How many RIAs are in Utah?

150 RIAs registered with the SEC list a main office in Utah in the SEC's Form ADV data as of Sep 1, 2026. That count excludes state-registered RIAs, which generally manage under $100 million and file with the state rather than the SEC, and firms whose address is suppressed on Form ADV.

What is the largest RIA in Utah?

By regulatory assets under management as filed on Form ADV, the largest SEC-registered RIA headquartered in Utah is Bridge Investment Group in Sandy, at $49.3B. Regulatory AUM counts all assets a firm manages, so the largest filer in a state is often an asset manager rather than a wealth manager.

How many Utah RIAs manage more than $1 billion?

35 of the 150 SEC-registered RIAs headquartered in Utah report regulatory assets under management of $1 billion or more. The median firm in the state reports $381.9M.

Where does this data come from?

From the SEC's monthly Form ADV data file for SEC-registered investment advisers (ia09012026-registered.zip, data as of Sep 1, 2026). Each figure is as the firm itself reported it on Form ADV Item 5; the SEC does not verify it. Every row links to the firm's record on the SEC's Investment Adviser Public Disclosure site.

Back to the map

Top RIAs in Utah

Every SEC-registered RIA with a main office in Utah, by regulatory AUM, from Form ADV

150 RIAs registered with the SEC are headquartered in Utah, the 24th most of any state, managing $227.8B in regulatory assets as of Sep 1, 2026. The largest by regulatory AUM is Bridge Investment Group in Sandy at $49.3B. 35 firms report $1 billion or more.

150

SEC-registered RIAs

$227.8B

Regulatory AUM

Firms at $1B and above

$381.9M

Median firm AUM

Data as of Sep 1, 2026, file ia09012026-registered.zip. Retrieved Sep 10, 2026.

01 · The firms

Every SEC-registered RIA in Utah, by regulatory AUM

The default sort is regulatory assets under management as each firm filed it, which puts asset managers and wealth managers on one list. The toggle for firms where individuals and high-net-worth individuals hold the majority of assets is what separates them, using the firm's own Form ADV Item 5.D figures.

All 150 firms, by regulatory AUM as filed.

#	Firm	City	Regulatory AUM	Advisory staff	Accounts	Individual + HNW clients	Retail share	Filed
1	Bridge Investment GroupCRD 159127	Sandy	$49.3B	205	188	n.d.	0%	Jul 2026
2	Wasatch Advisors LPCRD 106081	Salt Lake City	$23.3B	41	239	60	1%	Mar 2026
3	Townsquare Capital, LLCCRD 288576	Lehi	$18.1B	17	58,181	18	0%	Mar 2026
4	Soltis Investment Advisors, LLCCRD 154690	St. George	$12.0B	63	5,414	5,113	57%	Jul 2026
5	Cynosure Group, LLCCRD 281399	Salt Lake City	$9.8B	30	726	76	17%	Jul 2026
6	Westwood Global InvestmentsCRD 125012	Park City	$9.5B	14	13	0	0%	Mar 2026
7	Sepio Capital, LPCRD 285645	Salt Lake City	$5.6B	18	374	276	74%	Apr 2026
8	Diversify Advisory Services, LLCCRD 326060	South Jordan	$4.6B	110	12,951	5,200	94%	Aug 2026
9	Diversify Wealth Management, LLCCRD 329878	South Jordan	$4.1B	70	17,903	4,719	95%	Aug 2026
10	Grandeur Peak Global AdvisorsCRD 158270	Salt Lake City	$3.8B	33	17	n.d.	0%	Mar 2026
11	Crewe AdvisorsCRD 173920	Salt Lake City	$3.1B	16	1,985	514	57%	Aug 2026
12	Gladius Capital Management LPCRD 152023	Park City	$2.9B	6	8	0	0%	Mar 2026
13	DW Healthcare PartnersCRD 160555	Park City	$2.7B	29	12	n.d.	0%	May 2026
14	Peterson PartnersCRD 159450	Salt Lake City	$2.6B	20	29	0	0%	Aug 2026
15	Keystone National Group, LLCCRD 142885	Salt Lake City	$2.5B	40	13	n.d.	0%	Jul 2026
16	Capita Financial Network, LLCCRD 290558	Draper	$2.3B	22	7,042	2,888	100%	Aug 2026
17	Summit Global Investments, LLCCRD 157091	Bountiful	$2.3B	8	10,822	7,407	29%	Jun 2026
18	Tower Arch CapitalCRD 169057	Draper	$2.1B	21	7	0	0%	Mar 2026
19	Sundance BayCRD 301868	Salt Lake City	$2.1B	43	8	n.d.	0%	Mar 2026
20	Albion Financial GroupCRD 105957	Salt Lake City	$2.0B	14	2,298	722	96%	Jun 2026
21	Physician Wealth Advisors, Inc.CRD 106043	Salt Lake City	$2.0B	7	5,906	1,088	67%	Mar 2026
22	Healthequity AdvisorsCRD 167105	Draper	$2.0B	1	178,476	178,476	100%	Mar 2026
23	The Norden Group LLCCRD 323988	Provo	$2.0B	20	4,220	1,271	88%	Feb 2026
24	West Rim II UGP, LLCCRD 339904	Lehi	$1.8B	20	23	n.d.	0%	Jul 2026
25	West Rim Capital Associates II, L.P.CRD 145085	Lehi	$1.7B	20	22	0	0%	Mar 2026
26	Alta Capital Management LLCCRD 106786	Salt Lake City	$1.6B	12	1,295	1,193	63%	Jun 2026
27	Drive Wealth AdvisersCRD 174728	Lehi	$1.5B	15	4,196	1,073	97%	Jul 2026
28	Portside Wealth Group, LLCCRD 325175	Provo	$1.4B	47	7,819	6,257	86%	Aug 2026
29	B.O.S.S. Retirement Advisors, LLCCRD 171143	Lehi	$1.4B	49	11,452	4,956	98%	Aug 2026
30	Cross Creek Advisors, LLCCRD 165803	Salt Lake City	$1.3B	10	16	n.d.	0%	Mar 2026
31	Iron Gate Global AdvisorsCRD 111177	North Salt Lake	$1.3B	7	3,169	1,760	83%	Mar 2026
32	Truenorth WealthCRD 142205	Salt Lake City	$1.3B	10	2,829	843	84%	Aug 2026
33	Andina AdvisorsCRD 151762	Logan	$1.3B	6	4,262	632	77%	Jul 2026
34	Three Seasons WealthCRD 326517	Salt Lake City	$1.2B	7	879	372	99%	Mar 2026
35	Tanara Wealth Management LLCCRD 340174	Lehi	$1.1B	5	2,612	366	82%	Aug 2026
36	Sandlot Partners, LLCCRD 311409	Orem	$934.5M	8	49	n.d.	0%	Jul 2026
37	SG Trading Solutions, LLCCRD 322928	Bountiful	$911.7M	3	6	n.d.	0%	May 2026
38	Taylor Derrick Capital, L.L.C.CRD 158016	Salt Lake City	$910.7M	12	12	0	0%	Mar 2026
39	Strategic Planning GroupCRD 113844	Bountiful	$910.3M	5	4,663	1,582	97%	Mar 2026
40	GO Invest LLCCRD 291884	West Jordan	$889.0M	1	4,277	980	7%	Mar 2026
41	Bridge Net Lease Fund Manager LLCCRD 316623	Sandy	$843.3M	9	1	n.d.	0%	Mar 2026
42	Net Worth Advisory Group, LLCCRD 126983	Sandy	$838.4M	13	3,255	862	100%	Mar 2026
43	Zions Capital Advisors, Inc.CRD 131308	Salt Lake City	$830.8M	4	58	n.d.	0%	Mar 2026
44	Peterson Wealth Advisors, LLCCRD 146349	Orem	$829.7M	13	1,988	653	95%	Apr 2026
45	M3f, Inc.CRD 151191	Salt Lake City	$778.2M	6	1	0	0%	Mar 2026
46	Solidarity Wealth, LLCCRD 315843	Lehi	$704.2M	8	1,019	218	100%	Aug 2026
47	ABG ConsultantsCRD 131129	Cottonwood Heights	$697.4M	3	1,885	1,600	9%	Aug 2026
48	Ascend Investment PartnersCRD 307667	Ogden	$661.4M	5	2,122	931	94%	Jun 2026
49	Accuvest Global Advisors, Inc.CRD 134096	Provo	$630.5M	4	447	31	7%	Apr 2026
50	Banner Capital Management, LLCCRD 326949	Lehi	$619.2M	5	6	n.d.	0%	May 2026

02 · By city

Where in Utah the firms sit

Main-office city as filed. Up to the twenty-five cities with the most firms.

Salt Lake City48 · $74.0B
Lehi18 · $28.7B
Draper9 · $8.4B
Orem8 · $3.2B
Park City8 · $16.5B
Logan7 · $3.2B
South Jordan6 · $9.9B
Provo5 · $4.5B
Sandy5 · $51.4B
St. George5 · $12.5B
Holladay4 · $1.7B
Bountiful3 · $4.1B
Centerville3 · $1.1B
Cottonwood Heights3 · $1.3B
Midvale3 · $704.5M
Cedar City2 · $280.2M
Farmington2 · $454.9M
Murray2 · $719.4M
Alpine1 · $598.4M
Lindon1 · $109.6M
North Salt Lake1 · $1.3B
Ogden1 · $661.4M
Pleasant Grove1 · $107.5M
Roy1 · $372.9M
South Ogden1 · $528.5M

03 · Questions

Questions people ask about RIAs in Utah

How many RIAs are in Utah?: 150 RIAs registered with the SEC list a main office in Utah in the SEC's Form ADV data as of Sep 1, 2026. That count excludes state-registered RIAs, which generally manage under $100 million and file with the state rather than the SEC, and firms whose address is suppressed on Form ADV.
What is the largest RIA in Utah?: By regulatory assets under management as filed on Form ADV, the largest SEC-registered RIA headquartered in Utah is Bridge Investment Group in Sandy, at $49.3B. Regulatory AUM counts all assets a firm manages, so the largest filer in a state is often an asset manager rather than a wealth manager.
How many Utah RIAs manage more than $1 billion?: 35 of the 150 SEC-registered RIAs headquartered in Utah report regulatory assets under management of $1 billion or more. The median firm in the state reports $381.9M.
Where does this data come from?: From the SEC's monthly Form ADV data file for SEC-registered investment advisers (ia09012026-registered.zip, data as of Sep 1, 2026). Each figure is as the firm itself reported it on Form ADV Item 5; the SEC does not verify it. Every row links to the firm's record on the SEC's Investment Adviser Public Disclosure site.

Definitions and source

What each column means, in the SEC's words

Regulatory assets under management Form ADV Item 5.F(2)(c): If yes, what is the amount of your regulatory assets under management and total number of accounts? Total, discretionary plus non-discretionary.
Total accounts Form ADV Item 5.F(2)(f): Total number of accounts, discretionary plus non-discretionary.
Employees Form ADV Item 5.A: Approximately how many employees do you have? Include full- and part-time employees but do not include any clerical workers.
Advisory employees Form ADV Item 5.B(1): Approximately how many of the employees reported in 5.A. perform investment advisory functions (including research)?
Broker-dealer registered representatives Form ADV Item 5.B(2): Approximately how many of the employees reported in 5.A. are registered representatives of a broker-dealer?
Individual and high-net-worth clients Form ADV Item 5.D(a), 5.D(b): Number of clients and amount of regulatory assets under management for individuals (other than high net worth individuals) and for high net worth individuals.
Commissions Form ADV Item 5.E(5): You are compensated for your investment advisory services by (check all that apply): (5) Commissions.
Private funds Form ADV Item 7.B: Are you an adviser to any private fund?

Source: U.S. Securities and Exchange Commission, Form ADV data, Information About Registered Investment Advisers and Exempt Reporting Advisers, file ia09012026-registered.zip (data as of Sep 1, 2026), retrieved Sep 10, 2026. Figures are as self-reported by each firm on Form ADV Item 5; the SEC does not verify them. Neither the SEC nor the state securities authorities have approved the information filed on Form ADV, and we can not guarantee its accuracy.

Winthrop & Co. is compensated by firms when an advisor joins through us. The advisor never pays. Firms on this page are listed by arithmetic on the SEC's file, not by any relationship with us, and none is ranked, labelled or recommended.