City
Wealth management firms in Sandy, Utah
As of October 2, 2026, 13 wealth management firms, including broker-dealer firms, with their main office in Sandy, Utah reported $1.3 billion in regulatory assets under management; the largest by assets was Net Worth Advisory Group, LLC, with $838.4 million.
Showing all wealth firms, including wirehouses and broker-dealer firms. Independent RIAs only
- Wealth management firms
- 13
- Regulatory assets under management
- $1.3 billion
- Average per firm
- $101.2 million
- SEC-registered, of those listed
- 3 of 13 (23.1%)
Firms by assets
| # | Firm | Registration | RAUM | Accounts |
|---|---|---|---|---|
| 1 | Net Worth Advisory Group, LLC | SEC | $838.4 million | 3,255 |
| 2 | New Millennium Group | SEC | $257.0 million | 2,064 |
| 3 | Olympus Peaks Financial, LLC | SEC | $141.4 million | 388 |
| 4 | Terrion Advisors, Inc. | State | $32.0 million | 177 |
| 5 | Skylid Capital Management, Inc. | State | $17.5 million | 40 |
| 6 | Harris Wealth Management, Inc. | State | $12.0 million | 116 |
| 7 | Evergreen Capital Management, Inc. | State | $9.0 million | 19 |
| 8 | Crockett Wealth Management, Inc. | State | $7.0 million | 44 |
| 9 | Verticus Advisors Inc. | State | $692,331 | 9 |
| 10 | Harvest Lane Investment Partners, LLC. | State | $0 | 0 |
| 11 | Lanning Financial Inc. | State | $0 | 0 |
| 12 | Narstar | State | $0 | 0 |
| 13 | RFK Capital Management | 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.