Ranking, Utah

Independent RIAs with the biggest asset gains over one year in Utah

As of October 2, 2026, Soltis Investment Advisors, LLC ranked #1 in Utah in AdvisorIQ's ranking of independent RIAs with the biggest asset gains over one year, with $3.7 billion.

Include wirehouses and broker-dealer firms

SEC-registered firms ranked by the dollar increase in RAUM between the SEC snapshots of September 2, 2025 and October 2, 2026. Only firms whose RAUM rose are ranked; base_value is the starting RAUM. Independent wealth management RIAs are ranked: firms whose individual and high net worth clients hold at least half of their regulatory assets and that offer financial planning or portfolio management for individuals, leaving out broker-dealers, banks and their advisory arms. The all wealth firms view ranks the same way with those broker-dealer affiliated firms added. Asset managers, private fund managers, pension consultants and platform managers are never ranked (see the methodology). Only SEC-registered firms are ranked: the state-registered firm data is current only, with no earlier snapshots. Growth includes market movement, net new assets and acquisitions. State lists use each firm's main office state, or its registration state when the main office is not public. The US list leaves out firms whose main office is outside the United States. Equal values share a rank and are listed by CRD number.

Independent RIAs with the biggest asset gains over one year in Utah
Rank	Firm	City	Increase
1	Soltis Investment Advisors, LLC	St. George	$3.7 billion
2	Sepio Capital, LP	Salt Lake City	$1.2 billion
3	Three Seasons Wealth	Salt Lake City	$872.1 million
4	Crewe Advisors	Salt Lake City	$538.2 million
5	Healthequity Advisors	Draper	$486.4 million
6	Capita Financial Network, LLC	Draper	$474.3 million
7	B.O.S.S. Retirement Advisors, LLC	Lehi	$321.8 million
8	Portside Wealth Group, LLC	Provo	$306.3 million
9	Physician Wealth Advisors, Inc.	Salt Lake City	$276.8 million
10	Iron Gate Global Advisors	North Salt Lake	$263.8 million
11	Strategic Planning Group	Bountiful	$249.7 million
12	Andina Advisors	Logan	$244.8 million
13	The Norden Group LLC	Provo	$228.4 million
14	Elysium Wealth Management, LLC	South Jordan	$193.1 million
15	Truenorth Wealth	Salt Lake City	$191.1 million
16	Platform Wealth Advisors	Holladay	$180.4 million
17	Tencap Wealth Coaching	South Jordan	$167.8 million
18	Albion Financial Group	Salt Lake City	$155.5 million
19	Coign Capital Advisors LLC	Draper	$151.9 million
20	Peterson Wealth Advisors, LLC	Orem	$140.9 million
21	Net Worth Advisory Group, LLC	Sandy	$120.0 million
22	Alliance Wealth Advisors, LLC	Centerville	$112.5 million
23	Squire Wealth Advisors	Orem	$92.8 million
24	Tingey Advisors Inc	Salt Lake City	$92.7 million
25	Athos Private Wealth LLC	Holladay	$91.8 million
26	Narus Financial Partners, LLC	Salt Lake City	$91.3 million
27	Financial Network Wealth Advisors LLC	Murray	$90.2 million
28	Jacobsen Capital Management	Salt Lake City	$88.2 million
29	Switchpoint Financial Planning LLC	Lehi	$85.6 million
30	Scott Marsh Financial, LLC	Salt Lake City	$83.0 million
31	Oak Lane Advisors	Centerville	$79.0 million
32	Solidarity Wealth, LLC	Lehi	$76.3 million
33	Decker Retirement Planning Inc.	Lehi	$74.8 million
34	Driven Investments LLC	Lehi	$70.6 million
35	Navigate Private Wealth, LLC	Draper	$66.7 million
36	Elevated Capital Advisors, LLC	Draper	$66.1 million
37	Peterson Wealth Services Inc.	South Ogden	$65.9 million
38	Wealth Management CPAS, LLC	Salt Lake City	$58.3 million
39	Cannon Capital Management, Inc.	Salt Lake City	$57.2 million
40	New Millennium Group	Sandy	$56.4 million
41	Smedley Financial Services Inc	Salt Lake City	$54.9 million
42	Slayton Lewis Inc	Salt Lake City	$52.7 million
43	Echelons Capital, LLC Successor: Reported on Form ADV Item 4 that it succeeded to the business of another registered investment adviser. Some of its growth may come from that acquisition, and it is shown as reported.	Park City	$47.3 million
44	Ascend Investment Partners	Ogden	$42.6 million
45	Dentist Advisors	Salt Lake City	$42.2 million
46	Presidio Wealth Management	Midvale	$41.9 million
47	Statera Wealth Management	St. George	$39.7 million
48	Promontory Financial Planning, LLC	Farmington	$39.0 million
48	Stonebriar Wealth, LLC	Lehi	$39.0 million
50	Teton Wealth Group LLC	Murray	$38.6 million
51	Regents Partners, LLC	Farmington	$35.6 million
52	Investable Wealth, LLC	Highland	$31.0 million
53	Medicus Wealth Planning, Inc.	Draper	$30.6 million
54	Provident Living Financial Services	Lehi	$27.7 million
55	Burrus	Salt Lake City	$27.3 million
56	Periope, LC	St. George	$25.3 million
57	The Karras Company, Inc.	Roy	$23.0 million
58	Guardian Wealth Management	Salt Lake City	$22.9 million
59	Refined Wealth Management	Salt Lake City	$22.2 million
60	Palisade Wealth Management	Draper	$21.5 million
61	Landmark Wealth Advisors, LLC	Farmington	$13.4 million
62	Financial Advisory Services	Salt Lake City	$11.6 million
63	Peterson Rogers Private Wealth, LLC	Salt Lake City	$11.3 million
64	Main Line Group Wealth Management, LLC	Park City	$10.8 million
65	Lefavi Wealth Management	Salt Lake City	$6.1 million
66	My Prosper Team	Lehi	$5.7 million

Successor Reported on Form ADV Item 4 that it succeeded to the business of another registered investment adviser. Some of its growth may come from that acquisition, and it is shown as reported.

66 firms ranked. Figures are as firms reported them on Form ADV.

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Biggest asset gains by state

Data as of October 2, 2026, from Form ADV. Sources: SEC registered adviser data (ia100226.zip) and IAPD compilation reports. How the directory is built.