RIA Intelligence

Investment Advisers in Utah

302 registered firms

Sort by: AUM Name Employees Last Updated
SEVEN CANYONS ADVISORS, LLC
CRD #290334 SALT LAKE CITY, UT
SEC Private Funds
AUM
$121.6M
Employees
7
KULTURA CAPITAL MANAGEMENT LP
CRD #327510 PARK CITY, UT
SEC Private Funds
AUM
$119.4M
Employees
11
LONE PEAK ADVISERS, LLC
CRD #296772 DRAPER, UT
SEC
AUM
$119M
Employees
8
CHEROKEE & WALKER MANAGEMENT, LLC
CRD #160962 SALT LAKE CITY, UT
SEC Private Funds
AUM
$117.2M
Employees
6
TENCAP WEALTH COACHING, LLC
CRD #166130 SOUTH JORDAN, UT
SEC Disclosures
AUM
$117.2M
Employees
15
JACOBS EQUITY
CRD #147725 DRAPER, UT
SEC
AUM
$111.7M
Employees
3
OCTANT QUANTITATIVE INVESTMENT MANAGEMENT LLC
CRD #165355 SALT LAKE CITY, UT
SEC
AUM
$110M
Employees
3
ALPINE CAPITAL MANAGEMENT, LLC
CRD #132979 ALPINE, UT
SEC
AUM
$109.7M
Employees
10
FIVE SEASONS FINANCIAL PLANNING LLC
CRD #130766 SALT LAKE CITY, UT
SEC
AUM
$109.3M
Employees
1
ARS INVESTMENT ADVISORS, INC.
CRD #293750 KAYSVILLE, UT
SEC
AUM
$107.4M
Employees
5
HAYNIE WEALTH MANAGEMENT LLC
CRD #305852 SALT LAKE CITY, UT
SEC
AUM
$106.6M
Employees
4
AG FINANCIAL, LLC
CRD #140226 SALT LAKE CITY, UT
SEC
AUM
$105.3M
Employees
2
STONEBRIAR WEALTH, LLC
CRD #327618 LEHI, UT
SEC
AUM
$100M
Employees
4
SOLIDARITY CAPITAL MANAGEMENT, LLC
CRD #322596 LEHI, UT
SEC Private Funds
AUM
$99.4M
Employees
4
WASATCH MANAGEMENT PARTNERS, L.L.C.
CRD #113322 SALT LAKE CITY, UT
Private Funds
AUM
$97.4M
Employees
10
ZIONS BANK LIQUID ASSET MANAGEMENT
CRD #150805 SALT LAKE CITY, UT
SEC
AUM
$92M
Employees
10
ELEFANT ADVISORS LLC
CRD #293769 SALT LAKE CITY, UT
SEC Private Funds
AUM
$81.5M
Employees
8
ALLEGIS ADVISORS, INC.
CRD #131242 SALT LAKE CITY, UT
SEC
AUM
$81M
Employees
51
WEST RIM CAPITAL ADVISORS, L.P.
CRD #145083 LEHI, UT
SEC
AUM
$75.7M
Employees
--
JEMICO, INCORPORATED
CRD #118013 DRAPER, UT
SEC
AUM
$74.7M
Employees
5
HOLMAN INVESTMENTS AND PLANNING, LLC
CRD #141673 SALT LAKE CITY, UT
SEC
AUM
$70.8M
Employees
1
FORTIUS FINANCIAL ADVISORS, LLC
CRD #128060 SALT LAKE CITY, UT
SEC Private Funds Disclosures
AUM
$70M
Employees
1
JASMIJN CAPITAL MANAGEMENT, LLC
CRD #127066 HIGHLAND, UT
SEC
AUM
$69.9M
Employees
4
THOMPSON CONSULTING, INC.
CRD #125371 COTTONWOOD HEIGHTS, UT
SEC
AUM
$64.8M
Employees
5
THOMPSON ROBERT DOULGAS
CRD #104738 SALT LAKE CITY, UT
SEC
AUM
$64.3M
Employees
1