City
Independent RIAs in American Fork, Utah
As of October 2, 2026, 5 independent wealth management RIAs with their main office in American Fork, Utah reported $55.5 million in regulatory assets under management; the largest by assets was Loyal Wealth Management LLC, with $38.0 million.
Include wirehouses and broker-dealer firms
- Independent wealth management RIAs
- 5
- Regulatory assets under management
- $55.5 million
- Average per firm
- $11.1 million
- SEC-registered, of those listed
- 0 of 5 (0.0%)
Firms by assets
| # | Firm | Registration | RAUM | Accounts |
|---|---|---|---|---|
| 1 | Loyal Wealth Management LLC | State | $38.0 million | 212 |
| 2 | Fortis Wealth Management, LLC | State | $7.3 million | 54 |
| 3 | Cove Fort Capital, LLC | State | $5.1 million | 78 |
| 4 | Strive Investment Management, LLC | State | $5.1 million | 74 |
| 5 | Optimal Investment Performance, LLC | State | $0 | 0 |
Independent RIAs in Utah, including every city.
Data as of October 2, 2026, from Form ADV. Sources: SEC registered adviser data (ia100226.zip) and IAPD compilation reports. How the directory is built.