Bridge Investment Group is a financial advisory firm based in Sandy, Utah. It currently has approximately $41,216,031,000 of assets under management and employs about 2250 people. Bridge Investment Group uses a fee structure of a percentage of assets under your management and performance-based fees.

Diversify Advisory Services, LLC is a financial advisory firm based in Sandy, Utah. It currently has approximately $2,006,029,864 of assets under management and employs about 156 people. Diversify Advisory Services, LLC uses a fee structure of a percentage of assets under your management and hourly charges.

Dfpg Investments, LLC is a financial advisory firm based in Sandy, Utah. It currently has approximately $2,006,029,864 of assets under management and employs about 156 people. Dfpg Investments, LLC uses a fee structure of a percentage of assets under your management, hourly charges and fixed fees.

Capita Financial Network, LLC, established in January 2018, offers financial planning and discretionary investment advisory services tailored for retirees and those preparing for retirement. The firm reviews individual client needs and utilizes financial plans to customize services, including model portfolios and asset management. Capita exercises discretion in selecting risk-based model portfolios sub-advised by a third-party, primarily Town Square Capital, LLC. The firm manages $1,849,625,913 in discretionary assets as of December 31, 2024. Fees, ranging from 1% to 1.75% annually, are based on assets under management and are payable quarterly. Capita may recommend fixed annuity products and life insurance, receiving commissions for these sales. The firm does not charge performance-based fees or engage in side-by-side management. Capita serves individuals, high net worth individuals, 401K plans, and small businesses. Investment strategies are based on client goals and risk tolerance, with analysis including comparisons to benchmarks and risk assessments. Capita has no disciplinary history and provides investment discretion with client authorization. The firm reviews accounts annually and offers a client portal for account monitoring. Capita may refer clients to professionals and compensates referral sources based on agreements. The firm has constructive custody of client accounts and accepts discretionary authority for management. Capita votes client securities in the client's best interest and engages a third-party for class action suits. The firm does not require prepayment exceeding $1,200 per client.

Net Worth Advisory Group, LLC is a Registered Investment Advisor based in Sandy, Utah, established in 2003. The firm specializes in providing financial planning and investment advisory services, with a focus on creating tailored investment strategies to meet clients' goals and objectives. The firm's principals, Ray E. LeVitre, David W. Swapp, Gregory M. Simmons, and R. Curtiss Smith, are all Certified Financial Planner (CFP) professionals with extensive experience in the financial services industry. Net Worth Advisory Group offers services such as Financial Planning, Investment Portfolio Advice, and referrals to third-party advisors' investment programs. The firm manages investment assets totaling $718,363,737 as of Dec. 31, 2024, on both discretionary and non-discretionary bases. Clients have the option to impose reasonable restrictions on the management of their accounts and can choose to invest in mutual funds, ETFs, individual equities, bonds, and annuities. Fees for advisory services are computed as an annualized percentage of assets under management, typically ranging between 0.50% and 1.50% annually. The firm may reduce or waive fees for related individuals or friends of the advisor. Net Worth Advisory Group does not charge performance-based fees and provides services to individuals, pension plans, trusts, estates, and business entities with a minimum account size of $100,000. The firm's investment strategies focus on asset allocation and long-term financial planning, with an emphasis on risk management and client communication.