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Registered Investment Advisors
           
           
Firm Name City State Country Assets ($M) 
Abacus Investment Advisors Salt Lake City UT US 10.6 
Abg Consultants Salt Lake City UT US 171.0 
Abw Advisors, LLC South Jordan UT US 7.3 
Acentus Group LLC. American Fork UT US 0.0 
Aclaime Asset Management, LLC Sandy UT US 0.0 
AG Financial, LLC Salt Lake City UT US 111.3 
Ailsa Capital, Inc. Draper UT US 71.0 
Albion Financial Group Salt Lake City UT US 969.3 
Allred Jackson Financial Planning, LLC North Logan UT US 7.5 
Alpine Capital Management, LLC Alpine UT US 7.0 
Alta Capital Management LLC Salt Lake City UT US 1654.5 
Alta Ventures Mexico Management GP, L.P. Lehi UT US 0.0 
Andina Family Offices Lehi UT US 136.9 
Arlington Value Capital, LLC Salt Lake City UT US 1094.1 
Artificial Intelligence Quotient, LLC Park City UT US 0.0 
Ashworth & Empey Financial, LLC Salt Lake City UT US 91.3 
Aspen Capital Management LLC Saint George UT US 17.0 
Asset Investment Methods Sandy UT US 12.0 
B.o.s.s. Retirement Advisors, LLC Lehi UT US 15.8 
Beacon Financial Planning, LLC Logan UT US 36.7 
Blue Barn Wealth, LLC Provo UT US 0.0 
Bridge Investment Group Murray UT US 6700.0 
Brighton Wealth Management, Inc. Salt Lake City UT US 32.8 
Burrus Salt Lake City UT US 180.5 
Caliber Wealth Management, LLC Orem UT US 52.3 
Cambria Capital LLC Salt Lake City UT US 0.8 
Cannon Capital Management, Inc. Salt Lake City UT US 117.0 
Casull Financial Advisory, LLC South Jordan UT US 0.0 
Cederian Investments, LLC American Fork UT US 15.1 
Cherokee & Walker Management Salt Lake City UT US 85.3 
Clearwater Wealth Management LLC North Logan UT US 83.7 
Coign Capital Advisors LLC Draper UT US 94.4 
Concentus Global Partners, LLC Lehi UT US 3.9 
Copperlion Investments Murray UT US 4.3 
Coraticum Asset Management, LLC Midvale UT US 138.8 
Crewe Advisors Salt Lake City UT US 381.6 
Cross Creek Advisors, LLC Salt Lake City UT US 527.7 
Cross Creek Advisors, LLC Salt Lake City UT US 527.7 
Cynosure Advisors Salt Lake City UT US 468.4 
Cynosure Advisors Salt Lake City UT US 463.7 
Cynosure Management, LLC Salt Lake City UT US 319.9 
D. Craig Mckenna Advisors, Inc. American Fork UT US 29.4 
Dakota Pacific Salt Lake City UT US 0.0 
David Russell Fjeldsted Farmington UT US 6.8 
Decathlon Capital Management Ii, LLC Park City UT US 160.8 
Dentist Advisors South Jordan UT US 85.0 
Dfpg Investments, Inc. Sandy UT US 241.5 
Divergent Wealth Advisors, LLC Midvale UT US 0.0 
Djp Investment Service, Inc. Salt Lake City Ut 0.0 
Dolphin Capital Group, LLC Park City UT US 0.0 
Drive Wealth Management, LLC Lehi UT US 75.8 
Dw Management Service, LLC Park City UT US 745.1 
Elevated Capital Advisors, LLC Murray UT US 52.7 
Evergreen Capital Management, Inc. Salt Lake City UT US 23.4 
Evergreen Capital Management, Inc. Salt Lake City UT US 28.9 
Everspire Sandy UT US 62.8 
Evident Wealth Farmington UT US 0.0 
F2f Retirement, LLC Tooele UT US 14.8 
Family Wealth Advisors Farmington UT US 30.0 
Figrowth Salt Lake City UT US 0.0 
Financial Advisory Service Salt Lake City UT US 46.0 
Financial Guard, LLC Salt Lake City UT US 1.5 
Financial Insight Center Salt Lake City UT US 198.8 
Financial Planning Office, LLC Salt Lake City UT US 75.5 
First Financial Advisors Orem UT US 24.1 
First Western Advisors Holladay UT US 270.5 
Five Seasons Financial Planning LLC Salt Lake City UT US 41.1 
Fletcher Capital Management, LLC South Jordan UT US 10.8 
Foresight Wealth Management, LLC Draper UT US 260.6 
Fortius Financial Advisors, LLC Salt Lake City UT US 55.1 
Galileo Financial Advisors, LLC South Jordan UT US 17.3 
Garrett Capital Investment Management Salt Lake City UT US 21.1 
Garrett Capital Private Equity LLC Salt Lake City UT US 0.0 
Gary M Tsujimoto S.l.c. UT US 0.0 
Grandeur Peak Global Advisors Salt Lake City UT US 2926.6 
Guardian Wealth Management Salt Lake City UT US 82.5 
Harold Dance Investments Logan UT US 32.0 
Healthequity Advisors Draper UT US 122.2 
Heaton Financial, Pc Cedar City UT US 32.1 
Hurley Investments, LLC Sandy UT US 9.0 
Integrated Wealth Strategies Salt Lake City UT US 95.8 
Iron Gate Global Advisors Salt Lake City UT US 111.3 
Jackson Park Capital, LLC Alpine UT US 57.1 
Jacobs Equity Draper UT US 35.1 
Jacobsen Capital Management Salt Lake City UT US 210.7 
Jamestown Wealth Management LLC Provo UT US 15.5 
Jd Investment Management, LLC Salt Lake City UT US 14.3 
Joseph M. Larsen, C.p.a., P.c. Provo UT US 0.9 
Keeler Thomas Management LLC Orem UT US 120.0 
Keystone Wealth Advisors Logan UT US 51.4 
Kickstart Capital, LLC Cottonwood Heights UT US 0.0 
Knox Capital Advisors, LLC Draper UT US 199.1 
Landmark Wealth Advisors, LLC Bountiful UT US 62.0 
Lee Miles LLC Ogden UT US 9.7 
Lefavi Wealth Management Salt Lake City UT US 489.0 
Legacy Planning Group Midvale UT US 51.0 
Legacy Private Client Group, Inc. Kamas UT US 35.4 
Lep Management LLC Salt Lake City UT US 0.0 
Ljcooper Capital Management, LLC Orem UT US 195.1 
Lone Peak Asset Management, Inc. Alpine UT US 20.0 
Lumen Management LLC Draper UT US 15.4 
Lunt Capital Management Inc. Salt Lake City UT US 190.9 
M3f, Inc. Salt Lake City UT US 336.3 
Magrath Capital LLC Mapleton UT US 1.0 
Managed Wealth Advantage, LLC Saint George UT US 0.0 
Max Capital Corporation Salt Lake City UT US 1.1 
Mcmanemin Wealth Management Salt Lake City UT US 43.0 
Medicus Wealth Planning, Inc. Draper UT US 35.8 
Mercato Partners Salt Lake City UT US 0.0 
Moreton Asset Management, LLC Salt Lake City UT US 724.0 
My Investment Advisor, Inc. Washington UT US 0.0 
Narus Financial Partners, LLC Salt Lake City UT US 185.0 
Narus Financial Partners, LLC Salt Lake City UT US 185.0 
Navigate Private Wealth, LLC Draper UT US 275.2 
Net Worth Advisory Group, LLC Sandy UT US 258.0 
Nielsen Financial Service, Inc. Salt Lake City UT US 63.4 
North Capital Salt Lake City UT US 85.0 
Olympus Peaks Financial, LLC Midvale UT US 30.4 
Olympus Wealth Management, LLC Cottonwood Heights UT US 148.8 
Pacific Advisors Holladay UT US 0.0 
Paragon Wealth Management Provo UT US 94.9 
Parker Advisory Group, Inc St. George UT US 87.2 
Peak Investment Coaching, LLC Logan UT US 0.0 
Periope, Lc St. George UT US 44.5 
Peterson Partners Salt Lake City UT US 1264.1 
Peterson Partners Salt Lake City UT US 1264.1 
Peterson Wealth Advisors, LLC Orem UT US 173.9 
Pl Wealth Advisors, LLC Salt Lake City UT US 0.0 
Praesideo Management, LLC Ogden UT US 10.0 
Premier Capital Management Inc Orem UT US 9.5 
Pulteney Street Capital Management, LLC Ogden UT US 17.5 
Quayle Asset Management, Inc. Saltlake City UT US 32.6 
R.d. Thompson Investments Salt Lake City UT US 88.4 
Refined Wealth Management Salt Lake City UT US 75.0 
Regent Street Advisors LLC Salt Lake City UT US 46.1 
Regent Street Advisors LLC Salt Lake City UT US 46.1 
Reliance Investing, Inc. Salt Lake City UT US 24.6 
Retirement Solutions Investments, Inc. Provo UT US 1.5 
Riggs Capital Management, LLC Provo UT US 228.0 
Sego Capital Management LLC Provo UT US 0.5 
Shaw Group LLC Sandy UT US 39.7 
Shay Ridge Capital Blanding UT US 2.3 
Signal Peak Ventures, LLC Salt Lake City UT US 0.0 
Slayton Lewis Inc Salt Lake City UT US 173.3 
Smedley Financial Service Inc Salt Lake City UT US 186.4 
Soltis Investment Advisors, LLC St. George UT US 1395.1 
Southern Utah Wealth Navigation, LLC Kanab UT US 0.0 
Squire Wealth Advisors Orem UT US 139.2 
Steward Financial Service, LLC Salt Lake City UT US 23.9 
Stonecreek Wealth Advisors Draper UT US 0.0 
Strategic Business & Wealth Solutions, Inc. Salt Lake City UT US 3.3 
Strategic Planning Group Bountiful UT US 0.0 
Strategis Financial Group, Inc Provo UT US 27.2 
Summit Global Investments, LLC Bountiful UT US 699.8 
Surgical Frontiers Logan UT US 0.0 
Tanner Capital Management, LLC Provo UT US 343.4 
Tanner Insurance & Advisory, LLC Salt Lake City UT US 0.0 
Taylor Derrick Capital, LLC. Salt Lake City UT US 165.4 
Tencap, LLC South Jordan UT US 0.0 
Terrion Advisors, Inc. Sandy UT US 2.2 
The Insight Group, Inc. Salt Lake City UT US 562.9 
The Karras Company, Inc. Roy UT US 1245.9 
The Martin Worley Group Cottonwood Heights UT US 137.4 
The Sova Group, LLC Farmington UT US 13.8 
Tingey Advisors Inc Salt Lake City UT US 155.0 
Tower Arch Capital Draper UT US 352.9 
Truenorth Wealth Salt Lake City UT US 360.0 
Twin Peaks Wealth Management LLC Salt Lake City UT US 14.7 
Uma Financial Service Inc Salt Lake City UT US 649.0 
Uv Partners, Inc Salt Lake City UT US 0.0 
Vantage Advisors, LLC St. George UT US 0.0 
Vantage Point Advisors, LLC Salt Lake City UT US 66.2 
Vantage Point Investments, Inc. Sandy UT US 0.0 
Vantage Point Wealth Management, LLC Saratoga Springs UT US 4.9 
Verapath Global Investing LLC Salt Lake City UT US 30.9 
Veritas Wealth Management, LLC Salt Lake City UT US 43.7 
Walkerhaven Capital Management, LLC Holladay UT US 10.8 
Walkerhaven Equities GP, LLC Holladay UT US 0.0 
Wasatch Advisors Inc Salt Lake City UT US 15071.5 
Wasatch Financial And Insurance Service Group, Inc. Salt Lake City UT US 0.0 
Wasatch Management Partners, LLC. Salt Lake City UT US 0.0 
Wealth Navigation Advisors Centerville UT US 72.0 
Wealth Navigation Advisors Centerville UT US 72.0 
West Rim Capital Associates Ii, L.P. Lehi UT US 904.3 
West Rim Capital I, LLC Lehi UT US 1.3 
Weston Planning, LLC Kaysville UT US 0.0 
William Scott Capital, LLC Ogden UT US 0.0 
Wilson Financial Advisors, Inc. Salt Lake City UT US 400.0 
Wmw Management, Inc. Farmington UT US 12.3 
Yolo Financial, LLC St. George UT US 0.0 
Zions Capital Advisors, Inc. Salt Lake City UT US 1386.5 
           
 
A Registered Investment Advisor manages assets, makes portfolio composition and individual security selection decisions for a fee, often a percentage of assets invested.

The SEC regulates investment advisors that have over $100 million in assets under management. Investment advisors that do not meet this threshold are generally regulated by the state securities agency in the state where they have their principal place of business. This website provides information about both SEC- and state-registered investment advisor firms.

Investment advisors file Form ADV to register with the SEC or the states. Form ADV contains information about an investment advisor and its business operations.
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