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Top 3 financial advisor firms in Holladay

3 SEC-registered financial advisor firms are headquartered in Holladay, UT, with $1.15B in combined regulatory assets under management. The largest by assets are Platform Wealth Management ($509M), Valued Wealth Advisors ($370M) and Athos Private Wealth ($268M).

3
Financial advisor firms
$1.15B
Their combined AUM
$370M
Median firm AUM
750
Clients of the top 3

The 3 largest by assets

  1. 1
    Platform Wealth Management

    RIA

    $509M

  2. 2
    Valued Wealth Advisors

    RIA

    $370M

  3. 3
    Athos Private Wealth

    RIA

    $268M

Profiles of the top 3

No. 1 · RIA

Platform Wealth Management

Platform Wealth Management is an investment adviser based in Holladay, UT, registered with the SEC since 2024. It provides financial planning and investment management. Its clients include high-net-worth individuals, corporations and other businesses, and individual clients. Its regulatory assets under management total $509 million, as filed on 15 September 2026.

Platform Wealth Management charges 0.25%–1.10% a year for its Investment Management Services.

Regulatory AUM
$509M
Clients
270
Advisory staff
9
Fee schedule
0.25% to 1.10% a year
Custodians
Charles Schwab
Headquarters
6510 S. Millrock DR, Holladay, UT 84121
Phone
385-243-0553
Website
platformadvise.com

No. 2 · RIA

Valued Wealth Advisors

Valued Wealth Advisors is an investment adviser based in Holladay, UT, registered with the SEC since 2021. It provides financial planning and investment management. Its clients include high-net-worth individuals, pension and profit-sharing plans, and individual clients. Its regulatory assets under management total $370 million, as filed on 25 March 2026.

Valued Wealth Advisors charges up to 2.00% a year for its Asset Management.

Regulatory AUM
$370M
Clients
334
Advisory staff
5
Founded
2008
Fee schedule
Up to 2.00% a year
Custodians
Charles Schwab
Headquarters
3115 East Lion Lane, Suite 160, Holladay, UT 84121
Phone
801-484-6004
Website
interwisewealth.com

No. 3 · RIA

Athos Private Wealth

Athos Private Wealth is an investment adviser based in Holladay, UT, registered with the SEC since 2023. It provides financial planning and investment management. Its clients include high-net-worth individuals, pooled investment vehicles and individual clients. Its regulatory assets under management total $268 million, as filed on 31 March 2026.

Regulatory AUM
$268M
Clients
146
Advisory staff
4
Custodians
Charles Schwab
Headquarters
4725 S Holladay BLVD, Suite 130, Holladay, UT 84117
Phone
435-252-1099
Website
athoswealth.com

Questions about financial advisors in Holladay

How many financial advisor firms are headquartered in Holladay?

3 SEC-registered financial advisor firms report their principal office in Holladay, UT, managing $1.15B 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 Holladay?

Platform Wealth Management, with $509M in regulatory assets under management on its latest Form ADV. The next largest are Valued Wealth Advisors ($370M) and Athos Private Wealth ($268M).

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

How large is a typical financial advisor firm in Holladay?

The median firm manages $370M in regulatory assets. That is the midpoint of the 3 firms headquartered in Holladay.

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

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

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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