Top 10 Advisor Firms in Utah by AUM
The largest public advisor firms headquartered in Utah, ranked by reported assets under management.
Utah
| # | Firm | AUM |
|---|---|---|
| 1 | SOLTIS INVESTMENT ADVISORS, LLC St. George, UT | $12B |
| 2 | SEPIO CAPITAL, LP Salt Lake City, UT | $5.6B |
| 3 | DIVERSIFY ADVISORY SERVICES, LLC Sandy, UT | $4.6B |
| 4 | DIVERSIFY WEALTH MANAGEMENT, LLC Sandy, UT | $4.1B |
| 5 | CREWE ADVISORS Salt Lake City, UT | $3.1B |
| 6 | CAPITA FINANCIAL NETWORK, LLC Draper, UT | $2.3B |
| 7 | ALBION FINANCIAL GROUP Salt Lake City, UT | $2B |
| 8 | PHYSICIAN WEALTH ADVISORS, INC. Salt Lake City, UT | $2B |
| 9 | HEALTHEQUITY ADVISORS Draper, UT | $2B |
| 10 | THE NORDEN GROUP LLC Provo, UT | $2B |