Top 8 financial advisor firms in Draper

8 SEC-registered financial advisor firms are headquartered in Draper, UT, with $6.24B in combined regulatory assets under management. The largest by assets are Capita Financial Network ($2.32B), HealthEquity Advisors ($1.99B) and Navigate Private Wealth ($529M).

8
Financial advisor firms: $6.24B
Their combined AUM: $486M
Median firm AUM: 186,008
Clients of the top 8

The 8 largest by assets

1
Capita Financial Network
RIA
$2.32B
1.00% to 1.75% a year
2
HealthEquity Advisors
RIA
$1.99B
0.60% to 0.60% a year
3
Navigate Private Wealth
RIA
$529M
Regulatory AUM
4
Elevated Capital Advisors
RIA
$499M
Regulatory AUM
5
Coign Capital Advisors
RIA
$473M
0.75% to 1.25% a year
6
Medicus Wealth Planning
RIA
$161M
0.50% to 1.50% a year
7
Jacobs Equity
RIA
$133M
Regulatory AUM
8
Lone Peak Advisers
RIA
$125M
Regulatory AUM

Profiles of the top 8

No. 1 · RIA

Capita Financial Network

Capita Financial Network is an investment adviser based in Draper, UT, registered with the SEC since 2018. It provides financial planning and investment management. Its clients include high-net-worth individuals and individual clients. Its regulatory assets under management total $2.32 billion, as filed on 25 September 2026.

Capita Financial Network charges 1.00%–1.75% a year for its Investment Management.

Regulatory AUM: $2.32B
Clients: 2,888
Advisory staff: 22
Founded: 2018
Fee schedule: 1.00% to 1.75% a year
Custodians: Charles Schwab, Fidelity
Headquarters: 14658 S. Bangerter Pkwy, Ste 300, Draper, UT 84020
Phone: 801-566-5058
Website: capitafinancialnetwork.com

No. 2 · RIA

HealthEquity Advisors

HealthEquity Advisors is an investment adviser based in Draper, UT, registered with the SEC since 2013. It provides investment management. Its clients include individuals. Its regulatory assets under management total $1.99 billion, as filed on 25 March 2026.

HealthEquity Advisors charges 0.60% a year for its AutoPilot and GPS Programs.

Regulatory AUM: $1.99B
Clients: 178,476
Advisory staff: 1
Fee schedule: 0.60% to 0.60% a year
Custodians: Healthequity Trust
Headquarters: 15 West Scenic Pointe Drive, Suite 100, Draper, UT 84020
Phone: 801-508-3248
Website: healthequityadvisors.com

No. 3 · RIA

Navigate Private Wealth

Navigate Private Wealth is an investment adviser based in Draper, UT, registered with the SEC since 2014. It provides financial planning and investment management. Its clients include high-net-worth individuals and individual clients. Its regulatory assets under management total $529 million, as filed on 10 March 2026.

Regulatory AUM: $529M
Clients: 1,929
Advisory staff: 7
Custodians: Fidelity
Headquarters: 12012 South 700 East, Suite 100, Draper, UT 84020
Phone: 801-676-4588
Website: navigateprivatewealth.com

No. 4 · RIA

Elevated Capital Advisors

Elevated Capital Advisors is an investment adviser based in Draper, UT, registered with the SEC since 2017. 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 $499 million, as filed on 17 March 2026.

Regulatory AUM: $499M
Clients: 1,007
Advisory staff: 19
Custodians: Fidelity
Headquarters: 11925 South 700 East, Draper, UT 84020
Phone: 385-237-3338
Website: elevateyourplanning.com

No. 5 · RIA

Coign Capital Advisors

Coign Capital Advisors is an investment adviser based in Draper, UT, registered with the SEC since 2018. It provides financial planning and investment management. Its clients include high-net-worth individuals, other clients and individual clients. Its regulatory assets under management total $473 million, as filed on 5 February 2026.

Coign Capital Advisors charges 0.75%–1.25% a year for its Asset management.

Regulatory AUM: $473M
Clients: 466
Advisory staff: 6
Fee schedule: 0.75% to 1.25% a year
Minimum account: $250,000
Custodians: Charles Schwab
Headquarters: 12012 South 700 E., Suite 100, Draper, UT 84020
Phone: 801-676-4570
Website: coigncapital.com

No. 6 · RIA

Medicus Wealth Planning

Medicus Wealth Planning is an investment adviser based in Draper, UT, registered with the SEC since 2024. 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 $161 million, as filed on 12 May 2026.

Medicus Wealth Planning charges 0.50%–1.50% a year for its Portfolio Management Fees.

Regulatory AUM: $161M
Clients: 196
Advisory staff: 4
Fee schedule: 0.50% to 1.50% a year
Custodians: Fidelity
Headquarters: 11681 S 700 E, Suite 200, Draper, UT 84020
Phone: 801-994-4777
Website: medicuswealthplanning.com

No. 7 · RIA

Jacobs Equity

Jacobs Equity is an investment adviser based in Draper, UT, registered with the SEC since 2024. It provides financial planning and investment management. Its clients include high-net-worth individuals and individual clients. Its regulatory assets under management total $133 million, as filed on 1 April 2026.

Regulatory AUM: $133M
Clients: 141
Advisory staff: 3
Custodians: Charles Schwab
Headquarters: 12231 S 900 E, Draper, UT 84020
Phone: 650-387-3808
Website: palisadeadvisor.com

No. 8 · RIA

Lone Peak Advisers

Lone Peak Advisers is an investment adviser based in Draper, UT, registered with the SEC since 2023. It provides financial planning and investment management. Its clients include individual clients and high-net-worth individuals. Its regulatory assets under management total $125 million, as filed on 3 March 2026.

Regulatory AUM: $125M
Clients: 905
Advisory staff: 8
Custodians: Charles Schwab, Interactive Brokers, Assetmark
Headquarters: 11650 South State Street, Suite 200, Draper, UT 84020-7150
Phone: 801-855-8886
Website: lonepeakadvisers.com

Questions about financial advisors in Draper

How many financial advisor firms are headquartered in Draper?

8 SEC-registered financial advisor firms report their principal office in Draper, UT, managing $6.24B in regulatory assets between them. The other 1 adviser headquartered in the city are broker-dealers, other kinds of wealth firm, or fund and institutional managers.

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

What is the largest financial advisor firm in Draper?

Capita Financial Network, with $2.32B in regulatory assets under management on its latest Form ADV. The next largest are HealthEquity Advisors ($1.99B) and Navigate Private Wealth ($529M).

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

How large is a typical financial advisor firm in Draper?

The median firm manages $486M in regulatory assets. That is the midpoint of the 8 firms headquartered in Draper.

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

How much do financial advisors in Draper charge?

Of the 8 largest firms, 4 publish an asset-based fee schedule for their main service in their brochure. The highest rate in those schedules runs from 0.60% to 1.75% of assets, depending on the firm; each firm's fee is in its profile above.

Source: Form ADV Part 2A brochures, Item 5

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

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

Draper has 8 financial advisor firms; see every adviser in the city →

The 8 largest by assets

Profiles of the top 8

Questions about financial advisors in Draper

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