Investment adviser firms in Utah · Page 2
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
- REFINED WEALTH MANAGEMENTCRD 169563 · SALT LAKE CITY, UT$210,909,614.00Regulatory AUM · August 2026
- RILEY S. CROSBIE ADVISORY, LLCCRD 336507 · LOGAN, UT$118,881,531.00Regulatory AUM · August 2026
- SANDLOT PARTNERS, LLCCRD 311409 · OREM, UT$934,473,996.00Regulatory AUM · August 2026
- SANDLOT PRIVATE WEALTH LLCCRD 335925 · OREM, UT$305,047.00Regulatory AUM · August 2026
- SEPIO CAPITAL, LPCRD 285645 · SALT LAKE CITY, UT$5,641,210,181.00Regulatory AUM · August 2026
- SEVEN CANYONS ADVISORS, LLCCRD 290334 · SALT LAKE CITY, UT$90,029,540.00Regulatory AUM · August 2026
- SG TRADING SOLUTIONS, LLCCRD 322928 · BOUNTIFUL, UT$911,716,174.00Regulatory AUM · August 2026
- SLAYTON LEWIS INCCRD 114596 · SALT LAKE CITY, UT$334,444,797.00Regulatory AUM · August 2026
- SMEDLEY FINANCIAL SERVICES INCCRD 110870 · SALT LAKE CITY, UT$396,666,341.00Regulatory 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
- SOLTIS INVESTMENT ADVISORS, LLCCRD 154690 · ST. GEORGE, UT$12,036,590,400.00Regulatory AUM · August 2026
- SORENSON IMPACT ADVISORY, LLCCRD 324124 · SALT LAKE CITY, UT$255,130,779.00Regulatory AUM · August 2026
- SOULENCE WEALTH MANAGEMENT II LLCCRD 340580 · PLEASANT GROVE, UT$107,518,073.00Regulatory AUM · August 2026
- SQUIRE INVESTMENT MANAGEMENT COMPANY, LLCCRD 117750 · OREM, UT$586,722,649.00Regulatory AUM · August 2026
- STONEBRIAR WEALTH, LLCCRD 327618 · LEHI, UT$139,000,000.00Regulatory AUM · August 2026
- STRATEGIC PLANNING GROUP, LLCCRD 113844 · BOUNTIFUL, UT$910,256,041.00Regulatory AUM · August 2026
- SUMMIT GLOBAL INVESTMENTS, LLCCRD 157091 · BOUNTIFUL, UT$2,291,949,405.00Regulatory AUM · August 2026
- SUN FINANCIAL, INC.CRD 333404 · MIDVALE, UT$217,462,827.00Regulatory AUM · August 2026
- SUNDANCE BAY INVESTMENT MANAGER, LLCCRD 301868 · SALT LAKE CITY, UT$2,090,635,751.00Regulatory 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
- TAYLOR DERRICK CAPITAL, L.L.C.CRD 158016 · SALT LAKE CITY, UT$910,679,666.00Regulatory AUM · August 2026
- TENCAP WEALTH COACHING, LLCCRD 166130 · SOUTH JORDAN, UT$285,025,351.00Regulatory AUM · August 2026
- TETON WEALTH GROUP LLCCRD 311230 · MURRAY, UT$204,022,603.00Regulatory AUM · August 2026
- THE CYNOSURE GROUPCRD 281399 · SALT LAKE CITY, UT$9,847,984,409.00Regulatory AUM · August 2026
- THE KARRAS COMPANY, INC.CRD 109578 · ROY, UT$372,856,014.00Regulatory AUM · August 2026
- THE NORDEN GROUP LLCCRD 323988 · PROVO, UT$1,967,944,101.00Regulatory AUM · August 2026
- THE PROFESSIONAL FINANCIAL COMPANY LLCCRD 286419 · OREM, UT$246,055,621.00Regulatory AUM · August 2026
- THISTLE CREEK CAPITAL, LLCCRD 331449 · LEHI, UT$160,988,324.00Regulatory AUM · August 2026
- THREE SEASONS WEALTHCRD 326517 · SALT LAKE CITY, UT$1,233,841,276.00Regulatory AUM · August 2026
- TOWER ARCH CAPITAL, L.P.CRD 169057 · DRAPER, UT$2,118,110,089.00Regulatory AUM · August 2026
- TOWNSQUARE CAPITAL, LLCCRD 288576 · LEHI, UT$18,072,280,303.00Regulatory AUM · August 2026
- VALUED WEALTH ADVISORS, LLCCRD 316746 · HOLLADAY, UT$369,719,795.00Regulatory AUM · August 2026
- VERITAS WEALTH MANAGEMENT, LLCCRD 160600 · SALT LAKE CITY, UT$135,839,004.00Regulatory AUM · August 2026
- WASATCH ADVISORS LPCRD 106081 · SALT LAKE CITY, UT$23,346,360,707.00Regulatory AUM · August 2026
- WASATCH INVESTMENT FUND MANAGER, LLCCRD 325037 · LOGAN, UT$254,557,950.00Regulatory AUM · August 2026
- WASATCH VENTURE MANAGEMENT, LLCCRD 326762 · LOGAN, UT$337,284,557.00Regulatory AUM · August 2026
- WEALTH FOUNDATIONS PARTNERS, LLCCRD 330999 · SALT LAKE CITY, UT$110,501,385.00Regulatory AUM · August 2026
- WEALTH MANAGEMENT CPAS, LLCCRD 310096 · SALT LAKE CITY, UT$329,157,318.00Regulatory AUM · August 2026
- WEALTH NAVIGATION, LLCCRD 140612 · CENTERVILLE, UT$446,281,743.00Regulatory AUM · August 2026
- WEST RIM CAPITAL ASSOCIATES II, L.P.CRD 145085 · LEHI, UT$1,664,430,315.00Regulatory AUM · August 2026
- WESTWOOD GLOBAL INVESTMENTS LLCCRD 125012 · PARK CITY, UT$9,465,208,342.00Regulatory AUM · August 2026
- YOUR IA, LLCCRD 338535 · ST. GEORGE, UT$106,633,240.00Regulatory AUM · August 2026
- ZIONS CAPITAL ADVISORS, INC.CRD 131308 · SALT LAKE CITY, UT$830,754,722.00Regulatory AUM · August 2026