City
Wealth management firms in Ogden, Utah
As of October 2, 2026, 5 wealth management firms, including broker-dealer firms, with their main office in Ogden, Utah reported $871.7 million in regulatory assets under management; the largest by assets was Ascend Investment Partners, with $661.4 million.
Showing all wealth firms, including wirehouses and broker-dealer firms. Independent RIAs only
- Wealth management firms
- 5
- Regulatory assets under management
- $871.7 million
- Average per firm
- $174.3 million
- SEC-registered, of those listed
- 1 of 5 (20.0%)
Firms by assets
| # | Firm | Registration | RAUM | Accounts |
|---|---|---|---|---|
| 1 | Ascend Investment Partners | SEC | $661.4 million | 2,122 |
| 2 | Von Colln Financial Group | State | $101.4 million | 281 |
| 3 | Cash Flow Investment Services LLC | State | $93.2 million | 234 |
| 4 | Lee Miles LLC | State | $14.0 million | 94 |
| 5 | Sanguine Owl, LC | State | $1.8 million | 10 |
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.