Utah · 26 advisers
Financial Advisors in Park City, Utah
Looking for a financial advisor in Park City, Utah? Falists indexes 26 SEC-registered and state-registered investment advisers in Park City — with names, websites, team size, fee types, and assets under management pulled from public Form ADV filings. 22 firms list a website you can visit directly. Firms in this directory manage up to $9.47B in reported assets. Compare advisers below and visit firm websites to learn more about their services.
Advisers
26
With website
22
Largest AUM
$9.47B
Financial planning
3
Filter by specialty
Wealth managers · Trusts & estates · Retirement · Institutional · Planning
Top advisors in Park City
Ranked by AUM · Fees, team & specialties at a glance
WESTWOOD GLOBAL INVESTMENTS
Park City, UT
AUM
$9.47B
Team
14 advisors
Clients
—
Fees
Percentage of AUM
617-428-4040
GLADIUS CAPITAL MANAGEMENT LP
Park City, UT
AUM
$2.88B
Team
6 advisors
Clients
—
Fees
Percentage of AUM · Fixed fees +1 more
312-348-5900
DW HEALTHCARE PARTNERS
Park City, UT
AUM
$2.74B
Team
29 advisors
Clients
—
Fees
Percentage of AUM · Performance-based fees +1 more
435-645-4050
HST VENTURES, LLC
Park City, UT
AUM
$551.1M
Team
4 advisors
Clients
—
Fees
Fixed fees; Performance-based fees
435-962-9194
DECATHLON CAPITAL MANAGEMENT II, LLC
Park City, UT
AUM
$266.7M
Team
5 advisors
Clients
0
Fees
Percentage of AUM; CARRIED INTEREST
435-200-1051
KULTURA CAPITAL MANAGEMENT LP
Park City, UT
AUM
$244.7M
Team
5 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
248-228-2875
ALPHA WEALTH FUNDS, LLC
Park City, UT
AUM
$214.1M
Team
11 advisors
Clients
51-100
Fees
Percentage of AUM · Hourly charges +5 more
435-269-4100
ECHELONS CAPITAL, LLC
Park City, UT
AUM
$174.4M
Team
2 advisors
Clients
0
Fees
Percentage of AUM; Fixed fees
706-372-4218
NEWPARK WEALTH MANAGEMENT
Park City, UT
AUM
$59.0M
Team
1 advisors
Clients
26-50
Fees
Percentage of AUM; Fixed fees
435-565-4410
ROYAL STREET VENTURES MANAGEMENT COMPANY, LLC
Park City, UT
AUM
—
Team
—
Clients
—
Fees
Fees not disclosed
785-691-9345
TB SUNRIDGE ADVISORS LLC
Park City, UT
AUM
—
Team
1 advisors
Clients
0
Fees
Percentage of AUM; Performance-based fees
4352003137
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Common questions
- How many financial advisors are in Park City, Utah?
- 26 registered investment advisers are listed in our Park City directory, sourced from public SEC filings.
- What types of advisors are in Park City?
- Browse wealth managers, financial planners, trust & estate advisors, retirement specialists, and institutional managers using the specialty filters above.
- How do I choose a financial advisor in Park City?
- Compare team size, services, fee types, and AUM. Visit firm websites, verify registration on SEC IAPD, and interview advisers before hiring.
- Is this data official?
- Yes. All records come from the SEC Investment Adviser Public Disclosure (IAPD) database.