Research Report · 2026-06-30
Largest Registered Investment Advisers in Utah
Utah SEC-registered investment advisers ranked by latest reported regulatory assets under management from ADV Part 1 filings.
Firms
154
Total AUM
$231.81B
Median AUM
$371.3M
Latest Filing
2026-06-30
| Rank↕ | Firm Name | City | CRD↕ | AUM↕ | Employees↕ | Latest Filing | |
|---|---|---|---|---|---|---|---|
| 1 | BRIDGE MULTIFAMILY FUND MANAGER LLC | SANDY | 159127 | $49.30B | 610 | 2026-04-30 | → |
| 2 | WASATCH ADVISORS LP | SALT LAKE CITY | 106081 | $23.35B | 96 | 2026-03-31 | → |
| 3 | TOWNSQUARE CAPITAL, LLC | LEHI | 288576 | $18.07B | 53 | 2026-03-31 | → |
| 4 | SOLTIS INVESTMENT ADVISORS, LLC | ST. GEORGE | 154690 | $12.04B | 121 | 2026-03-31 | → |
| 5 | THE CYNOSURE GROUP | SALT LAKE CITY | 281399 | $9.85B | 71 | 2026-03-31 | → |
| 6 | WESTWOOD GLOBAL INVESTMENTS LLC | PARK CITY | 125012 | $9.47B | 30 | 2026-03-31 | → |
| 7 | SEPIO CAPITAL, LP | SALT LAKE CITY | 285645 | $5.64B | 31 | 2026-04-30 | → |
| 8 | MORETON ASSET MANAGEMENT, LLC | FARMINGTON | 133417 | $4.71B | 5 | 2026-01-31 | → |
| 9 | DIVERSIFY ADVISORY SERVICES, LLC | SANDY | 326060 | $4.65B | 206 | 2026-06-30 | → |
| 10 | DIVERSIFY WEALTH MANAGEMENT, LLC | SANDY | 329878 | $4.11B | 95 | 2026-03-31 | → |
| 11 | GRANDEUR PEAK GLOBAL ADVISORS, LLC | SALT LAKE CITY | 158270 | $3.80B | 50 | 2026-03-31 | → |
| 12 | CREWE ADVISORS LLC | SALT LAKE CITY | 173920 | $3.05B | 32 | 2026-04-30 | → |
| 13 | PETERSON PARTNERS, LLC | SALT LAKE CITY | 159450 | $2.96B | 36 | 2026-05-31 | → |
| 14 | GLADIUS CAPITAL MANAGEMENT LP | PARK CITY | 152023 | $2.88B | 14 | 2026-03-31 | → |
| 15 | DW MANAGEMENT SERVICES, L.L.C. | PARK CITY | 160555 | $2.74B | 34 | 2026-05-31 | → |
| 16 | KEYSTONE NATIONAL GROUP, LLC | SALT LAKE CITY | 142885 | $2.50B | 42 | 2026-03-31 | → |
| 17 | CAPITA FINANCIAL NETWORK, LLC | DRAPER | 290558 | $2.32B | 59 | 2026-03-31 | → |
| 18 | SUMMIT GLOBAL INVESTMENTS, LLC | BOUNTIFUL | 157091 | $2.29B | 37 | 2026-06-30 | → |
| 19 | TOWER ARCH CAPITAL, L.P. | DRAPER | 169057 | $2.12B | 24 | 2026-03-31 | → |
| 20 | SUNDANCE BAY INVESTMENT MANAGER, LLC | SALT LAKE CITY | 301868 | $2.09B | 69 | 2026-03-31 | → |
| 21 | ALBION MANAGEMENT GROUP | SALT LAKE CITY | 105957 | $2.01B | 31 | 2026-06-30 | → |
| 22 | PHYSICIAN WEALTH ADVISORS, INC. | SALT LAKE CITY | 106043 | $2.01B | 15 | 2026-03-31 | → |
| 23 | HEALTHEQUITY ADVISORS, LLC | DRAPER | 167105 | $1.99B | 8 | 2026-03-31 | → |
| 24 | THE NORDEN GROUP LLC | PROVO | 323988 | $1.97B | 30 | 2026-02-28 | → |
| 25 | WEST RIM CAPITAL ASSOCIATES II, L.P. | LEHI | 145085 | $1.66B | 30 | 2026-03-31 | → |
| 26 | ALTA CAPITAL MANAGEMENT LLC | SALT LAKE CITY | 106786 | $1.60B | 19 | 2026-06-30 | → |
| 27 | DRIVE WEALTH MANAGEMENT, LLC | LEHI | 174728 | $1.50B | 17 | 2026-04-30 | → |
| 28 | PORTSIDE WEALTH GROUP, LLC | PROVO | 325175 | $1.43B | 54 | 2026-06-30 | → |
| 29 | B.O.S.S. RETIREMENT ADVISORS, LLC | LEHI | 171143 | $1.38B | 87 | 2026-04-30 | → |
| 30 | CROSS CREEK ADVISORS, LLC | SALT LAKE CITY | 165803 | $1.35B | 20 | 2026-03-31 | → |
| 31 | IRON GATE GLOBAL ADVISORS, LLC | NORTH SALT LAKE | 111177 | $1.32B | 7 | 2026-03-31 | → |
| 32 | ASSOCIATION FINANCIAL SERVICES INC. | SALT LAKE CITY | 142205 | $1.27B | 19 | 2026-03-31 | → |
| 33 | ANDINA CAPITAL MANAGEMENT, LLC | LOGAN | 151762 | $1.26B | 31 | 2026-03-31 | → |
| 34 | THREE SEASONS WEALTH | SALT LAKE CITY | 326517 | $1.23B | 14 | 2026-03-31 | → |
| 35 | SANDLOT PARTNERS, LLC | OREM | 311409 | $934.5M | 18 | 2026-05-31 | → |
| 36 | SG TRADING SOLUTIONS, LLC | BOUNTIFUL | 322928 | $911.7M | 5 | 2026-05-31 | → |
| 37 | TAYLOR DERRICK CAPITAL, L.L.C. | SALT LAKE CITY | 158016 | $910.7M | 22 | 2026-03-31 | → |
| 38 | STRATEGIC PLANNING GROUP, LLC | BOUNTIFUL | 113844 | $910.3M | 20 | 2026-03-31 | → |
| 39 | GO INVEST LLC | WEST JORDAN | 291884 | $889.0M | 1 | 2026-03-31 | → |
| 40 | OLYMPUS WEALTH MANAGEMENT, LLC | COTTONWOOD HEIGHTS | 173715 | $850.2M | 18 | 2025-07-31 | → |
| 41 | BRIDGE NET LEASE FUND MANAGER LLC | SANDY | 316623 | $843.3M | 587 | 2026-03-31 | → |
| 42 | NET WORTH ADVISORY GROUP, LLC | SANDY | 126983 | $838.4M | 20 | 2026-03-31 | → |
| 43 | ZIONS CAPITAL ADVISORS, INC. | SALT LAKE CITY | 131308 | $830.8M | 14 | 2026-03-31 | → |
| 44 | PETERSON WEALTH ADVISORS, LLC | OREM | 146349 | $829.7M | 13 | 2026-04-30 | → |
| 45 | M3F, INC. | SALT LAKE CITY | 151191 | $778.2M | 6 | 2026-03-31 | → |
| 46 | SOLIDARITY WEALTH, LLC | LEHI | 315843 | $704.2M | 12 | 2026-03-31 | → |
| 47 | ABG CONSULTANTS, LLC | COTTONWOOD HEIGHTS | 131129 | $697.4M | 4 | 2026-04-30 | → |
| 48 | KESLER, NORMAN & WRIDE, LLC | OGDEN | 307667 | $661.4M | 9 | 2026-06-30 | → |
| 49 | ACCUVEST GLOBAL ADVISORS, INC. | PROVO | 134096 | $630.5M | 6 | 2026-04-30 | → |
| 50 | BANNER CAPITAL MANAGEMENT, LLC | LEHI | 326949 | $619.2M | 7 | 2026-05-31 | → |
| 51 | LUNT CAPITAL MANAGEMENT INC. | HOLLADAY | 125183 | $601.5M | 7 | 2026-03-31 | → |
| 52 | LONE PEAK GLOBAL INVESTORS, LLC | ALPINE | 153956 | $598.4M | 10 | 2026-03-31 | → |
| 53 | SQUIRE INVESTMENT MANAGEMENT COMPANY, LLC | OREM | 117750 | $586.7M | 15 | 2026-03-31 | → |
| 54 | LEP MANAGEMENT LLC | SALT LAKE CITY | 173481 | $585.2M | 13 | 2026-05-31 | → |
| 55 | ADAMS WEALTH MANAGEMENT LLC | LOGAN | 286087 | $565.8M | 18 | 2026-04-30 | → |
| 56 | JACOBSEN CAPITAL MANAGEMENT, LLC | SALT LAKE CITY | 116085 | $562.9M | 4 | 2026-03-31 | → |
| 57 | NARUS FINANCIAL PARTNERS, LLC | SALT LAKE CITY | 173534 | $559.0M | 6 | 2026-03-31 | → |
| 58 | ALLIANCE WEALTH ADVISORS, LLC | CENTERVILLE | 314668 | $552.0M | 19 | 2026-05-31 | → |
| 59 | HST VENTURES, LLC | PARK CITY | 317143 | $551.1M | 4 | 2026-02-28 | → |
| 60 | CACHETECH INC. | LOGAN | 327688 | $547.4M | 7 | 2026-06-30 | → |
| 61 | CIMARRON HEALTHCARE CAPITAL, LLC | SALT LAKE CITY | 282387 | $532.7M | 7 | 2026-03-31 | → |
| 62 | NAVIGATE PRIVATE WEALTH, LLC | DRAPER | 170774 | $529.2M | 11 | 2026-03-31 | → |
| 63 | PETERSON WEALTH SERVICES INC. | SOUTH OGDEN | 288620 | $528.5M | 6 | 2026-03-31 | → |
| 64 | FIDUCIARY ADVISORS, LLC | COTTONWOOD HEIGHTS | 104189 | $520.2M | 2 | 2026-03-31 | → |
| 65 | FINANCIAL NETWORK WEALTH ADVISORS LLC | MURRAY | 318842 | $515.4M | 6 | 2026-03-31 | → |
| 66 | PLATFORM WEALTH MANAGEMENT, LLC | HOLLADAY | 329313 | $509.0M | 17 | 2026-06-30 | → |
| 67 | AQUIRE WEALTH ADVISORS, LLC | SALT LAKE CITY | 149559 | $504.0M | 24 | 2026-06-30 | → |
| 68 | ELEVATED CAPITAL ADVISORS, LLC | DRAPER | 226721 | $499.1M | 30 | 2026-03-31 | → |
| 69 | MED VENTURE MANAGEMENT, LLC | SALT LAKE CITY | 335443 | $495.2M | 8 | 2026-04-30 | → |
| 70 | CANNON TINGEY INVESTMENT ADVISORS INC | SALT LAKE CITY | 107539 | $477.7M | 6 | 2026-03-31 | → |
| 71 | COIGN CAPITAL ADVISORS LLC | DRAPER | 171306 | $472.9M | 8 | 2026-02-28 | → |
| 72 | WEALTH NAVIGATION, LLC | CENTERVILLE | 140612 | $446.3M | 12 | 2026-03-31 | → |
| 73 | LEFAVI WEALTH MANAGEMENT, INC. | SALT LAKE CITY | 104961 | $445.0M | 5 | 2026-03-31 | → |
| 74 | CANNON CAPITAL MANAGEMENT, INC. | SALT LAKE CITY | 144247 | $386.1M | 8 | 2026-04-30 | → |
| 75 | THE MARTIN WORLEY GROUP | COTTONWOOD HEIGHTS | 169006 | $385.0M | 5 | 2025-03-31 | → |
| 76 | ASHWORTH WEALTH, LLC | SOUTH JORDAN | 116950 | $377.8M | 5 | 2026-02-28 | → |
| 77 | THE KARRAS COMPANY, INC. | ROY | 109578 | $372.9M | 7 | 2026-02-28 | → |
| 78 | VALUED WEALTH ADVISORS, LLC | HOLLADAY | 316746 | $369.7M | 10 | 2026-03-31 | → |
| 79 | SWITCHPOINT FINANCIAL PLANNING LLC | LEHI | 282856 | $367.1M | 3 | 2026-03-31 | → |
| 80 | ASILIA CREDIT INVESTMENTS, LLC | SALT LAKE CITY | 334981 | $365.9M | 4 | 2026-03-31 | → |
| 81 | NORTH CAPITAL, INC. | SALT LAKE CITY | 148802 | $365.8M | 12 | 2026-05-31 | → |
| 82 | DECKER RETIREMENT PLANNING INC. | LEHI | 284281 | $359.9M | 23 | 2026-05-31 | → |
| 83 | ELYSIUM WEALTH MANAGEMENT, LLC | SOUTH JORDAN | 312068 | $352.3M | 22 | 2026-04-30 | → |
| 84 | SMEDLEY FINANCIAL SERVICES INC | SALT LAKE CITY | 110870 | $341.8M | 10 | 2025-08-31 | → |
| 85 | NAVIGATE FINANCIAL LLC | SALT LAKE CITY | 325945 | $337.9M | 3 | 2026-01-31 | → |
| 86 | WASATCH VENTURE MANAGEMENT, LLC | LOGAN | 326762 | $337.3M | 7 | 2026-03-31 | → |
| 87 | SLAYTON LEWIS INC | SALT LAKE CITY | 114596 | $334.4M | 5 | 2026-03-31 | → |
| 88 | WEALTH MANAGEMENT CPAS, LLC | SALT LAKE CITY | 310096 | $329.2M | 10 | 2026-05-31 | → |
| 89 | LIVET WEALTH, LLC | SPANISH FORK | 337826 | $322.2M | 3 | 2026-04-30 | → |
| 90 | PROMONTORY FINANCIAL PLANNING, LLC | FARMINGTON | 153666 | $319.0M | 12 | 2026-02-28 | → |
| 91 | BLUE BARN WEALTH, LLC | OREM | 107202 | $317.1M | 9 | 2026-02-28 | → |
| 92 | RIGGS CAPITAL MANAGEMENT, LLC | AMERICAN FORK | 120253 | $306.8M | 8 | 2025-02-28 | → |
| 93 | KEELER THOMAS MANAGEMENT LLC | OREM | 109522 | $305.5M | 12 | 2026-03-31 | → |
| 94 | BLUE DIAMOND CAPITAL INVESTMENT ADVISORS, LLC | PROVO | 333059 | $301.4M | 3 | 2026-03-31 | → |
| 95 | TENCAP WEALTH COACHING, LLC | SOUTH JORDAN | 166130 | $285.0M | 7 | 2026-03-31 | → |
| 96 | COTTONWOOD CAPITAL ADVISORS, LLC | SALT LAKE CITY | 311272 | $279.0M | 5 | 2026-04-30 | → |
| 97 | ATHOS PRIVATE WEALTH LLC | HOLLADAY | 309862 | $268.5M | 7 | 2026-03-31 | → |
| 98 | DECATHLON CAPITAL MANAGEMENT II, LLC | PARK CITY | 175030 | $266.7M | 13 | 2026-03-31 | → |
| 99 | NEW MILLENNIUM GROUP, LLC | SANDY | 299249 | $257.0M | 18 | 2026-04-30 | → |
| 100 | SORENSON IMPACT ADVISORY, LLC | SALT LAKE CITY | 324124 | $255.1M | 5 | 2026-03-31 | → |
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