Data / Investment advisers / Serving corporations and other businesses / Utah
Investment advisers in Utah serving corporations and other businesses: 61 firms
61 SEC registered investment advisers with a main office in Utah report corporations and other businesses among their clients in Form ADV item 5.D, and together they attribute $3.4 billion of their assets under management to them, in the SEC's file of November 2, 2026. The adviser with the most is Crewe Advisors.
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.
- 61Advisers
- $3.4 billionAUM from this client type
- 61Advisers over $100 million
- November 2, 2026File date
Advisers in Utah serving corporations and other businesses
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 |
|---|
| Crewe Advisors | Salt Lake City | 173 | $1.05 billion | $3.05 billion | adviserinfo.sec.gov |
| Summit Global Investments, LLC | Bountiful | 55 | $296.8 million | $2.29 billion | adviserinfo.sec.gov |
| Alta Capital Management LLC | Salt Lake City | 64 | $285.5 million | $1.60 billion | adviserinfo.sec.gov |
| Wasatch Advisors LP | Salt Lake City | 39 | $220.5 million | $23.35 billion | adviserinfo.sec.gov |
| Andina Advisors | Logan | 68 | $208.7 million | $1.26 billion | adviserinfo.sec.gov |
| Tanara Wealth Management LLC | Lehi | 23 | $183.8 million | $1.09 billion | adviserinfo.sec.gov |
| The Norden Group LLC | Provo | 130 | $180.7 million | $1.97 billion | adviserinfo.sec.gov |
| Soltis Investment Advisors, LLC | St. George | 38 | $162.2 million | $12.04 billion | adviserinfo.sec.gov |
| Squire Wealth Advisors | Orem | 12 | $120.3 million | $586.7 million | adviserinfo.sec.gov |
| Platform Wealth Advisors | Holladay | 2 | $95.5 million | $509 million | adviserinfo.sec.gov |
| Lunt Capital Management Inc. | Holladay | 49 | $88.3 million | $601.5 million | adviserinfo.sec.gov |
| Accuvest Global Advisors, Inc. | Provo | 32 | $72.6 million | $630.5 million | adviserinfo.sec.gov |
| Portside Wealth Group, LLC | Provo | 114 | $58.5 million | $1.43 billion | adviserinfo.sec.gov |
| Tingey Advisors Inc | Salt Lake City | 15 | $36.4 million | $477.7 million | adviserinfo.sec.gov |
| Financial Advisory Services | Salt Lake City | 6 | $29.8 million | $146.6 million | adviserinfo.sec.gov |
| Narus Financial Partners, LLC | Salt Lake City | 1 | $25.5 million | $559 million | adviserinfo.sec.gov |
| Lone Peak Global Investors, LLC | Alpine | 6 | $22.5 million | $598.4 million | adviserinfo.sec.gov |
| Peterson Wealth Advisors, LLC | Orem | 7 | $22.2 million | $829.7 million | adviserinfo.sec.gov |
| Financial Network Wealth Advisors LLC | Murray | 16 | $20.9 million | $515.4 million | adviserinfo.sec.gov |
| Peterson Rogers Private Wealth, LLC | Salt Lake City | 6 | $19.1 million | $177.1 million | adviserinfo.sec.gov |
| Peterson Wealth Services Inc. | South Ogden | 6 | $18.7 million | $528.5 million | adviserinfo.sec.gov |
| Echelons Capital, LLC | Park City | 2 | $18.4 million | $174.4 million | adviserinfo.sec.gov |
| Ashworth Wealth, LLC | South Jordan | 2 | $16 million | $377.8 million | adviserinfo.sec.gov |
| Diversify Advisory Services, LLC | South Jordan | 16 | $14.7 million | $4.65 billion | adviserinfo.sec.gov |
| Decathlon Capital Management II, LLC | Park City | Fewer than 5 | $14.7 million | $266.7 million | adviserinfo.sec.gov |
| Ascend Investment Partners | Ogden | 7 | $11.5 million | $661.4 million | adviserinfo.sec.gov |
| B.O.S.S. Retirement Advisors, LLC | Lehi | 10 | $10.5 million | $1.38 billion | adviserinfo.sec.gov |
| JRS Wealth Management LLC | South Jordan | 10 | $10 million | $135 million | adviserinfo.sec.gov |
| Larson Williams Wealth Advisors, LLC | Cedar City | 28 | $9.1 million | $140 million | adviserinfo.sec.gov |
| Teton Wealth Group LLC | Murray | 12 | $7.4 million | $204 million | adviserinfo.sec.gov |
| Three Seasons Wealth | Salt Lake City | 18 | $6.5 million | $1.23 billion | adviserinfo.sec.gov |
| Oak Lane Advisors | Centerville | 7 | $5.3 million | $446.3 million | adviserinfo.sec.gov |
| Tencap Wealth Coaching | South Jordan | 3 | $5.2 million | $285 million | adviserinfo.sec.gov |
| Adams Wealth Advisors | Logan | 3 | $4.6 million | $565.8 million | adviserinfo.sec.gov |
| Diversify Wealth Management, LLC | South Jordan | 24 | $4.6 million | $4.11 billion | adviserinfo.sec.gov |
| Provident Living Financial Services | Lehi | 1 | $3.9 million | $158.1 million | adviserinfo.sec.gov |
| North Capital | Salt Lake City | 4 | $3.9 million | $365.8 million | adviserinfo.sec.gov |
| New Millennium Group | Sandy | 7 | $3.1 million | $257 million | adviserinfo.sec.gov |
| Your IA, LLC | St. George | 2 | $3.1 million | $106.6 million | adviserinfo.sec.gov |
| Heaton Financial, PC | Cedar City | 4 | $2.6 million | $140.1 million | adviserinfo.sec.gov |
| Decker Retirement Planning Inc. | Lehi | 7 | $2.5 million | $359.9 million | adviserinfo.sec.gov |
| Altura Private Wealth LLC | Centerville | 18 | $2.4 million | $129.1 million | adviserinfo.sec.gov |
| Smedley Financial Services Inc | Salt Lake City | 6 | $2.3 million | $396.7 million | adviserinfo.sec.gov |
| Keeler Thomas Management LLC | Orem | Fewer than 5 | $1.6 million | $305.5 million | adviserinfo.sec.gov |
| Oxford Wealth Management | Lindon | 2 | $1.5 million | $109.6 million | adviserinfo.sec.gov |
| Landmark Wealth Advisors, LLC | Farmington | 2 | $1.5 million | $135.9 million | adviserinfo.sec.gov |
| Riley S. Crosbie Advisory, LLC | Logan | 1 | $1.5 million | $118.9 million | adviserinfo.sec.gov |
| Navigate Financial LLC | Salt Lake City | 2 | $1.4 million | $337.9 million | adviserinfo.sec.gov |
| AG Financial | Salt Lake City | Fewer than 5 | $836,303 | $103.5 million | adviserinfo.sec.gov |
| Drive Wealth Advisers | Lehi | 2 | $780,841 | $1.50 billion | adviserinfo.sec.gov |
| Brighton Wealth Management, Inc. | Cottonwood Heights | 3 | $701,177 | $131.9 million | adviserinfo.sec.gov |
| Solidarity Wealth, LLC | Lehi | Fewer than 5 | $408,894 | $704.2 million | adviserinfo.sec.gov |
| Cottonwood Wealth Strategies, LLC | Salt Lake City | Fewer than 5 | $405,399 | $279 million | adviserinfo.sec.gov |
| Townsquare Capital, LLC | Lehi | Fewer than 5 | $327,582 | $18.07 billion | adviserinfo.sec.gov |
| Elysium Wealth Management, LLC | South Jordan | 1 | $293,123 | $352.3 million | adviserinfo.sec.gov |
| Paragon Wealth Management | Provo | 1 | $286,564 | $153.4 million | adviserinfo.sec.gov |
| Everspire | Midvale | Fewer than 5 | $214,239 | $247.7 million | adviserinfo.sec.gov |
| E6 Portfolios | Midvale | Fewer than 5 | $214,146 | $239.4 million | adviserinfo.sec.gov |
| Dentist Advisors | Salt Lake City | 1 | $193,159 | $504 million | adviserinfo.sec.gov |
| The Professional Financial Company LLC | Orem | 1 | $107,298 | $246.1 million | adviserinfo.sec.gov |
| Elevated Capital Advisors, LLC | Draper | 1 | $103,842 | $499.1 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.