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Utah's Top 25 Firms in Asset Management

4
min read
Top 25 asset management companies in Utah Main

Utah's Top 25 Firms in Asset Management

4
min read
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Top 25 asset management companies in Utah Main
Top firms trust Inven to find niche companies

In the financially diverse landscape of Utah, asset management companies operate strategically to navigate financial markets. These firms anticipate risk, deliver strong financial yields, and handle portfolios for both businesses and individuals. Through specialized service offerings like investment advice, risk-adjusted strategies, wealth management, and financial consulting, they aim to generate consistent returns for their clients. With the future leaning towards sustainable finances, many of these Utah based firms now endorse responsible investing, emphasizing ESG (environmental, social, governance) principles. This evolving sector is central to Utah's financial ecosystem and plays an integral role in the investment landscape.


Top 25 asset management companies in Utah

1. Summit Global Investments

  • Website: sgiam.com
  • Headquarters: Bountiful, Utah, United States
  • Founded: 2010
  • Headcount: 11-50
  • LinkedIn

Summit Global Investments (sgiam.com) is an investment firm with a strong track record in managed risk equity investing. They offer a range of equity strategies, including U.S. large cap, U.S. small cap, and global equity. Their approach blends quantitative, fundamental, ESG, and managed risk investing. They prioritize responsible investing principles and aim to deliver strong risk-adjusted returns to their clients. With a team of experienced portfolio managers, Summit Global Investments focuses on delivering long-term value to their investors.


2. Standard Capital Group

Standard Capital Group offers a range of financial services to corporate and institutional clients. These services include investment banking, asset management, and financial advisory.


3. Savvi

  • Website: savvi.com
  • Headquarters: Salt Lake City, Utah, United States
  • Founded: 2017
  • Headcount: 11-50
  • LinkedIn

Savvi is a company that offers a range of financial services and solutions to individuals and businesses. They provide tailored investment advice, wealth management services, and innovative financial products to help clients achieve their financial goals.


4. TownSquare Capital

TownSquare Capital is an investment platform based in Provo, Utah. They offer a flexible chassis to augment their clients' current investment programs. Their services include money manager vetting, portfolio construction and management, efficiency and structure audits, tax optimization, and full-service trading operations. They work with wealth advisory firms, family offices, corporations, endowments, foundations, and governments.


5. Ballet Center

Wrightway Enterprises is a company that offers a range of services and solutions to its clients. They specialize in providing strategic advice, financial analysis, and investment management services. With a team of experienced professionals, the company aims to help individuals and organizations achieve their financial goals.


6. Wealth Navigation Advisors

Wealth Navigation Advisors is a specialized team of wealth management professionals that helps high-net-worth individuals, families, retirees, business owners, and medical professionals to develop and execute their financial plans.


7. Pdmacro.com

  • Website: pdmacro.com
  • Headquarters: Provo, Utah, United States
  • Headcount: 11-50

PD Macro is a company that offers global investment strategies to profit in any market. They use several systematic trading models, trade across asset classes and use behavioral finance to take advantage of market anomalies. Their risk management is baked into everything they do.


8. Bridge Investment Group

  • Website: bridgeig.com
  • Headquarters: Sandy, Utah, United States
  • Founded: 2009
  • Headcount: 1001-5000
  • Latest funding type: Ipo
  • LinkedIn

Bridge Investment Group is a leading real estate investment manager that operates across specialized asset classes. With approximately $42.0 billion of assets under management, Bridge combines a nationwide operating platform with dedicated investment teams focused on various U.S. real estate verticals. These verticals include residential rental, office, development, logistics properties, net lease, real estate-backed credit, solar infrastructure, and proptech.


9. Hifi Finance

  • Website: hifi.finance
  • Headquarters: Lehi, Utah, United States
  • Founded: 2013
  • Headcount: 11-50
  • Latest funding type: Undisclosed
  • LinkedIn

Hifi Finance is a company that offers financial services and solutions to individuals and businesses. They provide a range of services including investment advisory, portfolio management, and financial planning. With a focus on delivering personalized and innovative solutions, Hifi Finance aims to help their clients achieve their financial goals.


10. The Norden Group

The Norden Group is a team of experienced financial professionals that offers bespoke public and private portfolio allocations, tax optimization, estate strategy and structure, and asset protection.


11. Rich Investments

Rich Investments, Inc. is a family-owned and operated Registered Investment Advisory firm that provides fee-only investment and wealth management services. With a belief in evidence-based investing, the company employs a strategy that is grounded in academic research and focuses on cost-effective portfolios. Their investment philosophy is guided by Catholic values, offering clients a unique and strategic investment experience.


12. Strategic Planning Group

Strategic Planning Group is an investment portfolio management company that offers retirement planning services. They customize strategies to fit personal needs and analyze income sources such as social security and pension. They also provide advice on rolling over 401ks and recommend personalized 401k allocations for achieving retirement goals.


13. AdvisorPeak, Inc

  • Website: advisorpeak.com
  • Headquarters: Layton, Utah, United States
  • Founded: 2019
  • Headcount: 11-50
  • Latest funding type: Acquired
  • LinkedIn

AdvisorPeak is a rebalancing software for financial advisors that was acquired by Addepar in 2021.


14. Beneficial Financial Group

Beneficial Financial Group is a company that offers a range of financial services to its customers.


15. Net Worth Advisory Group

Net Worth Advisory Group is a team of fee-only fiduciary financial advisors located in Sandy, Utah. They provide comprehensive financial planning, retirement planning, and investment management services with a focus on aligning their interests with those of their clients. They offer personalized strategies and unbiased guidance to help clients build and protect their wealth.


16. UMA Financial Services

  • Website: umafs.org
  • Headquarters: Salt Lake City, Utah, United States
  • Founded: 1993
  • Headcount: 11-50
  • LinkedIn

UMAFS is a financial planning and investment management company dedicated to providing personalized solutions and strategic wealth planning for physicians. As a trusted advisor, we aim to simplify the complexities of financial planning and help physicians achieve their personal financial and life goals.


17. Accuplan Benefits Services

  • Website: accuplan.net
  • Headquarters: South Jordan, Utah, United States
  • Founded: 1993
  • Headcount: 11-50
  • LinkedIn

Accuplan.net offers a platform for self-directed Individual Retirement Accounts (IRAs) and Health Savings Accounts (HSAs), helping customers take control of their financial future. With over 25 years of experience and expertise in IRS laws and rules, Accuplan provides investment options and account management services. They also offer a B2B partnership program and a platform/API for easy account management.


18. Camden Financial

Camden Financial Consultants is an advisory firm that offers investment, retirement, estate, insurance, tax, and lifestyle planning services to individuals and businesses.


19. Gratitude Railroad

Gratitude Railroad is an impact investment platform that focuses on achieving social and environmental goals by investing in companies and organizations that align with their values.


20. WSLM Legacy House Assisted Living Logan

LegacyRetire is a company that offers retirement planning and financial advisory services to individuals and businesses. They specialize in helping clients create personalized retirement strategies and manage their investments for long-term financial stability.


21. Brandon Wood, CCIM

Utah Property Investors is a real estate investment firm that specializes in raw land and income-producing commercial real estate investments. They help investors diversify their portfolios with tangible assets. They have 200 employees including 25 full-time staff.


22. Foresight Wealth Management

Foresight Wealth LLC is an investment management firm that aims to empower clients to participate actively in the financial planning process. The company offers customized investment strategies, tax planning, retirement planning, corporate retirement plans, and insurance planning.


23. Axia Partners

Axia Partners is a real estate investment firm focused on acquiring recession-resilient assets in commercial real estate. Their unique capability to increase cash flow generated from the assets provides opportunities for significant value creation. The team is committed to risk mitigation and building robust communities through unique experiences in their properties.


24. Lone Peak Advisers

Lone Peak Advisers is an asset management firm that provides clients with tailored access to thousands of asset management strategies to achieve their investment objectives.


25. JF Capital

  • Website: jfcapital.com
  • Headquarters: Centerville, Utah, United States
  • Founded: 2006
  • Headcount: 11-50
  • LinkedIn

J. Fisher Companies is a real estate development and property management firm, specializing in multi-family housing, residential neighborhoods, and commercial projects. Their extensive portfolio includes a unique process of establishing cultural patterns to ensure their success continues to expand and grow.


Want to find more asset management companies?


If you want to find more companies that provide diverse strategies, investment advice, and wealth management services you can do so with Inven. This list was built with Inven and there are hundreds of companies like these globally.


With Inven you'll also get to know the company's:


  • Ownership: Which of these are private equity backed? Which are family-owned?
  • Contact data: Who are the owners and CEO's? What are their emails and phone numbers?
  • Financials: How do these companies perform financially? What are their revenues and profit margins?

...and a lot more!

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