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Research Report · 2026-06-30

Institutional Registered Investment Advisers in Utah

SEC-registered investment advisers in Utah ranked by reported institutional client assets.

Firms
103
Total AUM
$150.34B
Median AUM
$377.8M
Latest Filing
2026-06-30
← PreviousPage 2 of 2 · 103 firmsNext →
Rank↕Firm NameCityCRD↕AUM↕Employees↕Latest Filing
101SUN FINANCIAL, INC.MIDVALE333404$217.5M52026-03-31→
102WEALTH MANAGEMENT CPAS, LLCSALT LAKE CITY310096$329.2M102026-05-31→
103BLUE DIAMOND CAPITAL INVESTMENT ADVISORS, LLCPROVO333059$301.4M32026-03-31→

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Sleeve103 firms · 2026-06-30