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Registered Investment Advisors
Ranked by 2012 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
Investment services to a indivuals, investment companies, penions, profit sharing plans, corporations, government
1
37
$13.4B
2Soltis Investment Advisors
www.soltisadvisors.com
(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
6
$1.2B
3Alta Capital Management
www.altacapital.com
(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
$886.9M
4Bridge Investment Group Partners, LLC
www.roc-bridge.com
(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
5
$817.4M
5The Karras Company
www.raymondjames.com
(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
$809.0M
6Albion Financial Group
www.albionfinancial.com
(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
$689.0M
7Dw Management Services, LLC
www.dwhp.com
(435) 645-4050
1413 Center Drive, Ste. 220
Midvale, UT 84098
John Benear
(Managing Member)
2002
Healthcare-focused private equity firm focused on healthcare companies at the smaller end of the middle market
1
15
$493.6M
8UMA Financial Services, Inc.
www.myumafs401k.net
(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
8
$487.6M
9Grandeur Peak Global Advisors
www.grandeurpeakglobal.com
(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
12
$458.0M
10Peterson Partners
http://petersonpartnerslp.com
(801) 365-0180
2825 E. Cottonwood Parkway, Ste. 400
Salt Lake City, UT 84121
Joel Peterson
(Managing Partner)
1995
Provides equity capital to companies with proven business models and revenues of at least $10 million.
1
12
$427.5M
11West Rim Capital Associates, LLP
www.sorensoncapital.com
(801) 407-8400
3400 N. Ashton Blvd., Ste. 400
Lehi, UT 84043
Brian Dunn
(CFO)
2002
Financial investment advisory firm
2
28
$310.1M
12Lefavi Wealth Management
www.schwab.com
(801) 407-8400
3400 N. Ashton Blvd., Ste. 400
Lehi, UT 84043
Bruce Lefavi
(President)
2002
Financial investment advisory firm
2
28
$310.0M
13The Insight Group
www.insightgroup.com
(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
$257.0M
14Tanner Capital Management
DND
(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
$241.0M
15Riggs Capital Management
www.riggscapmgt.com
(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
7
$171.7M
16Wealth 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
Investment consulting services, mutual funds, estate planning, real estate planning & investment, insurance.
1
3
$163.0M
17Net 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
Retirement planning, investment & wealth management, education planning, estate planning, tax planning.
1
10
$160.2M
18TrueNorth Wealth
www.truenorthwealth.com
(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
3
$160.0M
19Jacobsen Capital Management
www.jacobsencapital.com
(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
$150.0M
20Smedley Financial Services
www.smedleyfinancial.com
(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
9
$147.5M
21Slaton Lewis
www.slaytonlewis.com
(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
5
$142.8M
22Knox Capital Advisors
www.knoxcap.com
(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
5
$139.0M
23Meridian Asset Management
www.meridianasset.com
(801) 269-6704
4525 S. Wasatch Blvd, Ste. 250
Salt Lake City, UT 84117
Marcus Pinnock
(Managing Member)
1998
Investment strategies and programs and specialized portfolio development balancing risk/return.
1
2
$103.1M
24Coraticum Asset Management, LLC
www.coraticum.net
(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
$101.9M
25Paragon Wealth Management
www.paragonwealth.com
(801) 375-2500
3651 N. 100 East, Ste. 275
Provo, UT 84604
Dave Young
(President & Founder)
1993
Wealth management, asset management, retirement investment, educational resources.
1
2
$100.7M
26First Western Advisors
www.fwainvest.com
(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
DND
DND
27Squire Wealth Advisors
squirewealthadvisors.com
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
DND
DND
DND

Rankings based on 2012 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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