Top 4 financial advisor firms in Provo

4 SEC-registered financial advisor firms are headquartered in Provo, UT, with $3.85B in combined regulatory assets under management. The largest by assets are The Norden Group ($1.97B), Portside Wealth Group ($1.43B) and Blue Diamond Capital Investment Advisors ($301M).

4
Financial advisor firms: $3.85B
Their combined AUM: $866M
Median firm AUM: 8,202
Clients of the top 4

The 4 largest by assets

1
The Norden Group
RIA
$1.97B
Up to 2.50% a year
2
Portside Wealth Group
RIA
$1.43B
Up to 2.00% a year
3
Blue Diamond Capital Investment Advisors
RIA
$301M
Regulatory AUM
4
Paragon Capital Management
RIA
$153M
Regulatory AUM

Profiles of the top 4

No. 1 · RIA

The Norden Group

The Norden Group is an investment adviser based in Provo, UT, registered with the SEC since 2023. It provides financial planning and investment management. Its clients include high-net-worth individuals, individual clients, and corporations and other businesses. Its regulatory assets under management total $1.97 billion, as filed on 2 February 2026.

The Norden Group charges up to 2.50% a year for its Portfolio Management Services.

Regulatory AUM: $1.97B
Clients: 1,531
Advisory staff: 20
Fee schedule: Up to 2.50% a year
Custodians: Charles Schwab
Headquarters: 5255 N Edgewood Drive, Suite 225, Provo, UT 84604
Phone: 801-331-5511
Website: thenordengroup.com

No. 2 · RIA

Portside Wealth Group

Portside Wealth Group is an investment adviser based in Provo, UT, registered with the SEC since 2023. 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 $1.43 billion, as filed on 19 August 2026.

Portside Wealth Group charges up to 2.00% a year for its Portfolio Management Services.

Regulatory AUM: $1.43B
Clients: 6,475
Advisory staff: 47
Fee schedule: Up to 2.00% a year
Custodians: Charles Schwab
Headquarters: 3507 N University Ave, Suite 150, Provo, UT 84604
Phone: 385-412-1222
Website: portsidewealth.com

No. 3 · RIA

Blue Diamond Capital Investment Advisors

Blue Diamond Capital Investment Advisors is an investment adviser based in Provo, UT, registered with the SEC since 2025. It provides financial planning and investment management. Its clients include high-net-worth individuals, pooled investment vehicles and individuals. Its regulatory assets under management total $301 million, as filed on 31 March 2026.

Regulatory AUM: $301M
Clients: 10
Advisory staff: 2
Headquarters: 180 N University Ave, Suite 250, Provo, UT 84601
Phone: 801-932-0311
Website: bdc-ia.com

No. 4 · RIA

Paragon Capital Management

Paragon Capital Management is an investment adviser based in Provo, UT, registered with the SEC since 1993. 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 $153 million, as filed on 18 March 2026.

Regulatory AUM: $153M
Clients: 186
Advisory staff: 3
Custodians: Charles Schwab
Headquarters: 3651 North 100 East, Suite 275, Provo, UT 84604-4557
Phone: 801-375-2500
Website: paragonwealth.com

Questions about financial advisors in Provo

How many financial advisor firms are headquartered in Provo?

4 SEC-registered financial advisor firms report their principal office in Provo, UT, managing $3.85B 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 Provo?

The Norden Group, with $1.97B in regulatory assets under management on its latest Form ADV. The next largest are Portside Wealth Group ($1.43B) and Blue Diamond Capital Investment Advisors ($301M).

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

How large is a typical financial advisor firm in Provo?

The median firm manages $866M in regulatory assets. That is the midpoint of the 4 firms headquartered in Provo.

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

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

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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