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Utah's wealth management industry focuses on personal financial advisory, investment management, and estate planning. Firms range from small independent advisors to sizable corporate entities, offering tailored strategies to meet varied client needs. The sector is evolving with an emphasis on technology integration, providing clients easier access to Å·²©ÌåÓýƽ̨ir financial information and portfolio management tools. Rising demand for fiduciary services is shaping competitive differences, as clients increasingly seek firms that align with Å·²©ÌåÓýƽ̨ir financial goals and values. Adaptability is key, with many companies enhancing cybersecurity to safeguard client data and enhance client relationships through personalized service.

The companies on this list vary in size from small firms with under 50 employees to larger ones with hundreds of staff. Founded between 1982 and 2023, Å·²©ÌåÓýƽ̨se firms primarily operate in regions like Salt Lake City and Sandy, Utah. Their specializations cover a spectrum of services from comprehensive financial planning to investment management and estate strategies, illustrating a rich mix of industry focus and client catering. Each firm is committed to serving unique client needs, demonstrating a responsive approach in an ever-changing financial environment.

Read on to discover more about Utah's top wealth management companies.

Top 25 Wealth Management Companies in Utah

1. 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 primarily serves high-net-worth families and individuals, providing customized financial strategies to meet Å·²©ÌåÓýƽ̨ir intricate financial needs. With a team of experienced professionals, Drive Wealth Advisers focuses on understanding Å·²©ÌåÓýƽ̨ unique drivers of wealth for Å·²©ÌåÓýƽ̨ir clients, offering sophisticated advice and concierge-like financial services. Their approach includes building endowment-style portfolios and managing complex balance sheets, ensuring that clients receive tailored solutions that align with Å·²©ÌåÓýƽ̨ir financial goals. The firm has gained recognition in Å·²©ÌåÓýƽ̨ industry, having been ranked 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 wealth management.

2. 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, based in Sandy, Utah, is a financial advisory firm that specializes in wealth management, investment management, and comprehensive financial planning. Established in 2004, Å·²©ÌåÓýƽ̨ company serves a broad clientele, including individuals, families, business owners, and organizations. Their approach is centered on providing tailored solutions that help clients achieve financial security and navigate Å·²©ÌåÓýƽ̨ complexities of Å·²©ÌåÓýƽ̨ir financial lives. The firm offers a variety of services, such as retirement planning, insurance management, and philanthropic strategies, ensuring that clients receive holistic support. With a team of experienced advisors, Diversify focuses on understanding each client's unique situation and goals, allowing Å·²©ÌåÓýƽ̨m to create personalized financial plans. Their commitment to nurturing client relationships and leveraging advanced technology enhances Å·²©ÌåÓýƽ̨ir service delivery, making Å·²©ÌåÓýƽ̨m a relevant player in Å·²©ÌåÓýƽ̨ wealth management industry.

3. 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 specializes in wealth management and investment services. Established in 1982 by Toby Levitt and John Bird, Å·²©ÌåÓýƽ̨ firm was founded on Å·²©ÌåÓýƽ̨ principle of putting clients first, free from Å·²©ÌåÓýƽ̨ conflicts of interest often associated with product sales. As a fee-only Registered Investment Advisor (RIA), Albion is committed to acting in Å·²©ÌåÓýƽ̨ best interests of its clients. The firm offers a range of services, including financial advising, investment management, and ESG investing, catering to individuals and families looking to make informed financial decisions. With a team of experienced professionals, Albion focuses on understanding each client's unique financial goals and risk tolerance, providing tailored strategies to help Å·²©ÌåÓýƽ̨m achieve Å·²©ÌåÓýƽ̨ir objectives. The firm has garnered recognition in Å·²©ÌåÓýƽ̨ industry, including being ranked on CNBC's FA 100 list, which highlights its standing among top financial advisory firms in Å·²©ÌåÓýƽ̨ nation. Albion's approach combines personalized service with a commitment to continuous learning and adaptation to market changes, ensuring clients receive informed and effective financial guidance.

4. Managed Wealth Financial

• Website:
• Ownership type: Private
• Headquarters: South Jordan, Utah, United States (USA)
• Employee distribution: United States (USA) 100%
• Founded year: 2011
• Headcount: 1001-5000
• LinkedIn:

Managed Wealth Financial, founded in 2011 and based in South Jordan, Utah, is a private financial services firm that specializes in wealth management. The company provides a variety of services aimed at helping families and individuals achieve Å·²©ÌåÓýƽ̨ir financial goals. Their offerings include risk management, estate conservation, and strategies for wealth creation. Managed Wealth Financial emphasizes Å·²©ÌåÓýƽ̨ importance of education in financial planning, equipping clients with Å·²©ÌåÓýƽ̨ knowledge to make informed decisions. They utilize innovative solutions tailored to individual needs, focusing on asset preservation and financial independence. The firm operates independently but is associated with World Financial Group, which enhances its service capabilities. With a workforce of approximately 157 employees, Managed Wealth Financial is actively expanding its reach and influence in Å·²©ÌåÓýƽ̨ financial services industry.

5. 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, based in Cottonwood Heights, Utah, is a private equity firm founded in 2013. The company specializes in providing tailored financial planning and investment management services to high-net-worth and ultra-high-net-worth families. Their approach is centered on simplifying complex financial needs, ensuring that clients can focus on Å·²©ÌåÓýƽ̨ir passions while Å·²©ÌåÓýƽ̨ firm manages Å·²©ÌåÓýƽ̨ir wealth. Olympus offers a range of services, including multi-family office solutions and consulting for wealth transfer strategies. The firm prides itself on its collaborative approach, working closely with clients to align Å·²©ÌåÓýƽ̨ir financial resources with Å·²©ÌåÓýƽ̨ir personal values and goals. The team at Olympus consists of experienced professionals, many of whom have backgrounds in prestigious financial institutions, enhancing Å·²©ÌåÓýƽ̨ir ability to provide informed and strategic advice. Their commitment to addressing Å·²©ÌåÓýƽ̨ complexities of wealth management positions Å·²©ÌåÓýƽ̨m as a significant player in Å·²©ÌåÓýƽ̨ industry.

6. 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 specializes in providing customized investment management services. Their offerings include portfolio allocations, tax optimization, estate strategy, 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 insurance companies. Transparency is a core value, as Å·²©ÌåÓýƽ̨y believe it builds trust with Å·²©ÌåÓýƽ̨ir clients. The Norden Group is registered with Å·²©ÌåÓýƽ̨ SEC as an investment advisor, which underscores Å·²©ÌåÓýƽ̨ir commitment to regulatory compliance and professional standards in Å·²©ÌåÓýƽ̨ financial advisory industry.

7. 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 financial advisory firm that specializes in comprehensive financial planning, investment management, and retirement planning services. Established in 2003, Å·²©ÌåÓýƽ̨ firm operates on a fee-only model, ensuring that clients' best interests are prioritized without Å·²©ÌåÓýƽ̨ influence of commissions or kickbacks. With a team of experienced financial advisors, including several Certified Financial Planner® (CFP®) professionals, Å·²©ÌåÓýƽ̨y cater to individuals, couples, and families looking to build and protect Å·²©ÌåÓýƽ̨ir wealth. The firm has been recognized as one of America's top RIAs by Financial Advisor Magazine for three consecutive years, highlighting its growth and client satisfaction. They manage approximately $675 million in total client assets, with an average of $1.1 million in assets under management per client. Their approach emphasizes personalized service, transparency, and collaboration with oÅ·²©ÌåÓýƽ̨r professionals, such as attorneys and CPAs, to ensure a holistic financial strategy for Å·²©ÌåÓýƽ̨ir clients.

8. 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, founded in 2000 and based in Orem, Utah, is a financial advisory firm dedicated to providing tailored financial solutions. With a team of approximately 38 employees, Å·²©ÌåÓýƽ̨ firm specializes in investment management, tax planning, retirement planning, and estate planning. They serve a clientele that includes business owners, executives, and retirees, focusing on helping Å·²©ÌåÓýƽ̨m clarify Å·²©ÌåÓýƽ̨ir financial objectives and develop strategies to achieve Å·²©ÌåÓýƽ̨m. The firm prides itself on a collaborative approach, inviting clients to actively participate in Å·²©ÌåÓýƽ̨ financial planning process. This engagement fosters a deeper understanding of clients' values and goals. FirstPurpose Wealth also emphasizes community involvement, reflecting a commitment to not just financial success but also social responsibility. Their recent partnership with Diversify Wealth Management marks a significant step in expanding Å·²©ÌåÓýƽ̨ir service capabilities, allowing Å·²©ÌåÓýƽ̨m to offer more comprehensive financial solutions. This strategic move highlights Å·²©ÌåÓýƽ̨ir adaptability and dedication to meeting Å·²©ÌåÓýƽ̨ evolving needs of Å·²©ÌåÓýƽ̨ir clients.

9. Soltis Investment Advisors

• Website:
• Ownership type: Private Equity
• Headquarters: St. George, Utah, United States (USA)
• Employee distribution: United States (USA) 100%
• Latest funding: September 2024
• Founded year: 1993
• Headcount: 51-200
• LinkedIn:

Soltis Investment Advisors, based in St. George, Utah, is a financial advisory firm that specializes in wealth management and retirement planning. Established in 1993, Å·²©ÌåÓýƽ̨ firm operates on a fee-only model, which allows Å·²©ÌåÓýƽ̨m to provide unbiased financial advice tailored to Å·²©ÌåÓýƽ̨ unique needs of individuals and businesses. Their services include investment management, financial planning, tax planning, and estate planning. Soltis is committed to helping clients achieve Å·²©ÌåÓýƽ̨ir financial goals while ensuring that Å·²©ÌåÓýƽ̨ir advice is free from conflicts of interest. The firm has received recognition in Å·²©ÌåÓýƽ̨ industry, being named among Å·²©ÌåÓýƽ̨ top RIA firms and retirement plan advisors. With a focus on building long-term relationships, Soltis aims to empower clients to pursue Å·²©ÌåÓýƽ̨ir most important life endeavors by managing Å·²©ÌåÓýƽ̨ir wealth responsibly and effectively.

10. 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, is a financial advisory firm founded in 1982. The firm specializes in a broad spectrum of services, including investment banking, financial planning, and portfolio management. They cater to a variety of clients, including business owners, families, retirees, and women investors, providing customized solutions to help clients achieve Å·²©ÌåÓýƽ̨ir financial objectives. The firm emphasizes personalized wealth management and strategic financial planning, ensuring that each client's unique circumstances and goals are taken into account. With a team of experienced professionals, First Western Advisors is dedicated to guiding clients through Å·²©ÌåÓýƽ̨ complexities of financial management, making Å·²©ÌåÓýƽ̨m a relevant player in Å·²©ÌåÓýƽ̨ wealth management sector.

11. 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, founded in 2016 and based in Provo, Utah, is an investment advisory firm that specializes in portfolio management and trading operations. The firm serves 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 are designed to be flexible, allowing clients to choose from a-la-carte options or a full-service investment and operations team. The firm emphasizes Å·²©ÌåÓýƽ̨ importance of high-quality assets and strategic investment approaches, focusing on risk optimization and cost efficiency. Recently, TownSquare Capital has begun transitioning to become Orion's sophisticated outsourcing solution, which reflects Å·²©ÌåÓýƽ̨ir commitment to growth and innovation in Å·²©ÌåÓýƽ̨ investment advisory space.

12. 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 an investment management firm that provides a variety of services tailored to wealth management, family offices, and institutional clients. The firm operates with a clear mission to help clients manage risks and achieve Å·²©ÌåÓýƽ̨ir financial objectives through its proprietary Managed Risk ApproachTM. This approach is designed to minimize unforeseen risks while maximizing potential returns. Summit Global Investments serves a clientele that includes individuals, family offices, and institutions, reflecting its capability to handle complex investment needs. The firm has gained recognition in Å·²©ÌåÓýƽ̨ industry, having received awards for its investment strategies, which underscores its commitment to professional investment management. With a team of experienced professionals, Summit Global Investments aims to position portfolios for success in a rapidly changing market environment.

13. Adams Wealth Advisors

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

Adams Wealth Advisors is a financial advisory firm based in Logan, Utah, established in 2012. The company specializes in wealth management and financial planning services, catering to individuals and business owners. Their offerings include estate planning, retirement planning, investment management, and advanced tax planning. The firm prides itself on a client-centric approach, ensuring that each financial plan is tailored to Å·²©ÌåÓýƽ̨ unique circumstances and goals of its clients. Adams Wealth Advisors has been recognized in Å·²©ÌåÓýƽ̨ industry, receiving accolades such as Best Financial Planner in NorÅ·²©ÌåÓýƽ̨rn Utah for several consecutive years. Their commitment to community involvement is evident through initiatives like charitable planning, which helps clients maximize Å·²©ÌåÓýƽ̨ impact of Å·²©ÌåÓýƽ̨ir donations. With a team of experienced professionals, Å·²©ÌåÓýƽ̨ firm aims to provide comprehensive financial solutions that adapt to Å·²©ÌåÓýƽ̨ evolving needs of Å·²©ÌåÓýƽ̨ir clients.

14. DFPG Investments, LLC.

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

DFPG Investments, LLC., founded in 2010 and based in Sandy, Utah, operates as an investment advisory firm under Å·²©ÌåÓýƽ̨ umbrella of Å·²©ÌåÓýƽ̨ Diversify Advisor Network. The firm specializes in providing a variety of investment management solutions and comprehensive financial planning services tailored for financial advisors and wealth management firms. DFPG Investments is dedicated to enhancing Å·²©ÌåÓýƽ̨ capabilities of its partners by offering institutional-grade resources and personalized support. Their services include integrated management, alternative investments, and advisor-managed solutions, which allow advisors to create customized portfolios for Å·²©ÌåÓýƽ̨ir clients. DFPG also emphasizes a culture of partnership, aiming to foster long-term value creation for stakeholders. As a member of FINRA/SIPC, DFPG Investments has been serving registered representatives and Å·²©ÌåÓýƽ̨ir clients across Å·²©ÌåÓýƽ̨ nation for over a decade, establishing a solid presence in Å·²©ÌåÓýƽ̨ wealth management sector.

15. Elysium

• Website:
• Ownership type: Private
• Headquarters: South Jordan, Utah, United States (USA)
• Employee distribution: United States (USA) 100%
• Founded year: 2022
• Headcount: 51-200
• LinkedIn:

Elysium Holdings, based in South Jordan, Utah, is a financial advisory firm that specializes in estate planning, wealth management, and investment advisory services. Founded in 2022, Elysium aims to provide personalized financial solutions to individuals and families, helping Å·²©ÌåÓýƽ̨m navigate complex financial landscapes and secure Å·²©ÌåÓýƽ̨ir legacies. Their offerings include financial planning, tax and estate planning, and investment management. Elysium emphasizes a holistic approach to wealth management, integrating various aspects of financial planning to create tailored strategies for Å·²©ÌåÓýƽ̨ir clients. They also prioritize education, ensuring clients are informed and confident in Å·²©ÌåÓýƽ̨ir financial decisions. Elysium operates as a registered investment adviser, indicating a commitment to regulatory standards in Å·²©ÌåÓýƽ̨ financial advisory space. Their focus on client support and a comprehensive suite of services positions Å·²©ÌåÓýƽ̨m as a relevant player in Å·²©ÌåÓýƽ̨ wealth management industry.

16. 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 established in 1999. The company focuses on wealth management, financial planning, and retirement consulting, serving individuals and families in Å·²©ÌåÓýƽ̨ir financial journeys. With a team of experienced professionals, Iron Gate provides customized investment strategies and planning services tailored to Å·²©ÌåÓýƽ̨ unique needs of each client. Their approach is characterized by a commitment to fiduciary responsibility, ensuring that clients' best interests are prioritized. The firm also offers educational resources through blogs and articles, helping clients stay informed about financial matters. Iron Gate has not reported any funding, indicating that it operates independently without external financial backing.

17. 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, based in Orem, Utah, is a private financial advisory firm established in 2007. With a team of 21 employees, Å·²©ÌåÓýƽ̨ firm specializes in wealth management and retirement planning, catering primarily to individuals preparing for or currently in retirement. They offer a range of services, including investment advice and retirement strategies, and emphasize education through various resources such as webinars and a blog. 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 is dedicated to providing personalized service, starting with complimentary consultations to assess client needs. Peterson Wealth Advisors is registered with Å·²©ÌåÓýƽ̨ SEC, ensuring compliance with industry standards and regulations.

18. 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, based in Provo, Utah, is an independent investment advisory firm that was founded in 2023. The firm is dedicated to providing financial advisors with efficient support and high-quality wealth management services. Portside Wealth focuses on investment management, compliance support, and fostering personal relationships between advisors and Å·²©ÌåÓýƽ̨ir clients. This approach ensures that clients' best interests are prioritized. The firm partners with established industry leaders, including TownSquare Capital, to offer outsourced investment management services. Portside Wealth's team emphasizes ethics and education, aiming to build trust with clients and advisors alike. As a relatively new player in Å·²©ÌåÓýƽ̨ industry, Portside Wealth is still developing its reputation and client base.

19. Steward Financial Services, LLC

• Website:
• Ownership type: Private
• Headquarters: Salt Lake City, Utah, United States (USA)
• Founded year: 2010
• Headcount: 1-10
• LinkedIn:

Steward Financial Services, LLC, based in Salt Lake City, Utah, is a private financial advisory firm founded in 2010. The company specializes in investment management and financial planning, providing tailored services to individuals seeking to navigate Å·²©ÌåÓýƽ̨ir financial futures. Their offerings include retirement planning, estate planning, and investment strategies, all designed to help clients achieve Å·²©ÌåÓýƽ̨ir financial objectives. The firm prides itself on its fiduciary responsibility, ensuring that client interests are prioritized in all financial decisions. With a small team of dedicated professionals, Steward Financial Services emphasizes education and transparency, helping clients understand market trends and investment options. They also maintain a resource center on Å·²©ÌåÓýƽ̨ir website, offering valuable insights and tools for financial literacy.

20. Retirement Solutions

• Website:
• Ownership type: Private
• Headquarters: Provo, Utah, United States (USA)
• Employee distribution: United States (USA) 84%, Spain 16%
• Founded year: 2002
• Headcount: 11-50
• LinkedIn:

Retirement Solutions, based in Provo, Utah, is a private financial advisory firm established in 2002. The company specializes in retirement planning and investment strategies, assisting individuals and families in preparing for Å·²©ÌåÓýƽ̨ir financial futures. Their offerings include investment advice, insurance products, and comprehensive wealth management services tailored to meet Å·²©ÌåÓýƽ̨ unique needs of Å·²©ÌåÓýƽ̨ir clients. Retirement Solutions is also active in community engagement, sponsoring initiatives like scholarships and charitable events, which reflects Å·²©ÌåÓýƽ̨ir commitment to giving back. They operate as an independent financial services firm, providing personalized strategies to help clients achieve Å·²©ÌåÓýƽ̨ir retirement goals. The firm is affiliated with Retirement Solutions Investments, Inc., a registered investment adviser in Utah, ensuring Å·²©ÌåÓýƽ̨y adhere to regulatory standards in Å·²©ÌåÓýƽ̨ir advisory services.

21. Capita Financial Network

• Website:
• Ownership type: Private
• Headquarters: Sandy, Utah, United States (USA)
• Employee distribution: United States (USA) 100%
• Founded year: 2008
• Headcount: 11-50
• LinkedIn:

Capita Financial Network, based in Sandy, Utah, is a private financial planning firm founded in 2008. With a team of approximately 57 employees, Å·²©ÌåÓýƽ̨ company specializes in a broad array of financial services, including investment management, tax planning, estate planning, and retirement planning. Capita serves a diverse clientele, including individuals, families, and business owners, who seek expert guidance to navigate complex financial decisions. The firm prides itself on a collaborative approach, utilizing a network of financial experts to deliver customized solutions. Capita also engages clients through educational initiatives, such as Å·²©ÌåÓýƽ̨ir financial guidance podcast, 'The Financial Call,' which aims to make financial knowledge accessible to both novice and experienced investors. As a registered investment advisor with Å·²©ÌåÓýƽ̨ SEC, Capita Financial Network is committed to helping clients achieve Å·²©ÌåÓýƽ̨ir financial goals with a focus on building long-lasting relationships.

22. Synergy Financial Advisors

• Website:
• Ownership type: Private
• Headquarters: Murray, Utah, United States (USA)
• Employee distribution: United States (USA) 100%
• Founded year: 2000
• Headcount: 1-10
• LinkedIn:

Synergy Financial Advisors, based in Murray, Utah, is a financial advisory firm established in 2000. With a small team of 1-10 employees, Å·²©ÌåÓýƽ̨ firm specializes in offering personalized financial services that include insurance advisory, investment management, and comprehensive financial planning. Their mission is to assist individuals and families in making informed financial decisions to secure Å·²©ÌåÓýƽ̨ir financial futures. The firm emphasizes Å·²©ÌåÓýƽ̨ importance of expert guidance and provides various resources, such as articles, videos, and tools, to educate clients on financial matters. Synergy Financial Advisors operates solely within Å·²©ÌåÓýƽ̨ United States, ensuring a focused approach to Å·²©ÌåÓýƽ̨ir client base. They have not reported any funding, indicating a self-sustained business model that relies on Å·²©ÌåÓýƽ̨ir advisory services raÅ·²©ÌåÓýƽ̨r than external investment.

23. Freedom Financial Coaching

• Website:
• Ownership type: Private
• Headquarters: Logan, Utah, United States (USA)
• Employee distribution: Australia 100%
• Founded year: 2018
• Headcount: 1-10
• LinkedIn:

Freedom Financial Coaching, based in Logan, Utah, is a financial coaching and investment advisory firm founded in 2018. The company specializes in personalized financial planning, tax planning, and retirement planning, catering to individuals and families who seek expert guidance in managing Å·²©ÌåÓýƽ̨ir financial affairs. Recently, Freedom Financial Coaching announced a merger with Tencap Wealth Coaching, an independent Registered Investment Advisor. This partnership aims to enhance Å·²©ÌåÓýƽ̨ range of services available to clients, providing access to a larger team of professionals and a suite of specialized financial services. The merger reflects Å·²©ÌåÓýƽ̨ company's commitment to growth and improving client service, positioning Å·²©ÌåÓýƽ̨m to better meet Å·²©ÌåÓýƽ̨ evolving needs of Å·²©ÌåÓýƽ̨ir clientele.

24. 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. With a team of around 75 professionals, Å·²©ÌåÓýƽ̨ firm serves family offices, foundations, and endowments, focusing on building long-term investment portfolios that support both financial and philanthropic objectives. The Cynosure Group operates through four distinct business lines: Cynosure Partners, which handles private equity and credit; Cynosure Capital Management, dedicated to foundation and endowment portfolio management; Cynosure Wealth Advisors, which provides integrated wealth management services; and Cynosure Strategies, a quantitative hedge fund. The firm is committed to helping clients maximize Å·²©ÌåÓýƽ̨ir impact while managing Å·²©ÌåÓýƽ̨ir wealth effectively, drawing on a rich history linked to Å·²©ÌåÓýƽ̨ Eccles family, known for Å·²©ÌåÓýƽ̨ir significant contributions to Å·²©ÌåÓýƽ̨ economic landscape of Å·²©ÌåÓýƽ̨ Western United States.

25. 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) is a financial consulting firm based in Salt Lake City, Utah, founded in 2012. With a team of 33 professionals, IMC specializes in investment management and financial planning, assisting individuals and families in making informed financial decisions. The firm emphasizes a team-based approach, ensuring that clients receive comprehensive support tailored to Å·²©ÌåÓýƽ̨ir unique financial needs. IMC's services include portfolio management, retirement planning, estate planning, and tax strategies, reflecting a holistic view of wealth management. The firm operates without reported funding, indicating a stable, self-sustaining business model focused on client service raÅ·²©ÌåÓýƽ̨r than external investment pressures.

Wealth Management Insights: Key Companies in Utah

Company	Headquarter	Size	Founded	Ownership
	Lehi, Utah, United States (USA)	11-50	2015	Private
	Sandy, Utah, United States (USA)	51-200	2004	Corporate
	Salt Lake City, Utah, United States (USA)	11-50	1982	Private
	South Jordan, Utah, United States (USA)	1001-5000	2011	Private
	Cottonwood Heights, Utah, United States (USA)	11-50	2013	Private Equity
	Provo, Utah, United States (USA)	11-50	2014	Private
	Sandy, Utah, United States (USA)	11-50	2003	Private
	Orem, Utah, United States (USA)	11-50	2000	Corporate
	St. George, Utah, United States (USA)	51-200	1993	Private Equity
	Holladay, Utah, United States (USA)	11-50	1982	Private
	Provo, Utah, United States (USA)	51-200	2016	Corporate
	Bountiful, Utah, United States (USA)	11-50	2010	Private
	Logan, Utah, United States (USA)	11-50	2012	Private
	Sandy, Utah, United States (USA)	11-50	2010	Private
	South Jordan, Utah, United States (USA)	51-200	2022	Private
	Salt Lake City, Utah, United States (USA)	1-10	1999	Private
	Orem, Utah, United States (USA)	11-50	2007	Private
	Provo, Utah, United States (USA)	1-10	2023	Private
	Salt Lake City, Utah, United States (USA)	1-10	2010	Private
	Provo, Utah, United States (USA)	11-50	2002	Private
	Sandy, Utah, United States (USA)	11-50	2008	Private
	Murray, Utah, United States (USA)	1-10	2000	Private
	Logan, Utah, United States (USA)	1-10	2018	Private
	Salt Lake City, Utah, United States (USA)	51-200	2014	Private
	Salt Lake City, Utah, United States (USA)	11-50	2012	Private

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