REGISTERED INVESTMENT ADVISORS: Ranked by Assets Under Management.

• Position: Company rankings

REGISTERED INVESTMENT ADVISORS Ranked by Assets Under Management COMPANY PHONE 1 Moreton Asset Management, LLC (801) 869-4200 moretonadvisors.com 2 Soltis Investment Advisors (800) 735-1601 soltisadvisors.com 3 Mountain America Investment (800) 540-7670 Services, LPL Financial macu.com/wealth 4 Albion Financial Group (801) 487-3700 albionfinancial.com 5 The Cynosure Group (801) 521-3100 cynosuregroup.com 6 Peterson Partners, Inc. (801) 417-0748 petersonpartners.com 7 Tower Arch Capital (801) 997-5808 towerarch.com 8 Cross Creek Advisors (801) 214-0010 crosscreek.vc 9 Crewe Capital Advisors, LLC (385) 322-3100 creweadvisors.com 10 TrueNorth Wealth (801) 274-1820 truenorthwealth.com 11 Net Worth Advisory Group (801) 566-6639 networthadvice.com 12 Lefavi Wealth Management (801) 486-9000 lefavi.com 13 Navigate Private Wealth LLC (801) 676-4588 navigateprivatewealth.com ADDRESS SENIOR EXECUTIVE YEAR EST. 1 101 S. 200 E. Ste. 300 Jason Williams 2004 Salt Lake City, UT 84111 (President) 2 20 N. Main Ste. 400 Kim Anderson 1993 St. George, UT 84770 (President/CEO) 3 9800 S. Monroe St. Sandy, Chad Waddoups 1995 UT 84070 (VP, Investment and Business Services) 4 812 E. 2100 S. John Bird 1982 Salt Lake City, UT 84106 (CEO) 5 79 S. Main St. 3rd Floor Keith Taylor 2014 Salt Lake City, UT 84111 H.E. "Bud" Scruggs (Managing Directors) 6 2755 E. Cottonwood Pkwy. Clint Peterson 2001 Ste. 400 Salt Lake City, UT (Managing Partner) 84121 7 14034 S. 145 E. Ste. 300 Dave Parkin 2013 Draper, UT 84020 (Partner) 8 505 Wakara Way Ste. 215 Karey Barker 2006 Salt Lake City, UT 84108 (Founding Managing Director) 9 136 E. South Temple Ste. 2440 Michael Bennett 2015 Salt Lake City UT, 84111 (CEO) 10 1935 Vine St. Ste. 120 Martin Watkins 2007 Salt Lake City, UT 84121 (CFP/Founder) Joseph Griffin (CEO) 11 75 W. Towne Ridge Pkwy. David Swapp 2003 Ste. 460 Sandy, UT 84070 Ray LeVitre (Managing Partners) 12 2323 Foothill Dr. Ste. 100 Stuart Enterline 1980 Salt Lake City, UT 84109 (CEO) 13 12012 S. 700 E. Ste. 100 D. Scott Bunnell 2014 Draper, UT 84020 (Chief Compliance Officer/ Managing Principal) SERVICES TOTAL UT UT OFFICES INVESTMENT ADVISORS 1 Fixed income...