# 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.

As of: 2026-10-02
Address: https://advisoriq.com/ria/rankings/biggest-asset-gains/utah/

## Facts

- ranking: Independent RIAs with the biggest asset gains over one year
- how_it_is_computed: 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.
- unit: usd
- scope: Utah
- firms_listed: 66
- rows: rank: 1, crd: 154690, firm: Soltis Investment Advisors, LLC, city: St. George, state: UT, value: 3684036535, base_value: 8352553865, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/154690/; rank: 2, crd: 285645, firm: Sepio Capital, LP, city: Salt Lake City, state: UT, value: 1176395592, base_value: 4464814589, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/285645/; rank: 3, crd: 326517, firm: Three Seasons Wealth, city: Salt Lake City, state: UT, value: 872132855, base_value: 361708421, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/326517/; rank: 4, crd: 173920, firm: Crewe Advisors, city: Salt Lake City, state: UT, value: 538249340, base_value: 2512342970, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/173920/; rank: 5, crd: 167105, firm: Healthequity Advisors, city: Draper, state: UT, value: 486366976, base_value: 1508567990, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/167105/; rank: 6, crd: 290558, firm: Capita Financial Network, LLC, city: Draper, state: UT, value: 474337965, base_value: 1849625913, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/290558/; rank: 7, crd: 171143, firm: B.O.S.S. Retirement Advisors, LLC, city: Lehi, state: UT, value: 321800571, base_value: 1060864881, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/171143/; rank: 8, crd: 325175, firm: Portside Wealth Group, LLC, city: Provo, state: UT, value: 306252144, base_value: 1125318236, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/325175/; rank: 9, crd: 106043, firm: Physician Wealth Advisors, Inc., city: Salt Lake City, state: UT, value: 276762428, base_value: 1729828110, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/106043/; rank: 10, crd: 111177, firm: Iron Gate Global Advisors, city: North Salt Lake, state: UT, value: 263756509, base_value: 1059413573, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/111177/; rank: 11, crd: 113844, firm: Strategic Planning Group, city: Bountiful, state: UT, value: 249688995, base_value: 660567046, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/113844/; rank: 12, crd: 151762, firm: Andina Advisors, city: Logan, state: UT, value: 244815792, base_value: 1016634723, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/151762/; rank: 13, crd: 323988, firm: The Norden Group LLC, city: Provo, state: UT, value: 228447312, base_value: 1739496789, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/323988/; rank: 14, crd: 312068, firm: Elysium Wealth Management, LLC, city: South Jordan, state: UT, value: 193104888, base_value: 159175815, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/312068/; rank: 15, crd: 142205, firm: Truenorth Wealth, city: Salt Lake City, state: UT, value: 191113958, base_value: 1074482158, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/142205/; rank: 16, crd: 329313, firm: Platform Wealth Advisors, city: Holladay, state: UT, value: 180427127, base_value: 328607632, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/329313/; rank: 17, crd: 166130, firm: Tencap Wealth Coaching, city: South Jordan, state: UT, value: 167827917, base_value: 117197434, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/166130/; rank: 18, crd: 105957, firm: Albion Financial Group, city: Salt Lake City, state: UT, value: 155517267, base_value: 1858123409, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/105957/; rank: 19, crd: 171306, firm: Coign Capital Advisors LLC, city: Draper, state: UT, value: 151939898, base_value: 321005590, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/171306/; rank: 20, crd: 146349, firm: Peterson Wealth Advisors, LLC, city: Orem, state: UT, value: 140947497, base_value: 688734656, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/146349/; rank: 21, crd: 126983, firm: Net Worth Advisory Group, LLC, city: Sandy, state: UT, value: 120005238, base_value: 718363737, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/126983/; rank: 22, crd: 314668, firm: Alliance Wealth Advisors, LLC, city: Centerville, state: UT, value: 112482621, base_value: 439486365, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/314668/; rank: 23, crd: 117750, firm: Squire Wealth Advisors, city: Orem, state: UT, value: 92781469, base_value: 493941180, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/117750/; rank: 24, crd: 107539, firm: Tingey Advisors Inc, city: Salt Lake City, state: UT, value: 92702433, base_value: 385013420, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/107539/; rank: 25, crd: 309862, firm: Athos Private Wealth LLC, city: Holladay, state: UT, value: 91756606, base_value: 176738174, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/309862/; rank: 26, crd: 173534, firm: Narus Financial Partners, LLC, city: Salt Lake City, state: UT, value: 91257163, base_value: 467737201, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/173534/; rank: 27, crd: 318842, firm: Financial Network Wealth Advisors LLC, city: Murray, state: UT, value: 90177488, base_value: 425236540, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/318842/; rank: 28, crd: 116085, firm: Jacobsen Capital Management, city: Salt Lake City, state: UT, value: 88231733, base_value: 474630289, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/116085/; rank: 29, crd: 282856, firm: Switchpoint Financial Planning LLC, city: Lehi, state: UT, value: 85623132, base_value: 281485944, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/282856/; rank: 30, crd: 122169, firm: Scott Marsh Financial, LLC, city: Salt Lake City, state: UT, value: 82983497, base_value: 230019255, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/122169/; rank: 31, crd: 140612, firm: Oak Lane Advisors, city: Centerville, state: UT, value: 78999850, base_value: 367281893, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/140612/; rank: 32, crd: 315843, firm: Solidarity Wealth, LLC, city: Lehi, state: UT, value: 76309720, base_value: 627846624, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/315843/; rank: 33, crd: 284281, firm: Decker Retirement Planning Inc., city: Lehi, state: UT, value: 74822595, base_value: 285093119, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/284281/; rank: 34, crd: 310095, firm: Driven Investments LLC, city: Lehi, state: UT, value: 70567186, base_value: 168621441, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/310095/; rank: 35, crd: 170774, firm: Navigate Private Wealth, LLC, city: Draper, state: UT, value: 66662953, base_value: 462565254, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/170774/; rank: 36, crd: 226721, firm: Elevated Capital Advisors, LLC, city: Draper, state: UT, value: 66109135, base_value: 433034784, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/226721/; rank: 37, crd: 288620, firm: Peterson Wealth Services Inc., city: South Ogden, state: UT, value: 65883569, base_value: 462660842, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/288620/; rank: 38, crd: 310096, firm: Wealth Management CPAS, LLC, city: Salt Lake City, state: UT, value: 58279805, base_value: 270877513, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/310096/; rank: 39, crd: 144247, firm: Cannon Capital Management, Inc., city: Salt Lake City, state: UT, value: 57185294, base_value: 328888004, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/144247/; rank: 40, crd: 299249, firm: New Millennium Group, city: Sandy, state: UT, value: 56414086, base_value: 200605006, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/299249/; rank: 41, crd: 110870, firm: Smedley Financial Services Inc, city: Salt Lake City, state: UT, value: 54908110, base_value: 341758231, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/110870/; rank: 42, crd: 114596, firm: Slayton Lewis Inc, city: Salt Lake City, state: UT, value: 52738786, base_value: 281706011, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/114596/; rank: 43, crd: 325781, firm: Echelons Capital, LLC, city: Park City, state: UT, value: 47287711, base_value: 127100399, succeeded_to_another_advisers_business: true, url: https://advisoriq.com/ria/firms/325781/; rank: 44, crd: 307667, firm: Ascend Investment Partners, city: Ogden, state: UT, value: 42609438, base_value: 618803317, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/307667/; rank: 45, crd: 149559, firm: Dentist Advisors, city: Salt Lake City, state: UT, value: 42232750, base_value: 461768746, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/149559/; rank: 46, crd: 333404, firm: Presidio Wealth Management, city: Midvale, state: UT, value: 41929105, base_value: 175533722, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/333404/; rank: 47, crd: 333710, firm: Statera Wealth Management, city: St. George, state: UT, value: 39663817, base_value: 145000000, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/333710/; rank: 48, crd: 153666, firm: Promontory Financial Planning, LLC, city: Farmington, state: UT, value: 39000000, base_value: 280000000, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/153666/; rank: 48, crd: 327618, firm: Stonebriar Wealth, LLC, city: Lehi, state: UT, value: 39000000, base_value: 100000000, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/327618/; rank: 50, crd: 311230, firm: Teton Wealth Group LLC, city: Murray, state: UT, value: 38562671, base_value: 165459932, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/311230/; rank: 51, crd: 322915, firm: Regents Partners, LLC, city: Farmington, state: UT, value: 35639434, base_value: 165524045, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/322915/; rank: 52, crd: 166721, firm: Investable Wealth, LLC, city: Highland, state: UT, value: 31002101, base_value: 79027774, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/166721/; rank: 53, crd: 282904, firm: Medicus Wealth Planning, Inc., city: Draper, state: UT, value: 30561990, base_value: 130277879, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/282904/; rank: 54, crd: 282665, firm: Provident Living Financial Services, city: Lehi, state: UT, value: 27714480, base_value: 130387563, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/282665/; rank: 55, crd: 141435, firm: Burrus, city: Salt Lake City, state: UT, value: 27326000, base_value: 213332000, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/141435/; rank: 56, crd: 144256, firm: Periope, LC, city: St. George, state: UT, value: 25254305, base_value: 151987565, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/144256/; rank: 57, crd: 109578, firm: The Karras Company, Inc., city: Roy, state: UT, value: 23035505, base_value: 349820509, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/109578/; rank: 58, crd: 146923, firm: Guardian Wealth Management, city: Salt Lake City, state: UT, value: 22864616, base_value: 151948154, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/146923/; rank: 59, crd: 169563, firm: Refined Wealth Management, city: Salt Lake City, state: UT, value: 22166291, base_value: 188743323, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/169563/; rank: 60, crd: 147725, firm: Palisade Wealth Management, city: Draper, state: UT, value: 21512529, base_value: 111699552, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/147725/; rank: 61, crd: 166989, firm: Landmark Wealth Advisors, LLC, city: Farmington, state: UT, value: 13386422, base_value: 122490704, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/166989/; rank: 62, crd: 118496, firm: Financial Advisory Services, city: Salt Lake City, state: UT, value: 11605113, base_value: 135000000, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/118496/; rank: 63, crd: 324001, firm: Peterson Rogers Private Wealth, LLC, city: Salt Lake City, state: UT, value: 11326720, base_value: 165726199, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/324001/; rank: 64, crd: 150964, firm: Main Line Group Wealth Management, LLC, city: Park City, state: UT, value: 10844699, base_value: 111696007, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/150964/; rank: 65, crd: 104961, firm: Lefavi Wealth Management, city: Salt Lake City, state: UT, value: 6149473, base_value: 438841383, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/104961/; rank: 66, crd: 311144, firm: My Prosper Team, city: Lehi, state: UT, value: 5732000, base_value: 52508000, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/311144/

## Notes

- Firms marked as successors reported on Form ADV Item 4 that they succeeded to another adviser's business; their growth is shown as reported.
- Each ranking lists at most the top 100 firms.

## Sources

- SEC, Information About Registered Investment Advisers (ia100226.zip), checked 2026-10-07: https://www.sec.gov/files/investment/data/other/information-about-registered-investment-advisers-exempt-reporting-advisers/ia100226.zip
- IAPD compilation reports (IA_FIRM_STATE_Feed_10_07_2026.xml.gz), checked 2026-10-07: https://adviserinfo.sec.gov/compilation

## Related

- [Independent RIAs with the biggest asset gains over one year, nationally](https://advisoriq.com/ria/rankings/biggest-asset-gains/)
- [RIA market data for Utah](https://advisoriq.com/ria/states/utah/)
- [All RIA rankings](https://advisoriq.com/ria/rankings/)
- [How the directory is built](https://advisoriq.com/ria/methodology/)

## Cite as

AdvisorIQ, as of 2026-10-02. https://advisoriq.com/ria/rankings/biggest-asset-gains/utah/

License: https://advisoriq.com/license/