IAR CE deadline: December 31. 84 days left in adopting states. Check what you owe

For asset managers
AdvisorIQ

Ranking, Utah

Fastest-growing wealth firms over one year, including broker-dealer firms in Utah

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

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

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 E6 Portfolios Broker-dealer affiliated Midvale 78.6% $134.0 million
5 Diversify Wealth Management, LLC Broker-dealer affiliated South Jordan 62.6% $2.5 billion
6 Platform Wealth Advisors Holladay 54.9% $328.6 million
7 Athos Private Wealth LLC Holladay 51.9% $176.7 million
8 Coign Capital Advisors LLC Draper 47.3% $321.0 million
9 Diversify Advisory Services, LLC Broker-dealer affiliated South Jordan 45.0% $3.2 billion
10 Soltis Investment Advisors, LLC St. George 44.1% $8.4 billion
11 Driven Investments LLC Lehi 41.8% $168.6 million
12 Stonebriar Wealth, LLC Lehi 39.0% $100.0 million
13 Strategic Planning Group Bountiful 37.8% $660.6 million
14 Echelons Capital, LLC Successor Park City 37.2% $127.1 million
15 Everspire Broker-dealer affiliated Midvale 36.8% $181.1 million
16 Scott Marsh Financial, LLC Salt Lake City 36.1% $230.0 million
17 Interwise Broker-dealer affiliated Holladay 35.3% $273.2 million
18 Healthequity Advisors Draper 32.2% $1.5 billion
19 Switchpoint Financial Planning LLC Lehi 30.4% $281.5 million
20 B.O.S.S. Retirement Advisors, LLC Lehi 30.3% $1.1 billion
21 New Millennium Group Sandy 28.1% $200.6 million
22 Statera Wealth Management St. George 27.4% $145.0 million
23 Portside Wealth Group, LLC Provo 27.2% $1.1 billion
24 Sepio Capital, LP Salt Lake City 26.3% $4.5 billion
25 Decker Retirement Planning Inc. Lehi 26.2% $285.1 million
26 Capita Financial Network, LLC Draper 25.6% $1.8 billion
27 Alliance Wealth Advisors, LLC Centerville 25.6% $439.5 million
28 North Capital Broker-dealer affiliated Salt Lake City 25.0% $292.6 million
29 Iron Gate Global Advisors North Salt Lake 24.9% $1.1 billion
30 Andina Advisors Logan 24.1% $1.0 billion
31 Tingey Advisors Inc Salt Lake City 24.1% $385.0 million
32 Presidio Wealth Management Midvale 23.9% $175.5 million
33 Medicus Wealth Planning, Inc. Draper 23.5% $130.3 million
34 Teton Wealth Group LLC Murray 23.3% $165.5 million
35 Regents Partners, LLC Farmington 21.5% $165.5 million
36 Wealth Management CPAS, LLC Salt Lake City 21.5% $270.9 million
37 Oak Lane Advisors Centerville 21.5% $367.3 million
38 Crewe Advisors Salt Lake City 21.4% $2.5 billion
39 Provident Living Financial Services Lehi 21.3% $130.4 million
40 Financial Network Wealth Advisors LLC Murray 21.2% $425.2 million
41 Peterson Wealth Advisors, LLC Orem 20.5% $688.7 million
42 Harold Dance Investments Broker-dealer affiliated Logan 19.7% $132.0 million
43 Narus Financial Partners, LLC Salt Lake City 19.5% $467.7 million
44 Palisade Wealth Management Draper 19.3% $111.7 million
45 Squire Wealth Advisors Orem 18.8% $493.9 million
46 Slayton Lewis Inc Salt Lake City 18.7% $281.7 million
47 Jacobsen Capital Management Salt Lake City 18.6% $474.6 million
48 Truenorth Wealth Salt Lake City 17.8% $1.1 billion
49 Cannon Capital Management, Inc. Salt Lake City 17.4% $328.9 million
50 Net Worth Advisory Group, LLC Sandy 16.7% $718.4 million
51 Periope, LC St. George 16.6% $152.0 million
52 Smedley Financial Services Inc Salt Lake City 16.1% $341.8 million
53 Physician Wealth Advisors, Inc. Salt Lake City 16.0% $1.7 billion
54 Ashworth Wealth, LLC Broker-dealer affiliated South Jordan 15.8% $326.1 million
55 Elevated Capital Advisors, LLC Draper 15.3% $433.0 million
56 Guardian Wealth Management Salt Lake City 15.0% $151.9 million
57 Navigate Private Wealth, LLC Draper 14.4% $462.6 million
58 Peterson Wealth Services Inc. South Ogden 14.2% $462.7 million
59 Promontory Financial Planning, LLC Farmington 13.9% $280.0 million
60 The Norden Group LLC Provo 13.1% $1.7 billion
61 Burrus Salt Lake City 12.8% $213.3 million
62 Solidarity Wealth, LLC Lehi 12.2% $627.8 million
63 Refined Wealth Management Salt Lake City 11.7% $188.7 million
64 Landmark Wealth Advisors, LLC Farmington 10.9% $122.5 million
65 Main Line Group Wealth Management, LLC Park City 9.7% $111.7 million
66 Dentist Advisors Salt Lake City 9.1% $461.8 million
67 Financial Advisory Services Salt Lake City 8.6% $135.0 million
68 Albion Financial Group Salt Lake City 8.4% $1.9 billion
69 Ascend Investment Partners Ogden 6.9% $618.8 million
70 Peterson Rogers Private Wealth, LLC Salt Lake City 6.8% $165.7 million
71 The Karras Company, Inc. Roy 6.6% $349.8 million
72 Lone Peak Advisers Broker-dealer affiliated Draper 5.4% $119.0 million
73 Lefavi Wealth Management Salt Lake City 1.4% $438.8 million
74 AG Financial Salt Lake City -1.8% $105.3 million
75 Paragon Wealth Management Provo -2.2% $156.9 million
76 Prestige Wealthwide, LLC Lehi -4.2% $207.1 million
77 Blue Diamond Capital Investment Advisors Provo -6.6% $322.8 million
78 Cottonwood Wealth Strategies, LLC Salt Lake City -8.9% $306.3 million
79 Alta Capital Management LLC Broker-dealer affiliated Salt Lake City -10.6% $1.8 billion
80 Keeler Thomas Management LLC Orem -19.5% $379.3 million
81 Adams Wealth Advisors Logan -20.2% $709.1 million
82 Drive Wealth Advisers Lehi -31.0% $2.2 billion
83 The Professional Financial Company LLC Orem -31.9% $361.1 million
84 Blue Barn Wealth Orem -39.2% $521.4 million
85 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.

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

More rankings

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.