Top 5 financial advisor firms in South Jordan

5 SEC-registered financial advisor firms are headquartered in South Jordan, UT, with $5.26B in combined regulatory assets under management. The largest by assets are Diversify Wealth Management ($4.11B), Ashworth Wealth ($378M) and Elysium Wealth Management ($352M).

5
Financial advisor firms: $5.26B
Their combined AUM: $352M
Median firm AUM: 7,031
Clients of the top 5

The 5 largest by assets

1
Diversify Wealth Management
RIA
$4.11B
Regulatory AUM
2
Ashworth Wealth
RIA
$378M
Regulatory AUM
3
Elysium Wealth Management
RIA
$352M
0.90% to 1.50% a year
4
Tencap Wealth Coaching
RIA
$285M
0.50% to 1.15% a year
5
JRS Wealth Management
RIA
$135M
1.25% to 1.75% a year

Profiles of the top 5

No. 1 · RIA

Diversify Wealth Management

Diversify Wealth Management is an investment adviser based in South Jordan, 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 $4.11 billion, as filed on 18 September 2026.

Regulatory AUM: $4.11B
Clients: 4,857
Advisory staff: 70
Founded: 2024
Custodians: Charles Schwab, Fidelity, RBC Capital Markets
Headquarters: 10876 S River Front Pkwy, Suite 600, South Jordan, UT 84095
Phone: 801-838-9999
Website: diversify.com

No. 2 · RIA

Ashworth Wealth

Ashworth Wealth is an investment adviser based in South Jordan, UT, registered with the SEC since 2017. 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 $378 million, as filed on 19 February 2026.

Regulatory AUM: $378M
Clients: 300
Advisory staff: 5
Custodians: Charles Schwab, Pershing, Voya
Headquarters: 897 W. Baxter DR., South Jordan, UT 84095
Phone: 801-364-4400
Website: ashworthwealth.com

No. 3 · RIA

Elysium Wealth Management

Elysium Wealth Management is an investment adviser based in South Jordan, 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 $352 million, as filed on 2 September 2026.

Elysium Wealth Management charges 0.90%–1.50% a year for its Portfolio Management.

Regulatory AUM: $352M
Clients: 773
Advisory staff: 10
Fee schedule: 0.90% to 1.50% a year
Custodians: Charles Schwab
Headquarters: 1802 W. South Jordan Parkway, #130, South Jordan, UT 84095
Phone: 385-276-4716
Website: saltwealthpartners.com

No. 4 · RIA

Tencap Wealth Coaching

Tencap Wealth Coaching is an investment adviser based in South Jordan, UT, registered with the SEC since 2024. 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 $285 million, as filed on 20 March 2026.

Tencap Wealth Coaching charges 0.50%–1.15% a year for its Asset Management.

Regulatory AUM: $285M
Clients: 753
Advisory staff: 7
Fee schedule: 0.50% to 1.15% a year
Minimum account: $300,000
Custodians: Altruist
Headquarters: 1314 West 11400 South, Suite 201, South Jordan, UT 84095
Phone: 801-221-2956
Website: tencap.com

No. 5 · RIA

JRS Wealth Management

JRS Wealth Management is an investment adviser based in South Jordan, UT, registered with the SEC since 2026. It provides financial planning and investment management. Its clients include individual clients, high-net-worth individuals, and corporations and other businesses. Its regulatory assets under management total $135 million, as filed on 19 February 2026.

JRS Wealth Management charges 1.25%–1.75% a year for its Wealth Management Services.

Regulatory AUM: $135M
Clients: 348
Advisory staff: 2
Fee schedule: 1.25% to 1.75% a year
Custodians: Charles Schwab
Headquarters: 10808 South Riverfront Parkway, Suite 351, South Jordan, UT 84095
Phone: 801-987-3973
Website: sfgclient.com

Questions about financial advisors in South Jordan

How many financial advisor firms are headquartered in South Jordan?

5 SEC-registered financial advisor firms report their principal office in South Jordan, UT, managing $5.26B 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 South Jordan?

Diversify Wealth Management, with $4.11B in regulatory assets under management on its latest Form ADV. The next largest are Ashworth Wealth ($378M) and Elysium Wealth Management ($352M).

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

How large is a typical financial advisor firm in South Jordan?

The median firm manages $352M in regulatory assets. That is the midpoint of the 5 firms headquartered in South Jordan.

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

How much do financial advisors in South Jordan charge?

Of the 5 largest firms, 3 publish an asset-based fee schedule for their main service in their brochure. The highest rate in those schedules runs from 1.15% to 1.75% 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 South Jordan?

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

South Jordan has 5 financial advisor firms; see every adviser in the city →