City
Independent RIAs in Logan, Utah
As of October 2, 2026, 6 independent wealth management RIAs with their main office in Logan, Utah reported $2.0 billion in regulatory assets under management; the largest by assets was Andina Advisors, with $1.3 billion.
Include wirehouses and broker-dealer firms
- Independent wealth management RIAs
- 6
- Regulatory assets under management
- $2.0 billion
- Average per firm
- $334.7 million
- SEC-registered, of those listed
- 3 of 6 (50.0%)
Firms by assets
| # | Firm | Registration | RAUM | Accounts |
|---|---|---|---|---|
| 1 | Andina Advisors | SEC | $1.3 billion | 4,262 |
| 2 | Adams Wealth Advisors | SEC | $565.8 million | 2,506 |
| 3 | Riley S. Crosbie Advisory, LLC | SEC | $118.9 million | 328 |
| 4 | Beacon Financial Planning, LLC | State | $62.1 million | 397 |
| 5 | Peak Investment Coaching, LLC | State | $0 | 0 |
| 6 | Wealth Innovation Group | 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.