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RIAs in Bountiful, Utah

Explore 3 RIAs headquartered in Bountiful, with $4.1B in combined reported AUM.

RIAs3Headquartered here
Total AUM$4.1BReported regulatory AUM
Total Employees62Reported by these RIAs
% of Total State AUM1.8%% Of total State AUM Reported

All RIAs in Bountiful

3 RIAs
Showing 1–3 of 3 RIAs

Summit Global Investments, LLC

BOUNTIFUL, UT
Reported AUM$2.3B
Employees37
55.7% of city AUMView RIA ↗

Sg Trading Solutions, LLC

BOUNTIFUL, UT
Reported AUM$911.7M
Employees5
22.2% of city AUMView RIA ↗

Strategic Planning Group

BOUNTIFUL, UT
Reported AUM$910.3M
Employees20
22.1% of city AUMView RIA ↗

AUM and employee figures are firm-wide reported totals grouped by headquarters location, not assets or employees physically located there. Search and sort do not change totals.

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