BRIDGE INVESTMENT GROUP
Sandy, UT
AUM
$49.30B
Wealth Mgmt
Team
205 advisors
Clients
0
Fees
Percentage of AUM; Performance-based fees
801-716-1463
Search advisors
Filter by name, location, or specialty. All data from public SEC filings.
Showing Wealth Management advisors in UT
241 advisers found
WASATCH ADVISORS LP
Salt Lake City, UT
AUM
$23.35B
Wealth MgmtTrusts & EstatesRetirementInstitutional
Team
41 advisors
Clients
0
Fees
Percentage of AUM; Performance-based fees
801-533-0777
TOWNSQUARE CAPITAL, LLC
Lehi, UT
AUM
$18.07B
Wealth MgmtInstitutional
Team
17 advisors
Clients
—
Fees
Percentage of AUM; Fixed fees
385-375-8650
SOLTIS INVESTMENT ADVISORS, LLC
St.. George, UT
AUM
$12.04B
Financial PlanningWealth MgmtTrusts & EstatesRetirement
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
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
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
Wealth MgmtTrusts & EstatesInstitutional
Team
14 advisors
Clients
—
Fees
Percentage of AUM
617-428-4040
SEPIO CAPITAL, LP
Salt Lake City, UT
AUM
$5.64B
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
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
Financial PlanningWealth MgmtTrusts & EstatesRetirement
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
Financial PlanningWealth MgmtTrusts & EstatesRetirement
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
Wealth MgmtTrusts & EstatesInstitutional
Team
33 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
801-384-0000
CREWE ADVISORS
Salt Lake City, UT
AUM
$3.05B
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
16 advisors
Clients
More than 500
Fees
Percentage of AUM · Hourly charges +2 more
385-355-2700
PETERSON PARTNERS
Salt Lake City, UT
AUM
$2.96B
Wealth Mgmt
Team
27 advisors
Clients
—
Fees
Percentage of AUM · Fixed fees +1 more
801-417-0748
GLADIUS CAPITAL MANAGEMENT LP
Park City, UT
AUM
$2.88B
Wealth MgmtRetirementInstitutional
Team
6 advisors
Clients
—
Fees
Percentage of AUM · Fixed fees +1 more
312-348-5900
DW HEALTHCARE PARTNERS
Park City, UT
AUM
$2.74B
Wealth Mgmt
Team
29 advisors
Clients
—
Fees
Percentage of AUM · Performance-based fees +1 more
435-645-4050
KEYSTONE NATIONAL GROUP, LLC
Salt Lake City, UT
AUM
$2.50B
Wealth Mgmt
Team
40 advisors
Clients
0
Fees
Percentage of AUM; Performance-based fees
925-480-6050
CAPITA FINANCIAL NETWORK, LLC
Draper, UT
AUM
$2.32B
Financial PlanningWealth MgmtTrusts & Estates
Team
22 advisors
Clients
More than 500
Fees
Percentage of AUM
801-566-5058
SUMMIT GLOBAL INVESTMENTS, LLC
Bountiful, UT
AUM
$2.29B
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
8 advisors
Clients
1-10
Fees
Percentage of AUM · Performance-based fees +1 more
888-251-4847
TOWER ARCH CAPITAL
Draper, UT
AUM
$2.12B
Wealth Mgmt
Team
21 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
801-997-5808
SUNDANCE BAY
Salt Lake City, UT
AUM
$2.09B
Wealth MgmtInstitutional
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
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
14 advisors
Clients
More than 500
Fees
Percentage of AUM · Hourly charges +2 more
801-487-3700
PHYSICIAN WEALTH ADVISORS, INC.
Salt Lake City, UT
AUM
$2.01B
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
7 advisors
Clients
11-25
Fees
Percentage of AUM
801-747-0800
HEALTHEQUITY ADVISORS
Draper, UT
AUM
$1.99B
Wealth Mgmt
Team
1 advisors
Clients
—
Fees
Percentage of AUM; Fixed fees
801-508-3248
THE NORDEN GROUP LLC
Provo, UT
AUM
$1.97B
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
20 advisors
Clients
11-25
Fees
Percentage of AUM; Fixed fees
801-331-5511
AUM
$1.66B
Wealth Mgmt
Team
20 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
801-407-8400
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