SEC-registered investment advisers in Logan
7 SEC-registered investment advisers are headquartered in Logan, UT, with $3.24B in combined regulatory assets under management. 4 are financial advisor firms; the rest are broker-dealers, other kinds of wealth firm, or fund and institutional managers.
- 7
- Investment advisers
- $3.24B
- Combined regulatory AUM
- 4
- Financial advisor firms
All 7 advisers
By regulatory assets under management.
| Firm | Type | Regulatory AUM |
|---|---|---|
| Andina Capital Management | RIA | $1.26B |
| Adams Wealth Management | RIA | $566M |
| CacheTech | Asset manager | $547M |
| Wasatch Venture Management | Private funds | $337M |
| Wasatch Investment Fund Manager | Private funds | $255M |
| Harold W. Dance | RIA | $158M |
| Riley S. Crosbie Advisory | RIA | $119M |
- Type
- RIA
- Type
- RIA
CacheTech$547M
- Type
- Asset manager
- Type
- Private funds
- Type
- Private funds
Harold W. Dance$158M
- Type
- RIA
- Type
- RIA
Logan at a glance
Advisers headquartered here, by type
7
advisers
- Financial advisor firms (RIAs)$2.1B regulatory AUM4 (57%)
- Private fund managers$592M regulatory AUM2 (29%)
- Institutional managers$547M regulatory AUM1 (14%)
Other cities in Utah
- Salt Lake City46
- Lehi17
- Draper9
- Park City8
- Orem7
- South Jordan6
- Provo5
- Sandy5
- Holladay4
- St. George4
- Bountiful3
- Centerville3