ALTA CAPITAL MANAGEMENT LLC
Salt Lake City, UT
AUM
$1.60B
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
12 advisors
Clients
51-100
Fees
Percentage of AUM
801-274-6010
Search advisors
Filter by name, location, or specialty. All data from public SEC filings.
325 advisers found
DRIVE WEALTH ADVISERS
Lehi, UT
AUM
$1.50B
Financial PlanningWealth MgmtTrusts & EstatesRetirement
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
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
47 advisors
Clients
26-50
Fees
Percentage of AUM · Hourly charges +1 more
385-412-1222
AUM
$1.38B
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
49 advisors
Clients
More than 500
Fees
Fixed fees; REFERRAL FEES
801-990-5055
CROSS CREEK ADVISORS, LLC
Salt Lake City, UT
AUM
$1.35B
Wealth Mgmt
Team
10 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
801-214-0091
COHALO
UT
AUM
$1.35B
Wealth MgmtTrusts & EstatesInstitutional
Team
1 advisors
Clients
—
Fees
Percentage of AUM · Fixed fees +1 more
833-426-4256
IRON GATE GLOBAL ADVISORS
North Salt Lake, UT
AUM
$1.32B
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
7 advisors
Clients
251-500
Fees
Percentage of AUM; Fixed fees
888-591-0334
TRUENORTH WEALTH
Salt Lake City, UT
AUM
$1.27B
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
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
Financial PlanningWealth MgmtTrusts & EstatesRetirement
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
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
7 advisors
Clients
0
Fees
Percentage of AUM; Fixed fees
801-662-0585
SANDLOT PARTNERS, LLC
Orem, UT
AUM
$934.5M
Wealth Mgmt
Team
8 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
203-233-5797
TAYLOR DERRICK CAPITAL, L.L.C.
Salt Lake City, UT
AUM
$910.7M
Wealth Mgmt
Team
12 advisors
Clients
0
Fees
Percentage of AUM · Performance-based fees +2 more
801-996-7470
STRATEGIC PLANNING GROUP
Bountiful, UT
AUM
$910.3M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
5 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +3 more
801-627-2200
GO INVEST LLC
West Jordan, UT
AUM
$889.0M
Wealth MgmtRetirement
Team
1 advisors
Clients
0
Fees
Percentage of AUM
801-614-4914
BRIDGE NET LEASE FUND MANAGER LLC
Sandy, UT
AUM
$843.3M
Wealth Mgmt
Team
9 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
801-716-1463
NET WORTH ADVISORY GROUP, LLC
Sandy, UT
AUM
$838.4M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
13 advisors
Clients
More than 500
Fees
Percentage of AUM · Hourly charges +1 more
801-566-6639
ZIONS CAPITAL ADVISORS, INC.
Salt Lake City, UT
AUM
$830.8M
Wealth MgmtInstitutional
Team
4 advisors
Clients
0
Fees
Percentage of AUM; Fixed fees
800-608-3202
PETERSON WEALTH ADVISORS, LLC
Orem, UT
AUM
$829.7M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
13 advisors
Clients
251-500
Fees
Percentage of AUM
801-225-0000
M3F, INC.
Salt Lake City, UT
AUM
$778.2M
Wealth Mgmt
Team
6 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
202-246-9200
SOLIDARITY WEALTH, LLC
Lehi, UT
AUM
$704.2M
Financial PlanningWealth MgmtTrusts & Estates
Team
8 advisors
Clients
0
Fees
Percentage of AUM · Subscription fees +1 more
385-374-1665
ABG CONSULTANTS
Cottonwood Heights, UT
AUM
$697.4M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
3 advisors
Clients
11-25
Fees
Percentage of AUM · Hourly charges +1 more
801-486-5069
ASCEND INVESTMENT PARTNERS
Ogden, UT
AUM
$661.4M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
5 advisors
Clients
More than 500
Fees
Percentage of AUM; Hourly charges
(801) 476-1200
ACCUVEST GLOBAL ADVISORS, INC.
Provo, UT
AUM
$630.5M
Wealth MgmtTrusts & Estates
Team
4 advisors
Clients
0
Fees
Percentage of AUM · Fixed fees +1 more
925-930-2882
BANNER CAPITAL MANAGEMENT, LLC
Lehi, UT
AUM
$619.2M
Wealth Mgmt
Team
5 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
801-290-3333