RIA Intel›Advisers›Utah›TIMPANOGOS FINANCIAL ADVISORS, INC.

TIMPANOGOS FINANCIAL ADVISORS, INC.

Advisory

OREM, UT

Data as of Feb 10, 2026 · Source: SEC Form ADV

Rank in UT

#183

of 249 advisers by AUM

Average account

$234K

across 424 accounts

AUM per adviser

$50M

2 advisers

Source: SEC Form ADV. Figures as filed Feb 10, 2026.

Total AUM

$99M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

2

Assets Under Management

Total AUM$99M

Discretionary AUM$99M

Non-Discretionary AUM$0

Discretionary %100%

Total Clients209

Team

Total Employees2

Investment Advisers2

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureCorporation

Fiscal Year EndDecember

Operates InUT

Succession Risk

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

See plansIncluded with the Intelligence plan

Peer Benchmarking

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

See plansIncluded with the Intelligence plan

Owners & Officers

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

See plansIncluded with the Intelligence plan

Client Demographics

209 clients

39 high-net-worth

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

See plansIncluded with the Intelligence plan

Advisers of similar size in UT

Closest by assets under management. All figures from Form ADV.

MONTAGE FINANCIAL ADVISORS INC.

$100M

CHEROKEE & WALKER MANAGEMENT, LLC

SALT LAKE CITY, UT

$101M

JEFF VON COLLN PC

$101M

RONALD OLSON, INC.

$97M

AG FINANCIAL, LLC

SALT LAKE CITY, UT

$103M

SOULENCE WEALTH MANAGEMENT II LLC

PLEASANT GROVE, UT

$95M

Get the full picture on TIMPANOGOS FINANCIAL ADVISORS, INC.

A free account gives you full profiles across 57,000+ ADV filers, state-level reports, and a watchlist to track TIMPANOGOS FINANCIAL ADVISORS, INC. and its peers. Owners, succession scoring and peer benchmarking are on the Intelligence plan.

Create a free account →See plans