Top 3 financial advisor firms in Midvale

3 SEC-registered financial advisor firms are headquartered in Midvale, UT, with $705M in combined regulatory assets under management. The largest by assets are Aegis Wealth Group ($248M), E6 Portfolios ($239M) and Sun Financial ($217M).

3
Financial advisor firms: $705M
Their combined AUM: $239M
Median firm AUM: 1,964
Clients of the top 3

The 3 largest by assets

1
Aegis Wealth Group
RIA
$248M
Up to 1.00% a year
2
E6 Portfolios
RIA
$239M
Regulatory AUM
3
Sun Financial
RIA
$217M
0.85% to 1.30% a year

Profiles of the top 3

No. 1 · RIA

Aegis Wealth Group

Aegis Wealth Group is an investment adviser based in Midvale, UT, registered with the SEC since 2019. It provides investment management. Its clients include individual clients, high-net-worth individuals and charitable organizations. Its regulatory assets under management total $248 million, as filed on 22 July 2026.

Aegis Wealth Group charges up to 1.00% a year for its Standard Wealth Management Fee Schedule.

Regulatory AUM: $248M
Clients: 803
Advisory staff: 15
Fee schedule: Up to 1.00% a year
Custodians: Fidelity, Altruist
Headquarters: 6900 South 900 East, Suite 200, Midvale, UT 84047
Phone: 801-545-8706
Website: everspire.com

No. 2 · RIA

E6 Portfolios

E6 Portfolios is an investment adviser based in Midvale, UT, registered with the SEC since 2023. It provides investment management. Its clients include individual clients, high-net-worth individuals and charitable organizations. Its regulatory assets under management total $239 million, as filed on 27 March 2026.

Regulatory AUM: $239M
Clients: 781
Advisory staff: 3
Custodians: Fidelity, Altruist
Headquarters: Everspire Plaza, 6900 S. 900 E., Suite 200, Midvale, UT 84047
Phone: 801-545-8706
Website: e6portfolios.com

No. 3 · RIA

Sun Financial

Sun Financial is an investment adviser based in Midvale, 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 $217 million, as filed on 18 September 2026.

Sun Financial charges 0.85%–1.30% a year for its Investment Management Fees.

Regulatory AUM: $217M
Clients: 380
Advisory staff: 3
Fee schedule: 0.85% to 1.30% a year
Custodians: Charles Schwab
Headquarters: 6967 South River Gate Drive, Suite 102, Midvale, UT 84047
Phone: 801-290-3201
Website: presidiowealth.com

Questions about financial advisors in Midvale

How many financial advisor firms are headquartered in Midvale?

3 SEC-registered financial advisor firms report their principal office in Midvale, UT, managing $705M 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 Midvale?

Aegis Wealth Group, with $248M in regulatory assets under management on its latest Form ADV. The next largest are E6 Portfolios ($239M) and Sun Financial ($217M).

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

How large is a typical financial advisor firm in Midvale?

The median firm manages $239M in regulatory assets. That is the midpoint of the 3 firms headquartered in Midvale.

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

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

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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