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AdvisorIQ

Ranking, Utah

Fastest-growing independent RIAs over one year in Utah

As of October 2, 2026, Three Seasons Wealth ranked #1 in Utah in AdvisorIQ's ranking of fastest-growing independent RIAs over one year, with 241.1%, from a base of $361.7 million.

Include wirehouses and broker-dealer firms

SEC-registered firms ranked by the change in RAUM between the SEC snapshots of September 2, 2025 and October 2, 2026, for firms with at least $100 million in RAUM in the earlier snapshot. The value is a fraction (0.25 is 25 percent) and base_value is the starting RAUM. Firms whose figure grew more than 300 percent 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 Three Seasons Wealth Salt Lake City 241.1% $361.7 million
2 Tencap Wealth Coaching South Jordan 143.2% $117.2 million
3 Elysium Wealth Management, LLC South Jordan 121.3% $159.2 million
4 Platform Wealth Advisors Holladay 54.9% $328.6 million
5 Athos Private Wealth LLC Holladay 51.9% $176.7 million
6 Coign Capital Advisors LLC Draper 47.3% $321.0 million
7 Soltis Investment Advisors, LLC St. George 44.1% $8.4 billion
8 Driven Investments LLC Lehi 41.8% $168.6 million
9 Stonebriar Wealth, LLC Lehi 39.0% $100.0 million
10 Strategic Planning Group Bountiful 37.8% $660.6 million
11 Echelons Capital, LLC Successor Park City 37.2% $127.1 million
12 Scott Marsh Financial, LLC Salt Lake City 36.1% $230.0 million
13 Healthequity Advisors Draper 32.2% $1.5 billion
14 Switchpoint Financial Planning LLC Lehi 30.4% $281.5 million
15 B.O.S.S. Retirement Advisors, LLC Lehi 30.3% $1.1 billion
16 New Millennium Group Sandy 28.1% $200.6 million
17 Statera Wealth Management St. George 27.4% $145.0 million
18 Portside Wealth Group, LLC Provo 27.2% $1.1 billion
19 Sepio Capital, LP Salt Lake City 26.3% $4.5 billion
20 Decker Retirement Planning Inc. Lehi 26.2% $285.1 million
21 Capita Financial Network, LLC Draper 25.6% $1.8 billion
22 Alliance Wealth Advisors, LLC Centerville 25.6% $439.5 million
23 Iron Gate Global Advisors North Salt Lake 24.9% $1.1 billion
24 Andina Advisors Logan 24.1% $1.0 billion
25 Tingey Advisors Inc Salt Lake City 24.1% $385.0 million
26 Presidio Wealth Management Midvale 23.9% $175.5 million
27 Medicus Wealth Planning, Inc. Draper 23.5% $130.3 million
28 Teton Wealth Group LLC Murray 23.3% $165.5 million
29 Regents Partners, LLC Farmington 21.5% $165.5 million
30 Wealth Management CPAS, LLC Salt Lake City 21.5% $270.9 million
31 Oak Lane Advisors Centerville 21.5% $367.3 million
32 Crewe Advisors Salt Lake City 21.4% $2.5 billion
33 Provident Living Financial Services Lehi 21.3% $130.4 million
34 Financial Network Wealth Advisors LLC Murray 21.2% $425.2 million
35 Peterson Wealth Advisors, LLC Orem 20.5% $688.7 million
36 Narus Financial Partners, LLC Salt Lake City 19.5% $467.7 million
37 Palisade Wealth Management Draper 19.3% $111.7 million
38 Squire Wealth Advisors Orem 18.8% $493.9 million
39 Slayton Lewis Inc Salt Lake City 18.7% $281.7 million
40 Jacobsen Capital Management Salt Lake City 18.6% $474.6 million
41 Truenorth Wealth Salt Lake City 17.8% $1.1 billion
42 Cannon Capital Management, Inc. Salt Lake City 17.4% $328.9 million
43 Net Worth Advisory Group, LLC Sandy 16.7% $718.4 million
44 Periope, LC St. George 16.6% $152.0 million
45 Smedley Financial Services Inc Salt Lake City 16.1% $341.8 million
46 Physician Wealth Advisors, Inc. Salt Lake City 16.0% $1.7 billion
47 Elevated Capital Advisors, LLC Draper 15.3% $433.0 million
48 Guardian Wealth Management Salt Lake City 15.0% $151.9 million
49 Navigate Private Wealth, LLC Draper 14.4% $462.6 million
50 Peterson Wealth Services Inc. South Ogden 14.2% $462.7 million
51 Promontory Financial Planning, LLC Farmington 13.9% $280.0 million
52 The Norden Group LLC Provo 13.1% $1.7 billion
53 Burrus Salt Lake City 12.8% $213.3 million
54 Solidarity Wealth, LLC Lehi 12.2% $627.8 million
55 Refined Wealth Management Salt Lake City 11.7% $188.7 million
56 Landmark Wealth Advisors, LLC Farmington 10.9% $122.5 million
57 Main Line Group Wealth Management, LLC Park City 9.7% $111.7 million
58 Dentist Advisors Salt Lake City 9.1% $461.8 million
59 Financial Advisory Services Salt Lake City 8.6% $135.0 million
60 Albion Financial Group Salt Lake City 8.4% $1.9 billion
61 Ascend Investment Partners Ogden 6.9% $618.8 million
62 Peterson Rogers Private Wealth, LLC Salt Lake City 6.8% $165.7 million
63 The Karras Company, Inc. Roy 6.6% $349.8 million
64 Lefavi Wealth Management Salt Lake City 1.4% $438.8 million
65 AG Financial Salt Lake City -1.8% $105.3 million
66 Paragon Wealth Management Provo -2.2% $156.9 million
67 Prestige Wealthwide, LLC Lehi -4.2% $207.1 million
68 Blue Diamond Capital Investment Advisors Provo -6.6% $322.8 million
69 Cottonwood Wealth Strategies, LLC Salt Lake City -8.9% $306.3 million
70 Keeler Thomas Management LLC Orem -19.5% $379.3 million
71 Adams Wealth Advisors Logan -20.2% $709.1 million
72 Drive Wealth Advisers Lehi -31.0% $2.2 billion
73 The Professional Financial Company LLC Orem -31.9% $361.1 million
74 Blue Barn Wealth Orem -39.2% $521.4 million
75 Oxford Wealth Management Lindon -77.9% $495.1 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.

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

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Fastest growing 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.