# 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.

As of: 2026-10-02
Address: https://advisoriq.com/ria/rankings/fastest-growing/utah/

## Facts

- ranking: Fastest-growing independent RIAs over one year
- how_it_is_computed: 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.
- unit: pct
- scope: Utah
- firms_listed: 75
- rows: rank: 1, crd: 326517, firm: Three Seasons Wealth, city: Salt Lake City, state: UT, value: 2.41114888226503, base_value: 361708421, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/326517/; rank: 2, crd: 166130, firm: Tencap Wealth Coaching, city: South Jordan, state: UT, value: 1.43201016670723, base_value: 117197434, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/166130/; rank: 3, crd: 312068, firm: Elysium Wealth Management, LLC, city: South Jordan, state: UT, value: 1.21315469941209, base_value: 159175815, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/312068/; rank: 4, crd: 329313, firm: Platform Wealth Advisors, city: Holladay, state: UT, value: 0.549065540267184, base_value: 328607632, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/329313/; rank: 5, crd: 309862, firm: Athos Private Wealth LLC, city: Holladay, state: UT, value: 0.519166877892492, base_value: 176738174, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/309862/; rank: 6, crd: 171306, firm: Coign Capital Advisors LLC, city: Draper, state: UT, value: 0.473324772942427, base_value: 321005590, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/171306/; rank: 7, crd: 154690, firm: Soltis Investment Advisors, LLC, city: St. George, state: UT, value: 0.441067078949032, base_value: 8352553865, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/154690/; rank: 8, crd: 310095, firm: Driven Investments LLC, city: Lehi, state: UT, value: 0.41849473934931, base_value: 168621441, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/310095/; rank: 9, crd: 327618, firm: Stonebriar Wealth, LLC, city: Lehi, state: UT, value: 0.39, base_value: 100000000, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/327618/; rank: 10, crd: 113844, firm: Strategic Planning Group, city: Bountiful, state: UT, value: 0.377991903338151, base_value: 660567046, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/113844/; rank: 11, crd: 325781, firm: Echelons Capital, LLC, city: Park City, state: UT, value: 0.372050059417988, base_value: 127100399, succeeded_to_another_advisers_business: true, url: https://advisoriq.com/ria/firms/325781/; rank: 12, crd: 122169, firm: Scott Marsh Financial, LLC, city: Salt Lake City, state: UT, value: 0.360767610520258, base_value: 230019255, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/122169/; rank: 13, crd: 167105, firm: Healthequity Advisors, city: Draper, state: UT, value: 0.32240308638658, base_value: 1508567990, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/167105/; rank: 14, crd: 282856, firm: Switchpoint Financial Planning LLC, city: Lehi, state: UT, value: 0.304182620216376, base_value: 281485944, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/282856/; rank: 15, crd: 171143, firm: B.O.S.S. Retirement Advisors, LLC, city: Lehi, state: UT, value: 0.303337943185245, base_value: 1060864881, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/171143/; rank: 16, crd: 299249, firm: New Millennium Group, city: Sandy, state: UT, value: 0.281219731874488, base_value: 200605006, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/299249/; rank: 17, crd: 333710, firm: Statera Wealth Management, city: St. George, state: UT, value: 0.273543565517241, base_value: 145000000, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/333710/; rank: 18, crd: 325175, firm: Portside Wealth Group, LLC, city: Provo, state: UT, value: 0.272147143983544, base_value: 1125318236, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/325175/; rank: 19, crd: 285645, firm: Sepio Capital, LP, city: Salt Lake City, state: UT, value: 0.263481398510544, base_value: 4464814589, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/285645/; rank: 20, crd: 284281, firm: Decker Retirement Planning Inc., city: Lehi, state: UT, value: 0.262449669997121, base_value: 285093119, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/284281/; rank: 21, crd: 290558, firm: Capita Financial Network, LLC, city: Draper, state: UT, value: 0.256450756699579, base_value: 1849625913, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/290558/; rank: 22, crd: 314668, firm: Alliance Wealth Advisors, LLC, city: Centerville, state: UT, value: 0.255941093872161, base_value: 439486365, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/314668/; rank: 23, crd: 111177, firm: Iron Gate Global Advisors, city: North Salt Lake, state: UT, value: 0.248964630737273, base_value: 1059413573, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/111177/; rank: 24, crd: 151762, firm: Andina Advisors, city: Logan, state: UT, value: 0.240809984610372, base_value: 1016634723, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/151762/; rank: 25, crd: 107539, firm: Tingey Advisors Inc, city: Salt Lake City, state: UT, value: 0.240777147456315, base_value: 385013420, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/107539/; rank: 26, crd: 333404, firm: Presidio Wealth Management, city: Midvale, state: UT, value: 0.238866381469425, base_value: 175533722, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/333404/; rank: 27, crd: 282904, firm: Medicus Wealth Planning, Inc., city: Draper, state: UT, value: 0.234590785746519, base_value: 130277879, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/282904/; rank: 28, crd: 311230, firm: Teton Wealth Group LLC, city: Murray, state: UT, value: 0.233063500835961, base_value: 165459932, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/311230/; rank: 29, crd: 322915, firm: Regents Partners, LLC, city: Farmington, state: UT, value: 0.215312729942046, base_value: 165524045, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/322915/; rank: 30, crd: 310096, firm: Wealth Management CPAS, LLC, city: Salt Lake City, state: UT, value: 0.215151875674523, base_value: 270877513, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/310096/; rank: 31, crd: 140612, firm: Oak Lane Advisors, city: Centerville, state: UT, value: 0.215093233577948, base_value: 367281893, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/140612/; rank: 32, crd: 173920, firm: Crewe Advisors, city: Salt Lake City, state: UT, value: 0.214241983052179, base_value: 2512342970, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/173920/; rank: 33, crd: 282665, firm: Provident Living Financial Services, city: Lehi, state: UT, value: 0.212554628388905, base_value: 130387563, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/282665/; rank: 34, crd: 318842, firm: Financial Network Wealth Advisors LLC, city: Murray, state: UT, value: 0.212064297202682, base_value: 425236540, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/318842/; rank: 35, crd: 146349, firm: Peterson Wealth Advisors, LLC, city: Orem, state: UT, value: 0.204647023018397, base_value: 688734656, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/146349/; rank: 36, crd: 173534, firm: Narus Financial Partners, LLC, city: Salt Lake City, state: UT, value: 0.195103495734136, base_value: 467737201, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/173534/; rank: 37, crd: 147725, firm: Palisade Wealth Management, city: Draper, state: UT, value: 0.192592795716853, base_value: 111699552, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/147725/; rank: 38, crd: 117750, firm: Squire Wealth Advisors, city: Orem, state: UT, value: 0.187839104648047, base_value: 493941180, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/117750/; rank: 39, crd: 114596, firm: Slayton Lewis Inc, city: Salt Lake City, state: UT, value: 0.187212142945718, base_value: 281706011, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/114596/; rank: 40, crd: 116085, firm: Jacobsen Capital Management, city: Salt Lake City, state: UT, value: 0.185895706710787, base_value: 474630289, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/116085/; rank: 41, crd: 142205, firm: Truenorth Wealth, city: Salt Lake City, state: UT, value: 0.177866106549161, base_value: 1074482158, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/142205/; rank: 42, crd: 144247, firm: Cannon Capital Management, Inc., city: Salt Lake City, state: UT, value: 0.173874672546585, base_value: 328888004, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/144247/; rank: 43, crd: 126983, firm: Net Worth Advisory Group, LLC, city: Sandy, state: UT, value: 0.167053585557034, base_value: 718363737, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/126983/; rank: 44, crd: 144256, firm: Periope, LC, city: St. George, state: UT, value: 0.166160336867033, base_value: 151987565, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/144256/; rank: 45, crd: 110870, firm: Smedley Financial Services Inc, city: Salt Lake City, state: UT, value: 0.160663606665263, base_value: 341758231, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/110870/; rank: 46, crd: 106043, firm: Physician Wealth Advisors, Inc., city: Salt Lake City, state: UT, value: 0.159994178843585, base_value: 1729828110, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/106043/; rank: 47, crd: 226721, firm: Elevated Capital Advisors, LLC, city: Draper, state: UT, value: 0.152664722194696, base_value: 433034784, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/226721/; rank: 48, crd: 146923, firm: Guardian Wealth Management, city: Salt Lake City, state: UT, value: 0.150476431586, base_value: 151948154, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/146923/; rank: 49, crd: 170774, firm: Navigate Private Wealth, LLC, city: Draper, state: UT, value: 0.144115781337956, base_value: 462565254, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/170774/; rank: 50, crd: 288620, firm: Peterson Wealth Services Inc., city: South Ogden, state: UT, value: 0.142401437552392, base_value: 462660842, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/288620/; rank: 51, crd: 153666, firm: Promontory Financial Planning, LLC, city: Farmington, state: UT, value: 0.139285714285714, base_value: 280000000, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/153666/; rank: 52, crd: 323988, firm: The Norden Group LLC, city: Provo, state: UT, value: 0.1313295393499, base_value: 1739496789, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/323988/; rank: 53, crd: 141435, firm: Burrus, city: Salt Lake City, state: UT, value: 0.12809142557141, base_value: 213332000, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/141435/; rank: 54, crd: 315843, firm: Solidarity Wealth, LLC, city: Lehi, state: UT, value: 0.121541977105542, base_value: 627846624, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/315843/; rank: 55, crd: 169563, firm: Refined Wealth Management, city: Salt Lake City, state: UT, value: 0.117441457783383, base_value: 188743323, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/169563/; rank: 56, crd: 166989, firm: Landmark Wealth Advisors, LLC, city: Farmington, state: UT, value: 0.109285207471744, base_value: 122490704, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/166989/; rank: 57, crd: 150964, firm: Main Line Group Wealth Management, LLC, city: Park City, state: UT, value: 0.0970911968231774, base_value: 111696007, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/150964/; rank: 58, crd: 149559, firm: Dentist Advisors, city: Salt Lake City, state: UT, value: 0.0914586583995445, base_value: 461768746, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/149559/; rank: 59, crd: 118496, firm: Financial Advisory Services, city: Salt Lake City, state: UT, value: 0.0859638, base_value: 135000000, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/118496/; rank: 60, crd: 105957, firm: Albion Financial Group, city: Salt Lake City, state: UT, value: 0.0836958763054902, base_value: 1858123409, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/105957/; rank: 61, crd: 307667, firm: Ascend Investment Partners, city: Ogden, state: UT, value: 0.0688578047812889, base_value: 618803317, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/307667/; rank: 62, crd: 324001, firm: Peterson Rogers Private Wealth, LLC, city: Salt Lake City, state: UT, value: 0.0683459831236459, base_value: 165726199, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/324001/; rank: 63, crd: 109578, firm: The Karras Company, Inc., city: Roy, state: UT, value: 0.0658494982636939, base_value: 349820509, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/109578/; rank: 64, crd: 104961, firm: Lefavi Wealth Management, city: Salt Lake City, state: UT, value: 0.0140129742504251, base_value: 438841383, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/104961/; rank: 65, crd: 140226, firm: AG Financial, city: Salt Lake City, state: UT, value: -0.0177413986122852, base_value: 105332451, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/140226/; rank: 66, crd: 105962, firm: Paragon Wealth Management, city: Provo, state: UT, value: -0.0219153610853321, base_value: 156856690, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/105962/; rank: 67, crd: 321789, firm: Prestige Wealthwide, LLC, city: Lehi, state: UT, value: -0.0415668936842638, base_value: 207066327, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/321789/; rank: 68, crd: 333059, firm: Blue Diamond Capital Investment Advisors, city: Provo, state: UT, value: -0.0664482551716195, base_value: 322802607, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/333059/; rank: 69, crd: 311272, firm: Cottonwood Wealth Strategies, LLC, city: Salt Lake City, state: UT, value: -0.0892731547664224, base_value: 306322859, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/311272/; rank: 70, crd: 109522, firm: Keeler Thomas Management LLC, city: Orem, state: UT, value: -0.194510516641172, base_value: 379274089, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/109522/; rank: 71, crd: 286087, firm: Adams Wealth Advisors, city: Logan, state: UT, value: -0.202088275670527, base_value: 709063569, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/286087/; rank: 72, crd: 174728, firm: Drive Wealth Advisers, city: Lehi, state: UT, value: -0.310180503095611, base_value: 2175572827, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/174728/; rank: 73, crd: 286419, firm: The Professional Financial Company LLC, city: Orem, state: UT, value: -0.318526550189003, base_value: 361064134, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/286419/; rank: 74, crd: 107202, firm: Blue Barn Wealth, city: Orem, state: UT, value: -0.391858407636382, base_value: 521370490, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/107202/; rank: 75, crd: 332725, firm: Oxford Wealth Management, city: Lindon, state: UT, value: -0.778589754305372, base_value: 495119129, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/332725/

## 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.

## Sources

- SEC, Information About Registered Investment Advisers (ia100226.zip), checked 2026-10-07: https://www.sec.gov/files/investment/data/other/information-about-registered-investment-advisers-exempt-reporting-advisers/ia100226.zip
- IAPD compilation reports (IA_FIRM_STATE_Feed_10_07_2026.xml.gz), checked 2026-10-07: https://adviserinfo.sec.gov/compilation

## Related

- [Fastest-growing independent RIAs over one year, nationally](https://advisoriq.com/ria/rankings/fastest-growing/)
- [RIA market data for Utah](https://advisoriq.com/ria/states/utah/)
- [All RIA rankings](https://advisoriq.com/ria/rankings/)
- [How the directory is built](https://advisoriq.com/ria/methodology/)

## Cite as

AdvisorIQ, as of 2026-10-02. https://advisoriq.com/ria/rankings/fastest-growing/utah/

License: https://advisoriq.com/license/