City
Wealth management firms in Draper, Utah
As of October 2, 2026, 14 wealth management firms, including broker-dealer firms, with their main office in Draper, Utah reported $6.3 billion in regulatory assets under management; the largest by assets was Capita Financial Network, LLC, with $2.3 billion.
Showing all wealth firms, including wirehouses and broker-dealer firms. Independent RIAs only
- Wealth management firms
- 14
- Regulatory assets under management
- $6.3 billion
- Average per firm
- $452.2 million
- SEC-registered, of those listed
- 8 of 14 (57.1%)
Firms by assets
| # | Firm | Registration | RAUM | Accounts |
|---|---|---|---|---|
| 1 | Capita Financial Network, LLC | SEC | $2.3 billion | 7,042 |
| 2 | Healthequity Advisors | SEC | $2.0 billion | 178,476 |
| 3 | Navigate Private Wealth, LLC | SEC | $529.2 million | 1,929 |
| 4 | Elevated Capital Advisors, LLC | SEC | $499.1 million | 2,428 |
| 5 | Coign Capital Advisors LLC | SEC | $472.9 million | 1,015 |
| 6 | Medicus Wealth Planning, Inc. | SEC | $160.8 million | 558 |
| 7 | Palisade Wealth Management | SEC | $133.2 million | 141 |
| 8 | Lone Peak Advisers Broker-dealer affiliated: A wealth firm that is, or is part of, a broker-dealer or a bank: a wirehouse, a broker-dealer or its advisory arm, or a bank's. It appears in the all wealth firms view, not in the main lists of independent RIAs. | SEC | $125.4 million | 905 |
| 9 | White Pine Financial LLC | State | $36.4 million | 41 |
| 10 | Phibbs Financial | State | $27.0 million | 316 |
| 11 | Proactive Wealth Management, Inc. | State | $9.3 million | 71 |
| 12 | Hanks Capital Management, LLC | State | $8.0 million | 38 |
| 13 | Donovan Legacy Advisors, LLC | State | $6.5 million | 19 |
| 14 | Affiliated Investment Advisors, Inc. | State | $4.2 million | 8 |
Wealth management firms 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.