Wasatch Advisors LP

Wasatch Advisors LP (CRD# 106081) is a financial advisory firm headquartered in Salt Lake City, UT. They manage $26,663,066,907 in 237 accounts and serve the financial needs of clients across 51 states (or territories).

By the Numbers
  • Total Assets Under Management
    26,663
    MILLION
  • Total Number of Accounts
    237
    ACCOUNTS
  • Average Account Value
    $112,502,392
Compensation Options
  • A percentage of assets under your management
  • 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
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 LP
Showing 11 - 20 of 39 top financial advisors.
11
Paul S. Lambert
CRD#: 4027152
505 Wakara Way, 3rd Floor, Salt Lake City, UT 84108

Paul Lambert (CRD# 4027152) is an Investment Advisor Representative working at Wasatch Advisors LP in Salt Lake City, UT and has over 24 years of experience in the finance industry.

12
James F. Larkins
CRD#: 2620737
505 S. Wakara Way, 3rd Floor, Salt Lake City, UT 84108

James Larkins (CRD# 2620737) is an Investment Advisor Representative working at Wasatch Advisors LP in Salt Lake City, UT and has over 23 years of experience in the finance industry.

13
Linda N. Lasater
CRD#: 4637907
505 Wakara Way, 3rd Floor, Salt Lake City, UT 84108

Linda Lasater (CRD# 4637907) is an Investment Advisor Representative working at Wasatch Advisors LP in Salt Lake City, UT and has 1 year of experience in the finance industry.

14
Matson A. Lehtinen
CRD#: 5009728
505 Wakara Way, 3rd Floor, Salt Lake City, UT 84108

Matson Lehtinen (CRD# 5009728) is an Investment Advisor Representative working at Wasatch Advisors LP in Salt Lake City, UT and has over 13 years of experience in the finance industry.

15
John C. Malooly
CRD#: 2671542
505 Wakara Way, 3rd Floor, Salt Lake City, UT 84108

John Malooly (CRD# 2671542) is an Investment Advisor Representative working at Wasatch Advisors LP in Salt Lake City, UT and has over 28 years of experience in the finance industry.

16
Dustin M. McCarty
CRD#: 5580646
505 Wakara Way, 3rd Floor, Salt Lake City, UT 84108

Dustin McCarty (CRD# 5580646) is an Investment Advisor Representative working at Wasatch Advisors LP in Salt Lake City, UT and has over 15 years of experience in the finance industry.

17
David R. Powers
CRD#: 2658434
Salt Lake City, UT

David Powers (CRD# 2658434) is an Investment Advisor Representative working at Wasatch Advisors LP in Salt Lake City, UT and has 1 year of experience in the finance industry.

18
Ryan R. Ren
CRD#: 3093005
505 Wakara Way, 3rd Floor, Salt Lake City, UT 84108

Ryan Ren (CRD# 3093005) is an Investment Advisor Representative working at Wasatch Advisors LP in Salt Lake City, UT and has over 21 years of experience in the finance industry.

19
Steven G. Rung
CRD#: 1729008
505 Wakara Way, 3rd Floor, Salt Lake City, UT 84108

Steven Rung (CRD# 1729008) is an Investment Advisor Representative working at Wasatch Advisors LP in Salt Lake City, UT and has over 36 years of experience in the finance industry.

20
Ryan B. Snow
CRD#: 3264890
505 Wakara Way, 3rd Floor, Salt Lake City, UT 84108

Ryan Snow (CRD# 3264890) is an Investment Advisor Representative working at Wasatch Advisors LP in Salt Lake City, UT and has over 24 years of experience in the finance industry.

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