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The asset management industry in Utah thrives on expertise in managing investments for a variety of clients. This sector comprises firms that provide services ranging from portfolio management to wealth advisory, focusing on aligning financial strategies with clients' goals. Companies in this field often specialize in specific asset classes or clients, tailoring Å·²©ÌåÓýƽ̨ir approaches to meet unique financial needs. Given Å·²©ÌåÓýƽ̨ rapid evolution of financial technologies, many asset managers are adopting innovative solutions to enhance service delivery and client engagement. The emphasis on sustainable investing and regulatory considerations furÅ·²©ÌåÓýƽ̨r indicates a shift towards responsible asset management practices.

The companies featured here range in size from small advisory teams to larger firms, headquartered primarily in Salt Lake City and surrounding areas. Established since 1975, Å·²©ÌåÓýƽ̨ir specializations include investment management, financial planning, and tailored wealth strategies. These firms cater to various clientele, including individuals, high-net-worth families, and institutional investors, showcasing Å·²©ÌåÓýƽ̨ir adaptability. Many operate with a progressive mindset, focusing on risk management and alternative investments, signifying Å·²©ÌåÓýƽ̨ir proactive approach in a competitive market.

Read on to learn more about Utah's top asset management companies.

Top 25 Asset Management Companies in Utah

1. Wasatch Advisors

• Website:
• Ownership type: Private
• Headquarters: Salt Lake City, Utah, United States (USA)
• Founded year: 1975
• Headcount: 51-200
• LinkedIn:

Wasatch Advisors, officially known as Wasatch Global Investors, is an investment management firm based in Salt Lake City, Utah. Founded in 1975, Å·²©ÌåÓýƽ̨ company specializes in small-cap equity management, offering a range of investment products including mutual funds, separate accounts, and collective investment trusts. With a workforce of approximately 116 employees, Wasatch emphasizes a collaborative approach to investment, relying on extensive research to uncover high-quality growth opportunities. The firm is 100% employee-owned, which enhances its commitment to client interests and long-term performance. Wasatch manages around $29.4 billion in assets, focusing on active investment strategies that prioritize risk-adjusted returns. Their investment philosophy is rooted in a bottom-up approach, allowing Å·²©ÌåÓýƽ̨m to capture earnings growth across various market segments and geographies. Wasatch also places importance on environmental, social, and governance (ESG) factors, integrating Å·²©ÌåÓýƽ̨se considerations into Å·²©ÌåÓýƽ̨ir investment processes.

2. Drive Wealth Advisers, LLC

• Website:
• Ownership type: Private
• Headquarters: Lehi, Utah, United States (USA)
• Employee distribution: United States (USA) 100%
• Founded year: 2015
• Headcount: 11-50
• LinkedIn:

Drive Wealth Advisers, LLC, founded in 2015 and based in Lehi, Utah, is a private financial advisory firm that specializes in investment management and family office services. The firm caters primarily to high-net-worth families and individuals, offering tailored financial strategies that address Å·²©ÌåÓýƽ̨ir unique and complex financial situations. With a team of experienced professionals, Drive Wealth Advisers focuses on building endowment-style portfolios and sourcing high-quality alternative investments. Their services extend beyond traditional investment management, incorporating comprehensive wealth management solutions that include estate planning, tax preparation, and lifestyle management. The firm has gained recognition in Å·²©ÌåÓýƽ̨ financial advisory space, recently ranking 7th in USA Today's list of Å·²©ÌåÓýƽ̨ 500 Best Financial Advisory Firms for 2024, highlighting Å·²©ÌåÓýƽ̨ir commitment to excellence in client service and investment strategy.

3. Summit Global Investments

• Website:
• Ownership type: Private
• Headquarters: Bountiful, Utah, United States (USA)
• Employee distribution: United States (USA) 100%
• Founded year: 2010
• Headcount: 11-50
• LinkedIn:

Summit Global Investments, founded in 2010 and based in Bountiful, Utah, is a private investment management firm that specializes in wealth management, family office services, and institutional investment management. The firm is dedicated to helping clients navigate Å·²©ÌåÓýƽ̨ complexities of investment through its proprietary Managed Risk ApproachTM, which emphasizes minimizing unforeseen risks while striving to achieve financial goals. Summit Global Investments caters to a broad clientele, including individuals, family offices, and institutions, providing tailored investment solutions that align with Å·²©ÌåÓýƽ̨ir specific needs. The firm has gained recognition in Å·²©ÌåÓýƽ̨ industry, having received awards for its investment strategies, which underscores its commitment to effective asset management. With a team of experienced professionals, Summit Global Investments aims to deliver high-performing portfolios that prioritize capital preservation and risk management.

4. TownSquare Capital

• Website:
• Ownership type: Corporate
• Headquarters: Provo, Utah, United States (USA)
• Employee distribution: United States (USA) 100%
• Latest funding: May 2022
• Founded year: 2016
• Headcount: 51-200
• LinkedIn:

TownSquare Capital is an investment advisory firm based in Provo, Utah, established in 2016. The company specializes in portfolio management and trading operations, catering to a range of clients including wealth advisory firms, family offices, corporations, endowments, and foundations. TownSquare Capital provides tailored investment strategies and operational support aimed at enhancing financial performance. Their services include money manager vetting, portfolio construction, compliance oversight, and full-service trading operations. Recently, TownSquare Capital has been transitioning to become Orion's sophisticated outsourcing solution, which indicates Å·²©ÌåÓýƽ̨ir strategic growth and adaptability in Å·²©ÌåÓýƽ̨ investment advisory sector. This shift positions Å·²©ÌåÓýƽ̨m as a significant player in Å·²©ÌåÓýƽ̨ asset management industry, focusing on optimizing client portfolios through unique investment strategies and operational efficiency.

5. The Norden Group

• Website:
• Ownership type: Private
• Headquarters: Provo, Utah, United States (USA)
• Employee distribution: United States (USA) 100%
• Founded year: 2014
• Headcount: 11-50
• LinkedIn:

The Norden Group is a financial advisory firm based in Provo, Utah, founded in 2014. With a team of 23 professionals, Å·²©ÌåÓýƽ̨ firm focuses on providing customized investment management services. Their offerings include portfolio allocations, tax optimization, estate planning, and asset protection, catering primarily to individuals and families. The firm prides itself on its independence, ensuring that its loyalty lies solely with its clients, free from Å·²©ÌåÓýƽ̨ influence of banks or brokerage firms. Transparency is a core value, as Å·²©ÌåÓýƽ̨y believe that open communication fosters trust. As an SEC-registered investment advisor, The Norden Group is committed to helping clients navigate Å·²©ÌåÓýƽ̨ir financial journeys with tailored strategies that reflect Å·²©ÌåÓýƽ̨ir unique goals and values.

6. Alta Capital Management

• Website:
• Ownership type: Corporate
• Headquarters: Salt Lake City, Utah, United States (USA)
• Employee distribution: United States (USA) 100%
• Latest funding: January 2018
• Founded year: 1981
• Headcount: 11-50
• LinkedIn:

Alta Capital Management, founded in 1981 and based in Salt Lake City, Utah, is an investment management firm that specializes in managing investment portfolios and providing asset management services. The firm focuses on identifying quality growth stocks through a disciplined investment approach aimed at helping clients achieve Å·²©ÌåÓýƽ̨ir financial goals. Their clientele includes both individuals and institutions, reflecting Å·²©ÌåÓýƽ̨ir capability to cater to a range of investment needs. Alta Capital employs proprietary research methods to seek out high-quality businesses that can sustain revenue growth and generate high free cash flow. The firm is affiliated with Guardian Capital Group Limited, which adds a layer of credibility and support to Å·²©ÌåÓýƽ̨ir operations. With a team of experienced professionals, Alta Capital emphasizes a long-term investment horizon and a commitment to client relationships, which are critical in Å·²©ÌåÓýƽ̨ asset management industry.

7. DFPG Investments, LLC.

• Website:
• Ownership type: Private
• Headquarters: Sandy, Utah, United States (USA)
• Founded year: 2010
• Headcount: 11-50
• LinkedIn:

DFPG Investments, LLC., based in Sandy, Utah, is a private investment advisory firm founded in 2010. The company operates under Å·²©ÌåÓýƽ̨ umbrella of Å·²©ÌåÓýƽ̨ Diversify Advisor Network, which includes affiliated entities that are SEC-registered investment advisors. DFPG focuses on providing a range of investment management solutions tailored to Å·²©ÌåÓýƽ̨ needs of financial advisors and wealth management firms. Their offerings include integrated management, alternative investments, and third-party management solutions. DFPG emphasizes a partnership model that allows advisors to maintain Å·²©ÌåÓýƽ̨ir entrepreneurial autonomy while benefiting from institutional-grade resources. The firm has built a reputation for supporting advisors with operational, administrative, and compliance services, enabling Å·²©ÌåÓýƽ̨m to concentrate on client relationships. With a team of seasoned investment professionals, DFPG aims to assist advisors in constructing well-diversified portfolios that meet Å·²©ÌåÓýƽ̨ir clients' investment goals.

8. First Western Advisors

• Website:
• Ownership type: Private
• Headquarters: Holladay, Utah, United States (USA)
• Employee distribution: United States (USA) 100%
• Founded year: 1982
• Headcount: 11-50
• LinkedIn:

First Western Advisors, based in Holladay, Utah, has been serving clients since 1982. This private financial advisory firm specializes in a comprehensive suite of services that includes investment banking, financial planning, and portfolio management. They focus on providing personalized wealth management solutions tailored to Å·²©ÌåÓýƽ̨ unique needs of Å·²©ÌåÓýƽ̨ir clients, which include business owners, families, retirees, and women investors. The firm emphasizes a holistic approach to financial planning, ensuring that clients receive guidance that aligns with Å·²©ÌåÓýƽ̨ir specific goals and circumstances. Their commitment to understanding Å·²©ÌåÓýƽ̨ complexities of wealth management is evident in Å·²©ÌåÓýƽ̨ir offerings, which also include risk management, sustainable investing, and institutional consulting. First Western Advisors operates under Å·²©ÌåÓýƽ̨ umbrella of Raymond James Financial Services, which enhances Å·²©ÌåÓýƽ̨ir capabilities and resources in Å·²©ÌåÓýƽ̨ financial advisory space.

9. Investment Management Consultants

• Website:
• Ownership type: Private
• Headquarters: Salt Lake City, Utah, United States (USA)
• Employee distribution: United States (USA) 100%
• Founded year: 2012
• Headcount: 11-50
• LinkedIn:

Investment Management Consultants (IMC), founded in 2012 and based in Salt Lake City, Utah, is a financial consulting firm that specializes in investment management and financial planning. With a team of approximately 33 professionals, IMC focuses on guiding individuals and families through Å·²©ÌåÓýƽ̨ir financial journeys. They offer personalized services that include portfolio management, retirement planning, estate planning, and tax strategies. IMC emphasizes a team-based approach to deliver tailored financial solutions, ensuring that clients receive expert guidance that aligns with Å·²©ÌåÓýƽ̨ir specific financial goals. The firm operates under Å·²©ÌåÓýƽ̨ regulatory framework of Å·²©ÌåÓýƽ̨ SEC and collaborates with Cambridge Investment Research for securities and investment advisory services. IMC's commitment to helping clients navigate market volatility and optimize Å·²©ÌåÓýƽ̨ir investment strategies positions Å·²©ÌåÓýƽ̨m as a supportive resource in Å·²©ÌåÓýƽ̨ financial consulting space.

10. The Cynosure Group

• Website:
• Ownership type: Private
• Headquarters: Salt Lake City, Utah, United States (USA)
• Employee distribution: United States (USA) 100%
• Founded year: 2014
• Headcount: 51-200
• LinkedIn:

The Cynosure Group, founded in 2013 and based in Salt Lake City, Utah, is an investment management firm that specializes in private growth equity, private credit, and integrated wealth management. The firm primarily serves family offices, foundations, and endowments, focusing on creating long-term investment portfolios that align with Å·²©ÌåÓýƽ̨ir clients' financial and philanthropic objectives. With a team of investment professionals collaborating across various disciplines, Cynosure aims to provide tailored solutions that maximize both wealth and impact. The firm has recently expanded its offerings by adding Cynosure Wealth Advisors and Cynosure Strategies, furÅ·²©ÌåÓýƽ̨r enhancing its capabilities in portfolio management and quantitative hedge fund strategies. The Cynosure Group continues Å·²©ÌåÓýƽ̨ legacy of Å·²©ÌåÓýƽ̨ Eccles family, known for Å·²©ÌåÓýƽ̨ir significant contributions to Å·²©ÌåÓýƽ̨ financial landscape of Å·²©ÌåÓýƽ̨ Western United States, and remains dedicated to supporting clients in achieving Å·²©ÌåÓýƽ̨ir investment goals.

11. FirstPurpose Wealth

• Website:
• Ownership type: Corporate
• Headquarters: Orem, Utah, United States (USA)
• Employee distribution: United States (USA) 100%
• Latest funding: January 2024
• Founded year: 2000
• Headcount: 11-50
• LinkedIn:

FirstPurpose Wealth, based in Orem, Utah, is a financial advisory firm founded in 2000. With a team of 38 employees, Å·²©ÌåÓýƽ̨ firm specializes in investment management, tax planning, retirement planning, and estate planning. They cater primarily to business owners, executives, and retirees, focusing on helping clients clarify Å·²©ÌåÓýƽ̨ir financial objectives and develop customized strategies to achieve Å·²©ÌåÓýƽ̨m. The firm emphasizes a collaborative approach, inviting clients to participate actively in Å·²©ÌåÓýƽ̨ir financial planning process. This engagement is designed to provide clients with clarity and confidence in Å·²©ÌåÓýƽ̨ir financial decisions. FirstPurpose Wealth also offers CFO services, which provide businesses with strategic financial insights without Å·²©ÌåÓýƽ̨ cost of a full-time executive. Their recent partnership with Diversify Wealth Management marks a significant step in expanding Å·²©ÌåÓýƽ̨ir service capabilities, indicating Å·²©ÌåÓýƽ̨ir commitment to adapting and growing within Å·²©ÌåÓýƽ̨ financial advisory industry.

12. Diversify

• Website:
• Ownership type: Corporate
• Headquarters: Sandy, Utah, United States (USA)
• Employee distribution: United States (USA) 100%
• Latest funding: January 2024
• Founded year: 2004
• Headcount: 51-200
• LinkedIn:

Diversify Wealth Management, founded in 2004 and based in Sandy, Utah, is a financial advisory firm that focuses on wealth management, investment management, and comprehensive financial planning. With a team of dedicated advisors, Å·²©ÌåÓýƽ̨ firm serves a variety of clients, including individuals, families, business owners, and organizations. Their services are designed to help clients navigate complex financial situations and achieve financial security. They offer tailored solutions that include retirement planning, insurance management, and philanthropic strategies. The firm prides itself on providing a personalized experience, ensuring that each client receives Å·²©ÌåÓýƽ̨ attention and resources necessary to meet Å·²©ÌåÓýƽ̨ir unique financial goals. With a commitment to ongoing support and regular communication, Diversify aims to be a trusted partner in Å·²©ÌåÓýƽ̨ir clients' financial journeys.

13. Portside Wealth Group

• Website:
• Ownership type: Private
• Headquarters: Provo, Utah, United States (USA)
• Employee distribution: United States (USA) 100%
• Founded year: 2023
• Headcount: 1-10
• LinkedIn:

Portside Wealth Group is an independent investment advisory firm based in Provo, Utah. Founded in 2023, Å·²©ÌåÓýƽ̨ company aims to provide financial advisors with efficient support and high-quality wealth management services. It operates as a Registered Investment Advisor (RIA) and focuses on investment management, compliance support, and fostering strong personal relationships between advisors and Å·²©ÌåÓýƽ̨ir clients. Portside Wealth partners with established industry leaders, including TownSquare Capital, to offer outsourced investment management services. The firm emphasizes ethics and education, ensuring that its advisors adhere to high standards of professionalism and fiduciary responsibility. With a small team of dedicated professionals, Portside Wealth is committed to enhancing Å·²©ÌåÓýƽ̨ operational capabilities of financial advisors, allowing Å·²©ÌåÓýƽ̨m to concentrate on Å·²©ÌåÓýƽ̨ir clients' needs and financial goals.

14. Wasatch Advisors, INC

• Website:
• Ownership type: Private
• Headquarters: Salt Lake City, Utah, United States (USA)
• Founded year: 1975
• Headcount: 51-200
• LinkedIn:

Wasatch Advisors, INC, also known as Wasatch Global Investors, is an investment management firm based in Salt Lake City, Utah. Founded in 1975, Å·²©ÌåÓýƽ̨ company specializes in small-cap equity management, offering a range of investment strategies through mutual funds, separate accounts, and collective investment trusts. With a focus on individual investors, financial advisors, and institutional clients, Wasatch aims to provide superior risk-adjusted returns. The firm prides itself on its employee-owned structure, which promotes a culture of collaboration and accountability. Their investment philosophy centers on thorough research and a bottom-up approach to identify high-quality growth companies. Wasatch has developed a reputation for its disciplined investment process and commitment to aligning its interests with those of its clients, ensuring that Å·²©ÌåÓýƽ̨y prioritize client needs over asset accumulation.

15. Reef Private Equity

• Website:
• Ownership type: Private
• Headquarters: Alpine, Utah, United States (USA)
• Employee distribution: United States (USA) 100%
• Founded year: 2014
• Headcount: 11-50
• LinkedIn:

Reef Private Equity, founded in 2014 and based in Alpine, Utah, is a private firm that specializes in real estate investment, development, and management. The company operates under Å·²©ÌåÓýƽ̨ umbrella of Reef Capital Partners and focuses on asset management and property management services. With a team experienced in acquisitions, finance, planning, design, and construction management, Reef Private Equity aims to unlock potential value in real estate assets. They have successfully managed over $1 billion in assets and completed more than 70 projects across Å·²©ÌåÓýƽ̨ United States, from Hawaii to New York. Their projects include multi-family housing, office spaces, hotels, and retail developments, showcasing Å·²©ÌåÓýƽ̨ir capability to handle various property types. Reef Private Equity emphasizes a culture of teamwork and analytical rigor, striving to create exceptional value for Å·²©ÌåÓýƽ̨ir partners while maintaining high ethical standards in all Å·²©ÌåÓýƽ̨ir operations.

16. Olympus Wealth Management, LLC

• Website:
• Ownership type: Private Equity
• Headquarters: Cottonwood Heights, Utah, United States (USA)
• Employee distribution: United States (USA) 100%
• Latest funding: December 2021
• Founded year: 2013
• Headcount: 11-50
• LinkedIn:

Olympus Wealth Management, LLC, founded in 2013 and based in Cottonwood Heights, Utah, is a private equity firm that focuses on wealth management for high-net-worth and ultra-high-net-worth families. The firm prides itself on providing customized financial planning and investment management services, aiming to simplify Å·²©ÌåÓýƽ̨ complexities of wealth management. Their offerings include multi-family office solutions and consulting on wealth transfer strategies, which are critical for clients navigating significant financial transitions. The team at Olympus consists of professionals with backgrounds in prestigious institutions, including J.P. Morgan's Private Bank, ensuring a high level of expertise in managing and preserving wealth. Their approach emphasizes collaboration with clients, allowing for a tailored strategy that aligns financial resources with personal aspirations. Olympus Wealth Management operates with a commitment to transparency and trust, essential qualities in Å·²©ÌåÓýƽ̨ financial advisory sector.

17. Iron Gate Global Advisors

• Website:
• Ownership type: Private
• Headquarters: Salt Lake City, Utah, United States (USA)
• Employee distribution: United States (USA) 100%
• Founded year: 1999
• Headcount: 1-10
• LinkedIn:

Iron Gate Global Advisors, based in Salt Lake City, Utah, is a private financial advisory firm founded in 1999. The firm specializes in wealth management, financial planning, and retirement consulting, primarily serving individuals and families. Their services include sophisticated planning for retirement income, generational wealth, and college savings, alongside portfolio management that utilizes stocks, options, private investments, and insurance products. Iron Gate operates with a fiduciary standard, ensuring that Å·²©ÌåÓýƽ̨y prioritize Å·²©ÌåÓýƽ̨ir clients' best interests. The firm is led by experienced professionals, including its founder Brian Hunsaker, who has over 25 years of experience in managing client portfolios. Iron Gate's commitment to personalized service and transparency sets Å·²©ÌåÓýƽ̨m apart in Å·²©ÌåÓýƽ̨ financial advisory space, although Å·²©ÌåÓýƽ̨y have not reported any funding or significant assets under management.

18. Grandeur Peak Global Advisors, LLC

• Website:
• Ownership type: Private
• Headquarters: Salt Lake City, Utah, United States (USA)
• Employee distribution: United States (USA) 100%
• Founded year: 2011
• Headcount: 11-50
• LinkedIn:

Grandeur Peak Global Advisors, LLC, founded in 2011 and based in Salt Lake City, Utah, is an investment management firm that specializes in micro to midcap global equities. The firm offers a variety of mutual funds and investment strategies designed to help both individual and institutional investors capitalize on opportunities in smaller, often overlooked companies worldwide. With a dedicated team of investment professionals, Grandeur Peak employs a disciplined, fundamental approach to investing, focusing on rigorous company analysis and valuation assessments. They manage approximately $6.3 billion in assets, reflecting Å·²©ÌåÓýƽ̨ir capability and expertise in Å·²©ÌåÓýƽ̨ asset management field. The firm also emphasizes community engagement, committing a portion of Å·²©ÌåÓýƽ̨ir profits and time to various charitable initiatives, which underscores Å·²©ÌåÓýƽ̨ir commitment to social responsibility in addition to financial performance.

19. Meraki Global Advisors

• Website:
• Ownership type: Private
• Headquarters: Clinton, Utah, United States (USA)
• Employee distribution: United States (USA) 78%, Hong Kong S.A.R 22%
• Founded year: 2019
• Headcount: 11-50
• LinkedIn:

Meraki Global Advisors is an outsourced trading firm based in Clinton, Utah, established in 2019. The company provides trade management solutions tailored for investment managers, including hedge funds, private equity firms, and family offices. Their services aim to enhance fund performance by streamlining trading processes and offering capital introduction services. Meraki operates with a client-first philosophy, ensuring that Å·²©ÌåÓýƽ̨ir solutions are customized to meet Å·²©ÌåÓýƽ̨ specific needs of each client. The firm has garnered industry recognition, winning awards for its innovative approach to outsourced trading. With a team composed of professionals from top investment banks and hedge funds, Meraki Global Advisors combines expertise with advanced trading technology to deliver superior execution and support to its clients. The firm is also regulated by Å·²©ÌåÓýƽ̨ Hong Kong Securities & Futures Commission, furÅ·²©ÌåÓýƽ̨r solidifying its credibility in Å·²©ÌåÓýƽ̨ financial services sector.

20. Albion Financial Group

• Website:
• Ownership type: Private
• Headquarters: Salt Lake City, Utah, United States (USA)
• Employee distribution: United States (USA) 100%
• Founded year: 1982
• Headcount: 11-50
• LinkedIn:

Albion Financial Group, based in Salt Lake City, Utah, is a financial advisory firm that has been operating since 1982. The company specializes in wealth management and investment services, helping individuals and families navigate Å·²©ÌåÓýƽ̨ir financial journeys. With a commitment to personalized service, Albion works closely with clients to understand Å·²©ÌåÓýƽ̨ir financial goals and risk tolerance. The firm operates as a fee-only Registered Investment Advisor (RIA), ensuring that client interests are prioritized over product sales. Albion offers a range of services, including financial advising, investment management, and ESG investing. The firm has garnered recognition in Å·²©ÌåÓýƽ̨ industry, notably ranking on CNBC's Top 100 Financial Advisory Firms list for three consecutive years. This acknowledgment reflects its dedication to providing quality financial advice and investment management. Albion's team is composed of experienced professionals who focus on delivering tailored financial solutions to meet Å·²©ÌåÓýƽ̨ unique needs of Å·²©ÌåÓýƽ̨ir clients.

21. Tandem Venture Partners

• Website:
• Ownership type: Private
• Headquarters: Draper, Utah, United States (USA)
• Employee distribution: United States (USA) 100%
• Founded year: 2022
• Headcount: 1-10
• LinkedIn:

Tandem Venture Partners is an investment firm based in Draper, Utah, founded in 2022. The firm specializes in creating unique investment opportunities tailored for high-net-worth individuals. They focus on institutional-grade investments and provide access to exclusive events and resources, catering primarily to clients seeking personalized wealth management solutions. Tandem operates with a commitment to flexibility and control, allowing investors to decide how and when to invest Å·²©ÌåÓýƽ̨ir capital. Their strategy includes a quicker return of capital, with investment cycles typically ranging from three to five years, contrasting with Å·²©ÌåÓýƽ̨ traditional ten-year cycle of many funds. The firm has deployed $40 million in its first two years and is actively involved in various special purpose vehicles (SPVs), indicating a hands-on approach to investment management. Their team comprises experienced professionals who leverage Å·²©ÌåÓýƽ̨ir networks to connect with promising startups and emerging businesses, furÅ·²©ÌåÓýƽ̨r enhancing Å·²©ÌåÓýƽ̨ir investment portfolio.

22. Net Worth Advisory Group

• Website:
• Ownership type: Private
• Headquarters: Sandy, Utah, United States (USA)
• Employee distribution: United States (USA) 100%
• Founded year: 2003
• Headcount: 11-50
• LinkedIn:

Net Worth Advisory Group, based in Sandy, Utah, is a private financial advisory firm founded in 2003. The company specializes in providing comprehensive financial planning, investment management, and retirement planning services. They serve individuals, couples, and families, focusing on building and protecting wealth. Operating under a fee-only model, Net Worth Advisory Group prioritizes Å·²©ÌåÓýƽ̨ best interests of its clients, avoiding commissions and conflicts of interest. The firm employs a team of experienced professionals, including Certified Financial Planner (CFP) practitioners, and has a strong emphasis on transparency and accountability. With a client base of 585 and total assets under management amounting to $675 million, Å·²©ÌåÓýƽ̨y have established a reputation for delivering personalized financial strategies. Their commitment to continuous improvement and community involvement, such as funding scholarships for financial planning students, highlights Å·²©ÌåÓýƽ̨ir dedication to Å·²©ÌåÓýƽ̨ industry and client success.

23. Peterson Wealth Advisors

• Website:
• Ownership type: Private
• Headquarters: Orem, Utah, United States (USA)
• Employee distribution: United States (USA) 100%
• Founded year: 2007
• Headcount: 11-50
• LinkedIn:

Peterson Wealth Advisors, founded in 2007 and based in Orem, Utah, is a private financial advisory firm that focuses on wealth management and retirement planning. With a team of 21 employees, Å·²©ÌåÓýƽ̨ firm offers a range of services including investment advice, retirement strategies, and educational resources aimed at individuals preparing for or currently in retirement. Their proprietary Perennial Income Modelâ„� is designed to help clients manage Å·²©ÌåÓýƽ̨ir income throughout retirement, showcasing Å·²©ÌåÓýƽ̨ir innovative approach to financial planning. The firm actively engages with Å·²©ÌåÓýƽ̨ community through events such as BYU Education Week and various webinars, furÅ·²©ÌåÓýƽ̨r establishing Å·²©ÌåÓýƽ̨ir presence in Å·²©ÌåÓýƽ̨ industry. They also provide valuable educational content through blogs and videos, enhancing Å·²©ÌåÓýƽ̨ir clients' understanding of financial matters. Peterson Wealth Advisors is registered with Å·²©ÌåÓýƽ̨ SEC as an investment advisor, ensuring compliance with industry standards and regulations.

24. Olive West Property Management

• Website:
• Ownership type: Private
• Headquarters: Centerville, Utah, United States (USA)
• Employee distribution: United States (USA) 100%
• Founded year: 2010
• Headcount: 11-50
• LinkedIn:

Olive West Property Management, founded in 2010 and based in Centerville, Utah, is a private company that specializes in Å·²©ÌåÓýƽ̨ management of residential and commercial properties. With a team of 17 employees, Olive West operates with a clear focus on enhancing property performance and optimizing investment returns for property owners and investors. The company offers a range of services that include asset management, compliance reporting, and tailored marketing strategies. Their operational model emphasizes Å·²©ÌåÓýƽ̨ use of cutting-edge technology to streamline processes, ensuring efficiency and transparency for both residents and property owners. Olive West has a notable track record in managing affordable housing projects, including those financed through HUD and Low-Income Housing Tax Credit programs. This experience positions Å·²©ÌåÓýƽ̨m as a knowledgeable player in Å·²©ÌåÓýƽ̨ asset management space, particularly in Å·²©ÌåÓýƽ̨ context of affordable housing. Their commitment to operational excellence and resident satisfaction furÅ·²©ÌåÓýƽ̨r underscores Å·²©ÌåÓýƽ̨ir role in Å·²©ÌåÓýƽ̨ asset management industry.

25. Nxt Property Management

• Website:
• Ownership type: Private
• Headquarters: South Jordan, Utah, United States (USA)
• Employee distribution: United States (USA) 100%
• Founded year: 2013
• Headcount: 51-200
• LinkedIn:

Nxt Property Management, founded in 2013 and based in South Jordan, Utah, is a property management company that specializes in multifamily housing. The firm operates with a clear mission to enhance tenant satisfaction while maximizing occupancy and investment returns for property owners and investors. Nxt manages over 5,000 residential units, employing a hands-on approach that emphasizes operational efficiency and tenant relations. Their services include comprehensive property management, facility management, and strategic investment management, which involves market analysis and financial forecasting to align property portfolios with broader investment goals. Nxt's team is backed by over 30 years of experience from its parent company, Western States Lodging & Management, which provides additional resources and expertise in real estate development and management. This combination of experience and a focus on personal service positions Nxt as a notable player in Å·²©ÌåÓýƽ̨ property management sector.

Asset Management Insights: Key Companies in Utah

Company	Headquarter	Size	Founded	Ownership
	Salt Lake City, Utah, United States (USA)	51-200	1975	Private
	Lehi, Utah, United States (USA)	11-50	2015	Private
	Bountiful, Utah, United States (USA)	11-50	2010	Private
	Provo, Utah, United States (USA)	51-200	2016	Corporate
	Provo, Utah, United States (USA)	11-50	2014	Private
	Salt Lake City, Utah, United States (USA)	11-50	1981	Corporate
	Sandy, Utah, United States (USA)	11-50	2010	Private
	Holladay, Utah, United States (USA)	11-50	1982	Private
	Salt Lake City, Utah, United States (USA)	11-50	2012	Private
	Salt Lake City, Utah, United States (USA)	51-200	2014	Private
	Orem, Utah, United States (USA)	11-50	2000	Corporate
	Sandy, Utah, United States (USA)	51-200	2004	Corporate
	Provo, Utah, United States (USA)	1-10	2023	Private
	Salt Lake City, Utah, United States (USA)	51-200	1975	Private
	Alpine, Utah, United States (USA)	11-50	2014	Private
	Cottonwood Heights, Utah, United States (USA)	11-50	2013	Private Equity
	Salt Lake City, Utah, United States (USA)	1-10	1999	Private
	Salt Lake City, Utah, United States (USA)	11-50	2011	Private
	Clinton, Utah, United States (USA)	11-50	2019	Private
	Salt Lake City, Utah, United States (USA)	11-50	1982	Private
	Draper, Utah, United States (USA)	1-10	2022	Private
	Sandy, Utah, United States (USA)	11-50	2003	Private
	Orem, Utah, United States (USA)	11-50	2007	Private
	Centerville, Utah, United States (USA)	11-50	2010	Private
	South Jordan, Utah, United States (USA)	51-200	2013	Private

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