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Data / Investment advisers / $500 million to $1 billion in AUM / Utah

Investment advisers in Utah with $500 million to $1 billion in AUM: 32 firms

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

32 SEC registered investment advisers in Utah report between $500 million and $1 billion in regulatory assets under management, $21.3 billion in all, in the SEC's Form ADV file of November 2, 2026. The largest is Sandlot Partners, LLC with $934 million.

The request: Every investment adviser in Utah with AUM in the range $500 million to $1 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.

  • 32Advisers
  • 32SEC registered
  • $21.3 billionTotal AUM
  • 32Advisers over $100 million
  • 9Manage 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
Sandlot Partners, LLCOrem$934.5 million491849(801) 609-1307adviserinfo.sec.gov
SG Trading Solutions, LLCBountiful$911.7 million65Not listed(801) 683-2856adviserinfo.sec.gov
Taylor Derrick Capital, L.L.C.Salt Lake City$910.7 million122210(801) 996-7470taylorderrick.comadviserinfo.sec.gov
Strategic Planning GroupBountiful$910.3 million4,66320Not listed(801) 627-2200adviserinfo.sec.gov
Go Invest LLCWest Jordan$889 million4,2771Not listed(801) 614-4914goinvest.usadviserinfo.sec.gov
Bridge Net Lease Fund Manager LLCSandy$843.3 million1587Not listed(801) 716-1463bridgeig.comadviserinfo.sec.gov
Net Worth Advisory Group, LLCSandy$838.4 million3,25520Not listed(801) 566-6639adviserinfo.sec.gov
Zions Capital Advisors, Inc.Salt Lake City$830.8 million5814Not listed(800) 608-3202ilmgmt.comadviserinfo.sec.gov
Peterson Wealth Advisors, LLCOrem$829.7 million1,98813Not listed(801) 225-0000adviserinfo.sec.gov
M3f, Inc.Salt Lake City$778.2 million161(202) 246-9200m3funds.comadviserinfo.sec.gov
Solidarity Wealth, LLCLehi$704.2 million1,01912Not listed(385) 374-1665solidaritywealth.comadviserinfo.sec.gov
Abg ConsultantsCottonwood Heights$697.4 million1,8854Not listed(801) 486-5069consultabg.comadviserinfo.sec.gov
Ascend Investment PartnersOgden$661.4 million2,1229Not listed(801) 476-1200ascendinvestment.comadviserinfo.sec.gov
Accuvest Global Advisors, Inc.Provo$630.5 million44761(925) 930-2882adviserinfo.sec.gov
Banner Capital Management, LLCLehi$619.2 million676(801) 290-3333bannercap.comadviserinfo.sec.gov
Lunt Capital Management Inc.Holladay$601.5 million5607Not listed(801) 503-3035luntcapital.comadviserinfo.sec.gov
Lone Peak Global Investors, LLCAlpine$598.4 million15210Not listed(385) 387-1212facebookadviserinfo.sec.gov
Squire Wealth AdvisorsOrem$586.7 million1,53715Not listed(801) 226-7722squireinvestment.comadviserinfo.sec.gov
Lep Management LLCSalt Lake City$585.2 million4134(801) 961-1599adviserinfo.sec.gov
Adams Wealth AdvisorsLogan$565.8 million2,5061812(435) 752-1702adviserinfo.sec.gov
Jacobsen Capital ManagementSalt Lake City$562.9 million5354Not listed(801) 746-7171jacobsencapital.comadviserinfo.sec.gov
Narus Financial Partners, LLCSalt Lake City$559 million5747Not listed(866) 534-0530adviserinfo.sec.gov
Alliance Wealth Advisors, LLCCenterville$552 million1,96119Not listed(801) 683-6000adviserinfo.sec.gov
HST Ventures, LLCPark City$551.1 million14Not listed(435) 962-9194adviserinfo.sec.gov
CachetechLogan$547.4 million1,84572(435) 752-1702adviserinfo.sec.gov
Cimarron Healthcare Capital, LLCSalt Lake City$532.7 million877(801) 849-9293cimarronhc.comadviserinfo.sec.gov
Navigate Private Wealth, LLCDraper$529.2 million1,92911Not listed(801) 676-4588navigateprivatewealth.comadviserinfo.sec.gov
Peterson Wealth Services Inc.South Ogden$528.5 million1,8356Not listed(801) 475-4002adviserinfo.sec.gov
Fiduciary Advisors, LLCCottonwood Heights$520.2 million562Not listed(801) 492-7341fiduciaryadvisors.comadviserinfo.sec.gov
Financial Network Wealth Advisors LLCMurray$515.4 million1,8286Not listed(801) 748-0044adviserinfo.sec.gov
Platform Wealth AdvisorsHolladay$509 million77616Not listed(385) 243-0553platformadvise.comadviserinfo.sec.gov
Dentist AdvisorsSalt Lake City$504 million2,79824Not listed(801) 748-1243adviserinfo.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.