Adviser Record

Investment advisers in Draper, UT

9 SEC-registered firms with a main office here.

Form ADV data as of 2026-09-01

All advisers in UT

FirmAssetsEmployeesDisclosures
Capita Financial Network, LLC$2.32 billion590
Tower Arch Capital$2.12 billion240
Healthequity Advisors$1.99 billion80
Navigate Private Wealth, LLC$529.2 million110
Elevated Capital Advisors, LLC$499.1 million300
Coign Capital Advisors LLC$472.9 million80
Medicus Wealth Planning, Inc.$160.8 million50
Palisade Wealth Management$133.2 million30
Lone Peak Advisers$125.4 million80