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Largest SEC-Registered Investment Advisors (RIAs) in Utah

Largest SEC-Registered Investment Advisors (RIAs) in Utah

As of July 2024, per latest ADV filings

1. BRIDGE INVESTMENT GROUP

Assets Under Management: $47,001,314,000

Client Accounts:  132

2. WASATCH ADVISORS LP

Assets Under Management: $26,663,066,907

Client Accounts:  237

3. TOWNSQUARE CAPITAL, LLC

Assets Under Management: $8,777,551,735

Client Accounts:  33,539

4. SOLTIS INVESTMENT ADVISORS, LLC

Assets Under Management: $6,821,969,061

Client Accounts:  3,884

5. SEPIO CAPITAL, LP

Assets Under Management: $6,672,033,386

Client Accounts:  1,963

6. GRANDEUR PEAK GLOBAL ADVISORS

Assets Under Management: $6,316,870,974

Client Accounts:  18

7. CYNOSURE GROUP, LLC

Assets Under Management: $4,862,981,883

Client Accounts:  590

8. MORETON ASSET MANAGEMENT, LLC

Assets Under Management: $3,812,690,525

Client Accounts:  149

9. DIVERSIFY ADVISORY SERVICES, LLC

Assets Under Management: $2,872,027,172

Client Accounts:  13,027

10. KEYSTONE NATIONAL GROUP, LLC

Assets Under Management: $2,130,000,279

Client Accounts:  15

11. PETERSON PARTNERS

Assets Under Management: $2,126,417,239

Client Accounts:  31

12. SUMMIT GLOBAL INVESTMENTS, LLC

Assets Under Management: $2,028,895,819

Client Accounts:  6,110

13. SUNDANCE BAY

Assets Under Management: $2,021,527,724

Client Accounts:  6

14. DRIVE WEALTH ADVISERS

Assets Under Management: $2,016,635,518

Client Accounts:  3,750

15. TOWER ARCH CAPITAL

Assets Under Management: $1,896,142,535

Client Accounts: 7

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