RIA Intelligence

Investment Advisers in Utah

302 registered firms

Sort by: AUM Name Employees Last Updated
THISTLE CREEK CAPITAL, LLC
CRD #331449 LEHI, UT
SEC
AUM
$183.6M
Employees
6
DIAMOND WEALTH MANAGEMENT, LLC
CRD #288603 ALPINE, UT
SEC
AUM
$183.5M
Employees
6
AEGIS WEALTH GROUP, LLC
CRD #222515 MIDVALE, UT
SEC
AUM
$181.1M
Employees
19
ATHOS PRIVATE WEALTH LLC
CRD #309862 HOLLADAY, UT
SEC Private Funds
AUM
$176.7M
Employees
7
SUN FINANCIAL, INC.
CRD #333404 MIDVALE, UT
SEC
AUM
$175.5M
Employees
5
WASATCH INVESTMENT FUND MANAGER, LLC
CRD #325037 LOGAN, UT
SEC Private Funds
AUM
$167.2M
Employees
5
RED CEDAR MANAGEMENT, LP
CRD #286236 PARK CITY, UT
SEC Private Funds
AUM
$167.2M
Employees
2
PETERSON ROGERS PRIVATE WEALTH, LLC
CRD #324001 SALT LAKE CITY, UT
SEC
AUM
$165.7M
Employees
3
TETON WEALTH GROUP LLC
CRD #311230 MURRAY, UT
SEC
AUM
$165.5M
Employees
24
DW HEALTHCARE MANAGEMENT II, LLC.
CRD #144073 SALT LAKE CITY, UT
SEC
AUM
$161.9M
Employees
10
ELYSIUM WEALTH MANAGEMENT, LLC
CRD #312068 SOUTH JORDAN, UT
SEC Disclosures
AUM
$159.2M
Employees
13
PARAGON CAPITAL MANAGEMENT INC
CRD #105962 PROVO, UT
SEC Private Funds
AUM
$156.9M
Employees
5
PERIOPE, LC
CRD #144256 ST. GEORGE, UT
SEC
AUM
$152M
Employees
2
GUARDIAN WEALTH MANAGEMENT, LLC
CRD #146923 SALT LAKE CITY, UT
SEC
AUM
$151.9M
Employees
3
SHOREPATH CAPITAL MANAGEMENT LLC
CRD #286125 PARK CITY, UT
SEC
AUM
$146.6M
Employees
1
REACH WEALTH MANAGEMENT LLC
CRD #333710 ST. GEORGE, UT
SEC
AUM
$145M
Employees
4
CORATICUM ASSET MANAGEMENT, LLC
CRD #145551 MIDVALE, UT
SEC Private Funds
AUM
$138.8M
Employees
3
LARSEN, GLEN ALLEN
CRD #118496 SALT LAKE CITY, UT
SEC Disclosures
AUM
$135M
Employees
1
E6 PORTFOLIOS
CRD #326617 MIDVALE, UT
SEC
AUM
$134M
Employees
8
HAROLD W. DANCE INC.
CRD #1582 LOGAN, UT
SEC
AUM
$132M
Employees
7
PROVIDENT LIVING FINANCIAL SERVICES, INC.
CRD #282665 LEHI, UT
SEC
AUM
$130.4M
Employees
2
MEDICUS WEALTH PLANNING, INC.
CRD #282904 DRAPER, UT
SEC
AUM
$130.3M
Employees
5
ECHELONS CAPITAL, LLC
CRD #325781 PARK CITY, UT
SEC
AUM
$127.1M
Employees
2
LANDMARK WEALTH ADVISORS, LLC
CRD #166989 FARMINGTON, UT
SEC
AUM
$122.5M
Employees
2
OLYMPUS PEAKS FINANCIAL, LLC
CRD #283040 SANDY, UT
SEC
AUM
$122M
Employees
1