Rialytix insights

Top RIA Firms in Logan, Utah

Explore the top 25 Registered investment advisers, single family offices, multi-family offices and private wealth management firms headquartered in Logan, Utah. This hub covers 6 matching firms with $3.1B in total reported AUM and median AUM of $442.3M.

Firms

Matching current profiles

Total AUM

$3.1B

Reported regulatory AUM

Median AUM

$442.3M

Across firms with AUM

Largest firm

$1.3B

Andina Family Offices

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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. Andina Family Offices CRD 151762 · Limited Liability Company	LOGAN, UT	$1.3B Mar 2026	+$244.8M+24.1%	+$619.3M+96.4%	+$1.0B+388.8%	+$1.2B+1044.7%	+14 employees+82.4% over 3Y	+2,586 accounts+154.3% over 3Y
2. Adams Wealth Advisors CRD 286087 · Limited Liability Company	LOGAN, UT	$565.8M Apr 2026	-$143.3M-20.2%	+$122.0M+27.5%	+$243.7M+75.7%	—	-6 employees-25.0% over 3Y	+804 accounts+47.2% over 3Y
3. Cachetech CRD 327688 · Corporation	LOGAN, UT	$547.4M Apr 2026	-$124.3M-18.5%	—	—	+$47.4M+9.5%	-3 employees-30.0% over 1Y	+1,111 accounts+151.4% over 1Y
4. Wasatch Equity Partners CRD 326762 · Limited Liability Company	LOGAN, UT	$337.3M Mar 2026	+$25.8M+8.3%	—	—	+$25.8M+8.3%	-2 employees-22.2% over 1Y	0 accounts+0.0% over 1Y
5. Wasatch Investment Fund Manager, LLC CRD 325037 · Limited Liability Company	LOGAN, UT	$254.6M Mar 2026	+$87.4M+52.2%	—	—	+$87.4M+52.2%	0 employees+0.0% over 1Y	+1 accounts+25.0% over 1Y
6. Harold Dance Investments CRD 1582 · Corporation	LOGAN, UT	$158.0M Mar 2026	+$39.0M+32.8%	—	—	+$39.0M+32.8%	+1 employees+14.3% over 1Y	+202 accounts+97.6% over 1Y

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.