Data / Investment advisers / Utah
Investment advisers in Utah: 198 firms, $226 billion in AUM
198 investment advisers have their main office in Utah: 151 SEC registered and 47 exempt reporting. The registered advisers report $226 billion in regulatory assets under management in the SEC's Form ADV file of November 2, 2026, and the largest is Bridge Investment Group with $49.3 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.
- 198Advisers
- 151SEC registered
- 47Exempt reporting
- $226 billionTotal AUM
- 144Advisers over $100 million
- 91Manage 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.
| Adviser | City | AUM | Accounts | Employees | Private funds | Phone | Website | Source |
|---|---|---|---|---|---|---|---|---|
| Bridge Investment Group | Sandy | $49.30 billion | 188 | 610 | 153 | (801) 716-1463 | bridgeseniorliving.com | adviserinfo.sec.gov |
| Wasatch Advisors LP | Salt Lake City | $23.35 billion | 239 | 96 | 1 | (801) 533-0777 | wasatchglobal.com | adviserinfo.sec.gov |
| Townsquare Capital, LLC | Lehi | $18.07 billion | 58,181 | 53 | 2 | (385) 375-8650 | townsquarecapital.com | adviserinfo.sec.gov |
| Soltis Investment Advisors, LLC | St. George | $12.04 billion | 5,414 | 121 | Not listed | (435) 674-1600 | soltisadvisors.com | adviserinfo.sec.gov |
| Cynosure Group, LLC | Salt Lake City | $9.85 billion | 726 | 71 | 60 | (801) 521-3100 | adviserinfo.sec.gov | |
| Westwood Global Investments | Park City | $9.47 billion | 13 | 30 | 3 | (617) 428-4040 | westwoodglobal.com | adviserinfo.sec.gov |
| Sepio Capital, LP | Salt Lake City | $5.64 billion | 374 | 31 | 10 | (415) 915-3708 | sepiocap.com | adviserinfo.sec.gov |
| Diversify Advisory Services, LLC | South Jordan | $4.65 billion | 12,951 | 206 | Not listed | (801) 890-7577 | cipollafis.com | adviserinfo.sec.gov |
| Diversify Wealth Management, LLC | South Jordan | $4.11 billion | 17,903 | 95 | Not listed | (801) 838-9999 | caliberwealthmanagement.com | adviserinfo.sec.gov |
| Grandeur Peak Global Advisors | Salt Lake City | $3.80 billion | 17 | 50 | 2 | (801) 384-0000 | grandeurpeakglobal.com | adviserinfo.sec.gov |
| Crewe Advisors | Salt Lake City | $3.05 billion | 1,985 | 32 | 1 | (385) 355-2700 | adviserinfo.sec.gov | |
| Gladius Capital Management LP | Park City | $2.88 billion | 8 | 14 | 4 | (312) 348-5900 | gladiusgroup.com | adviserinfo.sec.gov |
| DW Healthcare Partners | Park City | $2.74 billion | 12 | 34 | 12 | (435) 645-4050 | dwhp.com | adviserinfo.sec.gov |
| Peterson Partners | Salt Lake City | $2.63 billion | 29 | 24 | 28 | (801) 417-0748 | petersonpartners.com | adviserinfo.sec.gov |
| Keystone National Group, LLC | Salt Lake City | $2.50 billion | 13 | 42 | 6 | (925) 480-6050 | adviserinfo.sec.gov | |
| Capita Financial Network, LLC | Draper | $2.32 billion | 7,042 | 59 | Not listed | (801) 566-5058 | capitafinancial.com | adviserinfo.sec.gov |
| Summit Global Investments, LLC | Bountiful | $2.29 billion | 10,822 | 37 | 1 | (888) 251-4847 | silvx.com | adviserinfo.sec.gov |
| Tower Arch Capital | Draper | $2.12 billion | 7 | 24 | 7 | (801) 997-5808 | adviserinfo.sec.gov | |
| Sundance Bay | Salt Lake City | $2.09 billion | 8 | 69 | 1 | (801) 783-3430 | sundancebay.com | adviserinfo.sec.gov |
| Albion Financial Group | Salt Lake City | $2.01 billion | 2,298 | 31 | 3 | (801) 487-3700 | adviserinfo.sec.gov | |
| Physician Wealth Advisors, Inc. | Salt Lake City | $2.01 billion | 5,906 | 15 | Not listed | (801) 747-0800 | pwa.org | adviserinfo.sec.gov |
| Healthequity Advisors | Draper | $1.99 billion | 178,476 | 8 | Not listed | (801) 508-3248 | healthequityadvisors.com | adviserinfo.sec.gov |
| The Norden Group LLC | Provo | $1.97 billion | 4,220 | 30 | Not listed | (801) 331-5511 | adviserinfo.sec.gov | |
| West Rim II Ugp, LLC | Lehi | $1.77 billion | 23 | 30 | 23 | (801) 407-8400 | sorensoncapital.com | adviserinfo.sec.gov |
| Alta Capital Management LLC | Salt Lake City | $1.60 billion | 1,295 | 19 | Not listed | (801) 274-6010 | adviserinfo.sec.gov | |
| Drive Wealth Advisers | Lehi | $1.50 billion | 4,196 | 17 | Not listed | (801) 901-6150 | drivewealthadvisers.com | adviserinfo.sec.gov |
| Portside Wealth Group, LLC | Provo | $1.43 billion | 7,819 | 54 | Not listed | (385) 412-1222 | adviserinfo.sec.gov | |
| B.O.S.S. Retirement Advisors, LLC | Lehi | $1.38 billion | 11,452 | 87 | Not listed | (801) 990-5055 | adviserinfo.sec.gov | |
| Cross Creek Advisors, LLC | Salt Lake City | $1.35 billion | 16 | 20 | 16 | (801) 214-0091 | adviserinfo.sec.gov | |
| Iron Gate Global Advisors | North Salt Lake | $1.32 billion | 3,169 | 7 | Not listed | (888) 591-0334 | adviserinfo.sec.gov | |
| Truenorth Wealth | Salt Lake City | $1.27 billion | 2,829 | 19 | Not listed | (801) 274-1820 | adviserinfo.sec.gov | |
| Andina Advisors | Logan | $1.26 billion | 4,262 | 13 | Not listed | (435) 250-3700 | adviserinfo.sec.gov | |
| Three Seasons Wealth | Salt Lake City | $1.23 billion | 879 | 14 | Not listed | (801) 662-0585 | threeseasonswealth.com | adviserinfo.sec.gov |
| Tanara Wealth Management LLC | Lehi | $1.09 billion | 2,612 | 15 | Not listed | (801) 653-0564 | tanarawm.com | adviserinfo.sec.gov |
| Sandlot Partners, LLC | Orem | $934.5 million | 49 | 18 | 49 | (801) 609-1307 | adviserinfo.sec.gov | |
| SG Trading Solutions, LLC | Bountiful | $911.7 million | 6 | 5 | Not listed | (801) 683-2856 | adviserinfo.sec.gov | |
| Taylor Derrick Capital, L.L.C. | Salt Lake City | $910.7 million | 12 | 22 | 10 | (801) 996-7470 | taylorderrick.com | adviserinfo.sec.gov |
| Strategic Planning Group | Bountiful | $910.3 million | 4,663 | 20 | Not listed | (801) 627-2200 | adviserinfo.sec.gov | |
| Go Invest LLC | West Jordan | $889 million | 4,277 | 1 | Not listed | (801) 614-4914 | goinvest.us | adviserinfo.sec.gov |
| Bridge Net Lease Fund Manager LLC | Sandy | $843.3 million | 1 | 587 | Not listed | (801) 716-1463 | bridgeig.com | adviserinfo.sec.gov |
| Net Worth Advisory Group, LLC | Sandy | $838.4 million | 3,255 | 20 | Not listed | (801) 566-6639 | adviserinfo.sec.gov | |
| Zions Capital Advisors, Inc. | Salt Lake City | $830.8 million | 58 | 14 | Not listed | (800) 608-3202 | ilmgmt.com | adviserinfo.sec.gov |
| Peterson Wealth Advisors, LLC | Orem | $829.7 million | 1,988 | 13 | Not listed | (801) 225-0000 | adviserinfo.sec.gov | |
| M3f, Inc. | Salt Lake City | $778.2 million | 1 | 6 | 1 | (202) 246-9200 | m3funds.com | adviserinfo.sec.gov |
| Solidarity Wealth, LLC | Lehi | $704.2 million | 1,019 | 12 | Not listed | (385) 374-1665 | solidaritywealth.com | adviserinfo.sec.gov |
| Abg Consultants | Cottonwood Heights | $697.4 million | 1,885 | 4 | Not listed | (801) 486-5069 | consultabg.com | adviserinfo.sec.gov |
| Ascend Investment Partners | Ogden | $661.4 million | 2,122 | 9 | Not listed | (801) 476-1200 | ascendinvestment.com | adviserinfo.sec.gov |
| Accuvest Global Advisors, Inc. | Provo | $630.5 million | 447 | 6 | 1 | (925) 930-2882 | adviserinfo.sec.gov | |
| Banner Capital Management, LLC | Lehi | $619.2 million | 6 | 7 | 6 | (801) 290-3333 | bannercap.com | adviserinfo.sec.gov |
| Lunt Capital Management Inc. | Holladay | $601.5 million | 560 | 7 | Not listed | (801) 503-3035 | luntcapital.com | adviserinfo.sec.gov |
| Lone Peak Global Investors, LLC | Alpine | $598.4 million | 152 | 10 | Not listed | (385) 387-1212 | adviserinfo.sec.gov | |
| Squire Wealth Advisors | Orem | $586.7 million | 1,537 | 15 | Not listed | (801) 226-7722 | squireinvestment.com | adviserinfo.sec.gov |
| Lep Management LLC | Salt Lake City | $585.2 million | 4 | 13 | 4 | (801) 961-1599 | adviserinfo.sec.gov | |
| Adams Wealth Advisors | Logan | $565.8 million | 2,506 | 18 | 12 | (435) 752-1702 | adviserinfo.sec.gov | |
| Jacobsen Capital Management | Salt Lake City | $562.9 million | 535 | 4 | Not listed | (801) 746-7171 | jacobsencapital.com | adviserinfo.sec.gov |
| Narus Financial Partners, LLC | Salt Lake City | $559 million | 574 | 7 | Not listed | (866) 534-0530 | adviserinfo.sec.gov | |
| Alliance Wealth Advisors, LLC | Centerville | $552 million | 1,961 | 19 | Not listed | (801) 683-6000 | adviserinfo.sec.gov | |
| HST Ventures, LLC | Park City | $551.1 million | 1 | 4 | Not listed | (435) 962-9194 | adviserinfo.sec.gov | |
| Cachetech | Logan | $547.4 million | 1,845 | 7 | 2 | (435) 752-1702 | adviserinfo.sec.gov | |
| Cimarron Healthcare Capital, LLC | Salt Lake City | $532.7 million | 8 | 7 | 7 | (801) 849-9293 | cimarronhc.com | adviserinfo.sec.gov |
| Navigate Private Wealth, LLC | Draper | $529.2 million | 1,929 | 11 | Not listed | (801) 676-4588 | navigateprivatewealth.com | adviserinfo.sec.gov |
| Peterson Wealth Services Inc. | South Ogden | $528.5 million | 1,835 | 6 | Not listed | (801) 475-4002 | adviserinfo.sec.gov | |
| Fiduciary Advisors, LLC | Cottonwood Heights | $520.2 million | 56 | 2 | Not listed | (801) 492-7341 | fiduciaryadvisors.com | adviserinfo.sec.gov |
| Financial Network Wealth Advisors LLC | Murray | $515.4 million | 1,828 | 6 | Not listed | (801) 748-0044 | adviserinfo.sec.gov | |
| Platform Wealth Advisors | Holladay | $509 million | 776 | 16 | Not listed | (385) 243-0553 | platformadvise.com | adviserinfo.sec.gov |
| Dentist Advisors | Salt Lake City | $504 million | 2,798 | 24 | Not listed | (801) 748-1243 | adviserinfo.sec.gov | |
| Elevated Capital Advisors, LLC | Draper | $499.1 million | 2,428 | 30 | Not listed | (385) 237-3338 | elevateyourplanning.com | adviserinfo.sec.gov |
| Wasatch Health Partners | Salt Lake City | $495.2 million | 4 | 8 | 4 | (385) 501-5979 | wasatch-health.com | adviserinfo.sec.gov |
| Tingey Advisors Inc | Salt Lake City | $477.7 million | 395 | 6 | Not listed | (801) 352-8166 | tingeyadvisors.com | adviserinfo.sec.gov |
| Coign Capital Advisors LLC | Draper | $472.9 million | 1,015 | 8 | Not listed | (801) 676-4570 | coigncapital.com | adviserinfo.sec.gov |
| Oak Lane Advisors | Centerville | $446.3 million | 2,533 | 12 | Not listed | (801) 335-8200 | adviserinfo.sec.gov | |
| Lefavi Wealth Management | Salt Lake City | $445 million | 576 | 5 | Not listed | (801) 486-9000 | adviserinfo.sec.gov | |
| Sorenson Impact Advisory | Salt Lake City | $424.3 million | 16 | 8 | Not listed | (801) 877-0915 | adviserinfo.sec.gov | |
| Smedley Financial Services Inc | Salt Lake City | $396.7 million | 1,961 | 11 | Not listed | (801) 355-8888 | adviserinfo.sec.gov | |
| Cannon Capital Management, Inc. | Salt Lake City | $386.1 million | 243 | 8 | Not listed | (801) 566-3190 | adviserinfo.sec.gov | |
| Ashworth Wealth, LLC | South Jordan | $377.8 million | 871 | 5 | Not listed | (801) 364-4400 | adviserinfo.sec.gov | |
| The Karras Company, Inc. | Roy | $372.9 million | 781 | 7 | Not listed | (801) 825-3000 | thekarrascompany.com | adviserinfo.sec.gov |
| Interwise | Holladay | $369.7 million | 1,054 | 10 | Not listed | (801) 484-6004 | adviserinfo.sec.gov | |
| Switchpoint Financial Planning LLC | Lehi | $367.1 million | 525 | 3 | Not listed | (801) 753-8538 | adviserinfo.sec.gov | |
| Asilia Credit Investments | Salt Lake City | $365.9 million | 7 | 4 | 7 | (203) 832-8888 | asiliainvestments.com | adviserinfo.sec.gov |
| North Capital | Salt Lake City | $365.8 million | 550 | 12 | Not listed | northcapital.com | adviserinfo.sec.gov | |
| Decker Retirement Planning Inc. | Lehi | $359.9 million | 2,299 | 23 | Not listed | (855) 425-4566 | adviserinfo.sec.gov | |
| Elysium Wealth Management, LLC | South Jordan | $352.3 million | 1,482 | 22 | Not listed | (385) 276-4716 | saltwealthpartners.com | adviserinfo.sec.gov |
| Navigate Financial LLC | Salt Lake City | $337.9 million | 278 | 3 | Not listed | (801) 905-1644 | adviserinfo.sec.gov | |
| Wasatch Equity Partners | Logan | $337.3 million | 22 | 7 | 22 | (435) 755-2079 | pitchbook.com | adviserinfo.sec.gov |
| Livet Wealth, LLC | Spanish Fork | $335.1 million | 516 | 3 | Not listed | (801) 893-8320 | livetwealth.com | adviserinfo.sec.gov |
| Slayton Lewis Inc | Salt Lake City | $334.4 million | 438 | 5 | Not listed | (801) 521-2191 | adviserinfo.sec.gov | |
| Wealth Management Cpas, LLC | Salt Lake City | $329.2 million | 1,002 | 11 | Not listed | (801) 272-4357 | wealthcpas.com | adviserinfo.sec.gov |
| Promontory Financial Planning, LLC | Farmington | $319 million | 570 | 12 | Not listed | (801) 513-2545 | promontoryfp.com | adviserinfo.sec.gov |
| Blue Barn Wealth | Orem | $317.1 million | 681 | 9 | Not listed | (801) 466-4101 | adviserinfo.sec.gov | |
| Keeler Thomas Management LLC | Orem | $305.5 million | 440 | 12 | Not listed | (801) 226-0800 | keelerthomas.com | adviserinfo.sec.gov |
| Blue Diamond Capital Investment Advisors | Provo | $301.4 million | 33 | 3 | 10 | (801) 932-0311 | bdc-ia.com | adviserinfo.sec.gov |
| Tencap Wealth Coaching | South Jordan | $285 million | 2,087 | 7 | Not listed | (801) 221-2956 | adviserinfo.sec.gov | |
| Cottonwood Wealth Strategies, LLC | Salt Lake City | $279 million | 638 | 5 | 4 | (385) 853-5000 | cottonwoodws.com | adviserinfo.sec.gov |
| Athos Private Wealth LLC | Holladay | $268.5 million | 928 | 7 | 29 | (435) 252-1099 | adviserinfo.sec.gov | |
| Decathlon Capital Management II, LLC | Park City | $266.7 million | 5 | 13 | 5 | (435) 200-1051 | decathloncapital.com | adviserinfo.sec.gov |
| New Millennium Group | Sandy | $257 million | 2,064 | 18 | Not listed | (801) 446-9950 | adviserinfo.sec.gov | |
| Wasatch Investment Fund Manager, LLC | Logan | $254.6 million | 5 | 5 | 5 | (435) 755-2000 | adviserinfo.sec.gov | |
| Everspire | Midvale | $247.7 million | 1,932 | 20 | Not listed | (801) 545-8706 | synchronywealth.com | adviserinfo.sec.gov |
| The Professional Financial Company LLC | Orem | $246.1 million | 575 | 7 | Not listed | (801) 701-2345 | adviserinfo.sec.gov | |
| Kultura Capital Management LP | Park City | $244.7 million | 4 | 12 | 2 | (248) 228-2875 | kulturacap.com | adviserinfo.sec.gov |
| Burrus | Salt Lake City | $240.7 million | 671 | 5 | Not listed | (801) 532-0505 | burrus.biz | adviserinfo.sec.gov |
| E6 Portfolios | Midvale | $239.4 million | 1,785 | 9 | Not listed | (801) 545-8706 | e6portfolios.com | adviserinfo.sec.gov |
| Reef Investment Management LLC | Lehi | $234.3 million | 4 | 13 | 3 | (801) 216-8850 | reefcp.com | adviserinfo.sec.gov |
| Presidio Wealth Management | Midvale | $217.5 million | 903 | 5 | Not listed | (801) 290-3201 | adviserinfo.sec.gov | |
| Alpha Wealth Funds, LLC | Park City | $214.1 million | 442 | 11 | 5 | (435) 269-4100 | theinsidersfund.com | adviserinfo.sec.gov |
| Refined Wealth Management | Salt Lake City | $210.9 million | 910 | 5 | Not listed | (385) 351-0200 | refinedwm.com | adviserinfo.sec.gov |
| Teton Wealth Group LLC | Murray | $204 million | 2,417 | 24 | Not listed | (844) 838-6600 | retireteton.com | adviserinfo.sec.gov |
| Prestige Wealthwide, LLC | Lehi | $198.5 million | 187 | 3 | Not listed | (720) 449-3656 | adviserinfo.sec.gov | |
| Statera Wealth Management | St. George | $184.7 million | 672 | 8 | Not listed | (435) 673-6350 | staterawealth.com | adviserinfo.sec.gov |
| Jordanelle Capital | Salt Lake City | $179.2 million | 4 | 2 | 3 | (385) 500-4894 | jordanelle.com | adviserinfo.sec.gov |
| Periope, LC | St. George | $177.2 million | 725 | 3 | Not listed | (435) 634-9008 | periope.com | adviserinfo.sec.gov |
| Peterson Rogers Private Wealth, LLC | Salt Lake City | $177.1 million | 89 | 4 | Not listed | (801) 992-9783 | adviserinfo.sec.gov | |
| Guardian Wealth Management | Salt Lake City | $174.8 million | 297 | 3 | Not listed | (385) 355-4455 | investgwm.com | adviserinfo.sec.gov |
| Echelons Capital, LLC | Park City | $174.4 million | 164 | 2 | Not listed | (706) 372-4218 | echelonscapital.com | adviserinfo.sec.gov |
| Thistle Creek Capital, LLC | Lehi | $161 million | 1 | 6 | Not listed | (801) 608-2856 | thistlecreek.com | adviserinfo.sec.gov |
| Medicus Wealth Planning, Inc. | Draper | $160.8 million | 558 | 5 | Not listed | (801) 994-4777 | adviserinfo.sec.gov | |
| Provident Living Financial Services | Lehi | $158.1 million | 408 | 3 | Not listed | (801) 753-5639 | getprovident.com | adviserinfo.sec.gov |
| Harold Dance Investments | Logan | $158 million | 409 | 8 | Not listed | (435) 752-8484 | harolddance.com | adviserinfo.sec.gov |
| Paragon Wealth Management | Provo | $153.4 million | 451 | 5 | 2 | (801) 375-2500 | adviserinfo.sec.gov | |
| Financial Advisory Services | Salt Lake City | $146.6 million | 193 | 1 | Not listed | adviserinfo.sec.gov | ||
| Olympus Peaks Financial, LLC | Sandy | $141.4 million | 388 | 1 | Not listed | (801) 566-3510 | adviserinfo.sec.gov | |
| Heaton Financial, PC | Cedar City | $140.1 million | 660 | 2 | Not listed | (435) 865-9991 | adviserinfo.sec.gov | |
| Larson Williams Wealth Advisors, LLC | Cedar City | $140 million | 1,007 | 2 | Not listed | (435) 867-5685 | larsonfinancialcompanies.com | adviserinfo.sec.gov |
| Stonebriar Wealth, LLC | Lehi | $139 million | 505 | 11 | Not listed | (385) 314-3300 | stonebriarwealthadvisors.com | adviserinfo.sec.gov |
| Landmark Wealth Advisors, LLC | Farmington | $135.9 million | 268 | 2 | Not listed | (801) 295-8700 | landmarkwa.com | adviserinfo.sec.gov |
| Veritas Wealth Management, LLC | Salt Lake City | $135.8 million | 244 | 1 | Not listed | (801) 596-9999 | adviserinfo.sec.gov | |
| JRS Wealth Management LLC | South Jordan | $135 million | 1,002 | 5 | Not listed | (801) 987-3973 | sfgclient.com | adviserinfo.sec.gov |
| Palisade Wealth Management | Draper | $133.2 million | 141 | 3 | Not listed | (650) 387-3808 | palisadeadvisor.com | adviserinfo.sec.gov |
| Brighton Wealth Management, Inc. | Cottonwood Heights | $131.9 million | 293 | 5 | Not listed | (801) 261-1611 | adviserinfo.sec.gov | |
| Altura Private Wealth LLC | Centerville | $129.1 million | 870 | 6 | Not listed | (801) 574-0308 | alturapw.com | adviserinfo.sec.gov |
| Octant Quantitative Investment Management LLC | Salt Lake City | $128.2 million | 58 | 3 | Not listed | (307) 201-6275 | octantqim.com | adviserinfo.sec.gov |
| Solidarity Capital Management, LLC | Lehi | $127.6 million | 1 | 4 | 1 | (385) 374-1665 | adviserinfo.sec.gov | |
| Lone Peak Advisers | Draper | $125.4 million | 905 | 8 | Not listed | (801) 855-8886 | lonepeakadvisers.com | adviserinfo.sec.gov |
| Riley S. Crosbie Advisory, LLC | Logan | $118.9 million | 328 | 3 | Not listed | (435) 752-5558 | adviserinfo.sec.gov | |
| Capital Wealth, LLC | Lehi | $116 million | 636 | 7 | Not listed | (801) 210-2800 | capitalwealth.com | adviserinfo.sec.gov |
| Wealth Foundations Partners, LLC | Salt Lake City | $110.5 million | 390 | 10 | Not listed | (888) 785-0020 | adviserinfo.sec.gov | |
| Exponent Wealth LLC | Orem | $110.4 million | 464 | 7 | Not listed | (801) 459-1190 | exponentwealth.com | adviserinfo.sec.gov |
| Oxford Wealth Management | Lindon | $109.6 million | 66 | 11 | Not listed | (385) 206-5271 | adviserinfo.sec.gov | |
| Soulence Wealth Management | Pleasant Grove | $107.5 million | 796 | 5 | Not listed | (801) 571-9900 | soulencewealth.com | adviserinfo.sec.gov |
| Haynie Wealth Management LLC | Salt Lake City | $106.6 million | 578 | 3 | Not listed | (512) 537-8241 | adviserinfo.sec.gov | |
| Your IA, LLC | St. George | $106.6 million | 272 | 19 | Not listed | (800) 823-0489 | youria.com | adviserinfo.sec.gov |
| AG Financial | Salt Lake City | $103.5 million | 441 | 2 | Not listed | (801) 990-3470 | myagfinancial.com | adviserinfo.sec.gov |
| Cherokee & Walker Management | Salt Lake City | $100.8 million | 9 | 5 | 4 | (801) 278-7800 | redbridgecap.com | adviserinfo.sec.gov |
| Seven Canyons Advisors, LLC | Salt Lake City | $90 million | 5 | 6 | 2 | (801) 349-2718 | sevencanyonsadvisors.com | adviserinfo.sec.gov |
| My Prosper Team | Lehi | $58.2 million | 438 | 5 | 7 | (801) 889-1341 | adviserinfo.sec.gov | |
| Cynosure Portfolio Advisors LLC | Salt Lake City | $5.8 million | 48 | 7 | Not listed | (801) 521-3100 | cynosureportfolioadvisors.com | adviserinfo.sec.gov |
| Colab Capital | St. George | $1.4 million | 4 | 2 | Not listed | (415) 317-5100 | colab-capital.com | adviserinfo.sec.gov |
| Sandlot Private Wealth LLC | Orem | $305,047 | 21 | 4 | Not listed | (801) 428-7744 | sandlotwealth.com | adviserinfo.sec.gov |
| Run Ventures | Salt Lake City | Not listed | Not listed | Not listed | 25 | (801) 942-8999 | run.vc | adviserinfo.sec.gov |
| Pelion Venture Partners | Salt Lake City | Not listed | Not listed | Not listed | 23 | (801) 365-0262 | pelionvp.com | adviserinfo.sec.gov |
| Tandem Partners Group, LLC | Lehi | Not listed | Not listed | Not listed | 14 | (425) 577-4647 | tandeminvest.com | adviserinfo.sec.gov |
| Retv Management, LLC | Park City | Not listed | Not listed | Not listed | 12 | (435) 216-0002 | ret.vc | adviserinfo.sec.gov |
| DN Capital (US), Inc | Park City | Not listed | Not listed | Not listed | 11 | (650) 561-9300 | dncapital.com | adviserinfo.sec.gov |
| Album Ventures, LLC | Lehi | Not listed | Not listed | Not listed | 10 | (503) 358-1904 | adviserinfo.sec.gov | |
| Belief, LLC | Park City | Not listed | Not listed | Not listed | 9 | (323) 493-1962 | adviserinfo.sec.gov | |
| Glyptis Management de, LLC | Orem | Not listed | Not listed | Not listed | 9 | (435) 315-3070 | adviserinfo.sec.gov | |
| Oakhouse Partners, LLC | Park City | Not listed | Not listed | Not listed | 9 | (415) 851-1625 | adviserinfo.sec.gov | |
| Drawdown Fund | Park City | Not listed | Not listed | Not listed | 8 | (435) 565-1269 | adviserinfo.sec.gov | |
| El Cap Holdings Capital Partners, LLC | Salt Lake City | Not listed | Not listed | Not listed | 8 | (801) 556-8185 | elcap.xyz | adviserinfo.sec.gov |
| Kickstart Capital, LLC | Cottonwood Heights | Not listed | Not listed | Not listed | 8 | (801) 308-0440 | kickstart.com | adviserinfo.sec.gov |
| Mercatus Partners, LLC | Park City | Not listed | Not listed | Not listed | 8 | (435) 901-4052 | mercatuspartners.com | adviserinfo.sec.gov |
| Wasatch Management Partners, L.L.C. | Salt Lake City | Not listed | Not listed | Not listed | 7 | (801) 524-8939 | epicvc.com | adviserinfo.sec.gov |
| Hunter Search Management | Park City | Not listed | Not listed | Not listed | 6 | (415) 308-0810 | adviserinfo.sec.gov | |
| Mercato Management Legacy, LLC | Salt Lake City | Not listed | Not listed | Not listed | 6 | (801) 220-0055 | mercatopartners.com | adviserinfo.sec.gov |
| Blue Field Capital | Midvale | Not listed | Not listed | Not listed | 5 | (801) 244-1529 | adviserinfo.sec.gov | |
| Elevation Capital Partners, LLC | Salt Lake City | Not listed | Not listed | Not listed | 5 | (650) 283-2663 | adviserinfo.sec.gov | |
| Dakota Pacific Global Macro Advisers LP | Salt Lake City | Not listed | Not listed | Not listed | 4 | (801) 961-1139 | adviserinfo.sec.gov | |
| Frame VC LLC | Salt Lake City | Not listed | Not listed | Not listed | 4 | (801) 821-6673 | adviserinfo.sec.gov | |
| Mercato Savory Management, LLC | Draper | Not listed | Not listed | Not listed | 4 | (801) 220-0055 | savoryfund.com | adviserinfo.sec.gov |
| Savory Capital LLC | Draper | Not listed | Not listed | Not listed | 4 | (801) 220-0055 | savoryfund.com | adviserinfo.sec.gov |
| Aurelius Ventures | Salt Lake City | Not listed | Not listed | Not listed | 3 | (801) 360-0436 | aureliusfund.vc | adviserinfo.sec.gov |
| Frazier Group Management, LLC | Lehi | Not listed | Not listed | Not listed | 3 | (801) 404-4492 | adviserinfo.sec.gov | |
| Mercato Partners | Salt Lake City | Not listed | Not listed | Not listed | 3 | (801) 220-0055 | mercatopartners.com | adviserinfo.sec.gov |
| Royal Street Ventures Management Company, LLC | Park City | Not listed | Not listed | Not listed | 3 | (785) 691-9345 | royalstreet.vc | adviserinfo.sec.gov |
| Swell Collective Management | Lehi | Not listed | Not listed | Not listed | 3 | (801) 560-8450 | adviserinfo.sec.gov | |
| Velvet Ventures, LLC | South Jordan | Not listed | Not listed | Not listed | 3 | (801) 656-9007 | velvet.vc | adviserinfo.sec.gov |
| Divergent Wealth Advisors, LLC | South Jordan | Not listed | Not listed | Not listed | 2 | (385) 237-4000 | adviserinfo.sec.gov | |
| Ethos Investment Management LP | Orem | Not listed | Not listed | Not listed | 2 | (617) 733-5962 | ethosinvest.com | adviserinfo.sec.gov |
| Juvo Ventures, LLC | Salt Lake City | Not listed | Not listed | Not listed | 2 | (808) 638-2530 | juvovc.org | adviserinfo.sec.gov |
| Xchangefund LLC | Vineyard | Not listed | Not listed | Not listed | 2 | (801) 427-7525 | xchangefund.us | adviserinfo.sec.gov |
| 2.0 Ventures Adviser LLC | Lehi | Not listed | Not listed | Not listed | 1 | (801) 836-4532 | adviserinfo.sec.gov | |
| Afa Fund Management, LLC | Orem | Not listed | Not listed | Not listed | 1 | (702) 302-8854 | adviserinfo.sec.gov | |
| Alta Ventures Mexico Management (GP), L.P. | South Jordan | Not listed | Not listed | Not listed | 1 | (877) 619-3486 | altaventures.com | adviserinfo.sec.gov |
| Big Sky Investment Manager, LLC | Alpine | Not listed | Not listed | Not listed | 1 | (801) 910-8502 | adviserinfo.sec.gov | |
| Blue Summit Capital Investments Management, LLC | Lehi | Not listed | Not listed | Not listed | 1 | (801) 560-8450 | adviserinfo.sec.gov | |
| Bristol Capital Advisors, LLC | Park City | Not listed | Not listed | Not listed | 1 | (435) 714-7970 | bristolcapitaladvisors.com | adviserinfo.sec.gov |
| Element Investments Management, LLC | Provo | Not listed | Not listed | Not listed | 1 | (801) 341-0300 | adviserinfo.sec.gov | |
| Halo Experience Company | Provo | Not listed | Not listed | Not listed | 1 | (925) 353-0963 | hxco.com | adviserinfo.sec.gov |
| Hive Minerals GP, LLC | Salt Lake City | Not listed | Not listed | Not listed | 1 | (303) 885-8688 | adviserinfo.sec.gov | |
| Inoca Management, LLC | Park City | Not listed | Not listed | Not listed | 1 | (312) 857-4271 | adviserinfo.sec.gov | |
| Longship Capital Management, LLC | Sandy | Not listed | Not listed | Not listed | 1 | (310) 699-8107 | adviserinfo.sec.gov | |
| Maddix Capital LLC | Murray | Not listed | Not listed | Not listed | 1 | (360) 406-0212 | maddixcapital.com | adviserinfo.sec.gov |
| Stirling Heights | South Jordan | Not listed | Not listed | Not listed | 1 | (801) 864-7215 | adviserinfo.sec.gov | |
| Tbl-Vv, LLC | Salt Lake | Not listed | Not listed | Not listed | 1 | (801) 656-9007 | adviserinfo.sec.gov | |
| Valkyrie Ventures Management, LLC | Park City | Not listed | Not listed | Not listed | 1 | (650) 382-3189 | valkyrie.vc | adviserinfo.sec.gov |
| Hoainvest LLC | Salt Lake City | Not listed | 0 | 11 | Not listed | (844) 479-3591 | hoainvest.com | adviserinfo.sec.gov |
| Momentum Wealth Management | Orem | Not listed | 0 | 21 | Not listed | (801) 655-4898 | retiremomentum.com | adviserinfo.sec.gov |
Advisers in Utah that manage private funds
91 advisers report private funds. The 40 with the most funds.
| Adviser | City | State | Private funds | Hedge | Private equity | Venture capital | Real estate | Fund gross assets | AUM | Source |
|---|---|---|---|---|---|---|---|---|---|---|
| Bridge Investment Group | Sandy | UT | 153 | 2 | Not listed | Not listed | 126 | $62.74 billion | $49.30 billion | adviserinfo.sec.gov |
| Cynosure Group, LLC | Salt Lake City | UT | 60 | 3 | 32 | 6 | 3 | $3.49 billion | $9.85 billion | adviserinfo.sec.gov |
| Sandlot Partners, LLC | Orem | UT | 49 | Not listed | 45 | Not listed | 1 | $907.5 million | $934.5 million | adviserinfo.sec.gov |
| Athos Private Wealth LLC | Holladay | UT | 29 | Not listed | 6 | 21 | Not listed | $76.6 million | $268.5 million | adviserinfo.sec.gov |
| Peterson Partners | Salt Lake City | UT | 28 | Not listed | 26 | 2 | Not listed | $2.34 billion | $2.63 billion | adviserinfo.sec.gov |
| Run Ventures | Salt Lake City | UT | 25 | Not listed | Not listed | 25 | Not listed | $1.11 billion | Not listed | adviserinfo.sec.gov |
| West Rim II Ugp, LLC | Lehi | UT | 23 | Not listed | 14 | 9 | Not listed | $1.77 billion | $1.77 billion | adviserinfo.sec.gov |
| Pelion Venture Partners | Salt Lake City | UT | 23 | Not listed | Not listed | 23 | Not listed | $1.44 billion | Not listed | adviserinfo.sec.gov |
| Wasatch Equity Partners | Logan | UT | 22 | Not listed | Not listed | 22 | Not listed | $337.3 million | $337.3 million | adviserinfo.sec.gov |
| Cross Creek Advisors, LLC | Salt Lake City | UT | 16 | Not listed | Not listed | 16 | Not listed | $1.35 billion | $1.35 billion | adviserinfo.sec.gov |
| Tandem Partners Group, LLC | Lehi | UT | 14 | Not listed | Not listed | 13 | 1 | $108.2 million | Not listed | adviserinfo.sec.gov |
| DW Healthcare Partners | Park City | UT | 12 | Not listed | 12 | Not listed | Not listed | $2.74 billion | $2.74 billion | adviserinfo.sec.gov |
| Adams Wealth Advisors | Logan | UT | 12 | 2 | Not listed | 9 | 1 | $74.7 million | $565.8 million | adviserinfo.sec.gov |
| Retv Management, LLC | Park City | UT | 12 | Not listed | Not listed | 12 | Not listed | $813.4 million | Not listed | adviserinfo.sec.gov |
| DN Capital (US), Inc | Park City | UT | 11 | Not listed | Not listed | 11 | Not listed | $866.4 million | Not listed | adviserinfo.sec.gov |
| Sepio Capital, LP | Salt Lake City | UT | 10 | 1 | 6 | 1 | 2 | $367.5 million | $5.64 billion | adviserinfo.sec.gov |
| Taylor Derrick Capital, L.L.C. | Salt Lake City | UT | 10 | Not listed | Not listed | Not listed | 10 | $211 million | $910.7 million | adviserinfo.sec.gov |
| Blue Diamond Capital Investment Advisors | Provo | UT | 10 | Not listed | 9 | 1 | Not listed | $81.4 million | $301.4 million | adviserinfo.sec.gov |
| Album Ventures, LLC | Lehi | UT | 10 | Not listed | Not listed | 10 | Not listed | $963.5 million | Not listed | adviserinfo.sec.gov |
| Belief, LLC | Park City | UT | 9 | Not listed | 6 | 3 | Not listed | $37.9 million | Not listed | adviserinfo.sec.gov |
| Glyptis Management de, LLC | Orem | UT | 9 | Not listed | 9 | Not listed | Not listed | $109.4 million | Not listed | adviserinfo.sec.gov |
| Oakhouse Partners, LLC | Park City | UT | 9 | Not listed | Not listed | 9 | Not listed | $190.7 million | Not listed | adviserinfo.sec.gov |
| Drawdown Fund | Park City | UT | 8 | Not listed | Not listed | 8 | Not listed | $70.5 million | Not listed | adviserinfo.sec.gov |
| El Cap Holdings Capital Partners, LLC | Salt Lake City | UT | 8 | Not listed | Not listed | 8 | Not listed | $29.2 million | Not listed | adviserinfo.sec.gov |
| Kickstart Capital, LLC | Cottonwood Heights | UT | 8 | Not listed | Not listed | 8 | Not listed | $647.6 million | Not listed | adviserinfo.sec.gov |
| Mercatus Partners, LLC | Park City | UT | 8 | Not listed | Not listed | Not listed | 8 | $95.3 million | Not listed | adviserinfo.sec.gov |
| Tower Arch Capital | Draper | UT | 7 | Not listed | 7 | Not listed | Not listed | $1.45 billion | $2.12 billion | adviserinfo.sec.gov |
| Cimarron Healthcare Capital, LLC | Salt Lake City | UT | 7 | Not listed | 7 | Not listed | Not listed | $524.6 million | $532.7 million | adviserinfo.sec.gov |
| Asilia Credit Investments | Salt Lake City | UT | 7 | Not listed | 4 | Not listed | Not listed | $453.9 million | $365.9 million | adviserinfo.sec.gov |
| My Prosper Team | Lehi | UT | 7 | Not listed | Not listed | Not listed | 7 | $37.3 million | $58.2 million | adviserinfo.sec.gov |
| Wasatch Management Partners, L.L.C. | Salt Lake City | UT | 7 | Not listed | Not listed | 7 | Not listed | $277 million | Not listed | adviserinfo.sec.gov |
| Keystone National Group, LLC | Salt Lake City | UT | 6 | Not listed | Not listed | Not listed | Not listed | $49.7 million | $2.50 billion | adviserinfo.sec.gov |
| Banner Capital Management, LLC | Lehi | UT | 6 | Not listed | 6 | Not listed | Not listed | $527.2 million | $619.2 million | adviserinfo.sec.gov |
| Hunter Search Management | Park City | UT | 6 | Not listed | 6 | Not listed | Not listed | $128.6 million | Not listed | adviserinfo.sec.gov |
| Mercato Management Legacy, LLC | Salt Lake City | UT | 6 | Not listed | Not listed | 6 | Not listed | $990 million | Not listed | adviserinfo.sec.gov |
| Decathlon Capital Management II, LLC | Park City | UT | 5 | Not listed | Not listed | Not listed | Not listed | $207.3 million | $266.7 million | adviserinfo.sec.gov |
| Wasatch Investment Fund Manager, LLC | Logan | UT | 5 | 2 | Not listed | 2 | 1 | $254.8 million | $254.6 million | adviserinfo.sec.gov |
| Alpha Wealth Funds, LLC | Park City | UT | 5 | 5 | Not listed | Not listed | Not listed | $143.7 million | $214.1 million | adviserinfo.sec.gov |
| Blue Field Capital | Midvale | UT | 5 | Not listed | Not listed | Not listed | 5 | $138.6 million | Not listed | adviserinfo.sec.gov |
| Elevation Capital Partners, LLC | Salt Lake City | UT | 5 | Not listed | Not listed | 5 | Not listed | $4.31 billion | Not listed | adviserinfo.sec.gov |
Newest SEC registrations in Utah
8 advisers with an SEC status effective in the 90 days to November 2, 2026.
| Adviser | City | State | SEC status effective | AUM | Website | Source |
|---|---|---|---|---|---|---|
| Exponent Wealth LLC | Orem | UT | September 1, 2026 | $110.4 million | exponentwealth.com | adviserinfo.sec.gov |
| Momentum Wealth Management | Orem | UT | August 27, 2026 | Not listed | retiremomentum.com | adviserinfo.sec.gov |
| Hoainvest LLC | Salt Lake City | UT | August 26, 2026 | Not listed | hoainvest.com | adviserinfo.sec.gov |
| Brighton Wealth Management, Inc. | Cottonwood Heights | UT | August 19, 2026 | $131.9 million | adviserinfo.sec.gov | |
| Altura Private Wealth LLC | Centerville | UT | August 18, 2026 | $129.1 million | alturapw.com | adviserinfo.sec.gov |
| West Rim II Ugp, LLC | Lehi | UT | August 14, 2026 | $1.77 billion | sorensoncapital.com | adviserinfo.sec.gov |
| Capital Wealth, LLC | Lehi | UT | August 13, 2026 | $116 million | capitalwealth.com | adviserinfo.sec.gov |
| Heaton Financial, PC | Cedar City | UT | August 6, 2026 | $140.1 million | adviserinfo.sec.gov |
Cities in Utah
| City | Advisers | AUM |
|---|---|---|
| Salt Lake City | 61 | $74.19 billion |
| Lehi | 23 | $27.06 billion |
| Park City | 19 | $16.53 billion |
| Orem | 12 | $3.33 billion |
| Draper | 11 | $8.36 billion |
| South Jordan | 10 | $9.91 billion |
More ways to read Utah
- Advisers in Utah with $1 billion to $10 billion in AUM
- Advisers in Utah with $500 million to $1 billion in AUM
- Advisers in Utah with $100 million to $500 million in AUM
- Advisers in Utah serving individuals
- Advisers in Utah serving high net worth individuals
- Advisers in Utah serving investment companies
- Advisers in Utah serving pooled investment vehicles
- Advisers in Utah serving pension and profit sharing plans
- Advisers in Utah serving charitable organizations
- Advisers in Utah serving corporations and other businesses
- Private fund advisers in Utah
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.