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Registered Investment Advisors
Ranked by 2013 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.
(801) 533-0777
150 Social Hall Ave., 4th Floor
Salt Lake City, UT 84111
Jeff Cardon
(CEO)
1975
Investment services to a indivuals, investment companies, penions, profit sharing plans, corporations, government
1
35
$19.3B
2Bridge Investment Group Partners, LLC
(801) 716-4553
5295 Commerce Dr., Ste. 100
Murray, UT 84107
John Pennington
(Principle & CCO)
2011
Registered investment advisory firm with strong foundation in the commercial & residential real estate industry
1
8
$1.8B
3Zions Wealth Advisors (Contango Captial Advisors)
(801) 844-7700
One South Main, 12th Floor
Salt Lake City, UT 84133
Julie Castle
(CEO)
2004
Trust services, intvestment stratgies, investment management, financial advisory services
8
80
$1.6B
4Grandeur Peak Global Advisors
(801) 384-0000
136 S. Main, Ste. 720
Salt Lake City, UT 84101
Robert Gardiner
(President)
2011
A small and micro cap-focused global equities investment firm
1
DND
$1.6B
5Alta Capital Management
(801) 274-6010
6440 Wasatch Blvd., Ste. 260
Salt Lake City, UT 84121
Michael Tempest
(Managing Principal)
1981
Portfolio management for individuals, businesses and institutions.
1
4
$1.5B
6The Karras Company
(801) 825-3000
4695 S. 1900 West, Ste. 3
Roy, UT 84067
Nolan Karras
(Chairman)
1997
Asset management & allocation, estate planning, financial planning, mutual funds, retirement planning, stocks
1
1
$1.0B
7Soltis Investment Advisors
(435) 674-1600
20 N. Main Street, Ste. 400
St. George, UT 84770
Lon E. Henderson
(President & CEO)
1993
Wealth management and comprehensive financial planning services to individuals and families.
1
11
$848.0M
8Albion Financial Group
(801) 487-3700
812 E. 2100 South
Salt Lake City, UT 84107
John Bird
(President)
1982
Financial planning, retirement planning, estate planning, tax strategies and investment portfolio management.
1
7
$833.0M
9UMA Financial Services, Inc.
(801) 747-0800
310 E. 4500 South, Ste. 500
Salt Lake City, UT 84107
Margaret Saez
(Chief Compliance Officer)
1993
Investment & retirement planning, cash management, college funding, estate preservation, insurance planning
1
5
$557.0M
10First Western Advisors
(801) 930-6500
6440 S. Millrock Drive, Ste. 150
Holladay, UT 84121
Gary W. Teran
(President)
1982
Managed money, equities and options, fixed income, annuities, mutual funds, ETFs, IRAs, 401Ks, trusts
9
16
$492.7M
11Lefavi Wealth Management
(801) 407-8400
3400 N. Ashton Blvd., Ste. 400
Lehi, UT 84043
Bruce Lefavi
(President)
2002
Financial investment advisory firm
1
6
$450.0M
12West Rim Capital Associates, LLP
(801) 407-8400
3400 N. Ashton Blvd., Ste. 400
Lehi, UT 84043
Brian Dunn
(CFO)
2002
Financial investment advisory firm
2
0
$441.0M
13Arlington Value Capital
801.505.6275
222 South Main Street, Suite 1750
Salt Lake City, UT 84101
Ben Raybould
1999
Investment strategies and investment management
1
2
$404.0M
14TrueNorth Wealth
(801) 274-1820
1935 Vine Street, Ste. 120
Salt Lake City, UT 84121
Martin Watkins
(CEO)
2006
Investment & retirement planning, pension/401k design, portfolio analysis, education funding, estate planning
1
2
$300.0M
15The Insight Group
(801) 944-7702
315 E. Lion Lane, Ste. 100
Salt Lake City, UT 84121
Paul Salisbury
(President)
1993
Investment advisory firm, specializing in retirement planning and personalized wealth management
1
7
$293.0M
16Tanner Capital Management
(801) 377-1144
3610 N. University Ave., Ste. 350
Provo, UT 84064
Natalie Tanner
(Owner)
1997
Investment advisory & financial planning services to invdividuals, pensions, profit sharing plans, trusts and estates
1
2
$259.0M
17Moreton Asset Management
801.869.4200
709 East South Temple
Salt Lake City, UT 84102
Jason Williams
Andy Robbins
Jordan Hansen
DND
Customized money market and fixed income management for institutional clients.
1
5
$256.0M
18Wealth Navigation, LLC
(801) 335-8200
222 S. Main Street, Ste. 1770
Salt Lake City, UT 84101
Owen J Fisher
(Founder & Partner)
2007
Investment consulting services, mutual funds, estate planning, real estate planning & investment, insurance.
1
7
$210.0M
19Net Worth Advisory Group, LLC
(801) 566-6639
9980 S. 300 West, Ste. 110
Salt Lake City, UT 84070
Raymond Levitre
(Managing Member)
2003
Retirement planning, investment & wealth management, education planning, estate planning, tax planning.
1
11
$206.0M
20Riggs Capital Management
(801) 221-7923
5132 N. 300 West, Ste. 260
Provo, UT 84070
Craig Riggs
(Managing Member)
2002
Investment advisory firm providing wealth management services to individuals and institutions
1
6
$192.0M
21Jacobsen Capital Management
(801) 746-7171
280 S. 400 West, Ste. 220
Salt Lake City, UT 84101
Eric Jacobsen
2002
Financial & investment planning, wealth management, estate planning.
1
4
$161.0M
22Smedley Financial Services
(801) 355-8888
420 E. South Temple, Ste. 420
Salt Lake City, UT 84111
Roger Smedley
(President)
1983
Managed accounts, mutual funds, EFTs, stocks, bonds, alternative investments.
1
6
$161.0M
23Slaton Lewis
(801) 521-2191
22 E. 100 South, 3rd Flr.
Salt Lake City, UT 84111
William S. Campbell
(Founder)
2000
Wealth management for high-net-worth clients.
1
3
$151.0M
24Summit Global Investment, LLC
(888) 251-4847
620 South Main Street
Bountiful, UT 84010
David Harden
2010
Investments and retirement planning.
1
4
$150.0M
25Knox Capital Advisors
(801) 984-8000
13961 S. Minuteman Drive, Ste. 300
Draper, UT 84020
Brodie Barnes
(Managing Member)
2004
Financial planning, investment portfolio management, estate planning, wealth transfer, business continuation, gifting.
1
6
$130.0M
26LJ Cooper
(801) 221-2939
742 N 530 E
Orem, UT 84097
Craig Rollins
Kenneth Bown
Timothy Whipple
DND
Wealth management, Estate Planning, Tax Strategies, Insurance Solutions
3
14
$125.0M
27Squire Wealth Advisors
801-226-7722
1329 South 800 East
Orem, UT 84097
Tim Christensen
(Managing Member)
2000
Investment services Retirement Planning Estate Planning Tax Planning Insurance Services
1
5
$121.1M
28Coraticum Asset Management, LLC
(801) 824-2205
802 Winchester Street, Ste. 100
Murray, UT 84107
Jennifer Johnson
(CCO)
2007
Investment advisory services for individual accounts and private investment fund consisting of U.S. domestic equities.
1
1
$115.0M
29Lunt Capital Management
(801) 503-3035
215 South State Street, Ste 100
Salt Lake City, UT 84111
John Lunt
(President & Founder)
DND
Investments and retirement planning.
1
2
$105.0M
30M3F Inc
202.246.9200
10 Exchange Place Suite 510
Salt Lake City, UT 84111
Jason Stock
William Waller
DND
("M3") is an investment management firm focused on the United States bank and thrift sector.
1
3
$104.0M

Rankings based on 2013 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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