RIA Intelligence

Investment Advisers in Utah

302 registered firms

LEFAVI WEALTH MANAGEMENT, INC.
CRD #104961 SALT LAKE CITY, UT
SEC Disclosures
AUM
$438.8M
Employees
5
STRATEGIC ADVOCATES, LLC
CRD #316858 LOGAN, UT
SEC
AUM
$433.8M
Employees
15
ELEVATED CAPITAL ADVISORS, LLC
CRD #226721 DRAPER, UT
SEC
AUM
$433M
Employees
23
FINANCIAL NETWORK WEALTH ADVISORS LLC
CRD #318842 MURRAY, UT
SEC
AUM
$425.2M
Employees
6
GO INVEST LLC
CRD #291884 WEST JORDAN, UT
SEC
AUM
$420.9M
Employees
1
FIC-SALT LAKE, LLC
CRD #153610 SALT LAKE CITY, UT
SEC
AUM
$420M
Employees
13
CANNON TINGEY INVESTMENT ADVISORS INC
CRD #107539 SALT LAKE CITY, UT
SEC
AUM
$385M
Employees
5
THE MARTIN WORLEY GROUP
CRD #169006 COTTONWOOD HEIGHTS, UT
SEC
AUM
$385M
Employees
5
TANNER CAPITAL MANAGEMENT, LLC
CRD #123497 PROVO, UT
SEC
AUM
$379.4M
Employees
7
KEELER THOMAS MANAGEMENT LLC
CRD #109522 OREM, UT
SEC
AUM
$379.3M
Employees
13
WEALTH NAVIGATION, LLC
CRD #140612 CENTERVILLE, UT
SEC Disclosures
AUM
$367.3M
Employees
12
THREE SEASONS WEALTH
CRD #326517 SALT LAKE CITY, UT
SEC
AUM
$361.7M
Employees
7
AUM
$361.1M
Employees
6
THE KARRAS COMPANY, INC.
CRD #109578 ROY, UT
SEC
AUM
$349.8M
Employees
7
HST VENTURES, LLC
CRD #317143 PARK CITY, UT
SEC Private Funds
AUM
$349.8M
Employees
4
DECATHLON CAPITAL MANAGEMENT II, LLC
CRD #175030 PARK CITY, UT
SEC Private Funds
AUM
$343.6M
Employees
13
SMEDLEY FINANCIAL SERVICES INC
CRD #110870 SALT LAKE CITY, UT
SEC
AUM
$341.8M
Employees
10
CANNON CAPITAL MANAGEMENT, INC.
CRD #144247 SALT LAKE CITY, UT
SEC
AUM
$328.9M
Employees
8
PLATFORM WEALTH MANAGEMENT, LLC
CRD #329313 HOLLADAY, UT
SEC
AUM
$328.6M
Employees
17
ASHWORTH WEALTH, LLC
CRD #116950 SOUTH JORDAN, UT
SEC
AUM
$326.1M
Employees
5
BLUE DIAMOND CAPITAL INVESTMENT ADVISORS, LLC
CRD #333059 PROVO, UT
SEC Private Funds
AUM
$322.8M
Employees
3
COIGN CAPITAL ADVISORS LLC
CRD #171306 DRAPER, UT
SEC
AUM
$321M
Employees
7
WASATCH VENTURE MANAGEMENT, LLC
CRD #326762 LOGAN, UT
SEC Private Funds
AUM
$311.5M
Employees
9
SLAYTON LEWIS INC
CRD #114596 SALT LAKE CITY, UT
SEC
AUM
$307.7M
Employees
5
RIGGS CAPITAL MANAGEMENT, LLC
CRD #120253 AMERICAN FORK, UT
SEC
AUM
$306.8M
Employees
8