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Top 3 financial advisor firms in Centerville

3 SEC-registered financial advisor firms are headquartered in Centerville, UT, with $1.13B in combined regulatory assets under management. The largest by assets are Alliance Wealth Advisors ($552M), Wealth Navigation ($446M) and Altura Private Wealth ($129M).

3
Financial advisor firms
$1.13B
Their combined AUM
$446M
Median firm AUM
2,043
Clients of the top 3

The 3 largest by assets

  1. 1
    Alliance Wealth Advisors

    RIA

    $552M

  2. 2
    Wealth Navigation

    RIA

    $446M

  3. 3
    Altura Private Wealth

    RIA

    $129M

Profiles of the top 3

No. 1 · RIA

Alliance Wealth Advisors

Alliance Wealth Advisors is an investment adviser based in Centerville, UT, registered with the SEC since 2021. It provides financial planning and investment management. Its clients include high-net-worth individuals and individual clients. Its regulatory assets under management total $552 million, as filed on 6 August 2026.

Alliance Wealth Advisors charges 1.00%–1.65% a year for its Portfolio Management Services.

Regulatory AUM
$552M
Clients
770
Advisory staff
7
Fee schedule
1.00% to 1.65% a year
Custodians
Charles Schwab
Headquarters
1148 West Legacy Crossing BLVD., Suite 110, Centerville, UT 84014
Phone
801-683-6000
Website
awaplanning.com

No. 2 · RIA

Wealth Navigation

Wealth Navigation is an investment adviser based in Centerville, UT, registered with the SEC since 2019. It provides financial planning and investment management. Its clients include high-net-worth individuals, individual clients, and pension and profit-sharing plans. Its regulatory assets under management total $446 million, as filed on 30 March 2026.

Wealth Navigation charges 0.90%–1.25% a year for its Standard asset management fee.

Regulatory AUM
$446M
Clients
932
Advisory staff
8
Fee schedule
0.90% to 1.25% a year
Custodians
Charles Schwab
Headquarters
1222 W. Legacy Crossing BLVD, Suite 6, Centerville, UT 84014
Phone
801-335-8200
Website
oaklanewealth.com

No. 3 · RIA

Altura Private Wealth

Altura Private Wealth is an investment adviser based in Centerville, UT, registered with the SEC since 2026. It provides financial planning and investment management. Its clients include individual clients, high-net-worth individuals, and pension and profit-sharing plans. Its regulatory assets under management total $129 million, as filed on 21 July 2026.

Regulatory AUM
$129M
Clients
341
Advisory staff
4
Headquarters
839 Camille Cir, Centerville, UT 84014
Phone
801-574-0308
Website
alturapw.com

Questions about financial advisors in Centerville

How many financial advisor firms are headquartered in Centerville?

3 SEC-registered financial advisor firms report their principal office in Centerville, UT, managing $1.13B in regulatory assets between them.

Source: Form ADV Part 1A, Items 1.F, 5.D and 5.F

What is the largest financial advisor firm in Centerville?

Alliance Wealth Advisors, with $552M in regulatory assets under management on its latest Form ADV. The next largest are Wealth Navigation ($446M) and Altura Private Wealth ($129M).

Source: Form ADV Part 1A, Item 5.F

How large is a typical financial advisor firm in Centerville?

The median firm manages $446M in regulatory assets. That is the midpoint of the 3 firms headquartered in Centerville.

Source: Form ADV Part 1A, Item 5.F

How can I check a financial advisor's record in Centerville?

Search the firm or the person on the SEC's Investment Adviser Public Disclosure site, adviserinfo.sec.gov, which shows registrations, Form ADV filings and any disclosures. Each firm profile in this directory links its SEC record.

Source: SEC Investment Adviser Public Disclosure

How is this list ordered?

By regulatory assets under management as filed on Form ADV, largest first. A firm is included when its principal office is in the city and most of its client assets belong to individuals and its type is RIA, which leaves out broker-dealers, wirehouses, RIA networks, digital advice, bank, insurance and family-office firms. A firm with only a branch office here is listed in its own headquarters city.

Source: Niva directory methodology

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