City
Independent RIAs in South Jordan, Utah
As of October 2, 2026, 12 independent wealth management RIAs with their main office in South Jordan, Utah reported $1.2 billion in regulatory assets under management; the largest by assets was Elysium Wealth Management, LLC, with $352.3 million.
Include wirehouses and broker-dealer firms
- Independent wealth management RIAs
- 12
- Regulatory assets under management
- $1.2 billion
- Average per firm
- $98.4 million
- SEC-registered, of those listed
- 3 of 12 (25.0%)
Firms by assets
| # | Firm | Registration | RAUM | Accounts |
|---|---|---|---|---|
| 1 | Elysium Wealth Management, LLC | SEC | $352.3 million | 1,482 |
| 2 | Tencap Wealth Coaching | SEC | $285.0 million | 2,087 |
| 3 | JRS Wealth Management LLC | SEC | $135.0 million | 1,002 |
| 4 | LPG Capital Management | State | $107.7 million | 815 |
| 5 | Stonecreek Wealth Advisors | State | $79.8 million | 277 |
| 6 | Vitality Capital Management, LLC | State | $77.2 million | 793 |
| 7 | Colwyn Investments LC | State | $61.2 million | 393 |
| 8 | Encore Retirement Planning, LLC | State | $37.8 million | 75 |
| 9 | Aspen Ridge Wealth Management, LLC | State | $20.8 million | 256 |
| 10 | Sandos Financial | State | $17.8 million | 170 |
| 11 | Casull Financial Advisory, LLC | State | $5.9 million | 38 |
| 12 | 114th Financial LC | State | $0 | 0 |
Independent RIAs 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.