Ranking, Utah

Independent RIAs with the fastest client growth over one year in Utah

As of October 2, 2026, Financial Network Wealth Advisors LLC ranked #1 in Utah in AdvisorIQ's ranking of independent RIAs with the fastest client growth over one year, with 119.0%, from a base of 836.

Include wirehouses and broker-dealer firms

SEC-registered firms ranked by the change in their number of clients (counted as in the most clients ranking) between the SEC snapshots of September 2, 2025 and October 2, 2026, for firms with at least 100 clients in the earlier snapshot. The value is a fraction and base_value is the starting client count. Firms whose client count grew more than 300 percent are left out, since that almost always reflects a merger or acquisition, and each firm's own page still shows the change. 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 fastest client growth over one year in Utah
Rank	Firm	City	Growth	Starting value
1	Financial Network Wealth Advisors LLC	Murray	119.0%	836
2	Albion Financial Group	Salt Lake City	94.7%	757
3	Elysium Wealth Management, LLC	South Jordan	84.5%	419
4	Iron Gate Global Advisors	North Salt Lake	68.9%	1,061
5	Stonebriar Wealth, LLC	Lehi	62.9%	310
6	Wealth Management CPAS, LLC	Salt Lake City	52.5%	611
7	Tencap Wealth Coaching	South Jordan	44.5%	535
8	Periope, LC	St. George	42.7%	440
9	Healthequity Advisors	Draper	34.0%	133,158
10	Strategic Planning Group	Bountiful	25.2%	1,296
11	New Millennium Group	Sandy	24.7%	718
12	Andina Advisors	Logan	22.9%	582
13	Soltis Investment Advisors, LLC	St. George	20.2%	4,517
14	Platform Wealth Advisors	Holladay	19.7%	229
15	Portside Wealth Group, LLC	Provo	19.5%	5,434
16	Three Seasons Wealth	Salt Lake City	19.3%	327
17	Guardian Wealth Management	Salt Lake City	19.1%	110
18	Oak Lane Advisors	Centerville	16.6%	799
19	Crewe Advisors	Salt Lake City	16.4%	653
20	The Professional Financial Company LLC	Orem	16.3%	245
21	Coign Capital Advisors LLC	Draper	16.2%	401
22	Athos Private Wealth LLC	Holladay	15.9%	126
23	Scott Marsh Financial, LLC	Salt Lake City	15.0%	220
24	Capita Financial Network, LLC	Draper	12.8%	2,561
25	Statera Wealth Management	St. George	12.2%	205
26	Solidarity Wealth, LLC	Lehi	11.8%	195
27	Alliance Wealth Advisors, LLC	Centerville	11.0%	694
28	Sepio Capital, LP	Salt Lake City	10.9%	266
29	Dentist Advisors	Salt Lake City	9.8%	787
30	Cottonwood Wealth Strategies, LLC	Salt Lake City	9.7%	217
31	Tingey Advisors Inc	Salt Lake City	9.4%	361
32	AG Financial	Salt Lake City	9.3%	172
33	Smedley Financial Services Inc	Salt Lake City	9.3%	788
34	Net Worth Advisory Group, LLC	Sandy	8.2%	801
35	Paragon Wealth Management	Provo	8.1%	172
36	Teton Wealth Group LLC	Murray	8.0%	786
37	Provident Living Financial Services	Lehi	7.6%	236
38	Navigate Private Wealth, LLC	Draper	6.9%	1,804
39	Medicus Wealth Planning, Inc.	Draper	6.7%	208
40	Peterson Wealth Advisors, LLC	Orem	6.7%	625
41	Peterson Wealth Services Inc.	South Ogden	6.3%	426
42	Narus Financial Partners, LLC	Salt Lake City	5.6%	197
43	Squire Wealth Advisors	Orem	5.4%	611
44	Jacobsen Capital Management	Salt Lake City	5.4%	112
45	Driven Investments LLC	Lehi	3.5%	1,152
46	Truenorth Wealth	Salt Lake City	3.3%	964
47	Palisade Wealth Management	Draper	2.9%	137
48	Investable Wealth, LLC	Highland	2.1%	145
49	Burrus	Salt Lake City	1.9%	316
50	Physician Wealth Advisors, Inc.	Salt Lake City	1.5%	1,206
51	Landmark Wealth Advisors, LLC	Farmington	0.7%	267
52	Promontory Financial Planning, LLC	Farmington	0.0%	570
53	The Karras Company, Inc.	Roy	-0.6%	360
54	Adams Wealth Advisors	Logan	-2.0%	717
55	The Norden Group LLC	Provo	-2.0%	1,563
56	Elevated Capital Advisors, LLC	Draper	-2.3%	1,031
57	My Prosper Team	Lehi	-6.6%	469
58	Decker Retirement Planning Inc.	Lehi	-8.2%	930
59	Lefavi Wealth Management	Salt Lake City	-10.8%	646
60	Cannon Capital Management, Inc.	Salt Lake City	-11.0%	273
61	Ascend Investment Partners	Ogden	-11.0%	1,080
62	Presidio Wealth Management	Midvale	-13.2%	468
63	Prestige Wealthwide, LLC	Lehi	-16.5%	224
64	Regents Partners, LLC	Farmington	-19.3%	405
65	Drive Wealth Advisers	Lehi	-19.7%	1,384
66	Blue Barn Wealth	Orem	-23.0%	304
67	B.O.S.S. Retirement Advisors, LLC	Lehi	-26.8%	6,850
68	Refined Wealth Management	Salt Lake City	-40.8%	689
69	Keeler Thomas Management LLC	Orem	-53.5%	312

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

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Client growth 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.