Top 10 advisors in Utah
We’ve curated a list of the best financial advisors in Utah, take a look at it below
Find an advisor in Utah| # | Financial advisor | Assets under management | Number of advisors | |
|---|---|---|---|---|
| 1 | $41,216,031,000 | 2250 advisors | ||
| 2 | $22,149,423,372 | 90 advisors | ||
| 3 | $6,250,778,068 | 89 advisors | ||
| 4 | $6,193,243,609 | 53 advisors | ||
| 5 | $5,644,684,596 | 56 advisors | ||
| 6 | $3,717,517,538 | 33 advisors | ||
| 7 | $2,747,425,817 | 29 advisors | ||
| 8 | $2,057,792,608 | 38 advisors | ||
| 9 | $2,006,029,864 | 156 advisors | ||
| 10 | $2,006,029,864 | 156 advisors |
How we came up with this list
To generate our top financial advisors list in Utah, we have carried out some rigorous research. First, we’ve analysed data in the SEC database to filter advisors by location, in this case Utah. Then we’ve filtered out any advisors that do not offer financial advice, for example if they only offer mortgage advice we have excluded them from the list. Then we’ve ranked the remainder according to the amount of assets under management. If you’re looking for a financial advisor and don’t mind which state they’re in, check out our best financial advisor article, which breaks down the best firms nationwide.
1. Bridge Investment Group
Assets under management
$41,216,031,000
Fee structure
A percentage of assets under your management
Performance-based fees
Services offered
Portfolio Management For Pooled Investment Vehicles
Portfolio Management For Joint Ventures
2. Wasatch Advisors Lp
Assets under management
$22,149,423,372
Fee structure
A percentage of assets under your management
Performance-based fees
Services offered
Portfolio Management For Individuals And/or Small Businesses
Portfolio Management For Investment Companies
Portfolio Management For Pooled Investment Vehicles
Portfolio Management For Businesses (other Than Small Businesses) Or Institutional Clients (other Than Registered Investment Companies And Other Pooled Investment Vehicles And)
Provide Model Portfolio Data To Clients
3. Townsquare Capital, LLC
Assets under management
$6,250,778,068
Fee structure
A percentage of assets under your management
Hourly charges
Fixed fees
Services offered
Financial Planning Services
Portfolio Management For Individuals And/or Small Businesses
Portfolio Management For Pooled Investment Vehicles
Portfolio Management For Businesses (other Than Small Businesses) Or Institutional Clients (other Than Registered Investment Companies And Other Pooled Investment Vehicles And)
Pension Consulting Services
Selection Of Other Advisers
Educational Seminars/workshops
Sub-advisory Services
4. Grandeur Peak Global Advisors
Assets under management
$6,193,243,609
Fee structure
A percentage of assets under your management
Performance-based fees
Services offered
Portfolio Management For Investment Companies
Portfolio Management For Pooled Investment Vehicles
Portfolio Management For Businesses (other Than Small Businesses) Or Institutional Clients (other Than Registered Investment Companies And Other Pooled Investment Vehicles And)
5. Soltis Investment Advisors, LLC
Assets under management
$5,644,684,596
Fee structure
A percentage of assets under your management
Fixed fees
Performance-based fees
Services offered
Financial Planning Services
Portfolio Management For Individuals And/or Small Businesses
Portfolio Management For Businesses (other Than Small Businesses) Or Institutional Clients (other Than Registered Investment Companies And Other Pooled Investment Vehicles And)
Pension Consulting Services
Selection Of Other Advisers
Publication Of Periodicals Or Newsletters
Educational Seminars/workshops
6. Cynosure Group, LLC
Assets under management
$3,717,517,538
Fee structure
A percentage of assets under your management
Hourly charges
Fixed fees
Performance-based fees
Services offered
Financial Planning Services
Portfolio Management For Individuals And/or Small Businesses
Portfolio Management For Pooled Investment Vehicles
Selection Of Other Advisers
- Not sure which one to choose?Use our smart matching tool
7. Sepio Capital, Lp
Assets under management
$2,747,425,817
Fee structure
A percentage of assets under your management
Fixed fees
Performance-based fees
SHARE IN ETF PROFITS AFTER EXPENSES
Services offered
Financial Planning Services
Portfolio Management For Individuals And/or Small Businesses
Portfolio Management For Investment Companies
Portfolio Management For Pooled Investment Vehicles
Portfolio Management For Businesses (other Than Small Businesses) Or Institutional Clients (other Than Registered Investment Companies And Other Pooled Investment Vehicles And)
Pension Consulting Services
Selection Of Other Advisers
8. Peterson Partners
Assets under management
$2,057,792,608
Fee structure
A percentage of assets under your management
Fixed fees
Performance-based fees
Services offered
Portfolio Management For Pooled Investment Vehicles
9. Diversify Advisory Services, LLC
Assets under management
$2,006,029,864
Fee structure
A percentage of assets under your management
Hourly charges
Services offered
Financial Planning Services
Portfolio Management For Individuals And/or Small Businesses
Portfolio Management For Businesses (other Than Small Businesses) Or Institutional Clients (other Than Registered Investment Companies And Other Pooled Investment Vehicles And)
Selection Of Other Advisers
- Not sure which one to choose?Use our smart matching tool
10. Dfpg Investments, LLC
Assets under management
$2,006,029,864
Fee structure
A percentage of assets under your management
Hourly charges
Fixed fees
Services offered
Financial Planning Services
Portfolio Management For Individuals And/or Small Businesses
Portfolio Management For Businesses (other Than Small Businesses) Or Institutional Clients (other Than Registered Investment Companies And Other Pooled Investment Vehicles And)
Selection Of Other Advisers
Your first meeting is free.