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Data / Investment advisers / Utah / Lehi

Investment advisers in Lehi, UT: 23 firms, $27.1 billion in AUM

23 investment advisers have their main office in Lehi, Utah: 17 SEC registered and 6 exempt reporting. The registered advisers report $27.1 billion in regulatory assets under management in the SEC's Form ADV file of November 2, 2026, and the largest is Townsquare Capital, LLC with $18.1 billion.

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.

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  • 23Advisers
  • 17SEC registered
  • 6Exempt reporting
  • $27.1 billionTotal AUM
  • 16Advisers over $100 million
  • 12Manage 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
Townsquare Capital, LLCLehi$18.07 billion58,181532(385) 375-8650townsquarecapital.comadviserinfo.sec.gov
West Rim II Ugp, LLCLehi$1.77 billion233023(801) 407-8400sorensoncapital.comadviserinfo.sec.gov
Drive Wealth AdvisersLehi$1.50 billion4,19617Not listed(801) 901-6150drivewealthadvisers.comadviserinfo.sec.gov
B.O.S.S. Retirement Advisors, LLCLehi$1.38 billion11,45287Not listed(801) 990-5055adviserinfo.sec.gov
Tanara Wealth Management LLCLehi$1.09 billion2,61215Not listed(801) 653-0564tanarawm.comadviserinfo.sec.gov
Solidarity Wealth, LLCLehi$704.2 million1,01912Not listed(385) 374-1665solidaritywealth.comadviserinfo.sec.gov
Banner Capital Management, LLCLehi$619.2 million676(801) 290-3333bannercap.comadviserinfo.sec.gov
Switchpoint Financial Planning LLCLehi$367.1 million5253Not listed(801) 753-8538adviserinfo.sec.gov
Decker Retirement Planning Inc.Lehi$359.9 million2,29923Not listed(855) 425-4566adviserinfo.sec.gov
Reef Investment Management LLCLehi$234.3 million4133(801) 216-8850reefcp.comadviserinfo.sec.gov
Prestige Wealthwide, LLCLehi$198.5 million1873Not listed(720) 449-3656adviserinfo.sec.gov
Thistle Creek Capital, LLCLehi$161 million16Not listed(801) 608-2856thistlecreek.comadviserinfo.sec.gov
Provident Living Financial ServicesLehi$158.1 million4083Not listed(801) 753-5639getprovident.comadviserinfo.sec.gov
Stonebriar Wealth, LLCLehi$139 million50511Not listed(385) 314-3300stonebriarwealthadvisors.comadviserinfo.sec.gov
Solidarity Capital Management, LLCLehi$127.6 million141(385) 374-1665adviserinfo.sec.gov
Capital Wealth, LLCLehi$116 million6367Not listed(801) 210-2800capitalwealth.comadviserinfo.sec.gov
My Prosper TeamLehi$58.2 million43857(801) 889-1341adviserinfo.sec.gov
Tandem Partners Group, LLCLehiNot listedNot listedNot listed14(425) 577-4647tandeminvest.comadviserinfo.sec.gov
Album Ventures, LLCLehiNot listedNot listedNot listed10(503) 358-1904adviserinfo.sec.gov
Frazier Group Management, LLCLehiNot listedNot listedNot listed3(801) 404-4492adviserinfo.sec.gov
Swell Collective ManagementLehiNot listedNot listedNot listed3(801) 560-8450adviserinfo.sec.gov
2.0 Ventures Adviser LLCLehiNot listedNot listedNot listed1(801) 836-4532adviserinfo.sec.gov
Blue Summit Capital Investments Management, LLCLehiNot listedNot listedNot listed1(801) 560-8450adviserinfo.sec.gov

Advisers in Lehi that manage private funds

12 advisers report private funds. The 30 with the most funds.

AdviserCityStatePrivate fundsHedgePrivate equityVenture capitalReal estateFund gross assetsAUMSource
West Rim II Ugp, LLCLehiUT23Not listed149Not listed$1.77 billion$1.77 billionadviserinfo.sec.gov
Tandem Partners Group, LLCLehiUT14Not listedNot listed131$108.2 millionNot listedadviserinfo.sec.gov
Album Ventures, LLCLehiUT10Not listedNot listed10Not listed$963.5 millionNot listedadviserinfo.sec.gov
My Prosper TeamLehiUT7Not listedNot listedNot listed7$37.3 million$58.2 millionadviserinfo.sec.gov
Banner Capital Management, LLCLehiUT6Not listed6Not listedNot listed$527.2 million$619.2 millionadviserinfo.sec.gov
Reef Investment Management LLCLehiUT3Not listedNot listedNot listedNot listed$234.3 million$234.3 millionadviserinfo.sec.gov
Frazier Group Management, LLCLehiUT3Not listedNot listed3Not listed$109.8 millionNot listedadviserinfo.sec.gov
Swell Collective ManagementLehiUT3Not listedNot listed3Not listed$160 millionNot listedadviserinfo.sec.gov
Townsquare Capital, LLCLehiUT2Not listed2Not listedNot listed$18.7 million$18.07 billionadviserinfo.sec.gov
Solidarity Capital Management, LLCLehiUT11Not listedNot listedNot listed$127.6 million$127.6 millionadviserinfo.sec.gov
2.0 Ventures Adviser LLCLehiUT1Not listedNot listed1Not listed$64.1 millionNot listedadviserinfo.sec.gov
Blue Summit Capital Investments Management, LLCLehiUT11Not listedNot listedNot listed$56,181Not listedadviserinfo.sec.gov

Newest SEC registrations in Lehi

2 advisers with an SEC status effective in the 90 days to November 2, 2026.

AdviserCityStateSEC status effectiveAUMWebsiteSource
West Rim II Ugp, LLCLehiUTAugust 14, 2026$1.77 billionsorensoncapital.comadviserinfo.sec.gov
Capital Wealth, LLCLehiUTAugust 13, 2026$116 millioncapitalwealth.comadviserinfo.sec.gov

Also on SpecStream

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