City
Wealth management firms in Holladay, Utah
As of October 2, 2026, 6 wealth management firms, including broker-dealer firms, with their main office in Holladay, Utah reported $1.3 billion in regulatory assets under management; the largest by assets was Platform Wealth Advisors, with $509.0 million.
Showing all wealth firms, including wirehouses and broker-dealer firms. Independent RIAs only
- Wealth management firms
- 6
- Regulatory assets under management
- $1.3 billion
- Average per firm
- $212.7 million
- SEC-registered, of those listed
- 3 of 6 (50.0%)
Firms by assets
| # | Firm | Registration | RAUM | Accounts |
|---|---|---|---|---|
| 1 | Platform Wealth Advisors | SEC | $509.0 million | 776 |
| 2 | Interwise 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 | $369.7 million | 1,054 |
| 3 | Athos Private Wealth LLC | SEC | $268.5 million | 928 |
| 4 | Outpost Advisors, LLC | State | $70.5 million | 499 |
| 5 | Solitude Wealth Advisors, LLC. | State | $36.1 million | 128 |
| 6 | You First Financial LLC | State | $22.1 million | 112 |
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.