State-registered independent wealth management RIA
Rigby Watts Investment Advisors
As of its Form ADV filed January 13, 2026, Rigby Watts Investment Advisors, a state-registered independent wealth management RIA in Salt Lake City, Utah, reported $50.0 million in regulatory assets under management across 162 accounts, ranking #123 among independent RIAs in Utah by assets.
Registration
- Main office
- Salt Lake City, UT
- Registration
- State-registered, Approved
- CRD number
- 302078
- SEC file number
- None (state-registered)
- Registered since
- October 2, 2019
- Latest Form ADV filing
- January 13, 2026
- Legal name
- RPMFP, L.L.C.
- Organized as
- Limited Liability Company
- Fiscal year ends
- December
- Other offices
- 0
Key figures
- Regulatory assets under management
- $50.0 million
- Discretionary
- $50.0 million (100.0%)
- Non-discretionary
- $0
- Accounts
- 162 (162 discretionary)
- Clients
- Not reported
- Employees
- 1
- Advisory staff
- 1 performing investment advisory functions
- Average account
- $308,642
- Asset growth, 1 year
- Not reported
- Asset growth, 3-year annual rate
- Not reported
- Asset growth, 5-year annual rate
- Not reported
- Client growth, 1 year
- Not reported
Independent wealth management RIA: individual and high net worth clients hold at least half of its regulatory assets, it offers financial planning or portfolio management for individuals, and it is not a broker-dealer, a bank or part of one by the directory's rules. How firms are classed.
Growth rates come from the SEC's yearly snapshots and are left blank when the years are not comparable.
Rankings
Among independent wealth management RIAs.
| Ranking | Nationally | In Utah | Value |
|---|---|---|---|
| Largest independent RIAs by assets under management | #10,599 | #123 | $50.0 million |
| Independent RIAs with the most accounts | #9,398 | #132 | 162 |
| Independent RIAs with the most advisory staff | #10,188 | #134 | 1 |
Assets over time
Data table
| As of | RAUM |
|---|---|
| October 7, 2026 | $50.0 million |
Clients and services
Client mix
| Measure | Bar | RAUM |
|---|---|---|
| Individuals (other than high net worth) fewer than 5 clients | $29.0 million | |
| High net worth individuals fewer than 5 clients | $15.0 million | |
| Charitable organizations fewer than 5 clients | $5.0 million | |
| Pension and profit sharing plans fewer than 5 clients | $1.0 million |
How the firm is paid
- A percentage of assets under management
- Hourly charges
Advisory services
- Financial planning
- Portfolio management for individuals or small businesses
- Portfolio management for businesses or institutional clients
Financial planning clients (Item 5.H): 11-25.
Wrap fee program sponsor or portfolio manager: yes.
Other business, affiliations and custody
Other business activities (Item 6.A)
- Real estate broker, dealer or agent
- Lawyer or law firm
- Other financial products
Financial industry affiliations (Item 7.A)
- Other investment adviser
- Lawyer or law firm
- Sponsor or syndicator of limited partnerships
- Sponsor, general partner or managing member of pooled investment vehicles
Custody (Item 9)
The firm reported no custody of client cash or securities.
Investment adviser representatives
- IARs registered with the firm
- 4
- Also registered through a broker-dealer
- 0
- Employees who are IARs (Form ADV 5.B(3))
- 1
0 of the firm's 4 IARs are registered in jurisdictions that require IAR CE. IAR CE requirements by state.
Counts only. AdvisorIQ does not list individual people.
Disclosures
Our source has no Form ADV Item 11 detail for this firm. See the detail on IAPD.
Succession and acquired firms
On Form ADV Item 4 the firm did not report succeeding to another adviser's business.
Similar-sized firms in Utah
| Firm | City | RAUM |
|---|---|---|
| Fletcher Capital Management | Lehi | $50.9 million |
| Twin Peaks Wealth Management LLC | Cottonwood Heights | $50.0 million |
| Able & Strong Advisors, Inc. | Bountiful | $45.4 million |
| Financial Prosperity, Inc. | Park City | $45.3 million |
| Family Wealth Advisors | Farmington | $45.2 million |
The five independent RIAs nearest in regulatory assets with a main office in the same state.
Elsewhere
- Rigby Watts Investment Advisors on IAPD: Form ADV, brochures and disclosure detail.
- Firm website: www.rigbywatts.com
- Independent RIAs in Utah
Firm data as of October 7, 2026, from IA_FIRM_STATE_Feed_10_07_2026.xml.gz. Figures are as the firm reported them; corrections are made on Form ADV and appear after the next monthly reload.
Data as of October 7, 2026, from Form ADV. Sources: SEC registered adviser data (ia100226.zip) and IAPD compilation reports. How the directory is built.