{"type":"ria_ranking","disclaimer":"Firm-level data as reported on Form ADV to the SEC and state regulators; corrections are made on Form ADV and appear after the next monthly reload.","title":"Fastest-growing independent RIAs over five years in Utah","lead":"As of October 2, 2026, B.O.S.S. Retirement Advisors, LLC ranked #1 in Utah in AdvisorIQ's ranking of fastest-growing independent RIAs over five years, with 38.0%, from a base of $276.7 million.","as_of":"2026-10-02","facts":{"ranking":"Fastest-growing independent RIAs over five years","how_it_is_computed":"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.","unit":"pct","scope":"Utah","firms_listed":44,"rows":[{"rank":1,"crd":171143,"firm":"B.O.S.S. Retirement Advisors, LLC","city":"Lehi","state":"UT","value":0.379536310759254,"base_value":276726934,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/171143/"},{"rank":2,"crd":151762,"firm":"Andina Advisors","city":"Logan","state":"UT","value":0.373505343753648,"base_value":258058668,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/151762/"},{"rank":3,"crd":173920,"firm":"Crewe Advisors","city":"Salt Lake City","state":"UT","value":0.335143102430143,"base_value":719026818,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/173920/"},{"rank":4,"crd":154690,"firm":"Soltis Investment Advisors, LLC","city":"St. George","state":"UT","value":0.293608199616987,"base_value":3322688921,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/154690/"},{"rank":5,"crd":111177,"firm":"Iron Gate Global Advisors","city":"North Salt Lake","state":"UT","value":0.291649149225412,"base_value":368038169,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/111177/"},{"rank":6,"crd":284281,"firm":"Decker Retirement Planning Inc.","city":"Lehi","state":"UT","value":0.26824283751515,"base_value":109695476,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/284281/"},{"rank":7,"crd":122169,"firm":"Scott Marsh Financial, LLC","city":"Salt Lake City","state":"UT","value":0.231268189547895,"base_value":110607572,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/122169/"},{"rank":8,"crd":290558,"firm":"Capita Financial Network, LLC","city":"Draper","state":"UT","value":0.23098353016698,"base_value":822182373,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/290558/"},{"rank":9,"crd":142205,"firm":"Truenorth Wealth","city":"Salt Lake City","state":"UT","value":0.207328746619305,"base_value":493363966,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/142205/"},{"rank":10,"crd":167105,"firm":"Healthequity Advisors","city":"Draper","state":"UT","value":0.194535397377311,"base_value":820226175,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/167105/"},{"rank":11,"crd":117750,"firm":"Squire Wealth Advisors","city":"Orem","state":"UT","value":0.189339087784415,"base_value":246549651,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/117750/"},{"rank":12,"crd":146349,"firm":"Peterson Wealth Advisors, LLC","city":"Orem","state":"UT","value":0.18867872755082,"base_value":349614386,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/146349/"},{"rank":13,"crd":140612,"firm":"Oak Lane Advisors","city":"Centerville","state":"UT","value":0.18249056465077,"base_value":193028173,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/140612/"},{"rank":14,"crd":113844,"firm":"Strategic Planning Group","city":"Bountiful","state":"UT","value":0.176251643240672,"base_value":404261473,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/113844/"},{"rank":15,"crd":299249,"firm":"New Millennium Group","city":"Sandy","state":"UT","value":0.16765968380668,"base_value":118408794,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/299249/"},{"rank":16,"crd":288620,"firm":"Peterson Wealth Services Inc.","city":"South Ogden","state":"UT","value":0.164332194973432,"base_value":247000000,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/288620/"},{"rank":17,"crd":107202,"firm":"Blue Barn Wealth","city":"Orem","state":"UT","value":0.160532825953634,"base_value":150613537,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/107202/"},{"rank":18,"crd":149559,"firm":"Dentist Advisors","city":"Salt Lake City","state":"UT","value":0.157342861186993,"base_value":242728985,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/149559/"},{"rank":19,"crd":144247,"firm":"Cannon Capital Management, Inc.","city":"Salt Lake City","state":"UT","value":0.154780648696747,"base_value":188006246,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/144247/"},{"rank":20,"crd":171306,"firm":"Coign Capital Advisors LLC","city":"Draper","state":"UT","value":0.137368688674373,"base_value":248487614,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/171306/"},{"rank":21,"crd":169563,"firm":"Refined Wealth Management","city":"Salt Lake City","state":"UT","value":0.132546421087242,"base_value":113192152,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/169563/"},{"rank":22,"crd":153666,"firm":"Promontory Financial Planning, LLC","city":"Farmington","state":"UT","value":0.12758821158371,"base_value":175000000,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/153666/"},{"rank":23,"crd":174728,"firm":"Drive Wealth Advisers","city":"Lehi","state":"UT","value":0.122229903705986,"base_value":843140412,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/174728/"},{"rank":24,"crd":286087,"firm":"Adams Wealth Advisors","city":"Logan","state":"UT","value":0.119295216988753,"base_value":322045162,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/286087/"},{"rank":25,"crd":226721,"firm":"Elevated Capital Advisors, 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City","state":"UT","value":0.108178161620625,"base_value":336785984,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/116085/"},{"rank":30,"crd":107539,"firm":"Tingey Advisors Inc","city":"Salt Lake City","state":"UT","value":0.0988918301165782,"base_value":298122621,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/107539/"},{"rank":31,"crd":106043,"firm":"Physician Wealth Advisors, Inc.","city":"Salt Lake City","state":"UT","value":0.0889766490094697,"base_value":1310285466,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/106043/"},{"rank":32,"crd":110870,"firm":"Smedley Financial Services Inc","city":"Salt Lake City","state":"UT","value":0.0746787313645225,"base_value":276714604,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/110870/"},{"rank":33,"crd":105957,"firm":"Albion Financial Group","city":"Salt Lake City","state":"UT","value":0.0712597371851531,"base_value":1427276329,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/105957/"},{"rank":34,"crd":114596,"firm":"Slayton Lewis Inc","city":"Salt Lake City","state":"UT","value":0.0708702059216091,"base_value":237487232,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/114596/"},{"rank":35,"crd":170774,"firm":"Navigate Private Wealth, LLC","city":"Draper","state":"UT","value":0.0703914924763092,"base_value":376642861,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/170774/"},{"rank":36,"crd":109578,"firm":"The Karras Company, Inc.","city":"Roy","state":"UT","value":0.0658077113612374,"base_value":271110827,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/109578/"},{"rank":37,"crd":286419,"firm":"The Professional Financial Company 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City","state":"UT","value":0.0355800109858864,"base_value":373622302,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/104961/"},{"rank":42,"crd":109522,"firm":"Keeler Thomas Management LLC","city":"Orem","state":"UT","value":0.033240789722766,"base_value":259421123,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/109522/"},{"rank":43,"crd":140226,"firm":"AG Financial","city":"Salt Lake City","state":"UT","value":0.000316751838318918,"base_value":103300000,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/140226/"},{"rank":44,"crd":141435,"firm":"Burrus","city":"Salt Lake City","state":"UT","value":-0.00239870666335074,"base_value":243565227,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/141435/"}]},"sources":[{"url":"https://www.sec.gov/files/investment/data/other/information-about-registered-investment-advisers-exempt-reporting-advisers/ia100226.zip","checked":"2026-10-07","label":"SEC, Information About Registered Investment Advisers (ia100226.zip)"},{"url":"https://adviserinfo.sec.gov/compilation","checked":"2026-10-07","label":"IAPD compilation reports (IA_FIRM_STATE_Feed_10_07_2026.xml.gz)"}],"related":[{"title":"Fastest-growing independent RIAs over five years, nationally","url":"https://advisoriq.com/ria/rankings/fastest-growing-5-year/"},{"title":"RIA market data for Utah","url":"https://advisoriq.com/ria/states/utah/"},{"title":"All RIA rankings","url":"https://advisoriq.com/ria/rankings/"},{"title":"How the directory is built","url":"https://advisoriq.com/ria/methodology/"}],"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."],"url":"https://advisoriq.com/ria/rankings/fastest-growing-5-year/utah/","citation":"AdvisorIQ, as of 2026-10-02. https://advisoriq.com/ria/rankings/fastest-growing-5-year/utah/","license":"https://advisoriq.com/license/","publisher":"AdvisorIQ, independent education for financial advisors"}