RIA Intelligence

Investment Advisers in Utah

302 registered firms

Sort by: AUM Name Employees Last Updated
COTTONWOOD CAPITAL ADVISORS, LLC
CRD #311272 SALT LAKE CITY, UT
SEC Private Funds
AUM
$306.3M
Employees
5
ASILIA CREDIT INVESTMENTS, LLC
CRD #334981 SALT LAKE CITY, UT
SEC Private Funds
AUM
$304.4M
Employees
2
NAVIGATE FINANCIAL LLC
CRD #325945 SALT LAKE CITY, UT
SEC
AUM
$300.2M
Employees
2
UTAH PEAKS CAPITAL, INC.
CRD #318446 PARK CITY, UT
SEC Private Funds
AUM
$300M
Employees
10
NORTH CAPITAL, INC.
CRD #148802 SALT LAKE CITY, UT
SEC
AUM
$292.6M
Employees
12
DECKER RETIREMENT PLANNING INC.
CRD #284281 LEHI, UT
SEC
AUM
$285.1M
Employees
22
SWITCHPOINT FINANCIAL PLANNING LLC
CRD #282856 LEHI, UT
SEC
AUM
$281.5M
Employees
3
VALUED WEALTH ADVISORS, LLC
CRD #316746 HOLLADAY, UT
SEC
AUM
$273.2M
Employees
10
WEALTH MANAGEMENT CPAS, LLC
CRD #310096 SALT LAKE CITY, UT
SEC
AUM
$270.9M
Employees
11
FIRST WESTERN ADVISORS
CRD #13623 HOLLADAY, UT
SEC
AUM
$261.9M
Employees
20
REEF INVESTMENT MANAGEMENT LLC
CRD #309186 LEHI, UT
SEC Private Funds
AUM
$234.3M
Employees
13
SORENSON IMPACT ADVISORY, LLC
CRD #324124 SALT LAKE CITY, UT
SEC
AUM
$232.8M
Employees
5
PRAESIDEO ASSET MANAGEMENT INC
CRD #107000 PLEASANT VIEW, UT
SEC
AUM
$223M
Employees
5
RH ADVISORS, LLC
CRD #293909 FARMINGTON, UT
SEC
AUM
$214.9M
Employees
10
BURRUS FINANCIAL SERVICES, INC.
CRD #141435 SALT LAKE CITY, UT
SEC
AUM
$213.3M
Employees
3
AILSA CAPITAL, INC.
CRD #136463 DRAPER, UT
SEC
AUM
$210.3M
Employees
1
PRESTIGE WEALTHWIDE, LLC
CRD #321789 LEHI, UT
SEC
AUM
$207.1M
Employees
3
JORDANELLE CAPITAL, LLC
CRD #323676 SALT LAKE CITY, UT
SEC Private Funds
AUM
$202.6M
Employees
3
NEW MILLENNIUM GROUP, LLC
CRD #299249 SANDY, UT
SEC
AUM
$200.6M
Employees
18
RONDURE GLOBAL ADVISORS, LLC
CRD #286313 SALT LAKE CITY, UT
SEC
AUM
$196.9M
Employees
4
WEST RIM CAPITAL MANAGEMENT, L.P.
CRD #124767 LEHI, UT
SEC
AUM
$193.9M
Employees
--
SORENSON PARTNERS, LLC
CRD #124768 LEHI, UT
SEC
AUM
$193.9M
Employees
--
ALPHA WEALTH FUNDS, LLC
CRD #150231 PARK CITY, UT
SEC Private Funds
AUM
$190M
Employees
9
REFINED WEALTH MANAGEMENT
CRD #169563 SALT LAKE CITY, UT
SEC
AUM
$188.7M
Employees
6
PARKER ADVISORY GROUP, LLC
CRD #150946 ST. GEORGE, UT
SEC
AUM
$187.6M
Employees
4