City
Wealth management firms in Park City, Utah
As of October 2, 2026, 7 wealth management firms, including broker-dealer firms, with their main office in Park City, Utah reported $420.6 million in regulatory assets under management; the largest by assets was Echelons Capital, LLC, with $174.4 million.
Showing all wealth firms, including wirehouses and broker-dealer firms. Independent RIAs only
- Wealth management firms
- 7
- Regulatory assets under management
- $420.6 million
- Average per firm
- $60.1 million
- SEC-registered, of those listed
- 2 of 7 (28.6%)
Firms by assets
| # | Firm | Registration | RAUM | Accounts |
|---|---|---|---|---|
| 1 | Echelons Capital, LLC Successor: Reported on Form ADV Item 4 that it succeeded to the business of another registered investment adviser. Some of its growth may come from that acquisition, and it is shown as reported. | SEC | $174.4 million | 164 |
| 2 | Main Line Group Wealth Management, LLC | SEC | $122.5 million | 284 |
| 3 | Newpark Wealth Management | State | $59.0 million | 124 |
| 4 | Financial Prosperity, Inc. | State | $45.3 million | 98 |
| 5 | Grinnell Capital, LLC | State | $10.1 million | 23 |
| 6 | Gaard Capital LLC | State | $9.3 million | 4 |
| 7 | TB Sunridge Advisors LLC | State | $0 | 0 |
Successor Reported on Form ADV Item 4 that it succeeded to the business of another registered investment adviser. Some of its growth may come from that acquisition, and it is shown as reported.
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.