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Free from Atlas · SEC filings as of October 1, 2026

The RIA database

Atlas screenerWealth Manager databaseThis month’s moversCustodian profilesRIA statistics

Registered RIAs
17,210
Regulatory AUM
$177.9T
Use more than one custodian
4,024
Hybrid
3,733

Where their clients’ assets sit. Select a custodian to filter the list.

Filters1

151 firms manage $228 billionUtah

Open in the Atlas screener

Atlas The basics here are free. Atlas adds ten years of growth, owners, broker-dealer affiliation, contacts on file and signals for every firm, with alerts and exports. See Atlas

  1. 9219
    North CapitalSalt Lake City, UT · 182 clientsWealth managerPublic-company ownedHybridNorth Capital Agency Brokerage, LLC, North Capital Private Securities Corporation
    Schwab 97%
    $366M
  2. 9287
    Decker Retirement Planning Inc.Lehi, UT · 774 clientsWealth manager
    Fidelity Distributors Company 100%
    $360M
  3. 9382
    Elysium Wealth Management, LLCSouth Jordan, UT · 773 clientsWealth manager
    Schwab 100%
    $352M
  4. 9579
    Navigate Financial LLCSalt Lake City, UT · 161 clientsAsset manager
    The Standard 77%Schwab 23%
    $338M
  5. 9588
    Wasatch Equity PartnersLogan, UT · 22 clientsPrivate fund adviser
    No custodian reported
    $337M
  6. 9628
    Livet Wealth, LLCSpanish Fork, UT · 138 clientsWealth manager
    Schwab 100%
    $335M
  7. 9639
    Slayton Lewis IncSalt Lake City, UT · 77 clientsWealth manager
    No custodian reported
    $334M
  8. 9724
    Wealth Management Cpas, LLCSalt Lake City, UT · 396 clientsWealth manager
    Schwab 100%
    $329M
  9. 9858
    Promontory Financial Planning, LLCFarmington, UT · 570 clientsWealth manager
    SEI 100%
    $319M
  10. 9892
    Blue Barn WealthOrem, UT · 233 clientsWealth manager
    Schwab 100%
    $317M
  11. 10073
    Keeler Thomas Management LLCOrem, UT · 132 clientsWealth manager
    Fidelity Distributors Company 99%
    $306M
  12. 10131
    Blue Diamond Capital Investment AdvisorsProvo, UT · 10 clientsWealth manager
    No custodian reported
    $301M
  13. 10422
    Tencap Wealth CoachingSouth Jordan, UT · 753 clientsWealth manager
    Altruist 100%
    $285M
  14. 10549
    Cottonwood Wealth Strategies, LLCSalt Lake City, UT · 238 clientsWealth managerWrap sponsor
    Wells Fargo 100%
    $279M
  15. 10736
    Athos Private Wealth LLCHolladay, UT · 146 clientsWealth manager
    Schwab 100%
    $268M
  16. 10759
    Decathlon Capital Management II, LLCPark City, UT · 4 clientsPrivate fund adviser
    No custodian reported
    $267M
  17. 10938
    New Millennium GroupSandy, UT · 895 clientsWealth manager
    Fidelity 100%
    $257M
  18. 10978
    Sorenson Impact AdvisorySalt Lake City, UT · 8 clientsAsset manager
    Fidelity 100%
    $255M
  19. 10990
    Wasatch Investment Fund Manager, LLCLogan, UT · 5 clientsPrivate fund adviser
    No custodian reported
    $255M
  20. 11140
    EverspireMidvale, UT · 803 clientsWealth managerHybridM. H. Leblang, Inc.
    Fidelity 80%
    $248M
  21. 11173
    The Professional Financial Company LLCOrem, UT · 285 clientsWealth manager
    Schwab 77%Wells Fargo 23%
    $246M
  22. 11197
    Kultura Capital Management LPPark City, UT · 4 clientsPrivate fund adviser
    No custodian reported
    $245M
  23. 11278
    BurrusSalt Lake City, UT · 322 clientsWealth manager
    Fidelity 100%
    $241M
  24. 11310
    E6 PortfoliosMidvale, UT · 781 clientsWealth managerWrap sponsorHybridM. H. Leblang, Inc.
    Fidelity 80%
    $239M
  25. 11422
    Reef Investment Management LLCLehi, UT · 4 clientsPrivate fund adviser
    No custodian reported
    $234M
  26. 11833
    Presidio Wealth ManagementMidvale, UT · 380 clientsWealth manager
    Schwab 100%
    $217M
  27. 11908
    Alpha Wealth Funds, LLCPark City, UT · 303 clientsPrivate fund adviser
    Interactive Brokers 70%
    $214M
  28. 11981
    Refined Wealth ManagementSalt Lake City, UT · 408 clientsWealth manager
    Schwab 100%
    $211M
  29. 12142
    Teton Wealth Group LLCMurray, UT · 849 clientsWealth manager
    Fidelity 100%
    $204M
  30. 12274
    Prestige Wealthwide, LLCLehi, UT · 187 clientsWealth manager
    Schwab 100%
    $198M
  31. 12647
    Statera Wealth ManagementSt. George, UT · 230 clientsWealth manager
    Schwab 100%
    $185M
  32. 12801
    Jordanelle CapitalSalt Lake City, UT · 4 clientsPrivate fund adviser
    No custodian reported
    $179M
  33. 12848
    Periope, LCSt. George, UT · 628 clientsWealth manager
    SEI 100%
    $177M
  34. 12851
    Peterson Rogers Private Wealth, LLCSalt Lake City, UT · 87 clientsWealth manager
    Schwab 100%
    $177M
  35. 12924
    Guardian Wealth ManagementSalt Lake City, UT · 131 clientsWealth manager
    Schwab 53%Wells Fargo 47%
    $175M
  36. 12942
    Echelons Capital, LLCPark City, UT · 36 clientsWealth manager
    Schwab 100%
    $174M
  37. 13323
    Thistle Creek Capital, LLCLehi, UT · 1 clientsPrivate fund adviser
    No custodian reported
    $161M
  38. 13326
    Medicus Wealth Planning, Inc.Draper, UT · 196 clientsWealth manager
    Fidelity 100%
    $161M
  39. 13425
    Provident Living Financial ServicesLehi, UT · 254 clientsWealth manager
    Schwab 100%
    $158M
  40. 13429
    Harold Dance InvestmentsLogan, UT · 306 clientsBroker-dealer firmHybrid
    No custodian reported
    $158M

RIAs by state