Investment adviser firms in LEHI, Utah
Firms grouped by their reported public principal-office city. Additional offices and notice filings do not determine membership.
16 firms · Source months shown: August 2026
- B.O.S.S. RETIREMENT ADVISORS, LLCCRD 171143 · LEHI, UT$1,382,665,452.00Regulatory AUM · August 2026
- BANNER CAPITAL MANAGEMENT, LLCCRD 326949 · LEHI, UT$619,188,611.00Regulatory AUM · August 2026
- DECKER RETIREMENT PLANNING INC.CRD 284281 · LEHI, UT$359,915,714.00Regulatory AUM · August 2026
- DRIVE WEALTH MANAGEMENT, LLCCRD 174728 · LEHI, UT$1,500,752,553.00Regulatory AUM · August 2026
- PRESTIGE WEALTHWIDE, LLCCRD 321789 · LEHI, UT$198,459,223.00Regulatory AUM · August 2026
- PROSPER WEALTH SOLUTIONS, LLCCRD 311144 · LEHI, UT$58,240,000.00Regulatory AUM · August 2026
- PROVIDENT LIVING FINANCIAL SERVICES, INC.CRD 282665 · LEHI, UT$158,102,043.00Regulatory AUM · August 2026
- REEF INVESTMENT MANAGEMENT LLCCRD 309186 · LEHI, UT$234,318,688.00Regulatory AUM · August 2026
- SOLIDARITY CAPITAL MANAGEMENT, LLCCRD 322596 · LEHI, UT$127,583,753.00Regulatory AUM · August 2026
- SOLIDARITY WEALTH, LLCCRD 315843 · LEHI, UT$704,156,344.00Regulatory AUM · August 2026
- STONEBRIAR WEALTH, LLCCRD 327618 · LEHI, UT$139,000,000.00Regulatory AUM · August 2026
- SWITCHPOINT FINANCIAL PLANNING LLCCRD 282856 · LEHI, UT$367,109,076.00Regulatory AUM · August 2026
- TANARA WEALTH MANAGEMENT LLCCRD 340174 · LEHI, UT$1,093,210,505.00Regulatory AUM · August 2026
- THISTLE CREEK CAPITAL, LLCCRD 331449 · LEHI, UT$160,988,324.00Regulatory AUM · August 2026
- TOWNSQUARE CAPITAL, LLCCRD 288576 · LEHI, UT$18,072,280,303.00Regulatory AUM · August 2026
- WEST RIM CAPITAL ASSOCIATES II, L.P.CRD 145085 · LEHI, UT$1,664,430,315.00Regulatory AUM · August 2026