Utah · 241 firms
Wealth Managers in Utah
Firms serving high-net-worth individuals and managing substantial portfolios. Browse 241 advisers in Utah matching this specialty, with fees, team size, and AUM from public SEC filings.
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Wealth managers · Trusts & estates · Retirement · Institutional · Planning
Wealth Management firms in Utah
BRIDGE INVESTMENT GROUP
Sandy, UT
AUM
$49.30B
Team
205 advisors
Clients
0
Fees
Percentage of AUM; Performance-based fees
801-716-1463
WASATCH ADVISORS LP
Salt Lake City, UT
AUM
$23.35B
Team
41 advisors
Clients
0
Fees
Percentage of AUM; Performance-based fees
801-533-0777
TOWNSQUARE CAPITAL, LLC
Lehi, UT
AUM
$18.07B
Team
17 advisors
Clients
—
Fees
Percentage of AUM; Fixed fees
385-375-8650
SOLTIS INVESTMENT ADVISORS, LLC
St.. George, UT
AUM
$12.04B
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
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
Team
14 advisors
Clients
—
Fees
Percentage of AUM
617-428-4040
SEPIO CAPITAL, LP
Salt Lake City, UT
AUM
$5.64B
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
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
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
Team
33 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
801-384-0000
CREWE ADVISORS
Salt Lake City, UT
AUM
$3.05B
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
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
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
KEYSTONE NATIONAL GROUP, LLC
Salt Lake City, UT
AUM
$2.50B
Team
40 advisors
Clients
0
Fees
Percentage of AUM; Performance-based fees
925-480-6050
CAPITA FINANCIAL NETWORK, LLC
Draper, UT
AUM
$2.32B
Team
22 advisors
Clients
More than 500
Fees
Percentage of AUM
801-566-5058
SUMMIT GLOBAL INVESTMENTS, LLC
Bountiful, UT
AUM
$2.29B
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
Team
21 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
801-997-5808
SUNDANCE BAY
Salt Lake City, UT
AUM
$2.09B
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
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
Team
7 advisors
Clients
11-25
Fees
Percentage of AUM
801-747-0800
HEALTHEQUITY ADVISORS
Draper, UT
AUM
$1.99B
Team
1 advisors
Clients
—
Fees
Percentage of AUM; Fixed fees
801-508-3248
THE NORDEN GROUP LLC
Provo, UT
AUM
$1.97B
Team
20 advisors
Clients
11-25
Fees
Percentage of AUM; Fixed fees
801-331-5511
AUM
$1.66B
Team
20 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
801-407-8400
325 total advisers in Utah. Browse all Utah advisors