STRATEGIA INVESTMENTS, LLC
Orem, UT
AUM
—
Wealth MgmtInstitutional
Team
1 advisors
Clients
—
Fees
Percentage of AUM
801-494-3742
Search advisors
Filter by name, location, or specialty. All data from public SEC filings.
325 advisers found
TANARA WEALTH MANAGEMENT LLC
Lehi, UT
AUM
$0
Financial PlanningWealth MgmtInstitutionalFee-Only/Hourly
Team
5 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
801-653-0564
TANNER INSURANCE & ADVISORY, LLC
Salt Lake City, UT
AUM
—
Team
1 advisors
Clients
—
Fees
REFERRAL FEES
801-532-7444
TB SUNRIDGE ADVISORS LLC
Park City, UT
AUM
—
Wealth MgmtInstitutional
Team
1 advisors
Clients
0
Fees
Percentage of AUM; Performance-based fees
4352003137
WASATCH MANAGEMENT PARTNERS, L.L.C.
Salt Lake City, UT
AUM
—
Team
—
Clients
—
Fees
Fees not disclosed
801-524-8939
WILSON FINANCIAL ADVISORS, INC.
Salt Lake City, UT
AUM
—
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
2 advisors
Clients
51-100
Fees
Hourly charges; Fixed fees
801-355-5210
WMX ADVISORS, LLC DBA WEALTH MANAGEMENT EXPERIENCE
Saint George, UT
AUM
—
Financial PlanningWealth MgmtFee-Only/Hourly
Team
1 advisors
Clients
11-25
Fees
Percentage of AUM; Hourly charges
435-668-7035
SG TRADING SOLUTIONS, LLC
Bountiful, UT
AUM
$911.7M
Wealth Mgmt
Team
3 advisors
Clients
0
Fees
Percentage of AUM
(801) 683-2856
Full profileNo website
WASATCH INVESTMENT FUND MANAGER, LLC
Logan, UT
AUM
$254.6M
Wealth Mgmt
Team
4 advisors
Clients
—
Fees
Percentage of AUM; ORIGINATION FEE
435-755-2000
Full profileNo website
AUM
$196.0M
Wealth MgmtTrusts & EstatesRetirement
Team
1 advisors
Clients
—
Fees
Percentage of AUM
801-822-7977
Full profileNo website
AUM
$189.7M
Wealth Mgmt
Team
2 advisors
Clients
—
Fees
Percentage of AUM
312-560-7520
Full profileNo website
FINANCIAL ADVISORY SERVICES
Salt Lake City, UT
AUM
$146.6M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
1 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
801-532-1200
Full profileNo website
M2 FINANCIAL LLC
Cottonwood Heights, UT
AUM
$84.1M
Financial PlanningWealth MgmtTrusts & Estates
Team
5 advisors
Clients
0
Fees
Percentage of AUM; Fixed fees
801-383-0333
Full profileNo website
R.D. THOMPSON INVESTMENTS
Salt Lake City, UT
AUM
$75.6M
Wealth MgmtTrusts & Estates
Team
1 advisors
Clients
—
Fees
Percentage of AUM
801-363-1952
Full profileNo website
FAMILY WEALTH ADVISORS
Farmington, UT
AUM
$45.2M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
2 advisors
Clients
0
Fees
Percentage of AUM; Fixed fees
801-447-4656
Full profileNo website
TERRION ADVISORS, INC.
Sandy, UT
AUM
$32.0M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
1 advisors
Clients
51-100
Fees
Percentage of AUM · Hourly charges +2 more
(801) 562-8844
Full profileNo website