Wasatch Advisors Inc.

Wasatch Advisors Inc. (CRD# 106081) is a financial advisory firm headquartered in Salt Lake City, UT. They manage $17,101,066,896 in 183 accounts and serve the financial needs of clients across 51 states (or territories).

By the Numbers
  • Total Assets Under Management
    17,101
    MILLION
  • Total Number of Accounts
    183
    ACCOUNTS
  • Average Account Value
    $93,448,453
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
  • Performance-based fees
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for investment companies (as well as "business development companies")
  • Portfolio management for pooled investment vehicles (other than investment companies)
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Other
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV

Financial Advisors at Wasatch Advisors Inc.
Showing 1 - 10 of 34 top financial advisors.
1
Brian A. Bythrow
CRD#: 2489987
505 Wakara Way, 3rd Floor, Salt Lake City, UT 84108
96
Wealthminder
score

Brian Bythrow (CRD# 2489987) is an Investment Advisor Representative working at Wasatch Advisors Inc. in Salt Lake City, UT and has over 22 years of experience in the finance industry.

2
Hugh D. Chace
CRD#: 2785376
150 Social Hall Avenue 4th Floor, Salt Lake City, UT 84111
96
Wealthminder
score

Hugh Chace (CRD# 2785376) is an Investment Advisor Representative working at Wasatch Advisors Inc. in Salt Lake City, UT and has over 17 years of experience in the finance industry.

3
Laura E. Geritz
CRD#: 3179877
150 Social Hall Avenue, Suite 400, Salt Lake City, UT 84111
96
Wealthminder
score

Laura Geritz (CRD# 3179877) is an Investment Advisor Representative working at Wasatch Advisors Inc. in Salt Lake City, UT and has over 17 years of experience in the finance industry.

4
Samuel S. Stewart
CRD#: 1817659
150 Social Hall Avenue, Suite 400, Salt Lake City, UT 84111
96
Wealthminder
score

Samuel Stewart (CRD# 1817659) is an Investment Advisor Representative working at Wasatch Advisors Inc. in Salt Lake City, UT and has over 28 years of experience in the finance industry.

5
Eric S. Bergeson
CRD#: 4521603
505 Wakara Way, 3rd Floor, Salt Lake City, UT 84108
93
Wealthminder
score

Eric Bergeson (CRD# 4521603) is an Investment Advisor Representative working at Wasatch Advisors Inc. in Salt Lake City, UT and has over 17 years of experience in the finance industry.

6
Timothy M. Bryan
CRD#: 2273210
505 Wakara Way, 3rd Floor, Salt Lake City, UT 84108
93
Wealthminder
score

Timothy Bryan (CRD# 2273210) is an Investment Advisor Representative working at Wasatch Advisors Inc. in Salt Lake City, UT and has over 21 years of experience in the finance industry.

7
Jeffrey S. Cardon
CRD#: 2298025
150 Social Hall Avenue, Suite 400, Salt Lake City, UT 84111
93
Wealthminder
score

Jeffrey Cardon (CRD# 2298025) is an Investment Advisor Representative working at Wasatch Advisors Inc. in Salt Lake City, UT and has over 24 years of experience in the finance industry.

8
David E. Corbett
CRD#: 4239400
150 Social Hall Avenue, 4th Floor, Salt Lake City, UT 84111
93
Wealthminder
score

David Corbett (CRD# 4239400) is an Investment Advisor Representative working at Wasatch Advisors Inc. in Salt Lake City, UT and has over 14 years of experience in the finance industry.

9
Brandon L. Fries
CRD#: 4557006
150 Social Hall Avenue, Suite 400, Salt Lake City, UT 84111
93
Wealthminder
score

Brandon Fries (CRD# 4557006) is an Investment Advisor Representative working at Wasatch Advisors Inc. in Salt Lake City, UT and has over 15 years of experience in the finance industry.

10
Paul S. Lambert
CRD#: 4027152
150 Social Hall Avenue, 4th Floor, Salt Lake City, UT 84111
93
Wealthminder
score

Paul Lambert (CRD# 4027152) is an Investment Advisor Representative working at Wasatch Advisors Inc. in Salt Lake City, UT and has over 17 years of experience in the finance industry.

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