Adviser Record

Investment advisers in Logan, UT

7 SEC-registered firms with a main office here.

Form ADV data as of 2026-09-01

All advisers in UT

FirmAssetsEmployeesDisclosures
Andina Advisors$1.26 billion130
Adams Wealth Advisors$565.8 million180
Cachetech$547.4 million70
Wasatch Equity Partners$337.3 million70
Wasatch Investment Fund Manager, LLC$254.6 million50
Harold Dance Investments$158.0 million80
Riley S. Crosbie Advisory, LLC$118.9 million30