City
Wealth management firms in South Jordan, Utah
As of October 2, 2026, 15 wealth management firms, including broker-dealer firms, with their main office in South Jordan, Utah reported $10.3 billion in regulatory assets under management; the largest by assets was Diversify Advisory Services, LLC, with $4.6 billion.
Showing all wealth firms, including wirehouses and broker-dealer firms. Independent RIAs only
- Wealth management firms
- 15
- Regulatory assets under management
- $10.3 billion
- Average per firm
- $687.7 million
- SEC-registered, of those listed
- 6 of 15 (40.0%)
Firms by assets
| # | Firm | Registration | RAUM | Accounts |
|---|---|---|---|---|
| 1 | Diversify Advisory Services, LLC Broker-dealer affiliated: A wealth firm that is, or is part of, a broker-dealer or a bank: a wirehouse, a broker-dealer or its advisory arm, or a bank's. It appears in the all wealth firms view, not in the main lists of independent RIAs. | SEC | $4.6 billion | 12,951 |
| 2 | Diversify Wealth Management, LLC Broker-dealer affiliated: A wealth firm that is, or is part of, a broker-dealer or a bank: a wirehouse, a broker-dealer or its advisory arm, or a bank's. It appears in the all wealth firms view, not in the main lists of independent RIAs. | SEC | $4.1 billion | 17,903 |
| 3 | Ashworth Wealth, LLC Broker-dealer affiliated: A wealth firm that is, or is part of, a broker-dealer or a bank: a wirehouse, a broker-dealer or its advisory arm, or a bank's. It appears in the all wealth firms view, not in the main lists of independent RIAs. | SEC | $377.8 million | 871 |
| 4 | Elysium Wealth Management, LLC | SEC | $352.3 million | 1,482 |
| 5 | Tencap Wealth Coaching | SEC | $285.0 million | 2,087 |
| 6 | JRS Wealth Management LLC | SEC | $135.0 million | 1,002 |
| 7 | LPG Capital Management | State | $107.7 million | 815 |
| 8 | Stonecreek Wealth Advisors | State | $79.8 million | 277 |
| 9 | Vitality Capital Management, LLC | State | $77.2 million | 793 |
| 10 | Colwyn Investments LC | State | $61.2 million | 393 |
| 11 | Encore Retirement Planning, LLC | State | $37.8 million | 75 |
| 12 | Aspen Ridge Wealth Management, LLC | State | $20.8 million | 256 |
| 13 | Sandos Financial | State | $17.8 million | 170 |
| 14 | Casull Financial Advisory, LLC | State | $5.9 million | 38 |
| 15 | 114th Financial LC | 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.