Wealth manager, independent · Salt Lake City, UT
Crewe Advisors
Crewe Advisors LLC · SEC-registered investment adviser · CRD 173920 · SEC 801-80723
At a glance
Crewe Advisors is an SEC-registered investment adviser based in Salt Lake City, Utah, with $3.1B in regulatory assets under management as of its Form ADV filed August 25, 2026. It reports 514 individual clients, 303 of them high-net-worth, holding an average of about $3.4 million each, and 32 employees. That ranks it 350th among the nation’s 5,657 independent wealth management RIAs and 5th of 85 in Utah. It reports 2 custodians for its clients’ separately managed accounts: Charles Schwab and Fidelity Distributors Company.
Main office 385-355-2700crewe.comLinkedInAs filed on Form ADV
- Regulatory AUM
- $3.1B
- Rank among independent wealth managers
- #350 of 5,657
- Rank among all SEC RIAs
- #2,793 of 17,210
- Rank in Utah
- #5 of 85
- Individual clients
- 514
- High-net-worth clients
- 303
- Accounts
- 1,985
- Discretionary
- 100% of AUM
- Employees
- 32
- Advisory staff
- 16
- Offices
- 2
Owners and executives on its Form ADV
- Ryan P. HallidayManaging Partner
- Daniel D. SuditPartner
- Jason R. MillerPresident and Chief Operating Officer
- Clare K PierceChief Compliance Officer
Custody and brokerage
Broker-dealer
Hybrid RIA
Crewe Advisors is a hybrid RIA: 2 of its employees are also registered representatives of a broker-dealer.
Form ADV Part 1 doesn’t name an unaffiliated broker-dealer. The firm’s Part 2A brochure (Item 10) and each adviser’s record on the SEC’s adviser search do.
Who it serves
| Client type | Clients | Regulatory AUM | Share |
|---|---|---|---|
| High-net-worth individuals | 303 | $1.7B | 55% |
| Corporations or other businesses | 173 | $1.1B | 34% |
| Charitable organizations | 71 | $220M | 7% |
| Individuals | 211 | $70M | 2% |
| Pooled investment vehicles | 1 | $22M | <1% |
| Insurance companies | – | $9M | <1% |
| Pension and profit sharing plans | – | $2M | <1% |
Private funds
Crewe Advisors reports 1 private funds with $22M in gross assets: venture capital funds (Form ADV Item 7.B).
Disciplinary disclosures
Crewe Advisors reports no disciplinary disclosures in Item 11 of Form ADV. Read the details on the SEC’s adviser search ↗
Services
- Financial planning
- Portfolio management for individuals and small businesses
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses and institutions
- Selecting other advisers
How it’s paid
- A percentage of assets under management
- Hourly charges
- Fixed fees
- Performance-based fees
Form ADV and brochures on the SEC’s adviser search ↗crewe.com ↗
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- Assets, accounts, clients and staff, ten years of filings
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- 4 namedLocked
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
Similar-size RIAs in Utah
All of Utah →| Firm | Regulatory AUM | Clients |
|---|---|---|
| Sepio Capital, LPSalt Lake City | $5.6B | 276 |
| Diversify Advisory Services, LLCSouth Jordan | $4.6B | 5,200 |
| Diversify Wealth Management, LLCSouth Jordan | $4.1B | 4,719 |
| Capita Financial Network, LLCDraper | $2.3B | 2,888 |
| Albion Financial GroupSalt Lake City | $2.0B | 722 |
| Physician Wealth Advisors, Inc.Salt Lake City | $2.0B | 1,088 |
Background
Questions
How much does Crewe Advisors manage?
Crewe Advisors reports $3.1B in regulatory assets under management across 1,985 accounts, 100% of it on a discretionary basis, on its Form ADV filed August 25, 2026.
How many clients does Crewe Advisors have?
It reports 514 individual clients: 303 high-net-worth individuals and 211 other individuals. Individuals account for about 57% of its regulatory assets.
Where is Crewe Advisors headquartered?
Its main office is in Salt Lake City, Utah. It reports 2 offices in total and 32 employees, 16 of whom perform investment advisory functions.
How does Crewe Advisors charge clients?
On Form ADV it lists these forms of compensation: a percentage of assets under management; hourly charges; fixed fees; performance-based fees. Fees and minimums are set out in its Form ADV Part 2A brochure, available on the SEC’s adviser search.
What custodian does Crewe Advisors use?
It reports 2 custodians for its clients’ separately managed accounts: Charles Schwab and Fidelity Distributors Company. On Schedule D of its Form ADV filed August 25, 2026, it reports these amounts held: Charles Schwab ($2.3B); Fidelity Distributors Company ($424M). Form ADV lists only custodians holding 10% or more of separately managed account assets.
Is Crewe Advisors a hybrid RIA with a broker-dealer?
Crewe Advisors is a hybrid RIA: 2 of its employees are also registered representatives of a broker-dealer. Those representatives can also earn commissions on brokerage business through the broker-dealer, where different rules apply than for advisory accounts.
Is Crewe Advisors a fiduciary?
As an SEC-registered investment adviser, Crewe Advisors owes its advisory clients a fiduciary duty under the Investment Advisers Act of 1940, which includes duties of care and loyalty. 2 of its employees are also registered representatives of a broker-dealer, where different rules apply to brokerage recommendations.
Where these numbers come from
Every figure is Crewe Advisors’s own answer on its latest Form ADV, from the SEC’s registered-adviser list as of October 1, 2026: regulatory assets and accounts (Item 5.F), clients by type (5.D), employees (5.A and 5.B), compensation (5.E) and services (5.G). Custodians come from Schedule D 5.K(3) of its latest filing (2026-08-25), which lists those holding 10% or more of separately managed account assets and the amount at each. “Hybrid” means some employees are also registered representatives of a broker-dealer (Item 5.B(2)); affiliated broker-dealers are the related persons it lists in Item 7.A and Schedule D. Firm type comes from its own answers: broker-dealer firms are registered broker-dealers themselves (Item 6.A); private fund advisers manage mostly private funds (Item 7.B, 5.D); wealth managers manage at least half their assets for individuals (5.D). Its national rank compares it with every US-based independent wealth management RIA, the same field as The Largest RIAs. Figures are as of the firm’s last annual update, so they can lag recent deals and market moves. Regulatory AUM counts assets the firm continuously supervises and can differ from what a firm markets.
Not an endorsement or a recommendation. Before hiring any adviser, read its Form ADV Part 2A brochure and check its record on the SEC’s adviser search. How to check a financial advisor →