ELYSIUM WEALTH MANAGEMENT, LLC
South Jordan, UT
AUM
$352.3M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
10 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
385-276-4716
Search advisors
Filter by name, location, or specialty. All data from public SEC filings.
Showing Institutional advisors in UT
109 advisers found
SMEDLEY FINANCIAL SERVICES INC
Salt Lake City, UT
AUM
$341.8M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
6 advisors
Clients
251-500
Fees
Percentage of AUM · Hourly charges +4 more
801-355-8888
NAVIGATE FINANCIAL LLC
Salt Lake City, UT
AUM
$337.9M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
3 advisors
Clients
101-250
Fees
Percentage of AUM · Hourly charges +2 more
801-905-1644
PROMONTORY FINANCIAL PLANNING, LLC
Farmington, UT
AUM
$319.0M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
12 advisors
Clients
More than 500
Fees
Percentage of AUM · Hourly charges +1 more
801-513-2545
KEELER THOMAS MANAGEMENT LLC
Orem, UT
AUM
$305.5M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
7 advisors
Clients
51-100
Fees
Percentage of AUM · Hourly charges +1 more
801-226-0800
TENCAP WEALTH COACHING
South Jordan, UT
AUM
$285.0M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
7 advisors
Clients
26-50
Fees
Percentage of AUM · Hourly charges +1 more
(801) 221-2956
DECATHLON CAPITAL MANAGEMENT II, LLC
Park City, UT
AUM
$266.7M
Wealth MgmtInstitutional
Team
5 advisors
Clients
0
Fees
Percentage of AUM; CARRIED INTEREST
435-200-1051
NEW MILLENNIUM GROUP
Sandy, UT
AUM
$257.0M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
12 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
801-446-9950
SORENSON IMPACT ADVISORY
Salt Lake City, UT
AUM
$255.1M
Wealth MgmtTrusts & EstatesInstitutional
Team
2 advisors
Clients
—
Fees
Percentage of AUM
801-877-0915
EVERSPIRE
Midvale, UT
AUM
$247.7M
Wealth MgmtTrusts & EstatesInstitutional
Team
15 advisors
Clients
—
Fees
Percentage of AUM; WRAP FEE
801-545-8706
AUM
$246.1M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
3 advisors
Clients
101-250
Fees
Percentage of AUM; Fixed fees
(801) 701-2345
PRESIDIO WEALTH MANAGEMENT
Midvale, UT
AUM
$217.5M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
3 advisors
Clients
11-25
Fees
Percentage of AUM; Fixed fees
801-290-3201
ALPHA WEALTH FUNDS, LLC
Park City, UT
AUM
$214.1M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
11 advisors
Clients
51-100
Fees
Percentage of AUM · Hourly charges +5 more
435-269-4100
TETON WEALTH GROUP LLC
Murray, UT
AUM
$204.0M
Wealth MgmtTrusts & EstatesRetirement
Team
8 advisors
Clients
0
Fees
Percentage of AUM
844-838-6600
PETERSON ROGERS PRIVATE WEALTH, LLC
Salt Lake City, UT
AUM
$177.1M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
3 advisors
Clients
51-100
Fees
Percentage of AUM
8019929783
ECHELONS CAPITAL, LLC
Park City, UT
AUM
$174.4M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
2 advisors
Clients
0
Fees
Percentage of AUM; Fixed fees
706-372-4218
AUM
$158.1M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
3 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
801-753-5639
PARAGON WEALTH MANAGEMENT
Provo, UT
AUM
$153.4M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
3 advisors
Clients
51-100
Fees
Percentage of AUM · Hourly charges +1 more
801-375-2500
LARSON WILLIAMS WEALTH ADVISORS, LLC
Cedar City, UT
AUM
$140.0M
Wealth MgmtTrusts & EstatesInstitutional
Team
2 advisors
Clients
—
Fees
Percentage of AUM
435-867-5685
LANDMARK WEALTH ADVISORS, LLC
Farmington, UT
AUM
$135.9M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
2 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
801-295-8700
JRS WEALTH MANAGEMENT LLC
South Jordan, UT
AUM
$135.0M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
2 advisors
Clients
26-50
Fees
Percentage of AUM · Hourly charges +1 more
(801) 987-3973
BRIGHTON WEALTH MANAGEMENT, INC.
Cottonwood Heights, UT
AUM
$131.9M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
1 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
801-261-1611
OCTANT QUANTITATIVE INVESTMENT MANAGEMENT LLC
Salt Lake City, UT
AUM
$128.2M
Wealth MgmtTrusts & EstatesInstitutional
Team
2 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
307-201-6275
RILEY S. CROSBIE ADVISORY, LLC
Logan, UT
AUM
$118.9M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
3 advisors
Clients
51-100
Fees
Percentage of AUM
435-752-5558