Utah · 109 firms
Institutional Advisors in Utah
Advisers managing assets for institutions, endowments, and corporations. Browse 109 advisers in Utah matching this specialty, with fees, team size, and AUM from public SEC filings.
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Wealth managers · Trusts & estates · Retirement · Institutional · Planning
Institutional firms in Utah
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
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
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
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
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
THE NORDEN GROUP LLC
Provo, UT
AUM
$1.97B
Team
20 advisors
Clients
11-25
Fees
Percentage of AUM; Fixed fees
801-331-5511
ALTA CAPITAL MANAGEMENT LLC
Salt Lake City, UT
AUM
$1.60B
Team
12 advisors
Clients
51-100
Fees
Percentage of AUM
801-274-6010
DRIVE WEALTH ADVISERS
Lehi, UT
AUM
$1.50B
Team
15 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +2 more
801-901-6150
PORTSIDE WEALTH GROUP, LLC
Provo, UT
AUM
$1.43B
Team
47 advisors
Clients
26-50
Fees
Percentage of AUM · Hourly charges +1 more
385-412-1222
AUM
$1.38B
Team
49 advisors
Clients
More than 500
Fees
Fixed fees; REFERRAL FEES
801-990-5055
COHALO
UT
AUM
$1.35B
Team
1 advisors
Clients
—
Fees
Percentage of AUM · Fixed fees +1 more
833-426-4256
TRUENORTH WEALTH
Salt Lake City, UT
AUM
$1.27B
Team
10 advisors
Clients
More than 500
Fees
Percentage of AUM · Hourly charges +1 more
801-274-1820
ANDINA ADVISORS
Logan, UT
AUM
$1.26B
Team
13 advisors
Clients
251-500
Fees
Percentage of AUM · Hourly charges +1 more
(435) 250 3700
THREE SEASONS WEALTH
Salt Lake City, UT
AUM
$1.23B
Team
7 advisors
Clients
0
Fees
Percentage of AUM; Fixed fees
801-662-0585
325 total advisers in Utah. Browse all Utah advisors