Top RIA Firms in Utah (2026)

    40 SEC-registered investment advisory firms headquartered in Utah — a combined $195.3B in assets under management, led by Bridge Investment Group in Sandy. Ranked by regulatory AUM from SEC Form ADV filings, as of 2026-07-06.

    Bridge Investment Group
    Sandy
    AUM $49.3B · 188 accounts
    Wasatch Advisors LP
    Salt Lake City
    AUM $23.3B · 239 accounts
    Townsquare Capital, LLC
    Lehi
    AUM $18.1B · 58,181 accounts
    Soltis Investment Advisors, LLC
    St. George
    AUM $12B · 5,414 accounts
    Cynosure Group, LLC
    Salt Lake City
    AUM $9.8B · 726 accounts
    Westwood Global Investments
    Park City
    AUM $9.5B · 13 accounts
    Sepio Capital, LP
    Salt Lake City
    AUM $5.6B · 374 accounts
    Moreton Asset Management, LLC
    Farmington
    AUM $4.7B · 167 accounts
    Diversify Advisory Services, LLC
    Sandy
    AUM $4.6B · 12,951 accounts
    Diversify Wealth Management, LLC
    Sandy
    AUM $4.1B · 17,903 accounts
    Grandeur Peak Global Advisors
    Salt Lake City
    AUM $3.8B · 17 accounts
    Crewe Advisors
    Salt Lake City
    AUM $3.1B · 1,985 accounts
    Peterson Partners
    Salt Lake City
    AUM $3B · 36 accounts
    Gladius Capital Management LP
    Park City
    AUM $2.9B · 8 accounts
    Dw Healthcare Partners
    Park City
    AUM $2.7B · 12 accounts
    Keystone National Group, LLC
    Salt Lake City
    AUM $2.5B · 13 accounts
    Capita Financial Network, LLC
    Draper
    AUM $2.3B · 7,042 accounts
    Summit Global Investments, LLC
    Bountiful
    AUM $2.3B · 10,822 accounts
    Tower Arch Capital
    Draper
    AUM $2.1B · 7 accounts
    Sundance Bay
    Salt Lake City
    AUM $2.1B · 8 accounts
    Albion Financial Group
    Salt Lake City
    AUM $2B · 2,298 accounts
    Physician Wealth Advisors, Inc.
    Salt Lake City
    AUM $2B · 5,906 accounts
    Healthequity Advisors
    Draper
    AUM $2B · 178,476 accounts
    The Norden Group LLC
    Provo
    AUM $2B · 4,220 accounts
    West Rim Capital Associates II, L.P.
    Lehi
    AUM $1.7B · 22 accounts
    Alta Capital Management LLC
    Salt Lake City
    AUM $1.6B · 1,295 accounts
    Drive Wealth Advisers
    Lehi
    AUM $1.5B · 4,196 accounts
    Portside Wealth Group, LLC
    Provo
    AUM $1.4B · 7,819 accounts
    B.o.s.s. Retirement Advisors, LLC
    Lehi
    AUM $1.4B · 11,452 accounts
    Cross Creek Advisors, LLC
    Salt Lake City
    AUM $1.3B · 16 accounts
    Iron Gate Global Advisors
    North Salt Lake
    AUM $1.3B · 3,169 accounts
    Truenorth Wealth
    Salt Lake City
    AUM $1.3B · 2,829 accounts
    Andina Advisors
    Logan
    AUM $1.3B · 4,262 accounts
    Three Seasons Wealth
    Salt Lake City
    AUM $1.2B · 879 accounts
    Sandlot Partners, LLC
    Orem
    AUM $917M · 49 accounts
    Sg Trading Solutions, LLC
    Bountiful
    AUM $912M · 6 accounts
    Taylor Derrick Capital, L.L.C.
    Salt Lake City
    AUM $911M · 12 accounts
    Strategic Planning Group
    Bountiful
    AUM $910M · 4,663 accounts
    Go Invest LLC
    West Jordan
    AUM $889M · 4,277 accounts
    Bridge Net Lease Fund Manager LLC
    Sandy
    AUM $843M · 1 accounts

    How many RIA firms are in this Utah directory?

    This directory covers the 40 largest SEC-registered investment advisory firms headquartered in Utah, ranked by regulatory assets under management from SEC Form ADV filings.

    What is the largest RIA firm in Utah?

    By regulatory assets under management, the largest firm in this Utah directory is Bridge Investment Group, headquartered in Sandy, with approximately $49.3B in AUM.

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