RIAs in Utah

RIA	People	AUM
Bridge Investment Group	—	$49.3Bas of Jul 2026
Wasatch Advisors LP	Natalie Pesque	$23.35Bas of Mar 2026
Townsquare Capital, LLC	—	$18.07Bas of Mar 2026
Soltis Investment Advisors, LLC	James ShumwayDouglas KinseyKaren Kittrell+77 more	$12.04Bas of Jul 2026
Cynosure Group, LLC	Holden IversonAbram Gubler	$9.85Bas of Sep 2026
Westwood Global Investments	—	$9.47Bas of Mar 2026
Sepio Capital, LP	Roger CarterBonnie BakalarChristopher Barlow+16 more	$5.64Bas of Apr 2026
Diversify Advisory Services, LLC	Craig WatanabeCurtis LaddJohn Kwee+113 more	$4.65Bas of Sep 2026
Diversify Wealth Management, LLC	Daniel LukeMichael McCannMichael Larriva+74 more	$4.11Bas of Sep 2026
Grandeur Peak Global Advisors	—	$3.8Bas of Mar 2026
Crewe Advisors	James DavenportCorey PedersonTravis Peugnet+23 more	$3.05Bas of Aug 2026
Gladius Capital Management LP	—	$2.88Bas of Mar 2026
Dw Healthcare Partners	—	$2.74Bas of May 2026
Peterson Partners	—	$2.63Bas of Aug 2026
Keystone National Group, LLC	—	$2.5Bas of Sep 2026
Capita Financial Network, LLC	Sean JonesRichard GurrRinar Erickson+34 more	$2.32Bas of Sep 2026
Summit Global Investments, LLC	David LawrenceAlicia Cruz JonesRiley Packer+11 more	$2.29Bas of Jun 2026
Tower Arch Capital	—	$2.12Bas of Mar 2026
Sundance Bay	—	$2.09Bas of Mar 2026
Albion Financial Group	John BirdPatrick LunderganDanielle Gregory+14 more	$2.01Bas of Jun 2026
Physician Wealth Advisors, Inc.	Mark WoodruffJeffrey ZesigerPatrick Brady+6 more	$2.01Bas of Mar 2026
Healthequity Advisors	James Ivie	$1.99Bas of Mar 2026
The Norden Group LLC	Renn OlsenSeth MerrillNathan Rosell+19 more	$1.97Bas of Feb 2026
West Rim II Ugp, LLC	—	$1.77Bas of Jul 2026
West Rim Capital Associates II, L.p.	—	$1.66Bas of Mar 2026
Alta Capital Management LLC	Chris MachesneyMichael TempestJames Francis+11 more	$1.6Bas of Jun 2026
Drive Wealth Advisers	Lowell CrabbMichael ReidKaige Korth+14 more	$1.5Bas of Sep 2026
Portside Wealth Group, LLC	Jason JonesJeffrey JohnsonRodney Walker+53 more	$1.43Bas of Aug 2026
B.o.s.s. Retirement Advisors, LLC	Jason WeaverBrady FullerChristopher Dolan+42 more	$1.38Bas of Aug 2026
Cross Creek Advisors, LLC	—	$1.35Bas of Mar 2026
Iron Gate Global Advisors	Matthew NewmanRussell MurphyBrian Hunsaker+5 more	$1.32Bas of Mar 2026
Truenorth Wealth	Martin WatkinsMichael EspinosaJared Empey+8 more	$1.27Bas of Aug 2026
Andina Advisors	Ryan BohmCasey MonsenAustin Scott+7 more	$1.26Bas of Jul 2026
Three Seasons Wealth	Kyle GloverTheresa SommerdykeWendell Hill+4 more	$1.23Bas of Mar 2026
Tanara Wealth Management LLC	James BellistonRoger LoweAlex Graham+4 more	$1.09Bas of Aug 2026
Sandlot Partners, LLC	—	$934.5Mas of Jul 2026
Sg Trading Solutions, LLC	—	$911.7Mas of May 2026
Taylor Derrick Capital, L.l.c.	—	$910.7Mas of Mar 2026
Strategic Planning Group	Ryan CranerWilliam DraperJohn Park+5 more	$910.3Mas of Sep 2026
Go Invest LLC	—	$889Mas of Mar 2026
Bridge Net Lease Fund Manager LLC	—	$843.3Mas of Mar 2026
Net Worth Advisory Group, LLC	Raymond LevitreDavid SwappMichael Berry+12 more	$838.4Mas of Mar 2026
Zions Capital Advisors, Inc.	—	$830.8Mas of Mar 2026
Peterson Wealth Advisors, LLC	Jeffrey LindsayAlexander CallKaden Waters+11 more	$829.7Mas of Sep 2026
M3f, Inc.	—	$778.2Mas of Mar 2026
Solidarity Wealth, LLC	Zachary WhitchurchNicholas TrotterJohn Rosswog+6 more	$704.2Mas of Aug 2026
Abg Consultants	—	$697.4Mas of Aug 2026
Ascend Investment Partners	Paul NormanDarcy WrideBrent Keller+2 more	$661.4Mas of Jun 2026
Accuvest Global Advisors, Inc.	—	$630.5Mas of Apr 2026
Banner Capital Management, LLC	—	$619.2Mas of May 2026

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