Utah · 325 advisers
Financial Advisors in Utah
Falists is the most comprehensive public directory of financial advisors in Utah — 325 SEC-registered and state-registered firms with names, websites, fees, team size, and assets under management. Filter by specialty to find wealth managers, trust advisors, retirement planners, and more.
Total advisers
325
With website
279
Largest AUM
$49.30B
Financial planning
169
Filter by specialty
Wealth managers · Trusts & estates · Retirement · Institutional · Planning
Top advisors in Utah
Ranked by AUM and profile completeness · Data from SEC IAPD
BRIDGE INVESTMENT GROUP
Sandy, UT
AUM
$49.30B
Team
205 advisors
Clients
0
Fees
Percentage of AUM; Performance-based fees
801-716-1463
WASATCH ADVISORS LP
Salt Lake City, UT
AUM
$23.35B
Team
41 advisors
Clients
0
Fees
Percentage of AUM; Performance-based fees
801-533-0777
TOWNSQUARE CAPITAL, LLC
Lehi, UT
AUM
$18.07B
Team
17 advisors
Clients
—
Fees
Percentage of AUM; Fixed fees
385-375-8650
SOLTIS INVESTMENT ADVISORS, LLC
St.. George, UT
AUM
$12.04B
Team
63 advisors
Clients
More than 500
Fees
Percentage of AUM · Fixed fees +1 more
435-674-1600
CYNOSURE GROUP, LLC
Salt Lake City, UT
AUM
$9.85B
Team
30 advisors
Clients
51-100
Fees
Percentage of AUM · Fixed fees +1 more
801-521-3100
WESTWOOD GLOBAL INVESTMENTS
Park City, UT
AUM
$9.47B
Team
14 advisors
Clients
—
Fees
Percentage of AUM
617-428-4040
SEPIO CAPITAL, LP
Salt Lake City, UT
AUM
$5.64B
Team
18 advisors
Clients
0
Fees
Percentage of AUM · Fixed fees +2 more
(415) 915-3708
DIVERSIFY ADVISORY SERVICES, LLC
Sandy, UT
AUM
$4.65B
Team
110 advisors
Clients
101-250
Fees
Percentage of AUM · Hourly charges +1 more
801-890.7577
DIVERSIFY WEALTH MANAGEMENT, LLC
Sandy, UT
AUM
$4.11B
Team
70 advisors
Clients
11-25
Fees
Percentage of AUM · Hourly charges +1 more
801-838-9999
GRANDEUR PEAK GLOBAL ADVISORS
Salt Lake City, UT
AUM
$3.80B
Team
33 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
801-384-0000
CREWE ADVISORS
Salt Lake City, UT
AUM
$3.05B
Team
16 advisors
Clients
More than 500
Fees
Percentage of AUM · Hourly charges +2 more
385-355-2700
PETERSON PARTNERS
Salt Lake City, UT
AUM
$2.96B
Team
27 advisors
Clients
—
Fees
Percentage of AUM · Fixed fees +1 more
801-417-0748
GLADIUS CAPITAL MANAGEMENT LP
Park City, UT
AUM
$2.88B
Team
6 advisors
Clients
—
Fees
Percentage of AUM · Fixed fees +1 more
312-348-5900
DW HEALTHCARE PARTNERS
Park City, UT
AUM
$2.74B
Team
29 advisors
Clients
—
Fees
Percentage of AUM · Performance-based fees +1 more
435-645-4050
KEYSTONE NATIONAL GROUP, LLC
Salt Lake City, UT
AUM
$2.50B
Team
40 advisors
Clients
0
Fees
Percentage of AUM; Performance-based fees
925-480-6050
CAPITA FINANCIAL NETWORK, LLC
Draper, UT
AUM
$2.32B
Team
22 advisors
Clients
More than 500
Fees
Percentage of AUM
801-566-5058
SUMMIT GLOBAL INVESTMENTS, LLC
Bountiful, UT
AUM
$2.29B
Team
8 advisors
Clients
1-10
Fees
Percentage of AUM · Performance-based fees +1 more
888-251-4847
TOWER ARCH CAPITAL
Draper, UT
AUM
$2.12B
Team
21 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
801-997-5808
SUNDANCE BAY
Salt Lake City, UT
AUM
$2.09B
Team
43 advisors
Clients
0
Fees
Percentage of AUM; Performance-based fees
801-783-3430
ALBION FINANCIAL GROUP
Salt Lake City, UT
AUM
$2.01B
Team
14 advisors
Clients
More than 500
Fees
Percentage of AUM · Hourly charges +2 more
801-487-3700
PHYSICIAN WEALTH ADVISORS, INC.
Salt Lake City, UT
AUM
$2.01B
Team
7 advisors
Clients
11-25
Fees
Percentage of AUM
801-747-0800
HEALTHEQUITY ADVISORS
Draper, UT
AUM
$1.99B
Team
1 advisors
Clients
—
Fees
Percentage of AUM; Fixed fees
801-508-3248
THE NORDEN GROUP LLC
Provo, UT
AUM
$1.97B
Team
20 advisors
Clients
11-25
Fees
Percentage of AUM; Fixed fees
801-331-5511
AUM
$1.66B
Team
20 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
801-407-8400
Cities in Utah
Browse financial advisors by city across Utah
The Utah advisor database on Falists
Every listing is sourced from the SEC Investment Adviser Public Disclosure database. We surface what matters — firm name, website, fees, team size, specialties, and assets under management — so you can compare and choose with confidence.