City
Wealth management firms in Provo, Utah
As of October 2, 2026, 15 wealth management firms, including broker-dealer firms, with their main office in Provo, Utah reported $4.0 billion in regulatory assets under management; the largest by assets was The Norden Group LLC, with $2.0 billion.
Showing all wealth firms, including wirehouses and broker-dealer firms. Independent RIAs only
- Wealth management firms
- 15
- Regulatory assets under management
- $4.0 billion
- Average per firm
- $267.6 million
- SEC-registered, of those listed
- 4 of 15 (26.7%)
Firms by assets
| # | Firm | Registration | RAUM | Accounts |
|---|---|---|---|---|
| 1 | The Norden Group LLC | SEC | $2.0 billion | 4,220 |
| 2 | Portside Wealth Group, LLC | SEC | $1.4 billion | 7,819 |
| 3 | Blue Diamond Capital Investment Advisors | SEC | $301.4 million | 33 |
| 4 | Paragon Wealth Management | SEC | $153.4 million | 451 |
| 5 | Retirement Solutions Investments, Inc. | State | $57.8 million | 481 |
| 6 | Hurley Investments, LLC | State | $30.3 million | 76 |
| 7 | Chugg Wealth Strategies, LLC | State | $28.4 million | 41 |
| 8 | Retirement Advice LLC | State | $25.5 million | 65 |
| 9 | Bonneville Multi-Family Office | State | $8.3 million | 18 |
| 10 | Ethical Capital | State | $3.7 million | 131 |
| 11 | Sunset Retirement Advisors LLC | State | $3.5 million | 52 |
| 12 | Joseph M. Larsen, C.P.A., P.C. | State | $2.2 million | 2 |
| 13 | Cole Financial Advisors, Inc. | State | $0 | 0 |
| 14 | Growth Financial | State | $0 | 0 |
| 15 | Highland Financial, LLC | 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.