Research Report · 2026-06-30
Largest Registered Investment Advisers in Utah
Utah SEC-registered investment advisers ranked by latest reported regulatory assets under management from ADV Part 1 filings.
Firms
154
Total AUM
$231.81B
Median AUM
$371.3M
Latest Filing
2026-06-30
| Rank↕ | Firm Name | City | CRD↕ | AUM↕ | Employees↕ | Latest Filing | |
|---|---|---|---|---|---|---|---|
| 101 | WASATCH INVESTMENT FUND MANAGER, LLC | LOGAN | 325037 | $254.6M | 5 | 2026-03-31 | → |
| 102 | AEGIS WEALTH GROUP, LLC | MIDVALE | 222515 | $247.7M | 20 | 2026-03-31 | → |
| 103 | THE PROFESSIONAL FINANCIAL COMPANY LLC | OREM | 286419 | $246.1M | 7 | 2026-03-31 | → |
| 104 | KULTURA CAPITAL MANAGEMENT LP | PARK CITY | 327510 | $244.7M | 12 | 2026-05-31 | → |
| 105 | BURRUS FINANCIAL SERVICES, INC. | SALT LAKE CITY | 141435 | $240.7M | 5 | 2026-03-31 | → |
| 106 | E6 PORTFOLIOS | MIDVALE | 326617 | $239.4M | 9 | 2026-03-31 | → |
| 107 | REEF INVESTMENT MANAGEMENT LLC | LEHI | 309186 | $234.3M | 13 | 2026-02-28 | → |
| 108 | SUN FINANCIAL, INC. | MIDVALE | 333404 | $217.5M | 5 | 2026-03-31 | → |
| 109 | ALPHA WEALTH FUNDS, LLC | PARK CITY | 150231 | $214.1M | 11 | 2026-06-30 | → |
| 110 | DIAMOND WEALTH MANAGEMENT, LLC | ALPINE | 288603 | $212.0M | 6 | 2026-03-31 | → |
| 111 | REFINED WEALTH MANAGEMENT | SALT LAKE CITY | 169563 | $210.9M | 5 | 2026-05-31 | → |
| 112 | TETON WEALTH GROUP LLC | MURRAY | 311230 | $204.0M | 24 | 2026-03-31 | → |
| 113 | PRESTIGE WEALTHWIDE, LLC | LEHI | 321789 | $198.5M | 3 | 2026-01-31 | → |
| 114 | REACH WEALTH MANAGEMENT LLC | ST. GEORGE | 333710 | $184.7M | 8 | 2026-05-31 | → |
| 115 | JORDANELLE CAPITAL, LLC | SALT LAKE CITY | 323676 | $179.2M | 2 | 2026-06-30 | → |
| 116 | PERIOPE, LC | ST. GEORGE | 144256 | $177.2M | 3 | 2026-02-28 | → |
| 117 | PETERSON ROGERS PRIVATE WEALTH, LLC | SALT LAKE CITY | 324001 | $177.1M | 4 | 2026-03-31 | → |
| 118 | GUARDIAN WEALTH MANAGEMENT, LLC | SALT LAKE CITY | 146923 | $174.8M | 3 | 2026-03-31 | → |
| 119 | ECHELONS CAPITAL, LLC | PARK CITY | 325781 | $174.4M | 2 | 2026-03-31 | → |
| 120 | THISTLE CREEK CAPITAL, LLC | LEHI | 331449 | $161.0M | 6 | 2026-03-31 | → |
| 121 | MEDICUS WEALTH PLANNING, INC. | DRAPER | 282904 | $160.8M | 5 | 2026-05-31 | → |
| 122 | PROVIDENT LIVING FINANCIAL SERVICES, INC. | LEHI | 282665 | $158.1M | 3 | 2026-03-31 | → |
| 123 | HAROLD W. DANCE INC. | LOGAN | 1582 | $158.0M | 8 | 2026-03-31 | → |
| 124 | PARAGON CAPITAL MANAGEMENT INC | PROVO | 105962 | $153.4M | 5 | 2026-03-31 | → |
| 125 | LARSEN, GLEN ALLEN | SALT LAKE CITY | 118496 | $146.6M | 1 | 2026-03-31 | → |
| 126 | SHOREPATH CAPITAL MANAGEMENT LLC | PARK CITY | 286125 | $146.6M | 1 | 2025-02-28 | → |
| 127 | OLYMPUS PEAKS FINANCIAL, LLC | SANDY | 283040 | $141.4M | 1 | 2026-01-31 | → |
| 128 | HEATON FINANCIAL, PC | CEDAR CITY | 134578 | $140.1M | 2 | 2026-06-30 | → |
| 129 | LARSON WILLIAMS WEALTH ADVISORS, LLC | CEDAR CITY | 311414 | $140.0M | 2 | 2026-03-31 | → |
| 130 | STONEBRIAR WEALTH, LLC | LEHI | 327618 | $139.0M | 11 | 2026-04-30 | → |
| 131 | LANDMARK WEALTH ADVISORS, LLC | FARMINGTON | 166989 | $135.9M | 2 | 2026-03-31 | → |
| 132 | VERITAS WEALTH MANAGEMENT, LLC | SALT LAKE CITY | 160600 | $135.8M | 1 | 2026-02-28 | → |
| 133 | JRS WEALTH MANAGEMENT LLC | SOUTH JORDAN | 306294 | $135.0M | 5 | 2026-02-28 | → |
| 134 | JACOBS EQUITY | DRAPER | 147725 | $133.2M | 3 | 2026-04-30 | → |
| 135 | BRIGHTON WEALTH MANAGEMENT, INC. | COTTONWOOD HEIGHTS | 148457 | $131.9M | 5 | 2026-06-30 | → |
| 136 | ALTURA PRIVATE WEALTH LLC | CENTERVILLE | 340533 | $129.1M | 6 | 2026-06-30 | → |
| 137 | OCTANT QUANTITATIVE INVESTMENT MANAGEMENT LLC | SALT LAKE CITY | 165355 | $128.2M | 3 | 2026-02-28 | → |
| 138 | SOLIDARITY CAPITAL MANAGEMENT, LLC | LEHI | 322596 | $127.6M | 4 | 2026-03-31 | → |
| 139 | LONE PEAK ADVISERS, LLC | DRAPER | 296772 | $125.4M | 8 | 2026-03-31 | → |
| 140 | RILEY S. CROSBIE ADVISORY, LLC | LOGAN | 336507 | $118.9M | 3 | 2026-06-30 | → |
| 141 | WEALTH FOUNDATIONS PARTNERS, LLC | SALT LAKE CITY | 330999 | $110.5M | 11 | 2026-06-30 | → |
| 142 | OXFORD WEALTH MANAGEMENT LLC | LINDON | 332725 | $109.6M | 11 | 2026-06-30 | → |
| 143 | FIVE SEASONS FINANCIAL PLANNING LLC | SALT LAKE CITY | 130766 | $109.3M | 1 | 2025-08-31 | → |
| 144 | SOULENCE WEALTH MANAGEMENT II LLC | PLEASANT GROVE | 340580 | $107.5M | 5 | 2026-06-30 | → |
| 145 | HAYNIE WEALTH MANAGEMENT LLC | SALT LAKE CITY | 305852 | $106.6M | 3 | 2026-05-31 | → |
| 146 | YOUR IA, LLC | ST. GEORGE | 338535 | $106.6M | 19 | 2026-04-30 | → |
| 147 | AG FINANCIAL, LLC | SALT LAKE CITY | 140226 | $103.5M | 2 | 2026-02-28 | → |
| 148 | CHEROKEE & WALKER MANAGEMENT, LLC | SALT LAKE CITY | 160962 | $100.8M | 5 | 2026-03-31 | → |
| 149 | SEVEN CANYONS ADVISORS, LLC | SALT LAKE CITY | 290334 | $90.0M | 6 | 2026-05-31 | → |
| 150 | PROSPER WEALTH SOLUTIONS, LLC | LEHI | 311144 | $58.2M | 5 | 2026-03-31 | → |
| 151 | CYNOSURE PORTFOLIO ADVISORS LLC | SALT LAKE CITY | 337747 | $5.8M | 7 | 2026-05-31 | → |
| 152 | COLAB CAPITAL, LLC | ST. GEORGE | 338182 | $1.4M | 2 | 2026-04-30 | → |
| 153 | SANDLOT PRIVATE WEALTH LLC | OREM | 335925 | $305,047 | 4 | 2026-03-31 | → |
| 154 | SUNSET ADVISERS, LLC | SALT LAKE CITY | 334116 | $1,000 | 3 | 2025-01-31 | → |
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