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AdvisorIQ

Ranking, Utah

Wealth firms with the fastest client growth over one year, including broker-dealer firms in Utah

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

Showing all wealth firms, including wirehouses and broker-dealer firms. Independent RIAs only

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.

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 E6 Portfolios Broker-dealer affiliated Midvale 65.8% 471
6 Stonebriar Wealth, LLC Lehi 62.9% 310
7 Wealth Management CPAS, LLC Salt Lake City 52.5% 611
8 Tencap Wealth Coaching South Jordan 44.5% 535
9 Diversify Advisory Services, LLC Broker-dealer affiliated South Jordan 43.8% 3,728
10 Periope, LC St. George 42.7% 440
11 Healthequity Advisors Draper 34.0% 133,158
12 Lone Peak Advisers Broker-dealer affiliated Draper 26.0% 718
13 Strategic Planning Group Bountiful 25.2% 1,296
14 New Millennium Group Sandy 24.7% 718
15 Andina Advisors Logan 22.9% 582
16 Soltis Investment Advisors, LLC St. George 20.2% 4,517
17 Harold Dance Investments Broker-dealer affiliated Logan 20.0% 596
18 Platform Wealth Advisors Holladay 19.7% 229
19 Portside Wealth Group, LLC Provo 19.5% 5,434
20 Three Seasons Wealth Salt Lake City 19.3% 327
21 Guardian Wealth Management Salt Lake City 19.1% 110
22 Oak Lane Advisors Centerville 16.6% 799
23 Crewe Advisors Salt Lake City 16.4% 653
24 The Professional Financial Company LLC Orem 16.3% 245
25 Coign Capital Advisors LLC Draper 16.2% 401
26 Athos Private Wealth LLC Holladay 15.9% 126
27 Scott Marsh Financial, LLC Salt Lake City 15.0% 220
28 Capita Financial Network, LLC Draper 12.8% 2,561
29 Statera Wealth Management St. George 12.2% 205
30 Interwise Broker-dealer affiliated Holladay 12.1% 298
31 Solidarity Wealth, LLC Lehi 11.8% 195
32 Alliance Wealth Advisors, LLC Centerville 11.0% 694
33 Sepio Capital, LP Salt Lake City 10.9% 266
34 Dentist Advisors Salt Lake City 9.8% 787
35 Cottonwood Wealth Strategies, LLC Salt Lake City 9.7% 217
36 Tingey Advisors Inc Salt Lake City 9.4% 361
37 AG Financial Salt Lake City 9.3% 172
38 Smedley Financial Services Inc Salt Lake City 9.3% 788
39 North Capital Broker-dealer affiliated Salt Lake City 8.7% 172
40 Net Worth Advisory Group, LLC Sandy 8.2% 801
41 Paragon Wealth Management Provo 8.1% 172
42 Teton Wealth Group LLC Murray 8.0% 786
43 Provident Living Financial Services Lehi 7.6% 236
44 Navigate Private Wealth, LLC Draper 6.9% 1,804
45 Medicus Wealth Planning, Inc. Draper 6.7% 208
46 Peterson Wealth Advisors, LLC Orem 6.7% 625
47 Peterson Wealth Services Inc. South Ogden 6.3% 426
48 Narus Financial Partners, LLC Salt Lake City 5.6% 197
49 Squire Wealth Advisors Orem 5.4% 611
50 Jacobsen Capital Management Salt Lake City 5.4% 112
51 Driven Investments LLC Lehi 3.5% 1,152
52 Truenorth Wealth Salt Lake City 3.3% 964
53 Palisade Wealth Management Draper 2.9% 137
54 Investable Wealth, LLC Highland 2.1% 145
55 Burrus Salt Lake City 1.9% 316
56 Physician Wealth Advisors, Inc. Salt Lake City 1.5% 1,206
57 Landmark Wealth Advisors, LLC Farmington 0.7% 267
58 Promontory Financial Planning, LLC Farmington 0.0% 570
59 The Karras Company, Inc. Roy -0.6% 360
60 Adams Wealth Advisors Logan -2.0% 717
61 The Norden Group LLC Provo -2.0% 1,563
62 Ashworth Wealth, LLC Broker-dealer affiliated South Jordan -2.3% 307
63 Elevated Capital Advisors, LLC Draper -2.3% 1,031
64 Diversify Wealth Management, LLC Broker-dealer affiliated South Jordan -2.8% 4,997
65 Everspire Broker-dealer affiliated Midvale -3.9% 836
66 Alta Capital Management LLC Broker-dealer affiliated Salt Lake City -4.5% 1,385
67 My Prosper Team Lehi -6.6% 469
68 Decker Retirement Planning Inc. Lehi -8.2% 930
69 Lefavi Wealth Management Salt Lake City -10.8% 646
70 Cannon Capital Management, Inc. Salt Lake City -11.0% 273
71 Ascend Investment Partners Ogden -11.0% 1,080
72 Presidio Wealth Management Midvale -13.2% 468
73 Prestige Wealthwide, LLC Lehi -16.5% 224
74 Regents Partners, LLC Farmington -19.3% 405
75 Drive Wealth Advisers Lehi -19.7% 1,384
76 Blue Barn Wealth Orem -23.0% 304
77 B.O.S.S. Retirement Advisors, LLC Lehi -26.8% 6,850
78 Refined Wealth Management Salt Lake City -40.8% 689
79 Keeler Thomas Management LLC Orem -53.5% 312

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

More rankings

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.