CRD #106134 ST GEORGE, UT
SEC
AUM
$647.9M
Employees
10
SOLIDARITY WEALTH, LLC
CRD #315843 LEHI, UT
SEC Private Funds
AUM
$627.8M
Employees
13