Investment adviser firms in Utah
Firms grouped by their reported public principal-office state. This does not establish current registration or include every branch office.
145 firms · Source months shown: August 2026
- ABG CONSULTANTS, LLCCRD 131129 · COTTONWOOD HEIGHTS, UT$697,361,654.00Regulatory AUM · August 2026
- ACCUVEST GLOBAL ADVISORS, INC.CRD 134096 · PROVO, UT$630,452,554.00Regulatory AUM · August 2026
- ADAMS WEALTH MANAGEMENT LLCCRD 286087 · LOGAN, UT$565,770,135.00Regulatory AUM · August 2026
- AEGIS WEALTH GROUP, LLCCRD 222515 · MIDVALE, UT$247,716,434.00Regulatory AUM · August 2026
- AG FINANCIAL, LLCCRD 140226 · SALT LAKE CITY, UT$103,463,706.00Regulatory AUM · August 2026
- ALBION MANAGEMENT GROUPCRD 105957 · SALT LAKE CITY, UT$2,013,640,676.00Regulatory AUM · August 2026
- ALLIANCE WEALTH ADVISORS, LLCCRD 314668 · CENTERVILLE, UT$551,968,986.00Regulatory AUM · August 2026
- ALPHA WEALTH FUNDS, LLCCRD 150231 · PARK CITY, UT$214,122,623.00Regulatory AUM · August 2026
- ALTA CAPITAL MANAGEMENT LLCCRD 106786 · SALT LAKE CITY, UT$1,598,578,238.00Regulatory AUM · August 2026
- ANDINA CAPITAL MANAGEMENT, LLCCRD 151762 · LOGAN, UT$1,261,450,515.00Regulatory AUM · August 2026
- AQUIRE WEALTH ADVISORS, LLCCRD 149559 · SALT LAKE CITY, UT$504,001,496.00Regulatory AUM · August 2026
- ASHWORTH WEALTH, LLCCRD 116950 · SOUTH JORDAN, UT$377,751,050.00Regulatory AUM · August 2026
- ASILIA CREDIT INVESTMENTS, LLCCRD 334981 · SALT LAKE CITY, UT$365,928,073.00Regulatory AUM · August 2026
- ASSOCIATION FINANCIAL SERVICES INC.CRD 142205 · SALT LAKE CITY, UT$1,265,596,116.00Regulatory AUM · August 2026
- ATHOS PRIVATE WEALTH LLCCRD 309862 · HOLLADAY, UT$268,494,780.00Regulatory AUM · 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
- BLUE BARN WEALTH, LLCCRD 107202 · OREM, UT$317,067,080.00Regulatory AUM · August 2026
- BLUE DIAMOND CAPITAL INVESTMENT ADVISORS, LLCCRD 333059 · PROVO, UT$301,352,937.00Regulatory AUM · August 2026
- BRIDGE MULTIFAMILY FUND MANAGER LLCCRD 159127 · SANDY, UT$49,296,124,613.00Regulatory AUM · August 2026
- BRIDGE NET LEASE FUND MANAGER LLCCRD 316623 · SANDY, UT$843,281,719.00Regulatory AUM · August 2026
- BURRUS FINANCIAL SERVICES, INC.CRD 141435 · SALT LAKE CITY, UT$240,658,000.00Regulatory AUM · August 2026
- CACHETECH INC.CRD 327688 · LOGAN, UT$547,391,993.00Regulatory AUM · August 2026
- CANNON CAPITAL MANAGEMENT, INC.CRD 144247 · SALT LAKE CITY, UT$386,073,298.00Regulatory AUM · August 2026
- CANNON TINGEY INVESTMENT ADVISORS INCCRD 107539 · SALT LAKE CITY, UT$477,715,853.00Regulatory AUM · August 2026
- CAPITA FINANCIAL NETWORK, LLCCRD 290558 · DRAPER, UT$2,323,963,878.00Regulatory AUM · August 2026
- CHEROKEE & WALKER MANAGEMENT, LLCCRD 160962 · SALT LAKE CITY, UT$100,817,540.00Regulatory AUM · August 2026
- CIMARRON HEALTHCARE CAPITAL, LLCCRD 282387 · SALT LAKE CITY, UT$532,721,959.00Regulatory AUM · August 2026
- COIGN CAPITAL ADVISORS LLCCRD 171306 · DRAPER, UT$472,945,488.00Regulatory AUM · August 2026
- COLAB CAPITAL, LLCCRD 338182 · ST. GEORGE, UT$1,371,882.00Regulatory AUM · August 2026
- COTTONWOOD CAPITAL ADVISORS, LLCCRD 311272 · SALT LAKE CITY, UT$278,976,451.00Regulatory AUM · August 2026
- CREWE ADVISORS LLCCRD 173920 · SALT LAKE CITY, UT$3,050,592,310.00Regulatory AUM · August 2026
- CROSS CREEK ADVISORS, LLCCRD 165803 · SALT LAKE CITY, UT$1,347,758,636.00Regulatory AUM · August 2026
- CYNOSURE PORTFOLIO ADVISORS LLCCRD 337747 · SALT LAKE CITY, UT$5,782,490.00Regulatory AUM · August 2026
- DECATHLON CAPITAL MANAGEMENT II, LLCCRD 175030 · PARK CITY, UT$266,722,851.00Regulatory AUM · August 2026
- DECKER RETIREMENT PLANNING INC.CRD 284281 · LEHI, UT$359,915,714.00Regulatory AUM · August 2026
- DIAMOND WEALTH MANAGEMENT, LLCCRD 288603 · ALPINE, UT$211,951,903.00Regulatory AUM · August 2026
- DIVERSIFY ADVISORY SERVICES, LLCCRD 326060 · SANDY, UT$4,648,787,397.00Regulatory AUM · August 2026
- DIVERSIFY WEALTH MANAGEMENT, LLCCRD 329878 · SANDY, UT$4,108,276,355.00Regulatory AUM · August 2026
- DRIVE WEALTH MANAGEMENT, LLCCRD 174728 · LEHI, UT$1,500,752,553.00Regulatory AUM · August 2026
- DW MANAGEMENT SERVICES, L.L.C.CRD 160555 · PARK CITY, UT$2,737,032,573.00Regulatory AUM · August 2026
- E6 PORTFOLIOSCRD 326617 · MIDVALE, UT$239,352,615.00Regulatory AUM · August 2026
- ECHELONS CAPITAL, LLCCRD 325781 · PARK CITY, UT$174,388,110.00Regulatory AUM · August 2026
- ELEVATED CAPITAL ADVISORS, LLCCRD 226721 · DRAPER, UT$499,143,919.00Regulatory AUM · August 2026
- ELYSIUM WEALTH MANAGEMENT, LLCCRD 312068 · SOUTH JORDAN, UT$352,280,703.00Regulatory AUM · August 2026
- FIDUCIARY ADVISORS, LLCCRD 104189 · COTTONWOOD HEIGHTS, UT$520,231,740.00Regulatory AUM · August 2026
- FINANCIAL NETWORK WEALTH ADVISORS LLCCRD 318842 · MURRAY, UT$515,414,028.00Regulatory AUM · August 2026
- GLADIUS CAPITAL MANAGEMENT LPCRD 152023 · PARK CITY, UT$2,881,550,774.00Regulatory AUM · August 2026
- GO INVEST LLCCRD 291884 · WEST JORDAN, UT$889,043,390.00Regulatory AUM · August 2026
- GRANDEUR PEAK GLOBAL ADVISORS, LLCCRD 158270 · SALT LAKE CITY, UT$3,802,005,958.00Regulatory AUM · August 2026
- GUARDIAN WEALTH MANAGEMENT, LLCCRD 146923 · SALT LAKE CITY, UT$174,812,770.00Regulatory AUM · August 2026
- HAROLD W. DANCE INC.CRD 1582 · LOGAN, UT$158,000,000.00Regulatory AUM · August 2026
- HAYNIE WEALTH MANAGEMENT LLCCRD 305852 · SALT LAKE CITY, UT$106,642,575.00Regulatory AUM · August 2026
- HEALTHEQUITY ADVISORS, LLCCRD 167105 · DRAPER, UT$1,994,934,966.00Regulatory AUM · August 2026
- HST VENTURES, LLCCRD 317143 · PARK CITY, UT$551,147,001.00Regulatory AUM · August 2026
- IRON GATE GLOBAL ADVISORS, LLCCRD 111177 · NORTH SALT LAKE, UT$1,323,170,082.00Regulatory AUM · August 2026
- JACOBS EQUITYCRD 147725 · DRAPER, UT$133,212,081.00Regulatory AUM · August 2026
- JACOBSEN CAPITAL MANAGEMENT, LLCCRD 116085 · SALT LAKE CITY, UT$562,862,022.00Regulatory AUM · August 2026
- JORDANELLE CAPITAL, LLCCRD 323676 · SALT LAKE CITY, UT$179,156,547.00Regulatory AUM · August 2026
- JRS WEALTH MANAGEMENT LLCCRD 306294 · SOUTH JORDAN, UT$135,000,000.00Regulatory AUM · August 2026
- KEELER THOMAS MANAGEMENT LLCCRD 109522 · OREM, UT$305,501,290.00Regulatory AUM · August 2026
- KESLER, NORMAN & WRIDE, LLCCRD 307667 · OGDEN, UT$661,412,755.00Regulatory AUM · August 2026
- KEYSTONE NATIONAL GROUP, LLCCRD 142885 · SALT LAKE CITY, UT$2,502,802,240.00Regulatory AUM · August 2026
- KULTURA CAPITAL MANAGEMENT LPCRD 327510 · PARK CITY, UT$244,688,107.00Regulatory AUM · August 2026
- LANDMARK WEALTH ADVISORS, LLCCRD 166989 · FARMINGTON, UT$135,877,126.00Regulatory AUM · August 2026
- LARSEN, GLEN ALLENCRD 118496 · SALT LAKE CITY, UT$146,605,113.00Regulatory AUM · August 2026
- LARSON WILLIAMS WEALTH ADVISORS, LLCCRD 311414 · CEDAR CITY, UT$140,020,131.00Regulatory AUM · August 2026
- LEFAVI WEALTH MANAGEMENT, INC.CRD 104961 · SALT LAKE CITY, UT$444,990,856.00Regulatory AUM · August 2026
- LEP MANAGEMENT LLCCRD 173481 · SALT LAKE CITY, UT$585,156,625.00Regulatory AUM · August 2026
- LIVET WEALTH, LLCCRD 337826 · SPANISH FORK, UT$330,549,573.00Regulatory AUM · August 2026
- LONE PEAK ADVISERS, LLCCRD 296772 · DRAPER, UT$125,444,600.00Regulatory AUM · August 2026
- LONE PEAK GLOBAL INVESTORS, LLCCRD 153956 · ALPINE, UT$598,366,135.00Regulatory AUM · August 2026
- LUNT CAPITAL MANAGEMENT INC.CRD 125183 · HOLLADAY, UT$601,487,839.00Regulatory AUM · August 2026
- M3F, INC.CRD 151191 · SALT LAKE CITY, UT$778,164,779.00Regulatory AUM · August 2026
- MED VENTURE MANAGEMENT, LLCCRD 335443 · SALT LAKE CITY, UT$495,249,182.00Regulatory AUM · August 2026
- MEDICUS WEALTH PLANNING, INC.CRD 282904 · DRAPER, UT$160,839,869.00Regulatory AUM · August 2026
- NARUS FINANCIAL PARTNERS, LLCCRD 173534 · SALT LAKE CITY, UT$558,994,364.00Regulatory AUM · August 2026
- NAVIGATE FINANCIAL LLCCRD 325945 · SALT LAKE CITY, UT$337,932,563.00Regulatory AUM · August 2026
- NAVIGATE PRIVATE WEALTH, LLCCRD 170774 · DRAPER, UT$529,228,207.00Regulatory AUM · August 2026
- NET WORTH ADVISORY GROUP, LLCCRD 126983 · SANDY, UT$838,368,975.00Regulatory AUM · August 2026
- NEW MILLENNIUM GROUP, LLCCRD 299249 · SANDY, UT$257,019,092.00Regulatory AUM · August 2026
- NORTH CAPITAL, INC.CRD 148802 · SALT LAKE CITY, UT$365,760,255.00Regulatory AUM · August 2026
- OCTANT QUANTITATIVE INVESTMENT MANAGEMENT LLCCRD 165355 · SALT LAKE CITY, UT$128,239,819.00Regulatory AUM · August 2026
- OLYMPUS PEAKS FINANCIAL, LLCCRD 283040 · SANDY, UT$141,443,347.00Regulatory AUM · August 2026
- OXFORD WEALTH MANAGEMENT LLCCRD 332725 · LINDON, UT$109,624,448.00Regulatory AUM · August 2026
- PARAGON CAPITAL MANAGEMENT INCCRD 105962 · PROVO, UT$153,419,119.00Regulatory AUM · August 2026
- PERIOPE, LCCRD 144256 · ST. GEORGE, UT$177,241,870.00Regulatory AUM · August 2026
- PETERSON PARTNERS, LLCCRD 159450 · SALT LAKE CITY, UT$2,963,833,306.00Regulatory AUM · August 2026
- PETERSON ROGERS PRIVATE WEALTH, LLCCRD 324001 · SALT LAKE CITY, UT$177,052,919.00Regulatory AUM · August 2026
- PETERSON WEALTH ADVISORS, LLCCRD 146349 · OREM, UT$829,682,153.00Regulatory AUM · August 2026
- PETERSON WEALTH SERVICES INC.CRD 288620 · SOUTH OGDEN, UT$528,544,411.00Regulatory AUM · August 2026
- PHYSICIAN WEALTH ADVISORS, INC.CRD 106043 · SALT LAKE CITY, UT$2,006,590,538.00Regulatory AUM · August 2026
- PLATFORM WEALTH MANAGEMENT, LLCCRD 329313 · HOLLADAY, UT$509,034,759.00Regulatory AUM · August 2026
- PORTSIDE WEALTH GROUP, LLCCRD 325175 · PROVO, UT$1,431,570,380.00Regulatory AUM · August 2026
- PRESTIGE WEALTHWIDE, LLCCRD 321789 · LEHI, UT$198,459,223.00Regulatory AUM · August 2026
- PROMONTORY FINANCIAL PLANNING, LLCCRD 153666 · FARMINGTON, UT$319,000,000.00Regulatory 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
- REACH WEALTH MANAGEMENT LLCCRD 333710 · ST. GEORGE, UT$184,663,817.00Regulatory AUM · August 2026
- REEF INVESTMENT MANAGEMENT LLCCRD 309186 · LEHI, UT$234,318,688.00Regulatory AUM · August 2026