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Top 4 financial advisor firms in Logan

4 SEC-registered financial advisor firms are headquartered in Logan, UT, with $2.1B in combined regulatory assets under management. The largest by assets are Andina Capital Management ($1.26B), Adams Wealth Management ($566M) and Harold W. Dance ($158M).

4
Financial advisor firms
$2.1B
Their combined AUM
$362M
Median firm AUM
1,821
Clients of the top 4

The 4 largest by assets

  1. 1
    Andina Capital Management

    RIA

    $1.26B

  2. 2
    Adams Wealth Management

    RIA

    $566M

  3. 3
    Harold W. Dance

    RIA

    $158M

  4. 4
    Riley S. Crosbie Advisory

    RIA

    $119M

Profiles of the top 4

No. 1 · RIA

Andina Capital Management

Andina Capital Management is an investment adviser based in Logan, UT, registered with the SEC since 2014. 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 $1.26 billion, as filed on 2 July 2026.

Andina Capital Management charges up to 2.00% a year for its Advisory Services Fees.

Regulatory AUM
$1.26B
Clients
711
Advisory staff
6
Fee schedule
Up to 2.00% a year
Custodians
Charles Schwab
Headquarters
1300 N 200 E, Suite 112, Logan, UT 84341
Phone
435-250-3700
Website
andinaadvisors.com

No. 2 · RIA

Adams Wealth Management

Adams Wealth Management is an investment adviser based in Logan, UT, registered with the SEC since 2017. It provides financial planning and investment management. Its clients include high-net-worth individuals, individual clients and pooled investment vehicles. Its regulatory assets under management total $566 million, as filed on 13 August 2026.

Adams Wealth Management charges up to 2.00% a year for its Wealth Management Services.

Regulatory AUM
$566M
Clients
703
Advisory staff
11
Founded
2016
Fee schedule
Up to 2.00% a year
Custodians
Fidelity, Charles Schwab, Interactive Brokers
Headquarters
701 S Main, Suite #400, Logan, UT 84321
Phone
435-752-1702
Website
adamswealthadvisors.com

No. 3 · RIA

Harold W. Dance

Harold W. Dance is an investment adviser based in Logan, UT, registered with the SEC since 2024. It provides financial planning and investment management. Its clients include individual clients, high-net-worth individuals and charitable organizations. Its regulatory assets under management total $158 million, as filed on 3 August 2026.

Harold W. Dance charges 0.25%–1.00% a year for its Portfolio Management Services.

Regulatory AUM
$158M
Clients
306
Advisory staff
8
Fee schedule
0.25% to 1.00% a year
Headquarters
72 E Center Street, Logan, UT 84321
Phone
435-752-8484
Website
harolddance.com

No. 4 · RIA

Riley S. Crosbie Advisory

Riley S. Crosbie Advisory is an investment adviser based in Logan, UT, registered with the SEC since 2026. 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 $119 million, as filed on 9 June 2026.

Riley S. Crosbie Advisory charges 0.60%–1.50% a year for its Portfolio Management Fees.

Regulatory AUM
$119M
Clients
101
Advisory staff
3
Fee schedule
0.60% to 1.50% a year
Custodians
Charles Schwab
Headquarters
76 E 200 N, Suite 110, Logan, UT 84321
Phone
435-752-5558

Questions about financial advisors in Logan

How many financial advisor firms are headquartered in Logan?

4 SEC-registered financial advisor firms report their principal office in Logan, UT, managing $2.1B in regulatory assets between them. The other 3 advisers 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 Logan?

Andina Capital Management, with $1.26B in regulatory assets under management on its latest Form ADV. The next largest are Adams Wealth Management ($566M) and Harold W. Dance ($158M).

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

How large is a typical financial advisor firm in Logan?

The median firm manages $362M in regulatory assets. That is the midpoint of the 4 firms headquartered in Logan.

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

How much do financial advisors in Logan charge?

Of the 4 largest firms, 4 publish an asset-based fee schedule for their main service in their brochure. The highest rate in those schedules runs from 1.00% to 2.00% 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 Logan?

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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