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Registered Investment Advisors
Ranked by 2015 Assets Under Management

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RANKCompany
Phone

Location                            

Contact

Year Established
Services Offered
No. Offices UT
Investment Advisors

2013 Assets Under Management
Company Description
1Wasatch Advisors Inc.
www.wasatchadvisors.com
(801) 533-0777
150 Social Hall Ave., 4th Floor
Salt Lake City, UT 84111
Jeff Cardon
(CEO)
1975
1
DND
$17.1B
2Bridge Investment Group Partners, LLC
www.roc-bridge.com
(801) 716-4553
5295 Commerce Dr., Ste. 100
Murray, UT 84107
John Pennington
(Principle & CCO)
2011
1
8
$4.1B
3Grandeur Peak Global Advisors
www.grandeurpeakglobal.com
(801) 384-0003
136 S. Main, Ste. 720
Salt Lake City, UT 84101
Eric Huefner
(President & COO)
2011
1
18
$2.6B
4Zions Wealth Advisors (Contango Captial Advisors)
www.contagoadvisors.com
(801) 844-7700
One South Main, 12th Floor
Salt Lake City, UT 84133
Julie Castle
(CEO)
2004
DND
DND
$1.8B
5Alta Capital Management
www.altacapital.com
(801) 274-6010
6440 Wasatch Blvd., Ste. 260
Salt Lake City, UT 84121
Michael Tempest
(CIO)
1981
1
5
$1.5B
6Soltis Investment Advisors
www.soltisadvisors.com
(435) 674-1600
20 N. Main Street, Ste. 400
St. George, UT 84770
Lon E. Henderson
(President & CEO)
1993
2
12
$1.0B
7West Rim Capital Associates, LLP
www.sorensoncapital.com
(801) 407-8400
3400 N. Ashton Blvd., Ste. 400
Lehi, UT 84043
Brian Dunn
(CFO)
2002
2
DND
$1.0B
8The Karras Company
www.raymondjames.com
(801) 825-3000
4695 S. 1900 West, Ste. 3
Roy, UT 84067
Nolan Karras
(Chairman)
1997
1
1
$996.0M
9Albion Financial Group
www.albionfinancial.com
(801) 487-3700
812 E. 2100 South
Salt Lake City, UT 84107
John Bird
(President)
1982
1
7
$906.0M
10Peterson Partners
www.petersonpartners.com
(801) 365-0180
2825 E. Cottonwood Parkway, Ste. 400
Salt Lake City, UT 84121
Joel Peterson
Tyler Thatcher
Founding Partners
1995
1
DND
$841.0M
11Arlington Value Capital
www.arlingtonvalue.com
801.505.6275
222 South Main Street, Suite 1750
Salt Lake City, UT 84101
Ben Raybould
1999
1
2
$796.0M
12Raymond James Financial Services - Draper, UT
www.rjfsut.com
(801) 553-8999
166 East 14000 South, Suite 110
Draper, UT 84020
Stephen Johnson
(Branch Manager)
1990
1
4
$640.0M
13UMA Financial Services, Inc.
www.umafs.org
(801) 747-0800
310 E. 4500 South, Ste. 500
Salt Lake City, UT 84107
Jeffrey D Zesiger
1993
1
4
$621.0M
14Dw Management Services, LLC
www.dwhp.com
(435) 645-4050
1413 Center Drive, Ste. 220
Midvale, UT 84098
John Benear
(Managing Member)
2002
1
DND
$619.0M
15Moreton Asset Management
www.moretonadvisors.com
801.869.4200
709 East South Temple
Salt Lake City, UT 84102
Jason Williams
Andy Robbins
Jordan Hansen
DND
1
4
$582.0M
16Summit Global Investment, LLC
www.summitglobalinvestments.com
(888) 251-4847
620 South Main Street
Bountiful, UT 84010
David Harden
2010
1
DND
$523.0M
17The Insight Group
www.insightgroup.com
(801) 944-7702
315 E. Lion Lane, Ste. 100
Salt Lake City, UT 84121
Paul Salisbury
(President)
1993
1
DND
$504.0M
18Cross Creek Advisors
www.crosscreekcapital.com
(801) 533-0777
505 Wakara Way
Salt Lake City, UT 84108
Karey Barker
(Managing Director)
2006
1
DND
$459.0M
19Financial Guard
www.financialguard.com
614-973-6999
870 E. 9400 South, Ste. 102
Sandy, UT 84093
James W. Jenkins
(Director)
DND
1
DND
$454.0M
20
Lefavi Wealth Management
www.lefavi.com
(801) 486-9000
2323 S Foothill Drive
Salt Lake City, UT 84109
Bruce Lefavi
(President)
1980
1
6
$450.0M
Investment management, asset protection, retirement & estate planning, tax planning, insurance analysis.
21TrueNorth Wealth
www.truenorthwealth.com
(801) 274-1820
1935 Vine Street, Ste. 120
Salt Lake City, UT 84121
Martin Watkins
(CEO)
2006
1
2
$355.0M
22Tower Arch Capital
www.towerarch.com
801-997-5808
14034 S. 145 East, Ste. 300
Draper, UT DND
DND
1
DND
$321.0M
23Crewe Capital Advisors, LLC
creweadvisors.com
385-355-2700
136 E. South Temple, Ste. 2400
Salt Lake City, UT 84111
DND
1
DND
$288.0M
24Navigate Private Wealth
www.navigateprivatewealth.com
DND
12012 S. 700 East, Ste. 100
Draper, UT 84020
DND
1
DND
$260.0M
25Tanner Capital Management
tannerpartners.com
(801) 377-1144
3610 N. University Ave., Ste. 350
Provo, UT 84064
Natalie Tanner
(Owner)
1997
1
DND
$259.0M
26Coraticum Asset Management, LLC
www.coraticum.net
(801) 824-2205
802 Winchester Street, Ste. 100
Murray, UT 84107
Jennifer Johnson
(CCO)
2007
DND
DND
DND
27First Western Advisors
www.fwainvest.com
(801) 930-6500
3165 East Millrock Drive , Suite 340
Holladay, UT 84121
Mr. Gary W. Teran
Mr Eric Wallace
Mr Jeff Teran
Emily Wallace
(President)
(Executive Vice President of Investments)
(Executive Vice President of Investments)
(Compliance Officer)
1982
5
DND
DND
28Foresight Wealth Management
www.foresightmgt.com
801-462-2200
8915 South 700 East, Suite 202
Sandy, UT 84070
Adam Nugent
(Managing Partner)
2003
DND
DND
DND
29
Iron Gate Global Advisors
www.igga.com
801-575-6427
275 E South Temple Ste 204
Salt Lake City, UT 84111
Brian Hunsaker
Brett Pattison
Franz Amussen
(Managing Member, Portfolio Manager)
(Member, Portfolio Manager)
(Member, Portfolio Manager)
1999
DND
DND
DND
Iron Gate Global Advisors is a fee-only advisory firm based in Salt Lake City, Utah. We have one main objective, to help its clients accomplish their financial goals and build wealth. Our firm is guided by two core principles: 1. We work one-on-one with our clients to help them accomplish their financial goals. 2. We provide the services, transparency, and results we would want if our roles were reversed. These core principles along with the experience and expertise of our team make Iron Gate Global a truly unique firm. No matter what your current situation may be, Iron Gate Global Advisors can help.
30Jacobsen Capital Management
www.jacobsencapital.com
(801) 746-7171
280 S. 400 West, Ste. 220
Salt Lake City, UT 84101
Eric Jacobsen
2002
DND
DND
DND
31Knox Capital Advisors
www.knoxcap.com
(801) 984-8000
13961 S. Minuteman Drive, Ste. 300
Draper, UT 84020
Brodie Barnes
(Managing Member)
2004
DND
DND
DND
32LJ Cooper
www.ljcooper.com
(801) 221-2939
742 N 530 E
Orem, UT 84097
Craig Rollins
Kenneth Bown
Timothy Whipple
DND
DND
DND
DND
33Lunt Capital Management
www.luntcapital.com
(801) 503-3035
215 South State Street, Ste 100
Salt Lake City, UT 84111
John Lunt
(President & Founder)
DND
DND
DND
DND
34M3F Inc
www.m3funds.com
202.246.9200
10 Exchange Place Suite 510
Salt Lake City, UT 84111
Jason Stock
William Waller
DND
DND
DND
DND
35MassMutual Intermountain West
www.imw.massmutual.com
801-943-6277
6330 South 3000 East Ste 600
Salt Lake City, UT 84121
Brady Murray
(President, General Agent)
1893
5
DND
DND
36Meridian Asset Management
www.meridianasset.com
(801) 269-6704
4525 S. Wasatch Blvd, Ste. 250
Salt Lake City, UT 84117
Marcus Pinnock
(Managing Member)
1998
DND
DND
DND
37
Net Worth Advisory Group, LLC
www.networthadvice.com
(801) 566-6639
9980 S. 300 West, Ste. 110
Salt Lake City, UT 84070
Raymond Levitre
(Managing Member)
2003
DND
DND
DND
Net Worth Advisory Group, LLC, is an independent, FEE-ONLY (no commissions), financial planning and investment advisory firm. Our mission is to help clients achieve financial peace of mind through the implementation of customized financial plans and ongoing personalized wealth management. We specialize in helping our clients accumulate, grow and preserve wealth. As trusted fiduciaries, we develop long-term, collaborative relationships with our clients to help them achieve financial independence.
38Olympus Wealth Management
DND
DND
DND
DND, DND DND
DND
DND
DND
DND
39Paragon Wealth Management
www.paragonwealth.com
(801) 375-2500
3651 N. 100 East, Ste. 275
Provo, UT 84604
Dave Young
(President & Founder)
1993
DND
DND
DND
40
Presidio Wealth Management
www.presidiowealth.com
8012903201
6967 South River Gate Drive, Suite 210
Salt Lake City, UT 84047
S. Parker Christiansen
(President, Wealth Advisor)
2002
DND
DND
DND
We are Presidio Wealth Management, an independent financial services firm in Salt Lake City, Utah. We created our firm more than a decade ago with the desire to build enduring relationships, and to simplify and preserve your finances so you can pursue and focus on your passions in life. We strive to go beyond the service level of the typical wealth management firm and serve as a trusted guide on which you can rely for honest recommendations, a disciplined investment approach, and education tailored to you.
41Riggs Capital Management
www.riggscapmgt.com
(801) 221-7923
5132 N. 300 West, Ste. 260
Provo, UT 84070
Craig Riggs
(Managing Member)
2002
DND
DND
DND
42Robert W. Baird & Co.
www.bairdoffices.com/saltlakecity
(801) 869-3800
222 So. Main Street - Suite 1840
Salt Lake City, UT 84101
Dean R Cottle
(Director Private Wealth Management )
In Salt Lake City, UT since 2011
DND
DND
DND
43Slaton Lewis
www.slaytonlewis.com
(801) 521-2191
22 E. 100 South, 3rd Flr.
Salt Lake City, UT 84111
William S. Campbell
(Founder)
2000
DND
DND
DND
44Smedley Financial Services
www.smedleyfinancial.com
(801) 355-4788
420 E. South Temple, Ste. 420
Salt Lake City, UT 84111
Roger Smedley
(President)
1982
DND
DND
DND
45Squire Wealth Advisors
squirewealthadvisors.com
801-226-7722
1329 South 800 East
Orem, UT 84097
Tim Christensen
(Managing Member)
2000
DND
DND
DND
46Wealth Navigation, LLC
www.wealthnavigation.com
(801) 335-8200
222 S. Main Street, Ste. 1770
Salt Lake City, UT 84101
Owen J Fisher
(Founder & Partner)
2007
DND
DND
DND

Rankings based on 2015 data. DND=Did Not Disclose. Source: Surveys, Internet and Interviews with company representatives. Some companies may have been omitted due to lack of information or deadline restrictions. If any of the above information is incorrect or if you feel your business warrants inclusion, please contact research@utahbusiness.com or fax (801) 568-0812. For more a more extensive list of companies in this category see www.utahbusiness.com. Download the Book of Lists at www.utahbusiness.com. © 2011 by Utah Media Partners. Highlighted listings purchased as advertising by companies.

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