RIA firms in Utah
2,046 RIA firms are registered or notice filed in Utah: 305 state registered and 1,741 federally registered. 273 are headquartered here.
Another 75 state registered advisers with no address on file are registered only in Utah. 31 exempt reporting advisers also file in Utah and are not counted as RIA firms. #24 of 52 by RIA firms headquartered.
The largest RIA firms headquartered in Utah, by adviser headcount.
| Firm | Advisers | Reported AUM | Registration | City |
|---|---|---|---|---|
| Diversify Advisory Services, LLC | 111 | $4.6B | Federally registered | South Jordan |
| Summit Global Investments, LLC | 101 | $2.3B | Federally registered | Bountiful |
| Soltis Investment Advisors, LLC | 77 | $12B | Federally registered | St George |
| Diversify Wealth Management, LLC | 61 | $4.1B | Federally registered | South Jordan |
| Portside Wealth Group, LLC | 56 | $1.4B | Federally registered | Provo |
| B.O.S.S. Retirement Advisors, LLC | 45 | $1.4B | Federally registered | Lehi |
| Wasatch Advisors LP | 40 | $23.3B | Federally registered | Salt Lake City |
| Capita Financial Network, LLC | 36 | $2.3B | Federally registered | Draper |
| Your IA, LLC | 27 | $107M | Federally registered | St George |
| Crewe Advisors | 25 | $3.1B | Federally registered | Salt Lake City |
Most advisers based in Utah
Advisers registered and working in Utah, by firm, wherever the firm is headquartered.
Reported AUM
Of the RIA firms headquartered in Utah that report assets. Advisers each report the assets they manage, so assets one firm sub-advises for another are counted by both.
- Total reported
- $23B
- Firms reporting
- 221
- Median, federally registered
- $386M
- Median, state registered
- $29.5M
How they charge
Share of the 246 firms headquartered here that report their fees.
Who they serve
Share of the 225 firms headquartered here that report their client types.
Cities
RIA firms headquartered in each city.
Newly registered firms
RIA firms headquartered here, by the year they first registered.
Every firm, every rep, one record.
A registration lookup shows one firm or one person at a time. Accupoint connects them: each firm with its filings, its offices, its executives and every rep and adviser who works there, each of them on their own record across insurance, Broker Dealer and advisory data.
Size, registrations and practice
Reported AUM, accounts and employees where filed, registrations by state, fee structure, client types and services.
Executives and every rep
Executive officers and the reps and advisers at each firm, with their licenses, registrations and employment history.
Headquarters and branches
Where each firm is based and, for Broker Dealers, every branch office with the reps who work there.
Search, CRM, Claude and ChatGPT
Search and export firms and their people, push records to your CRM (ask which CRMs your account supports), or ask Accupoint from Claude or ChatGPT, in preview.
Utah RIA firms, answered.
How many RIA firms are registered in Utah?
2,046 RIA firms are registered or notice filed in Utah: 305 state registered and 1,741 federally registered. 273 are headquartered there.
Which RIA firms in Utah have the most advisers?
Diversify Advisory Services, LLC (111 advisers), Summit Global Investments, LLC (101 advisers) and Soltis Investment Advisors, LLC (77 advisers).
How much do RIA firms in Utah manage?
The 221 RIA firms headquartered in Utah that report assets report $23B in total. The median is $386M for federally registered firms and $29.5M for state registered firms.
What is the difference between state and federally registered RIA firms?
Smaller advisers register with the states where they work. Larger advisers register federally and notice file in the states where they have clients, so both appear here.
Can I send these firms to my CRM or ask about them from Claude or ChatGPT?
Yes, on a plan that includes them. Push records to your CRM (ask which CRMs your account supports), or ask Accupoint from Claude or ChatGPT, in preview.
Is Accupoint a government agency?
No. Accupoint is an independent data company, not a government agency and not a consumer reporting agency.
Registered or notice filed in Utah counts state registered firms and federally registered firms that notice file in the state; exempt reporting advisers are not counted as RIA firms. Headquartered means the firm's main office address. Reported AUM is as each firm reports it. Each firm is counted once.
Accupoint is an independent data company, not a government agency. Accupoint is not a consumer reporting agency.
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