Ranking, Utah

Fastest-growing independent RIAs over three years in Utah

As of October 2, 2026, Three Seasons Wealth ranked #1 in Utah in AdvisorIQ's ranking of fastest-growing independent RIAs over three years, with 73.1%, from a base of $237.7 million.

Include wirehouses and broker-dealer firms

SEC-registered firms ranked by compound annual growth in RAUM over the three years between the SEC snapshots of October 5, 2023 and October 2, 2026, for firms with at least $100 million in RAUM at the start. The value is a fraction per year and base_value is the starting RAUM. Firms growing more than 100 percent a year are left out: on Form ADV that almost always reflects a merger, an acquisition or assets moved from an affiliated adviser rather than growth, 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.

Fastest-growing independent RIAs over three years in Utah
Rank	Firm	City	Growth	Starting value
1	Three Seasons Wealth	Salt Lake City	73.1%	$237.7 million
2	Scott Marsh Financial, LLC	Salt Lake City	46.0%	$100.6 million
3	Decker Retirement Planning Inc.	Lehi	45.2%	$117.5 million
4	Athos Private Wealth LLC	Holladay	37.6%	$103.1 million
5	Iron Gate Global Advisors	North Salt Lake	34.6%	$542.7 million
6	Crewe Advisors	Salt Lake City	33.3%	$1.3 billion
7	Wealth Management CPAS, LLC	Salt Lake City	33.2%	$139.4 million
8	B.O.S.S. Retirement Advisors, LLC	Lehi	33.0%	$588.0 million
9	Switchpoint Financial Planning LLC	Lehi	32.8%	$156.9 million
10	New Millennium Group	Sandy	31.0%	$114.4 million
11	The Norden Group LLC	Provo	29.8%	$899.7 million
12	Soltis Investment Advisors, LLC	St. George	28.7%	$5.6 billion
13	Strategic Planning Group	Bountiful	28.2%	$431.8 million
14	Alliance Wealth Advisors, LLC	Centerville	26.8%	$270.9 million
15	Capita Financial Network, LLC	Draper	26.0%	$1.2 billion
16	Andina Advisors	Logan	25.2%	$642.1 million
17	Solidarity Wealth, LLC	Lehi	23.3%	$375.5 million
18	Healthequity Advisors	Draper	23.1%	$1.1 billion
19	Financial Network Wealth Advisors LLC	Murray	23.0%	$276.7 million
20	Squire Wealth Advisors	Orem	22.8%	$316.8 million
21	Narus Financial Partners, LLC	Salt Lake City	20.6%	$319.0 million
22	Peterson Wealth Advisors, LLC	Orem	20.1%	$479.1 million
23	Oak Lane Advisors	Centerville	19.9%	$258.7 million
24	Peterson Wealth Services Inc.	South Ogden	19.6%	$308.7 million
25	Coign Capital Advisors LLC	Draper	19.2%	$278.9 million
26	Portside Wealth Group, LLC	Provo	19.0%	$848.5 million
27	Guardian Wealth Management	Salt Lake City	17.9%	$106.6 million
28	Jacobsen Capital Management	Salt Lake City	17.7%	$345.4 million
29	Teton Wealth Group LLC	Murray	17.1%	$127.1 million
30	Dentist Advisors	Salt Lake City	17.1%	$314.3 million
31	Elevated Capital Advisors, LLC	Draper	17.0%	$311.9 million
32	Net Worth Advisory Group, LLC	Sandy	16.9%	$524.4 million
33	Peterson Rogers Private Wealth, LLC	Salt Lake City	16.3%	$112.5 million
34	Navigate Private Wealth, LLC	Draper	16.0%	$338.9 million
35	Physician Wealth Advisors, Inc.	Salt Lake City	14.8%	$1.3 billion
36	Refined Wealth Management	Salt Lake City	14.2%	$141.5 million
37	Cannon Capital Management, Inc.	Salt Lake City	14.0%	$260.6 million
38	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	13.8%	$118.4 million
39	Ascend Investment Partners	Ogden	13.2%	$456.3 million
40	Truenorth Wealth	Salt Lake City	12.9%	$879.9 million
41	Albion Financial Group	Salt Lake City	12.6%	$1.4 billion
42	Smedley Financial Services Inc	Salt Lake City	12.6%	$277.7 million
43	Tingey Advisors Inc	Salt Lake City	12.0%	$340.2 million
44	The Karras Company, Inc.	Roy	10.0%	$279.8 million
45	Slayton Lewis Inc	Salt Lake City	9.7%	$253.6 million
46	Promontory Financial Planning, LLC	Farmington	9.2%	$245.0 million
47	Cottonwood Wealth Strategies, LLC	Salt Lake City	8.8%	$216.8 million
48	Adams Wealth Advisors	Logan	8.4%	$443.8 million
49	Lefavi Wealth Management	Salt Lake City	8.0%	$352.8 million
50	Burrus	Salt Lake City	5.9%	$202.6 million
51	Blue Barn Wealth	Orem	4.7%	$276.5 million
52	Prestige Wealthwide, LLC	Lehi	4.1%	$175.8 million
53	Paragon Wealth Management	Provo	4.0%	$136.6 million
54	Sepio Capital, LP	Salt Lake City	3.7%	$5.1 billion
55	Keeler Thomas Management LLC	Orem	3.3%	$277.4 million
56	AG Financial	Salt Lake City	-0.1%	$103.7 million
57	The Professional Financial Company LLC	Orem	-2.5%	$265.3 million
58	Drive Wealth Advisers	Lehi	-6.4%	$1.8 billion
59	Regents Partners, LLC	Farmington	-10.4%	$279.5 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.

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

More rankings

Fastest growing, 3 years 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.