City
Wealth management firms in Logan, Utah
As of October 2, 2026, 7 wealth management firms, including broker-dealer firms, with their main office in Logan, Utah reported $2.2 billion in regulatory assets under management; the largest by assets was Andina Advisors, with $1.3 billion.
Showing all wealth firms, including wirehouses and broker-dealer firms. Independent RIAs only
- Wealth management firms
- 7
- Regulatory assets under management
- $2.2 billion
- Average per firm
- $309.5 million
- SEC-registered, of those listed
- 4 of 7 (57.1%)
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 | Harold Dance Investments 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 | $158.0 million | 409 |
| 4 | Riley S. Crosbie Advisory, LLC | SEC | $118.9 million | 328 |
| 5 | Beacon Financial Planning, LLC | State | $62.1 million | 397 |
| 6 | Peak Investment Coaching, LLC | State | $0 | 0 |
| 7 | Wealth Innovation Group | State | $0 | 0 |
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.