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HEALTHEQUITY ADVISORS
Legal name: HEALTHEQUITY ADVISORS, LLC
CRD 167105File 801-78001
APPROVED
Retail clients
Custody
Filing as of Mar 25, 2026
Feed vintage Oct 1, 2026
Regulatory AUM
$1.99B
Top 25% of cohort (national)
Discretionary AUM
$1.21B
Non-discretionary $787.5M
Clients
178,476
178,476 accounts
Employees
8
Top 25% of cohort in UT
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- DRO
- Registration date
- Apr 26, 2013
- Principal office
- 15 WEST SCENIC POINTE DRIVE, SUITE 100, DRAPER, UT, 84020
- Phone
- 801-508-3248
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $1.99B
- Discretionary AUM
- $1.21B
- Non-discretionary AUM
- $787.5M
- Discretionary accounts
- 92,610
- Non-discretionary accounts
- 85,866
- Total accounts
- 178,476
- AUM per client
- $11K
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other | Fewer than 5 | $0 |
| Non-U.S. persons | Fewer than 5 | $0 |
| Insurance companies | Fewer than 5 | $0 |
| Charitable organizations | Fewer than 5 | $0 |
| Other investment advisers | Fewer than 5 | $0 |
| High net worth individuals | Fewer than 5 | $0 |
| Banking or thrift institutions | Fewer than 5 | $0 |
| Pension and profit sharing plans | Fewer than 5 | $0 |
| State or municipal government entities | Fewer than 5 | $0 |
| Individuals (other than high net worth individuals) | 178,476 | $1.99B |
Compensation & activities
ADV Items 5E, 5GCompensation
- Fixed fees
- A percentage of assets under your management
Advisory activities
- Other advisory activities
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- Yes
- Firm Custody Assets
- Yes
- Firm Custody Clients
- Yes
- Firm Custody Securities
- Yes
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- Yes
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To | Change |
|---|---|---|---|---|
| Apr 1, 2026 | Clients | 133,156 | 178,476 | increased by45,320 |
| Apr 1, 2026 | AUM | $1,508,567,990 | $1,994,934,966 | increased by$486,366,976 |
| Apr 1, 2026 | Accounts | 133,156 | 178,476 | increased by45,320 |
| May 1, 2025 vs Oct 1, 2022 | Clients | 96,234 | 133,156 | increased by36,922 |
| May 1, 2025 vs Oct 1, 2022 | AUM | $1,053,349,898 | $1,508,567,990 | increased by$455,218,092 |
| May 1, 2025 vs Oct 1, 2022 | Accounts | 96,234 | 133,156 | increased by36,922 |
| Apr 1, 2022 | Clients | 78,565 | 96,234 | increased by17,669 |
| Apr 1, 2022 | AUM | $820,226,175 | $1,053,349,898 | increased by$233,123,723 |
| Apr 1, 2022 | Accounts | 78,565 | 96,234 | increased by17,669 |
| May 1, 2021 | Clients | 68,100 | 78,565 | increased by10,465 |
| May 1, 2021 | AUM | $565,290,374 | $820,226,175 | increased by$254,935,801 |
| May 1, 2021 | Accounts | 68,100 | 78,565 | increased by10,465 |
| Apr 1, 2021 | Registration | — | APPROVED |
On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.
See plans that list “HEALTHEQUITY ADVISORS” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“HEALTHEQUITY ADVISORS” may also match similarly-named firms). Confirm identity against each filing.
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.