RIA Intel›Advisers›Utah›TERRION ADVISORS, INC.

TERRION ADVISORS, INC.

Advisory

SANDY, UT

Data as of Mar 20, 2026 · Source: SEC Form ADV

Average account

$181K

across 177 accounts

AUM per adviser

$32M

1 advisers

Source: SEC Form ADV. Figures as filed Mar 20, 2026.

Total AUM

$32M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

1

Assets Under Management

Total AUM$32M

Discretionary AUM$32M

Non-Discretionary AUM$0

Discretionary %100%

Total Clients61

Team

Total Employees1

Investment Advisers1

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureCorporation

Fiscal Year EndDecember

Operates InTX, UT

Succession Risk

The underlying score, the five pillar breakdown, and the filing events behind it.

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Peer Benchmarking

The full peer set, and this firm's standing across AUM growth, efficiency, team size and 16 other metrics.

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Owners & Officers

Names, titles, ownership bands and control-person status for each.

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Client Demographics

61 clients

13 high-net-worth

The full client-type breakdown and the share of AUM each category represents.

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