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AdvisorIQ

Ranking, Utah

Fastest-growing wealth firms over five years, including broker-dealer firms in Utah

As of October 2, 2026, B.O.S.S. Retirement Advisors, LLC ranked #1 in Utah in AdvisorIQ's ranking of fastest-growing wealth firms over five years, including broker-dealer firms, with 38.0%, from a base of $276.7 million.

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

SEC-registered firms ranked by compound annual growth in RAUM over the five years between the SEC snapshots of October 4, 2021 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.

Rank Firm City Growth Starting value
1 B.O.S.S. Retirement Advisors, LLC Lehi 38.0% $276.7 million
2 Andina Advisors Logan 37.4% $258.1 million
3 Crewe Advisors Salt Lake City 33.5% $719.0 million
4 Soltis Investment Advisors, LLC St. George 29.4% $3.3 billion
5 Iron Gate Global Advisors North Salt Lake 29.2% $368.0 million
6 Decker Retirement Planning Inc. Lehi 26.8% $109.7 million
7 Scott Marsh Financial, LLC Salt Lake City 23.1% $110.6 million
8 Capita Financial Network, LLC Draper 23.1% $822.2 million
9 Truenorth Wealth Salt Lake City 20.7% $493.4 million
10 Healthequity Advisors Draper 19.5% $820.2 million
11 Squire Wealth Advisors Orem 18.9% $246.5 million
12 Peterson Wealth Advisors, LLC Orem 18.9% $349.6 million
13 Oak Lane Advisors Centerville 18.2% $193.0 million
14 Strategic Planning Group Bountiful 17.6% $404.3 million
15 New Millennium Group Sandy 16.8% $118.4 million
16 Peterson Wealth Services Inc. South Ogden 16.4% $247.0 million
17 Blue Barn Wealth Orem 16.1% $150.6 million
18 Dentist Advisors Salt Lake City 15.7% $242.7 million
19 Cannon Capital Management, Inc. Salt Lake City 15.5% $188.0 million
20 Everspire Broker-dealer affiliated Midvale 14.2% $127.5 million
21 Coign Capital Advisors LLC Draper 13.7% $248.5 million
22 Refined Wealth Management Salt Lake City 13.3% $113.2 million
23 Promontory Financial Planning, LLC Farmington 12.8% $175.0 million
24 Ashworth Wealth, LLC Broker-dealer affiliated South Jordan 12.6% $209.1 million
25 Drive Wealth Advisers Lehi 12.2% $843.1 million
26 Adams Wealth Advisors Logan 11.9% $322.0 million
27 Elevated Capital Advisors, LLC Draper 11.7% $287.4 million
28 Ascend Investment Partners Ogden 11.4% $384.9 million
29 North Capital Broker-dealer affiliated Salt Lake City 11.0% $217.0 million
30 Narus Financial Partners, LLC Salt Lake City 11.0% $332.3 million
31 Net Worth Advisory Group, LLC Sandy 10.9% $498.9 million
32 Jacobsen Capital Management Salt Lake City 10.8% $336.8 million
33 Tingey Advisors Inc Salt Lake City 9.9% $298.1 million
34 Physician Wealth Advisors, Inc. Salt Lake City 8.9% $1.3 billion
35 Smedley Financial Services Inc Salt Lake City 7.5% $276.7 million
36 Albion Financial Group Salt Lake City 7.1% $1.4 billion
37 Slayton Lewis Inc Salt Lake City 7.1% $237.5 million
38 Navigate Private Wealth, LLC Draper 7.0% $376.6 million
39 The Karras Company, Inc. Roy 6.6% $271.1 million
40 The Professional Financial Company LLC Orem 5.6% $187.2 million
41 Sepio Capital, LP Salt Lake City 5.0% $4.4 billion
42 Cottonwood Wealth Strategies, LLC Salt Lake City 4.6% $222.6 million
43 Paragon Wealth Management Provo 3.8% $127.3 million
44 Lefavi Wealth Management Salt Lake City 3.6% $373.6 million
45 Keeler Thomas Management LLC Orem 3.3% $259.4 million
46 AG Financial Salt Lake City 0.0% $103.3 million
47 Burrus Salt Lake City -0.2% $243.6 million
48 Alta Capital Management LLC Broker-dealer affiliated Salt Lake City -4.6% $2.0 billion
49 Lone Peak Advisers Broker-dealer affiliated Draper -8.6% $197.0 million

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

More rankings

Fastest growing, 5 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.