SORENSON IMPACT ADVISORY
Salt Lake City, UT
AUM
$255.1M
Wealth MgmtTrusts & EstatesInstitutional
Team
2 advisors
Clients
—
Fees
Percentage of AUM
801-877-0915
Search advisors
Filter by name, location, or specialty. All data from public SEC filings.
325 advisers found
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
KULTURA CAPITAL MANAGEMENT LP
Park City, UT
AUM
$244.7M
Wealth Mgmt
Team
5 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
248-228-2875
BURRUS
Salt Lake City, UT
AUM
$240.7M
Financial PlanningWealth MgmtTrusts & Estates
Team
2 advisors
Clients
251-500
Fees
Percentage of AUM
801-532-0505
E6 PORTFOLIOS
Midvale, UT
AUM
$239.4M
Wealth MgmtTrusts & Estates
Team
3 advisors
Clients
0
Fees
Percentage of AUM; Fixed fees
801-545-8706
REEF INVESTMENT MANAGEMENT LLC
Lehi, UT
AUM
$234.3M
Wealth Mgmt
Team
1 advisors
Clients
—
Fees
Percentage of AUM; Fixed fees
801-216-8850
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
DIAMOND WEALTH MANAGEMENT, LLC
Alpine, UT
AUM
$212.0M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
6 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
801-216-4811
REFINED WEALTH MANAGEMENT
Salt Lake City, UT
AUM
$210.9M
Financial PlanningWealth MgmtTrusts & Estates
Team
3 advisors
Clients
251-500
Fees
Percentage of AUM; Fixed fees
385-351-0200
TETON WEALTH GROUP LLC
Murray, UT
AUM
$204.0M
Wealth MgmtTrusts & EstatesRetirement
Team
8 advisors
Clients
0
Fees
Percentage of AUM
844-838-6600
PRESTIGE WEALTHWIDE, LLC
Lehi, UT
AUM
$198.5M
Wealth MgmtTrusts & EstatesRetirement
Team
3 advisors
Clients
—
Fees
Percentage of AUM
720-449-3656
STATERA WEALTH MANAGEMENT
St.. George, UT
AUM
$184.7M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
4 advisors
Clients
0
Fees
Percentage of AUM; Hourly charges
435-673-6350
JORDANELLE CAPITAL
Salt Lake City, UT
AUM
$179.2M
Wealth Mgmt
Team
2 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
(385) 500-4894
PERIOPE, LC
St.. George, UT
AUM
$177.2M
Wealth MgmtTrusts & Estates
Team
3 advisors
Clients
0
Fees
Percentage of AUM
435-634-9008
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
GUARDIAN WEALTH MANAGEMENT
Salt Lake City, UT
AUM
$174.8M
Financial PlanningWealth MgmtTrusts & Estates
Team
3 advisors
Clients
11-25
Fees
Percentage of AUM; Fixed fees
385-355-4455
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
THISTLE CREEK CAPITAL, LLC
Lehi, UT
AUM
$161.0M
Wealth Mgmt
Team
6 advisors
Clients
—
Fees
Performance-based fees; MANAGEMENT FEE (PASSED THROUGH MANAGEMENT OPERATING EXPENSES)
801-608-2856
MEDICUS WEALTH PLANNING, INC.
Draper, UT
AUM
$160.8M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
4 advisors
Clients
26-50
Fees
Percentage of AUM; Fixed fees
801-994-4777
AUM
$158.1M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
3 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
801-753-5639
HAROLD DANCE INVESTMENTS
Logan, UT
AUM
$158.0M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
8 advisors
Clients
251-500
Fees
Percentage of AUM · Hourly charges +1 more
435-752-8484
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