Data / Investment advisers / Serving charitable organizations / Utah
Investment advisers in Utah serving charitable organizations: 50 firms
50 SEC registered investment advisers with a main office in Utah report charitable organizations among their clients in Form ADV item 5.D, and together they attribute $9.2 billion of their assets under management to them, in the SEC's file of November 2, 2026. The adviser with the most is Cynosure Group, LLC.
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- 50Advisers
- $9.2 billionAUM from this client type
- 50Advisers over $100 million
- November 2, 2026File date
Advisers in Utah serving charitable organizations
Ranked by the AUM the adviser attributes to this client type. Each row links to the firm page where it has one, and to its SEC record.
| Adviser | City | Clients of this type | AUM from this type | Total AUM | Source |
|---|
| Cynosure Group, LLC | Salt Lake City | 11 | $3.44 billion | $9.85 billion | adviserinfo.sec.gov |
| Westwood Global Investments | Park City | 2 | $2.60 billion | $9.47 billion | adviserinfo.sec.gov |
| Wasatch Advisors LP | Salt Lake City | 50 | $644.5 million | $23.35 billion | adviserinfo.sec.gov |
| Grandeur Peak Global Advisors | Salt Lake City | 2 | $638.5 million | $3.80 billion | adviserinfo.sec.gov |
| Sepio Capital, LP | Salt Lake City | 7 | $541.9 million | $5.64 billion | adviserinfo.sec.gov |
| Soltis Investment Advisors, LLC | St. George | 20 | $286.9 million | $12.04 billion | adviserinfo.sec.gov |
| Sorenson Impact Advisory | Salt Lake City | 6 | $262.9 million | $424.3 million | adviserinfo.sec.gov |
| Crewe Advisors | Salt Lake City | 71 | $219.9 million | $3.05 billion | adviserinfo.sec.gov |
| Lone Peak Global Investors, LLC | Alpine | 18 | $198.5 million | $598.4 million | adviserinfo.sec.gov |
| Cottonwood Wealth Strategies, LLC | Salt Lake City | 6 | $68 million | $279 million | adviserinfo.sec.gov |
| Albion Financial Group | Salt Lake City | 8 | $37.6 million | $2.01 billion | adviserinfo.sec.gov |
| Narus Financial Partners, LLC | Salt Lake City | 4 | $31.8 million | $559 million | adviserinfo.sec.gov |
| The Professional Financial Company LLC | Orem | 7 | $26 million | $246.1 million | adviserinfo.sec.gov |
| The Norden Group LLC | Provo | 49 | $21.7 million | $1.97 billion | adviserinfo.sec.gov |
| Alta Capital Management LLC | Salt Lake City | 7 | $20.8 million | $1.60 billion | adviserinfo.sec.gov |
| Portside Wealth Group, LLC | Provo | 4 | $16.6 million | $1.43 billion | adviserinfo.sec.gov |
| Peterson Wealth Advisors, LLC | Orem | 2 | $15.5 million | $829.7 million | adviserinfo.sec.gov |
| Ascend Investment Partners | Ogden | 8 | $14.8 million | $661.4 million | adviserinfo.sec.gov |
| Squire Wealth Advisors | Orem | Fewer than 5 | $14.6 million | $586.7 million | adviserinfo.sec.gov |
| Cannon Capital Management, Inc. | Salt Lake City | 4 | $14.1 million | $386.1 million | adviserinfo.sec.gov |
| Lunt Capital Management Inc. | Holladay | 6 | $14.1 million | $601.5 million | adviserinfo.sec.gov |
| Peterson Wealth Services Inc. | South Ogden | 1 | $13.5 million | $528.5 million | adviserinfo.sec.gov |
| AG Financial | Salt Lake City | Fewer than 5 | $10.9 million | $103.5 million | adviserinfo.sec.gov |
| Veritas Wealth Management, LLC | Salt Lake City | Fewer than 5 | $8.5 million | $135.8 million | adviserinfo.sec.gov |
| North Capital | Salt Lake City | 3 | $6.5 million | $365.8 million | adviserinfo.sec.gov |
| Jacobsen Capital Management | Salt Lake City | 3 | $6.4 million | $562.9 million | adviserinfo.sec.gov |
| Truenorth Wealth | Salt Lake City | 11 | $5.7 million | $1.27 billion | adviserinfo.sec.gov |
| The Karras Company, Inc. | Roy | 2 | $5.6 million | $372.9 million | adviserinfo.sec.gov |
| Interwise | Holladay | 1 | $4.8 million | $369.7 million | adviserinfo.sec.gov |
| Harold Dance Investments | Logan | 4 | $4 million | $158 million | adviserinfo.sec.gov |
| Tingey Advisors Inc | Salt Lake City | 5 | $3.6 million | $477.7 million | adviserinfo.sec.gov |
| Octant Quantitative Investment Management LLC | Salt Lake City | Fewer than 5 | $2.4 million | $128.2 million | adviserinfo.sec.gov |
| E6 Portfolios | Midvale | Fewer than 5 | $2.4 million | $239.4 million | adviserinfo.sec.gov |
| Everspire | Midvale | Fewer than 5 | $2.4 million | $247.7 million | adviserinfo.sec.gov |
| Cherokee & Walker Management | Salt Lake City | 1 | $2 million | $100.8 million | adviserinfo.sec.gov |
| Adams Wealth Advisors | Logan | 2 | $1.8 million | $565.8 million | adviserinfo.sec.gov |
| Provident Living Financial Services | Lehi | 5 | $1.3 million | $158.1 million | adviserinfo.sec.gov |
| Keeler Thomas Management LLC | Orem | Fewer than 5 | $1.1 million | $305.5 million | adviserinfo.sec.gov |
| Paragon Wealth Management | Provo | 1 | $1.1 million | $153.4 million | adviserinfo.sec.gov |
| Three Seasons Wealth | Salt Lake City | Fewer than 5 | $995,933 | $1.23 billion | adviserinfo.sec.gov |
| Alpha Wealth Funds, LLC | Park City | 1 | $925,664 | $214.1 million | adviserinfo.sec.gov |
| Financial Network Wealth Advisors LLC | Murray | 1 | $731,351 | $515.4 million | adviserinfo.sec.gov |
| Dentist Advisors | Salt Lake City | 3 | $695,495 | $504 million | adviserinfo.sec.gov |
| Switchpoint Financial Planning LLC | Lehi | 1 | $542,070 | $367.1 million | adviserinfo.sec.gov |
| Drive Wealth Advisers | Lehi | 1 | $302,286 | $1.50 billion | adviserinfo.sec.gov |
| Platform Wealth Advisors | Holladay | 1 | $211,781 | $509 million | adviserinfo.sec.gov |
| Wealth Management Cpas, LLC | Salt Lake City | 1 | $102,222 | $329.2 million | adviserinfo.sec.gov |
| Blue Diamond Capital Investment Advisors | Provo | Fewer than 5 | $49,917 | $301.4 million | adviserinfo.sec.gov |
| Teton Wealth Group LLC | Murray | 1 | $40,000 | $204 million | adviserinfo.sec.gov |
| Tencap Wealth Coaching | South Jordan | 1 | $82 | $285 million | adviserinfo.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.