Rialytix insights
Top RIA Firms in Utah
Explore the top 25 Registered investment advisers, single family offices, multi-family offices and private wealth management firms headquartered in Utah. This hub covers 141 matching firms with $228.9B in total reported AUM and median AUM of $446.3M.
Firms
141
Matching current profiles
Total AUM
$228.9B
Reported regulatory AUM
Median AUM
$446.3M
Across firms with AUM
Largest firm
$49.3B
Bridge Investment Group
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Top RIAs discovered by AUM
Compare RIAs using AUM growth, employee and account signals
| Firm | Location | Current AUM↓ | 1YR AUM↕ | 3YR AUM↕ | 5YR AUM↕ | Total AUM↕ | Employee Signal↕ | Account Signal↕ |
|---|---|---|---|---|---|---|---|---|
| 1. Bridge Investment Group CRD 159127 · Limited Liability Company | SANDY, UT | $49.3B Apr 2026 | +$282.9M+0.6% | +$6.0B+13.8% | +$24.1B+95.6% | +$49.2B+35621.8% | -1,640 employees-72.9% over 3Y | +66 accounts+54.1% over 3Y |
| 2. Wasatch Advisors LP CRD 106081 · Limited Partnership | SALT LAKE CITY, UT | $23.3B Mar 2026 | -$4.6B-16.4% | -$16.1B-40.9% | +$2.5B+12.0% | +$12.9B+123.7% | +10 employees+11.6% over 3Y | +8 accounts+3.5% over 3Y |
| 3. Townsquare Capital, LLC CRD 288576 · Limited Liability Company | LEHI, UT | $18.1B Mar 2026 | +$3.1B+20.6% | +$11.8B+189.4% | +$14.5B+400.7% | — | -36 employees-40.4% over 3Y | +29,573 accounts+103.4% over 3Y |
| 4. Soltis Investment Advisors, LLC CRD 154690 · Limited Liability Company | ST. GEORGE, UT | $12.0B Mar 2026 | +$3.7B+44.1% | +$6.8B+131.5% | +$10.2B+546.6% | +$11.1B+1186.1% | +81 employees+202.5% over 3Y | +2,790 accounts+106.3% over 3Y |
| 5. Cynosure Group, LLC CRD 281399 · Limited Liability Company | SALT LAKE CITY, UT | $9.8B Mar 2026 | +$3.3B+50.0% | +$7.3B+289.7% | +$8.1B+467.3% | +$9.5B+3182.7% | +38 employees+115.2% over 3Y | +515 accounts+244.1% over 3Y |
| 6. Westwood Global Investments CRD 125012 · Limited Liability Company | PARK CITY, UT | $9.5B Mar 2026 | -$2.8B-22.6% | -$830.6M-8.1% | -$1.2B-11.1% | +$4.4B+85.4% | -4 employees-11.8% over 3Y | -10 accounts-43.5% over 3Y |
| 7. Sepio Capital, LP CRD 285645 · Limited Partnership | SALT LAKE CITY, UT | $5.6B Apr 2026 | +$1.2B+26.3% | +$581.5M+11.5% | +$1.2B+27.5% | — | +2 employees+6.9% over 3Y | -1,941 accounts-83.8% over 3Y |
| 8. Moreton Asset Management, LLC CRD 133417 · Limited Liability Company | FARMINGTON, UT | $4.7B Jan 2026 | +$897.0M+23.5% | +$2.2B+88.9% | +$2.8B+148.9% | +$4.6B+4301.6% | -1 employees-16.7% over 3Y | +25 accounts+17.6% over 3Y |
| 9. Diversify Advisory Services, LLC CRD 326060 · Limited Liability Company | SANDY, UT | $4.6B Apr 2026 | +$1.4B+45.0% | — | — | +$2.6B+131.3% | +35 employees+20.5% over 1Y | +4,633 accounts+55.7% over 1Y |
| 10. Diversify Wealth Management, LLC CRD 329878 · Limited Liability Company | SANDY, UT | $4.1B Mar 2026 | +$1.8B+79.6% | — | — | +$3.7B+796.9% | +49 employees+106.5% over 1Y | +2,185 accounts+13.9% over 1Y |
| 11. Grandeur Peak Global Advisors CRD 158270 · Limited Liability Company | SALT LAKE CITY, UT | $3.8B Mar 2026 | -$1.1B-22.0% | -$2.4B-38.6% | -$779.1M-17.0% | +$3.7B+4189.5% | -3 employees-5.7% over 3Y | -1 accounts-5.6% over 3Y |
| 12. Crewe Advisors CRD 173920 · Limited Liability Company | SALT LAKE CITY, UT | $3.1B Apr 2026 | +$538.2M+21.4% | +$1.8B+136.8% | +$2.3B+324.3% | — | +12 employees+60.0% over 3Y | +941 accounts+90.1% over 3Y |
| 13. Peterson Partners CRD 159450 · Limited Liability Company | SALT LAKE CITY, UT | $3.0B May 2026 | +$108.6M+3.8% | +$906.0M+44.0% | +$1.8B+161.8% | +$2.6B+739.6% | -2 employees-5.3% over 3Y | +9 accounts+33.3% over 3Y |
| 14. Gladius Capital Management LP CRD 152023 · Limited Partnership | PARK CITY, UT | $2.9B Mar 2026 | -$222.5M-7.2% | +$99.8M+3.6% | -$32.1M-1.1% | +$1.3B+84.0% | -3 employees-17.6% over 3Y | -3 accounts-27.3% over 3Y |
| 15. Dw Healthcare Partners CRD 160555 · Limited Liability Company | PARK CITY, UT | $2.7B May 2026 | +$855.8M+45.5% | +$1.4B+109.2% | +$1.4B+110.4% | +$2.3B+597.1% | -2 employees-5.6% over 3Y | 0 accounts+0.0% over 3Y |
| 16. Keystone National Group, LLC CRD 142885 · Limited Liability Company | SALT LAKE CITY, UT | $2.5B Mar 2026 | +$228.7M+10.1% | +$692.8M+38.3% | +$1.4B+137.3% | +$2.2B+827.0% | +16 employees+61.5% over 3Y | -2 accounts-13.3% over 3Y |
| 17. Capita Financial Network, LLC CRD 290558 · Limited Liability Company | DRAPER, UT | $2.3B Mar 2026 | +$474.3M+25.6% | +$1.2B+99.8% | +$1.8B+310.1% | +$2.1B+970.5% | +28 employees+90.3% over 3Y | +2,745 accounts+63.9% over 3Y |
| 18. Summit Global Investments, LLC CRD 157091 · Limited Liability Company | BOUNTIFUL, UT | $2.3B May 2026 | +$370.8M+19.3% | +$755.2M+49.1% | +$676.3M+41.9% | +$2.3B+2182709.0% | +16 employees+76.2% over 3Y | +7,112 accounts+191.7% over 3Y |
| 19. Tower Arch Capital CRD 169057 · Limited Partnership | DRAPER, UT | $2.1B Mar 2026 | +$245.0M+13.1% | +$1.2B+137.8% | +$1.2B+139.9% | +$1.8B+680.6% | +7 employees+41.2% over 3Y | +2 accounts+40.0% over 3Y |
| 20. Sundance Bay CRD 301868 · Limited Liability Company | SALT LAKE CITY, UT | $2.1B Mar 2026 | -$25.3M-1.2% | +$1.1B+111.6% | +$1.6B+373.9% | +$1.8B+673.2% | -9 employees-11.5% over 3Y | +2 accounts+33.3% over 3Y |
| 21. Albion Financial Group CRD 105957 · Corporation | SALT LAKE CITY, UT | $2.0B Mar 2026 | +$155.5M+8.4% | +$344.3M+20.6% | +$816.8M+68.3% | +$1.4B+205.8% | +4 employees+14.8% over 3Y | +82 accounts+3.7% over 3Y |
| 22. Physician Wealth Advisors, INC. CRD 106043 · Corporation | SALT LAKE CITY, UT | $2.0B Mar 2026 | +$276.8M+16.0% | +$538.0M+36.6% | +$696.3M+53.1% | +$1.6B+375.7% | +2 employees+15.4% over 3Y | +677 accounts+12.9% over 3Y |
| 23. Healthequity Advisors CRD 167105 · Limited Liability Company | DRAPER, UT | $2.0B Mar 2026 | +$800.5M+67.0% | +$941.6M+89.4% | +$1.4B+252.9% | — | 0 employees+0.0% over 3Y | +82,242 accounts+85.5% over 3Y |
| 24. The Norden Group LLC CRD 323988 · Limited Liability Company | PROVO, UT | $2.0B Feb 2026 | +$980.7M+99.3% | — | — | — | +15 employees+100.0% over 3Y | +1,674 accounts+65.8% over 1Y |
| 25. West Rim Capital Associates II, L.p. CRD 145085 · Limited Partnership | LEHI, UT | $1.7B Mar 2026 | +$40.7M+2.5% | -$124.0M-6.9% | +$414.2M+33.1% | +$1.2B+264.3% | +1 employees+3.4% over 3Y | +3 accounts+15.8% over 3Y |
Methodology
Top firms are ranked by their current AUM values. Growth $ and % values compare current reported AUM, employee count, and account counts against the latest historical filing on or before the 1 year, 3 year, and 5 year lookback dates, plus the earliest available historical filing for total growth. Metrics may show a dash where historical filings are unavailable or not reliable enough for the lookback period. This is not investment advice.