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RIAs in Holladay, Utah

Explore 4 RIAs headquartered in Holladay, with $1.7B in combined reported AUM.

RIAs4Headquartered here
Total AUM$1.7BReported regulatory AUM
Total Employees40Reported by these RIAs
% of Total State AUM0.8%% Of total State AUM Reported

All RIAs in Holladay

4 RIAs
Showing 1–4 of 4 RIAs

Lunt Capital Management Inc.

HOLLADAY, UT
Reported AUM$601.5M
Employees7
34.4% of city AUMView RIA ↗

Platform Wealth Advisors

HOLLADAY, UT
Reported AUM$509M
Employees16
29.1% of city AUMView RIA ↗

Interwise

HOLLADAY, UT
Reported AUM$369.7M
Employees10
21.1% of city AUMView RIA ↗

Athos Private Wealth LLC

HOLLADAY, UT
Reported AUM$268.5M
Employees7
15.4% 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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