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Data / Investment advisers / $1 billion to $10 billion in AUM / Utah

Investment advisers in Utah with $1 billion to $10 billion in AUM: 30 firms

Updated November 7, 2026. Source: the SEC's Form ADV data files for investment advisers.

30 SEC registered investment advisers in Utah report between $1 billion and $10 billion in regulatory assets under management, $83.3 billion in all, in the SEC's Form ADV file of November 2, 2026. The largest is Cynosure Group, LLC with $9.8 billion.

The request: Every investment adviser in Utah with AUM in the range $1 billion to $10 billion, with phone and website. $10 of work on sign-up, no card.

Get these advisers in UtahWatch new advisers in Utah

SpecStream is the live web data engine for teams and agents. It reads the SEC's Form ADV files every month, and this page is that reading, keyed on the CRD number. Ask for the advisers you track by state, city, size, client type or private funds, and new registrations and filings arrive in your sheet, CRM, Slack or agent as the SEC publishes them.

  • 30Advisers
  • 30SEC registered
  • $83.3 billionTotal AUM
  • 30Advisers over $100 million
  • 15Manage private funds
  • November 2, 2026File date

Largest advisers by AUM

Ranked by regulatory AUM, then by private funds. Each row links to the firm page where it has one, and to its SEC record.

AdviserCityAUMAccountsEmployeesPrivate fundsPhoneWebsiteSource
Cynosure Group, LLCSalt Lake City$9.85 billion7267160(801) 521-3100adviserinfo.sec.gov
Westwood Global InvestmentsPark City$9.47 billion13303(617) 428-4040westwoodglobal.comadviserinfo.sec.gov
Sepio Capital, LPSalt Lake City$5.64 billion3743110(415) 915-3708sepiocap.comadviserinfo.sec.gov
Diversify Advisory Services, LLCSouth Jordan$4.65 billion12,951206Not listed(801) 890-7577cipollafis.comadviserinfo.sec.gov
Diversify Wealth Management, LLCSouth Jordan$4.11 billion17,90395Not listed(801) 838-9999caliberwealthmanagement.comadviserinfo.sec.gov
Grandeur Peak Global AdvisorsSalt Lake City$3.80 billion17502(801) 384-0000grandeurpeakglobal.comadviserinfo.sec.gov
Crewe AdvisorsSalt Lake City$3.05 billion1,985321(385) 355-2700adviserinfo.sec.gov
Gladius Capital Management LPPark City$2.88 billion8144(312) 348-5900gladiusgroup.comadviserinfo.sec.gov
DW Healthcare PartnersPark City$2.74 billion123412(435) 645-4050dwhp.comadviserinfo.sec.gov
Peterson PartnersSalt Lake City$2.63 billion292428(801) 417-0748petersonpartners.comadviserinfo.sec.gov
Keystone National Group, LLCSalt Lake City$2.50 billion13426(925) 480-6050adviserinfo.sec.gov
Capita Financial Network, LLCDraper$2.32 billion7,04259Not listed(801) 566-5058capitafinancial.comadviserinfo.sec.gov
Summit Global Investments, LLCBountiful$2.29 billion10,822371(888) 251-4847silvx.comadviserinfo.sec.gov
Tower Arch CapitalDraper$2.12 billion7247(801) 997-5808adviserinfo.sec.gov
Sundance BaySalt Lake City$2.09 billion8691(801) 783-3430sundancebay.comadviserinfo.sec.gov
Albion Financial GroupSalt Lake City$2.01 billion2,298313(801) 487-3700adviserinfo.sec.gov
Physician Wealth Advisors, Inc.Salt Lake City$2.01 billion5,90615Not listed(801) 747-0800pwa.orgadviserinfo.sec.gov
Healthequity AdvisorsDraper$1.99 billion178,4768Not listed(801) 508-3248healthequityadvisors.comadviserinfo.sec.gov
The Norden Group LLCProvo$1.97 billion4,22030Not listed(801) 331-5511adviserinfo.sec.gov
West Rim II Ugp, LLCLehi$1.77 billion233023(801) 407-8400sorensoncapital.comadviserinfo.sec.gov
Alta Capital Management LLCSalt Lake City$1.60 billion1,29519Not listed(801) 274-6010adviserinfo.sec.gov
Drive Wealth AdvisersLehi$1.50 billion4,19617Not listed(801) 901-6150drivewealthadvisers.comadviserinfo.sec.gov
Portside Wealth Group, LLCProvo$1.43 billion7,81954Not listed(385) 412-1222adviserinfo.sec.gov
B.O.S.S. Retirement Advisors, LLCLehi$1.38 billion11,45287Not listed(801) 990-5055adviserinfo.sec.gov
Cross Creek Advisors, LLCSalt Lake City$1.35 billion162016(801) 214-0091adviserinfo.sec.gov
Iron Gate Global AdvisorsNorth Salt Lake$1.32 billion3,1697Not listed(888) 591-0334adviserinfo.sec.gov
Truenorth WealthSalt Lake City$1.27 billion2,82919Not listed(801) 274-1820adviserinfo.sec.gov
Andina AdvisorsLogan$1.26 billion4,26213Not listed(435) 250-3700adviserinfo.sec.gov
Three Seasons WealthSalt Lake City$1.23 billion87914Not listed(801) 662-0585threeseasonswealth.comadviserinfo.sec.gov
Tanara Wealth Management LLCLehi$1.09 billion2,61215Not listed(801) 653-0564tanarawm.comadviserinfo.sec.gov

Also on SpecStream

Public data published by the US Securities and Exchange Commission (US government work). Advisers report these values themselves in Form ADV, and neither the SEC nor the states approve or guarantee them. AUM is regulatory assets under management as the adviser reported it in Form ADV item 5.F, which can differ from the AUM a firm quotes elsewhere. Exempt reporting advisers do not report AUM. Office address, phone and website are the adviser's main office as filed; a firm that files its main office as a private residence shows no street address or phone. An Item 11 disclosure is a reported event, not a finding about the firm today. Details for each firm are on the SEC's Investment Adviser Public Disclosure site. This page uses SEC data and is not endorsed or certified by the SEC. Free to reuse with credit to SpecStream under CC BY 4.0. Spot a wrong value? Write to [email protected] with the link to this page.