RIA Intelligence

Investment Advisers in Utah

302 registered firms

Sort by: AUM Name Employees Last Updated
BELSEN GETTY LLC
CRD #111267 SALT LAKE CITY, UT
SEC
AUM
$62.1M
Employees
5
REGENT STREET ADVISORS LLC
CRD #282743 SALT LAKE CITY, UT
SEC Private Funds
AUM
$58.1M
Employees
4
JACKSON PARK CAPITAL, LLC
CRD #165885 ALPINE, UT
SEC
AUM
$57.1M
Employees
2
VIGILANT INVESTMENT ADVISORS, LLC
CRD #145190 CENTERVILLE, UT
SEC Private Funds Disclosures
AUM
$55.5M
Employees
2
BROWN, RICE E
CRD #111486 SAINT GEORGE, UT
SEC
AUM
$53.8M
Employees
5
DWMC II, L.L.C
CRD #113319 SALT LAKE CITY, UT
SEC
AUM
$52.7M
Employees
5
PRAESIDEO MANAGEMENT, LLC
CRD #132293 OGDEN, UT
SEC Private Funds
AUM
$52.7M
Employees
1
PROSPER WEALTH SOLUTIONS, LLC
CRD #311144 LEHI, UT
SEC Private Funds
AUM
$52.5M
Employees
6
STRATEGIS FINANCIAL GROUP, INC
CRD #104861 PROVO, UT
SEC
AUM
$46.7M
Employees
6
MAXWELL INVESTMENTS, LLC
CRD #117871 PROVO, UT
SEC
AUM
$46.1M
Employees
10
G2 FINANCIAL GROUP, LLC
CRD #135407 SALT LAKE CITY, UT
SEC
AUM
$45M
Employees
5
SMOOT MILLER CHENEY & CO
CRD #108471 SANDY, UT
SEC
AUM
$44.9M
Employees
5
VANTAGE ADVISORS, LLC
CRD #153054 ST. GEORGE, UT
SEC
AUM
$44.3M
Employees
1
VALUED WEALTH ADVISORS, LLC
CRD #146586 SALT LAKE CITY, UT
SEC
AUM
$42M
Employees
1
ATLAS MANAGEMENT PARTNERS, LLC
CRD #130589 SALT LAKE CITY, UT
SEC
AUM
$41.9M
Employees
5
KNOX CAPITAL ADVISORS, LLC
CRD #131000 DRAPER, UT
SEC Private Funds
AUM
$41.8M
Employees
3
LEGACY PLANNING GROUP
CRD #145130 MIDVALE, UT
SEC
AUM
$41.6M
Employees
1
BENEFICIAL INVESTMENT SERVICES, INC.
CRD #136433 SALT LAKE CITY, UT
SEC
AUM
$41.3M
Employees
--
HARBOR CAPITAL PARTNERS, LLC
CRD #143282 MIDVALE, UT
SEC
AUM
$40M
Employees
10
VANTAGE POINT ADVISORS, LLC
CRD #131989 SALT LAKE CITY, UT
SEC
AUM
$39.7M
Employees
1
BRIGHTON WEALTH MANAGEMENT, INC.
CRD #148457 SALT LAKE CITY, UT
SEC
AUM
$36.4M
Employees
1
LEGACY PRIVATE CLIENT GROUP, INC.
CRD #159063 KAMAS, UT
SEC Disclosures
AUM
$35.4M
Employees
1
OMNI INVESTMENT ADVISORS INC
CRD #110364 SALT LAKE CITY, UT
SEC
AUM
$35M
Employees
10
SPECTRA ADVISORS, LLC
CRD #117111 SOUTH JORDAN, UT
SEC
AUM
$33.6M
Employees
5
INVESTMENT MANAGEMENT CORPORATION
CRD #37196 BOUNTIFUL, UT
SEC
AUM
$33M
Employees
--