Firms by city
Registered investment advisers in Draper, UT
9 SEC-registered advisers headquartered in Draper, listed by regulatory assets under management as reported on Form ADV.
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9 firms listed
| Firm | Headquarters | Regulatory AUM |
|---|---|---|
| Capita Financial Network | Draper, UT | $2.32B |
| Tower Arch Capital | Draper, UT | $2.12B |
| HealthEquity Advisors | Draper, UT | $1.99B |
| Navigate Private Wealth | Draper, UT | $529M |
| Elevated Capital Advisors | Draper, UT | $499M |
| Coign Capital Advisors | Draper, UT | $473M |
| Medicus Wealth Planning | Draper, UT | $161M |
| Jacobs Equity | Draper, UT | $133M |
| Lone Peak Advisers | Draper, UT | $125M |
- Headquarters
- Draper, UT
- Regulatory AUM
- $2.32B
- Headquarters
- Draper, UT
- Regulatory AUM
- $2.12B
- Headquarters
- Draper, UT
- Regulatory AUM
- $1.99B
- Headquarters
- Draper, UT
- Regulatory AUM
- $529M
- Headquarters
- Draper, UT
- Regulatory AUM
- $499M
- Headquarters
- Draper, UT
- Regulatory AUM
- $473M
- Headquarters
- Draper, UT
- Regulatory AUM
- $161M
- Headquarters
- Draper, UT
- Regulatory AUM
- $133M
- Headquarters
- Draper, UT
- Regulatory AUM
- $125M
Figures are from each firm's most recent Form ADV and are dated on its profile. Listing here is a matter of public record, not a recommendation.
About this list
A firm appears here when it reports its principal office in Draper on Form ADV Part 1A. Many advisers serve clients well beyond the city they are based in, and a firm headquartered elsewhere may still have an office here; see firms headquartered in Utah.
Figures come from each firm's own filings on the dates shown on its profile. This list is a restatement of public records, not a rating or a recommendation.