Investment advisers in Lehi, UT
18 SEC-registered firms with a main office here.
Form ADV data as of 2026-09-01| Firm | Assets | Employees | Disclosures |
|---|---|---|---|
| Townsquare Capital, LLC | $18.07 billion | 53 | 0 |
| West Rim Ii Ugp, LLC | $1.77 billion | 30 | 0 |
| West Rim Capital Associates Ii, L.P. | $1.66 billion | 30 | 0 |
| Drive Wealth Advisers | $1.50 billion | 17 | 0 |
| B.O.S.S. Retirement Advisors, LLC | $1.38 billion | 87 | 1 |
| Tanara Wealth Management LLC | $1.09 billion | 15 | 1 |
| Solidarity Wealth, LLC | $704.2 million | 12 | 0 |
| Banner Capital Management, LLC | $619.2 million | 7 | 0 |
| Switchpoint Financial Planning LLC | $367.1 million | 3 | 0 |
| Decker Retirement Planning Inc. | $359.9 million | 23 | 0 |
| Reef Investment Management LLC | $234.3 million | 13 | 0 |
| Prestige Wealthwide, LLC | $198.5 million | 3 | 0 |
| Thistle Creek Capital, LLC | $161.0 million | 6 | 0 |
| Provident Living Financial Services | $158.1 million | 3 | 0 |
| Stonebriar Wealth, LLC | $139.0 million | 11 | 0 |
| Solidarity Capital Management, LLC | $127.6 million | 4 | 0 |
| Capital Wealth, LLC | $116.0 million | 7 | 0 |
| My Prosper Team | $58.2 million | 5 | 0 |