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 1 - 10 of 39 top financial advisors.
1
Kenneth P. Applegate
CRD#: 4579677
505 Wakara Way, 3rd Floor, Salt Lake City, UT 84108

Kenneth Applegate (CRD# 4579677) 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.

2
Eric S. Bergeson
CRD#: 4521603
505 Wakara Way, 3rd Floor, Salt Lake City, UT 84108

Eric Bergeson (CRD# 4521603) 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.

3
Brian A. Bythrow
CRD#: 2489987
505 Wakara Way, 3rd Floor, Salt Lake City, UT 84108

Brian Bythrow (CRD# 2489987) is an Investment Advisor Representative working at Wasatch Advisors LP in Salt Lake City, UT and has over 29 years of experience in the finance industry.

4
Hugh D. Chace
CRD#: 2785376
505 Wakara Way, 3rd Floor, Salt Lake City, UT 84108

Hugh Chace (CRD# 2785376) 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.

5
David E. Corbett
CRD#: 4239400
505 Wakara Way, 3rd Floor, Salt Lake City, UT 84108

David Corbett (CRD# 4239400) 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.

6
Brandon L. Fries
CRD#: 4557006
505 Wakara Way, 3rd Floor, Salt Lake City, UT 84108

Brandon Fries (CRD# 4557006) is an Investment Advisor Representative working at Wasatch Advisors LP in Salt Lake City, UT and has over 22 years of experience in the finance industry.

7
Christopher R. Grant
CRD#: 5573422
505 Wakara Way, 3rd Floor, Salt Lake City, UT 84108

Christopher Grant (CRD# 5573422) 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.

8
Xin He
CRD#: 6972773
505 Wakara Way, 3rd Floor, Salt Lake City, UT 84108

Xin He (CRD# 6972773) 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.

9
Kenneth A. Korngiebel
CRD#: 2787476
505 Wakara Way, Suite 300, Salt Lake City, UT 84108

Kenneth Korngiebel (CRD# 2787476) 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.

10
Ajay C. Krishnan
CRD#: 4557027
505 Wakara Way, 3rd Floor, Salt Lake City, UT 84108

Ajay Krishnan (CRD# 4557027) 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.

1 2 3 4 ... Next
Ready to hire a financial advisor? Get competitive proposals from multiple advisors.