City
Independent RIAs in Highland, Utah
As of October 2, 2026, 5 independent wealth management RIAs with their main office in Highland, Utah reported $221.3 million in regulatory assets under management; the largest by assets was Investable Wealth, LLC, with $110.0 million.
Include wirehouses and broker-dealer firms
- Independent wealth management RIAs
- 5
- Regulatory assets under management
- $221.3 million
- Average per firm
- $44.3 million
- SEC-registered, of those listed
- 1 of 5 (20.0%)
Firms by assets
| # | Firm | Registration | RAUM | Accounts |
|---|---|---|---|---|
| 1 | Investable Wealth, LLC | SEC | $110.0 million | 435 |
| 2 | Jasmijn Capital Management, LLC | State | $71.0 million | 249 |
| 3 | Lifetime Financial | State | $37.9 million | 120 |
| 4 | Meridian Investing | State | $2.4 million | 6 |
| 5 | Emotionally Invested | 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.