RIA Intelligence

Investment Advisers in Utah

302 registered firms

Sort by: AUM Name Employees Last Updated
KEYSTONE WEALTH ADVISORS, LLC
CRD #158234 LOGAN, UT
SEC
AUM
$31.6M
Employees
4
ZWMC, L.L.C.
CRD #113320 SALT LAKE CITY, UT
SEC
AUM
$28.1M
Employees
5
FORTIUS WEALTH MANAGEMENT LLC
CRD #141485 ALPINE, UT
SEC
AUM
$27.5M
Employees
1
ZIONS INVESTMENT SECURITIES, INC.
CRD #17776 SALT LAKE CITY, UT
SEC
AUM
$26.1M
Employees
51
EVERGREEN CAPITAL MANAGEMENT, INC.
CRD #129764 SALT LAKE CITY, UT
SEC
AUM
$23.5M
Employees
2
CERTEZA FUND ADVISORS LLC
CRD #310848 PROVIDENCE, UT
SEC
AUM
$20.2M
Employees
3
WMW MANAGEMENT, INC.
CRD #116452 FARMINGTON, UT
SEC
AUM
$15.8M
Employees
5
ZWMC IV, L.L.C.
CRD #143587 SALT LAKE CITY, UT
SEC
AUM
$15.6M
Employees
5
SPROUT FINANCIAL LLC
CRD #293200 LEHI, UT
SEC
AUM
$13.8M
Employees
2
PREMIER CAPITAL MANAGEMENT INC
CRD #118785 OREM, UT
SEC
AUM
$12.7M
Employees
1
CAMBRIA CAPITAL, LLC
CRD #133760 SALT LAKE CITY, UT
SEC Disclosures
AUM
$11.1M
Employees
17
ROCK CANYON ADVISORY GROUP, INC.
CRD #124273 LEHI, UT
SEC
AUM
$9.9M
Employees
5
FORESEE MANAGEMENT, LLC
CRD #150406 SOUTH JORDAN, UT
SEC Private Funds
AUM
$9M
Employees
1
CORE CAPITAL WEALTH MANAGEMENT, LLC
CRD #307220 PROVIDENCE, UT
SEC
AUM
$9M
Employees
2
MERIDIAN ASSET MANAGEMENT LLC
CRD #132125 COTTONWOOD HEIGHTS, UT
SEC Disclosures
AUM
$8.5M
Employees
2
D & F INVESTMENT PARTNERS, LLC
CRD #311742 PARK CITY, UT
SEC
AUM
$5.9M
Employees
2
WASATCH NEW MEXICO MANAGEMENT PARTNERS, LLC
CRD #139507 SALT LAKE CITY, UT
SEC
AUM
$3.4M
Employees
5
GOALEN FINANCIAL ADVISORS, LLC
CRD #289497 SALT LAKE CITY, UT
SEC
AUM
$1.9M
Employees
2
WEST RIM CAPITAL I, LLC
CRD #124760 LEHI, UT
SEC Private Funds
AUM
$1.3M
Employees
28
FINANCIAL GUARD, LLC
CRD #156059 SALT LAKE CITY, UT
SEC
AUM
$977.3K
Employees
18
EMERGENT VENTURE PARTNERS, LLC
CRD #328735 SOUTH JORDAN, UT
SEC
AUM
$250K
Employees
0
PORTFOLIO MANAGER INTERNATIONAL L.L.C
CRD #142626 SALT LAKE CITY, UT
SEC
AUM
$98K
Employees
5
SUNSET ADVISERS, LLC
CRD #334116 SALT LAKE CITY, UT
SEC
AUM
$1K
Employees
3
CERULEAN INVESTMENT STRATEGIES GROUP, LLC
CRD #144241 SALT LAKE CITY, UT
SEC
AUM
$10
Employees
5
REGENTS PARTNERS, LLC
CRD #311755 CENTERVILLE, UT
SEC
AUM
$0
Employees
1