Wednesday, October 21, 2026The Morning EditionOpen AtlasSign inJoin free
FinancialADVSR

Est. 2026The front page of wealth managementNew York

The Morning EditionFree · 6:30 AM ETSubscribe
IN SpaceX’s AI segment now drives more than half its revenue. Here’s what advisors should watch nextFP Why AI might recommend your competitor instead of youFP Why clients are choosing phased retirement — and what advisors should know4K SPARK Forum Offering Scholarships for Retirement Plan AdvisorsFP What Schwab's new ETF platform fees mean for clients, advisorsWM RIA Platform Leaders Ask ‘What’s the Advantage in Having Your Own Form ADV?’IN Fake e-vite phishing scams put high-net-worth clients at riskRB Rick Wurster says Schwab is tackling its forced rationing of long/short SMAs with proprietary 'offering' to stretch balance sheet, but it may be more about a fee upside, a long/short manager saysIN Fintech bytes: 55ip, Vise, Syntax push tax-smart tools for RIAsWM $20B Modera Wealth Management Launches AI Operating Platform
AtlasFinancial ADVSR
Open free

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. 438
    Bridge Investment GroupSandy, UT · 188 clientsPrivate fund adviserHybridApollo Global Securities, LLC, Athene Securities, LLC, clears through Pershing
    No custodian reported
    $49B
  2. 794
    Wasatch Advisors LPSalt Lake City, UT · 239 clientsAsset managerHybrid
    Northern Trust 41%BNY 33%State Street 26%
    $23B
  3. 932
    Townsquare Capital, LLCLehi, UT · 96 clientsAsset managerHybridBrinker Capital Securities, LLC, clears through National Financial Services (Fidelity)
    Schwab 88%
    $18B
  4. 1203
    Soltis Investment Advisors, LLCSt. George, UT · 5,414 clientsWealth manager
    Fidelity 75%Schwab 25%
    $12B
  5. 1384
    Cynosure Group, LLCSalt Lake City, UT · 148 clientsAsset manager
    Northern Trust 55%Fidelity 42%
    $9.8B
  6. 1423
    Westwood Global InvestmentsPark City, UT · 9 clientsPrivate fund adviser
    State Street 100%
    $9.5B
  7. 1934
    Sepio Capital, LPSalt Lake City, UT · 295 clientsWealth manager
    Fidelity 100%
    $5.6B
  8. 2204
    Diversify Advisory Services, LLCSouth Jordan, UT · 5,322 clientsWealth managerHybridDfpg Investments, LLC, Wade Read Capital, LLC
    Schwab 52%Fidelity 48%
    $4.6B
  9. 2388
    Diversify Wealth Management, LLCSouth Jordan, UT · 4,857 clientsWealth managerHybridDfpg Investments, LLC
    Schwab 57%Fidelity 43%
    $4.1B
  10. 2485
    Grandeur Peak Global AdvisorsSalt Lake City, UT · 17 clientsAsset managerHybrid
    BNY 51%State Street 43%
    $3.8B
  11. 2793
    Crewe AdvisorsSalt Lake City, UT · 759 clientsWealth managerHybrid
    Schwab 84%
    $3.1B
  12. 2898
    Gladius Capital Management LPPark City, UT · 8 clientsPrivate fund adviser
    Lloyds Bank PLC 39%J.P. Morgan 39%HSBC Bank USA 22%
    $2.9B
  13. 2996
    DW Healthcare PartnersPark City, UT · 12 clientsPrivate fund adviser
    No custodian reported
    $2.7B
  14. 3078
    Peterson PartnersSalt Lake City, UT · 29 clientsPrivate fund adviser
    No custodian reported
    $2.6B
  15. 3173
    Keystone National Group, LLCSalt Lake City, UT · 13 clientsAsset managerAffiliated broker-dealerVP Distributors, LLC
    No custodian reported
    $2.5B
  16. 3325
    Capita Financial Network, LLCDraper, UT · 2,888 clientsWealth manager
    Schwab 99%
    $2.3B
  17. 3349
    Summit Global Investments, LLCBountiful, UT · 7,475 clientsAsset managerHybrid
    Interactive Brokers 98%
    $2.3B
  18. 3508
    Tower Arch CapitalDraper, UT · 7 clientsPrivate fund adviser
    No custodian reported
    $2.1B
  19. 3531
    Sundance BaySalt Lake City, UT · 8 clientsPrivate fund adviser
    No custodian reported
    $2.1B
  20. 3619
    Albion Financial GroupSalt Lake City, UT · 737 clientsWealth manager
    Schwab 87%
    $2.0B
  21. 3626
    Physician Wealth Advisors, Inc.Salt Lake City, UT · 1,124 clientsWealth manager
    Fidelity 97%
    $2.0B
  22. 3642
    Healthequity AdvisorsDraper, UT · 178,476 clientsWealth managerPublic-company owned
    Healthequity Trust 100%
    $2.0B
  23. 3669
    The Norden Group LLCProvo, UT · 1,531 clientsWealth managerHybrid
    Schwab 100%
    $2.0B
  24. 3894
    West RIM II UGP, LLCLehi, UT · 23 clientsPrivate fund adviser
    No custodian reported
    $1.8B
  25. 4026
    West RIM Capital Associates II, L.P.Lehi, UT · 22 clientsPrivate fund adviser
    No custodian reported
    $1.7B
  26. 4117
    Alta Capital Management LLCSalt Lake City, UT · 1,308 clientsWealth managerBank-affiliatedAffiliated broker-dealer
    Schwab 100%
    $1.6B
  27. 4258
    Drive Wealth AdvisersLehi, UT · 1,112 clientsWealth manager
    Fidelity Distributors Company 100%
    $1.5B
  28. 4384
    Portside Wealth Group, LLCProvo, UT · 6,475 clientsWealth managerHybrid
    Schwab 100%
    $1.4B
  29. 4481
    B.O.S.S. Retirement Advisors, LLCLehi, UT · 5,013 clientsWealth manager
    Schwab 89%
    $1.4B
  30. 4560
    Cross Creek Advisors, LLCSalt Lake City, UT · 16 clientsPrivate fund adviser
    No custodian reported
    $1.3B
  31. 4609
    Iron Gate Global AdvisorsNorth Salt Lake, UT · 1,792 clientsWealth manager
    Schwab 100%
    $1.3B
  32. 4716
    Truenorth WealthSalt Lake City, UT · 975 clientsWealth managerWrap sponsor
    SEI 100%
    $1.3B
  33. 4723
    Andina AdvisorsLogan, UT · 711 clientsWealth manager
    Schwab 100%
    $1.3B
  34. 4783
    Three Seasons WealthSalt Lake City, UT · 390 clientsWealth manager
    Schwab 80%
    $1.2B
  35. 5102
    Tanara Wealth Management LLCLehi, UT · 390 clientsWealth manager
    Schwab 100%
    $1.1B
  36. 5569
    Sandlot Partners, LLCOrem, UT · 49 clientsPrivate fund adviser
    No custodian reported
    $934M
  37. 5657
    SG Trading Solutions, LLCBountiful, UT · 6 clientsAsset manager
    No custodian reported
    $912M
  38. 5667
    Taylor Derrick Capital, L.L.C.Salt Lake City, UT · 12 clientsPrivate fund adviser
    No custodian reported
    $911M
  39. 5671
    Strategic Planning GroupBountiful, UT · 1,622 clientsWealth manager
    Fidelity 75%Schwab 25%
    $910M
  40. 5756
    GO Invest LLCWest Jordan, UT · 4,277 clientsAsset manager
    Matrix Trust 100%
    $889M

RIAs by state