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Top 3 financial advisor firms in Sandy

3 SEC-registered financial advisor firms are headquartered in Sandy, UT, with $1.24B in combined regulatory assets under management. The largest by assets are Net Worth Advisory Group ($838M), New Millennium Group ($257M) and Olympus Peaks Financial ($141M).

3
Financial advisor firms
$1.24B
Their combined AUM
$257M
Median firm AUM
1,920
Clients of the top 3

The 3 largest by assets

  1. 1
    Net Worth Advisory Group

    RIA

    $838M

  2. 2
    New Millennium Group

    RIA

    $257M

  3. 3
    Olympus Peaks Financial

    RIA

    $141M

Profiles of the top 3

No. 1 · RIA

Net Worth Advisory Group

Net Worth Advisory Group is an investment adviser based in Sandy, UT, registered with the SEC since 2006. It provides financial planning and investment management. Its clients include high-net-worth individuals and individual clients. Its regulatory assets under management total $838 million, as filed on 23 March 2026.

Net Worth Advisory Group charges 0.50%–1.50% a year for its Investment advisory fee.

Regulatory AUM
$838M
Clients
862
Advisory staff
13
Founded
2003
Fee schedule
0.50% to 1.50% a year
Custodians
Fidelity, Folio Investments
Headquarters
75 W. Towne Ridge Parkway, Suite 460, Sandy, UT 84070
Phone
801-566-6639
Website
networthadvice.com

No. 2 · RIA

New Millennium Group

New Millennium Group is an investment adviser based in Sandy, UT, registered with the SEC since 2021. 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 $257 million, as filed on 22 April 2026.

New Millennium Group charges up to 1.50% for its Investment management fees. The brochure does not state whether the rate is annual.

Regulatory AUM
$257M
Clients
895
Advisory staff
12
Fee schedule
Up to 1.50%
Custodians
Fidelity
Headquarters
10050 South State Street, Sandy, UT 84070
Phone
801-446-9950
Website
yournewmillenniumgroup.com

No. 3 · RIA

Olympus Peaks Financial

Olympus Peaks Financial is an investment adviser based in Sandy, UT, registered with the SEC since 2026. It provides financial planning and investment management. Its clients include high-net-worth individuals and individual clients. Its regulatory assets under management total $141 million, as filed on 21 January 2026.

Olympus Peaks Financial charges 0.50%–1.25% a year for its Portfolio Management Fees.

Regulatory AUM
$141M
Clients
163
Advisory staff
1
Fee schedule
0.50% to 1.25% a year
Custodians
Axos Clearing
Headquarters
9035 S 1300 E Ste 120, Sandy, UT 84094
Phone
801-566-3510
Website
olympuspeaks.com

Questions about financial advisors in Sandy

How many financial advisor firms are headquartered in Sandy?

3 SEC-registered financial advisor firms report their principal office in Sandy, UT, managing $1.24B in regulatory assets between them. The other 2 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 Sandy?

Net Worth Advisory Group, with $838M in regulatory assets under management on its latest Form ADV. The next largest are New Millennium Group ($257M) and Olympus Peaks Financial ($141M).

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

How large is a typical financial advisor firm in Sandy?

The median firm manages $257M in regulatory assets. That is the midpoint of the 3 firms headquartered in Sandy.

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

How much do financial advisors in Sandy charge?

Of the 3 largest firms, 3 publish an asset-based fee schedule for their main service in their brochure. The highest rate in those schedules runs from 1.25% to 1.50% 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 Sandy?

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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