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Start your Watchlist294 investment advisory firms are registered with a main office in Utah, together advising $229B for 279,505 clients. The 100 largest by assets under management are listed below; every figure comes from the firm’s own Form ADV filing.
| # | Firm | Assets | Clients | Staff | Record |
|---|---|---|---|---|---|
| 1 |
Sandy · SEC-registered
|
$49.3B | 188 | 610 | Flagged |
| 2 |
Salt Lake City · SEC-registered
|
$23.3B | 239 | 96 | Flagged |
| 3 |
Lehi · SEC-registered
|
$18.1B | 96 | 53 | Clean |
| 4 |
St. George · SEC-registered
|
$12.0B | 5,414 | 121 | Clean |
| 5 |
Salt Lake City · SEC-registered
|
$9.8B | 148 | 71 | Clean |
| 6 |
Park City · SEC-registered
|
$9.5B | 9 | 30 | Clean |
| 7 |
Salt Lake City · SEC-registered
|
$5.6B | 295 | 31 | Clean |
| 8 |
Sandy · SEC-registered
|
$4.6B | 5,322 | 206 | Clean |
| 9 |
Sandy · SEC-registered
|
$4.1B | 4,857 | 95 | Clean |
| 10 |
Salt Lake City · SEC-registered
|
$3.8B | 17 | 50 | Clean |
| 11 |
Salt Lake City · SEC-registered
|
$3.1B | 759 | 32 | Clean |
| 12 |
Salt Lake City · SEC-registered
|
$3.0B | 36 | 36 | Clean |
| 13 |
Park City · SEC-registered
|
$2.9B | 8 | 14 | Clean |
| 14 |
Park City · SEC-registered
|
$2.7B | 12 | 34 | Clean |
| 15 |
Salt Lake City · SEC-registered
|
$2.5B | 13 | 42 | Clean |
| 16 |
Draper · SEC-registered
|
$2.3B | 2,888 | 59 | Clean |
| 17 |
Bountiful · SEC-registered
|
$2.3B | 7,475 | 37 | Clean |
| 18 |
Draper · SEC-registered
|
$2.1B | 7 | 24 | Clean |
| 19 |
Salt Lake City · SEC-registered
|
$2.1B | 8 | 69 | Clean |
| 20 |
Salt Lake City · SEC-registered
|
$2.0B | 737 | 31 | Clean |
| 21 |
Salt Lake City · SEC-registered
|
$2.0B | 1,124 | 15 | Clean |
| 22 |
Draper · SEC-registered
|
$2.0B | 178,476 | 8 | Clean |
| 23 |
Provo · SEC-registered
|
$2.0B | 1,531 | 30 | Clean |
| 24 |
Lehi · SEC-registered
|
$1.7B | 22 | 30 | Clean |
| 25 |
Salt Lake City · SEC-registered
|
$1.6B | 1,308 | 19 | Flagged |
| 26 |
Lehi · SEC-registered
|
$1.5B | 1,112 | 17 | Clean |
| 27 |
Provo · SEC-registered
|
$1.4B | 6,475 | 54 | Flagged |
| 28 |
Lehi · SEC-registered
|
$1.4B | 5,013 | 87 | Flagged |
| 29 |
Salt Lake City · SEC-registered
|
$1.3B | 16 | 20 | Clean |
| 30 |
North Salt Lake · SEC-registered
|
$1.3B | 1,792 | 7 | Clean |
| 31 |
Salt Lake City · SEC-registered
|
$1.3B | 975 | 19 | Clean |
| 32 |
Logan · SEC-registered
|
$1.3B | 711 | 13 | Clean |
| 33 |
Salt Lake City · SEC-registered
|
$1.2B | 390 | 14 | Clean |
| 34 |
Lehi · SEC-registered
|
$1.1B | 390 | 15 | Clean |
| 35 |
Orem · SEC-registered
|
$934.5M | 49 | 18 | Clean |
| 36 |
Bountiful · SEC-registered
|
$911.7M | 6 | 5 | Clean |
| 37 |
Salt Lake City · SEC-registered
|
$910.7M | 12 | 22 | Clean |
| 38 |
Bountiful · SEC-registered
|
$910.3M | 1,622 | 20 | Flagged |
| 39 |
West Jordan · SEC-registered
|
$889.0M | 4,277 | 1 | Clean |
| 40 |
Sandy · SEC-registered
|
$843.3M | 1 | 587 | Flagged |
| 41 |
Sandy · SEC-registered
|
$838.4M | 862 | 20 | Clean |
| 42 |
Salt Lake City · SEC-registered
|
$830.8M | 45 | 14 | Clean |
| 43 |
Orem · SEC-registered
|
$829.7M | 667 | 13 | Clean |
| 44 |
Salt Lake City · SEC-registered
|
$778.2M | 1 | 6 | Clean |
| 45 |
Lehi · SEC-registered
|
$704.2M | 218 | 12 | Clean |
| 46 |
Cottonwood Heights · SEC-registered
|
$697.4M | 1,885 | 4 | Clean |
| 47 |
Ogden · SEC-registered
|
$661.4M | 961 | 9 | Clean |
| 48 |
Provo · SEC-registered
|
$630.5M | 65 | 6 | Clean |
| 49 |
Lehi · SEC-registered
|
$619.2M | 6 | 7 | Clean |
| 50 |
Holladay · SEC-registered
|
$601.5M | 232 | 7 | Clean |
| 51 |
Alpine · SEC-registered
|
$598.4M | 152 | 10 | Clean |
| 52 |
Orem · SEC-registered
|
$586.7M | 587 | 15 | Clean |
| 53 |
Salt Lake City · SEC-registered
|
$585.2M | 4 | 13 | Clean |
| 54 |
Logan · SEC-registered
|
$565.8M | 703 | 18 | Clean |
| 55 |
Salt Lake City · SEC-registered
|
$562.9M | 118 | 4 | Clean |
| 56 |
Salt Lake City · SEC-registered
|
$559.0M | 208 | 6 | Clean |
| 57 |
Centerville · SEC-registered
|
$552.0M | 770 | 19 | Clean |
| 58 |
Park City · SEC-registered
|
$551.1M | 1 | 4 | Clean |
| 59 |
Logan · SEC-registered
|
$547.4M | 5 | 7 | Clean |
| 60 |
Salt Lake City · SEC-registered
|
$532.7M | 7 | 7 | Clean |
| 61 |
Draper · SEC-registered
|
$529.2M | 1,929 | 11 | Clean |
| 62 |
South Ogden · SEC-registered
|
$528.5M | 453 | 6 | Clean |
| 63 |
Cottonwood Heights · SEC-registered
|
$520.2M | 56 | 2 | Clean |
| 64 |
Murray · SEC-registered
|
$515.4M | 1,828 | 6 | Clean |
| 65 |
Holladay · SEC-registered
|
$509.0M | 270 | 17 | Clean |
| 66 |
Salt Lake City · SEC-registered
|
$504.0M | 768 | 24 | Clean |
| 67 |
Draper · SEC-registered
|
$499.1M | 1,007 | 30 | Clean |
| 68 |
Salt Lake City · SEC-registered
|
$495.2M | 1 | 8 | Clean |
| 69 |
Salt Lake City · SEC-registered
|
$477.7M | 395 | 6 | Clean |
| 70 |
Draper · SEC-registered
|
$472.9M | 466 | 8 | Clean |
| 71 |
Centerville · SEC-registered
|
$446.3M | 932 | 12 | Flagged |
| 72 |
Salt Lake City · SEC-registered
|
$445.0M | 576 | 5 | Flagged |
| 73 |
Salt Lake City · SEC-registered
|
$396.7M | 855 | 11 | Clean |
| 74 |
Salt Lake City · SEC-registered
|
$386.1M | 243 | 8 | Clean |
| 75 |
South Jordan · SEC-registered
|
$377.8M | 300 | 5 | Clean |
| 76 |
Roy · SEC-registered
|
$372.9M | 251 | 7 | Clean |
| 77 |
Holladay · SEC-registered
|
$369.7M | 334 | 10 | Clean |
| 78 |
Lehi · State-registered
|
$367.1M | 102 | 3 | Clean |
| 79 |
Salt Lake City · SEC-registered
|
$365.9M | 7 | 4 | Clean |
| 80 |
Salt Lake City · SEC-registered
|
$365.8M | 182 | 12 | Clean |
| 81 |
Lehi · SEC-registered
|
$359.9M | 774 | 23 | Clean |
| 82 |
South Jordan · SEC-registered
|
$352.3M | 773 | 22 | Flagged |
| 83 |
Salt Lake City · SEC-registered
|
$337.9M | 161 | 3 | Clean |
| 84 |
Logan · SEC-registered
|
$337.3M | 22 | 7 | Clean |
| 85 |
Salt Lake City · SEC-registered
|
$334.4M | 77 | 5 | Clean |
| 86 |
Spanish Fork · SEC-registered
|
$330.5M | 134 | 3 | Clean |
| 87 |
Salt Lake City · SEC-registered
|
$329.2M | 396 | 10 | Clean |
| 88 |
Farmington · SEC-registered
|
$319.0M | 570 | 12 | Flagged |
| 89 |
Orem · SEC-registered
|
$317.1M | 233 | 9 | Clean |
| 90 |
Orem · SEC-registered
|
$305.5M | 132 | 12 | Clean |
| 91 |
Provo · SEC-registered
|
$301.4M | 10 | 3 | Clean |
| 92 |
South Jordan · SEC-registered
|
$285.0M | 753 | 7 | Flagged |
| 93 |
Salt Lake City · SEC-registered
|
$279.0M | 238 | 5 | Clean |
| 94 |
Holladay · SEC-registered
|
$268.5M | 146 | 7 | Clean |
| 95 |
Park City · SEC-registered
|
$266.7M | 4 | 13 | Clean |
| 96 |
Sandy · SEC-registered
|
$257.0M | 895 | 18 | Clean |
| 97 |
Salt Lake City · SEC-registered
|
$255.1M | 8 | 5 | Clean |
| 98 |
Logan · SEC-registered
|
$254.6M | 5 | 5 | Clean |
| 99 |
Midvale · SEC-registered
|
$247.7M | 803 | 20 | Clean |
| 100 |
Orem · SEC-registered
|
$246.1M | 285 | 7 | Clean |
Source: SEC Investment Adviser Public Disclosure Form ADV Part 1, refreshed monthly. Firms are placed in Utah by the main office address on their filing, so a national firm with an office in the state may not appear here. Figures are self-reported and unverified. Information only — not advice or a recommendation.