# Largest independent RIAs by assets under management in Utah

As of October 2, 2026, Soltis Investment Advisors, LLC ranked #1 in Utah in AdvisorIQ's ranking of largest independent RIAs by assets under management, with $12.0 billion.

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

## Facts

- ranking: Largest independent RIAs by assets under management
- how_it_is_computed: SEC-registered and state-registered firms that report RAUM, ranked by RAUM. 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). RAUM is regulatory assets under management (Form ADV Item 5.F(2)(c)) as reported in each firm's latest Form ADV filing in the data of October 2, 2026, usually as of the firm's last fiscal year end. Firms reporting no RAUM are not ranked. 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: usd
- scope: Utah
- firms_listed: 100
- rows: rank: 1, crd: 154690, firm: Soltis Investment Advisors, LLC, city: St. George, state: UT, value: 12036590400, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/154690/; rank: 2, crd: 285645, firm: Sepio Capital, LP, city: Salt Lake City, state: UT, value: 5641210181, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/285645/; rank: 3, crd: 173920, firm: Crewe Advisors, city: Salt Lake City, state: UT, value: 3050592310, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/173920/; rank: 4, crd: 290558, firm: Capita Financial Network, LLC, city: Draper, state: UT, value: 2323963878, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/290558/; rank: 5, crd: 105957, firm: Albion Financial Group, city: Salt Lake City, state: UT, value: 2013640676, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/105957/; rank: 6, crd: 106043, firm: Physician Wealth Advisors, Inc., city: Salt Lake City, state: UT, value: 2006590538, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/106043/; rank: 7, crd: 167105, firm: Healthequity Advisors, city: Draper, state: UT, value: 1994934966, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/167105/; rank: 8, crd: 323988, firm: The Norden Group LLC, city: Provo, state: UT, value: 1967944101, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/323988/; rank: 9, crd: 174728, firm: Drive Wealth Advisers, city: Lehi, state: UT, value: 1500752553, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/174728/; rank: 10, crd: 325175, firm: Portside Wealth Group, LLC, city: Provo, state: UT, value: 1431570380, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/325175/; rank: 11, crd: 171143, firm: B.O.S.S. Retirement Advisors, LLC, city: Lehi, state: UT, value: 1382665452, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/171143/; rank: 12, crd: 111177, firm: Iron Gate Global Advisors, city: North Salt Lake, state: UT, value: 1323170082, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/111177/; rank: 13, crd: 142205, firm: Truenorth Wealth, city: Salt Lake City, state: UT, value: 1265596116, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/142205/; rank: 14, crd: 151762, firm: Andina Advisors, city: Logan, state: UT, value: 1261450515, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/151762/; rank: 15, crd: 326517, firm: Three Seasons Wealth, city: Salt Lake City, state: UT, value: 1233841276, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/326517/; rank: 16, crd: 340174, firm: Tanara Wealth Management LLC, city: Lehi, state: UT, value: 1093210505, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/340174/; rank: 17, crd: 113844, firm: Strategic Planning Group, city: Bountiful, state: UT, value: 910256041, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/113844/; rank: 18, crd: 126983, firm: Net Worth Advisory Group, LLC, city: Sandy, state: UT, value: 838368975, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/126983/; rank: 19, crd: 146349, firm: Peterson Wealth Advisors, LLC, city: Orem, state: UT, value: 829682153, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/146349/; rank: 20, crd: 315843, firm: Solidarity Wealth, LLC, city: Lehi, state: UT, value: 704156344, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/315843/; rank: 21, crd: 307667, firm: Ascend Investment Partners, city: Ogden, state: UT, value: 661412755, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/307667/; rank: 22, crd: 117750, firm: Squire Wealth Advisors, city: Orem, state: UT, value: 586722649, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/117750/; rank: 23, crd: 286087, firm: Adams Wealth Advisors, city: Logan, state: UT, value: 565770135, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/286087/; rank: 24, crd: 116085, firm: Jacobsen Capital Management, city: Salt Lake City, state: UT, value: 562862022, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/116085/; rank: 25, crd: 173534, firm: Narus Financial Partners, LLC, city: Salt Lake City, state: UT, value: 558994364, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/173534/; rank: 26, crd: 314668, firm: Alliance Wealth Advisors, LLC, city: Centerville, state: UT, value: 551968986, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/314668/; rank: 27, crd: 170774, firm: Navigate Private Wealth, LLC, city: Draper, state: UT, value: 529228207, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/170774/; rank: 28, crd: 288620, firm: Peterson Wealth Services Inc., city: South Ogden, state: UT, value: 528544411, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/288620/; rank: 29, crd: 318842, firm: Financial Network Wealth Advisors LLC, city: Murray, state: UT, value: 515414028, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/318842/; rank: 30, crd: 329313, firm: Platform Wealth Advisors, city: Holladay, state: UT, value: 509034759, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/329313/; rank: 31, crd: 149559, firm: Dentist Advisors, city: Salt Lake City, state: UT, value: 504001496, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/149559/; rank: 32, crd: 226721, firm: Elevated Capital Advisors, LLC, city: Draper, state: UT, value: 499143919, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/226721/; rank: 33, crd: 107539, firm: Tingey Advisors Inc, city: Salt Lake City, state: UT, value: 477715853, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/107539/; rank: 34, crd: 171306, firm: Coign Capital Advisors LLC, city: Draper, state: UT, value: 472945488, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/171306/; rank: 35, crd: 140612, firm: Oak Lane Advisors, city: Centerville, state: UT, value: 446281743, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/140612/; rank: 36, crd: 104961, firm: Lefavi Wealth Management, city: Salt Lake City, state: UT, value: 444990856, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/104961/; rank: 37, crd: 110870, firm: Smedley Financial Services Inc, city: Salt Lake City, state: UT, value: 396666341, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/110870/; rank: 38, crd: 144247, firm: Cannon Capital Management, Inc., city: Salt Lake City, state: UT, value: 386073298, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/144247/; rank: 39, crd: 109578, firm: The Karras Company, Inc., city: Roy, state: UT, value: 372856014, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/109578/; rank: 40, crd: 282856, firm: Switchpoint Financial Planning LLC, city: Lehi, state: UT, value: 367109076, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/282856/; rank: 41, crd: 284281, firm: Decker Retirement Planning Inc., city: Lehi, state: UT, value: 359915714, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/284281/; rank: 42, crd: 312068, firm: Elysium Wealth Management, LLC, city: South Jordan, state: UT, value: 352280703, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/312068/; rank: 43, crd: 337826, firm: Livet Wealth, LLC, city: Spanish Fork, state: UT, value: 335074789, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/337826/; rank: 44, crd: 114596, firm: Slayton Lewis Inc, city: Salt Lake City, state: UT, value: 334444797, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/114596/; rank: 45, crd: 310096, firm: Wealth Management CPAS, LLC, city: Salt Lake City, state: UT, value: 329157318, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/310096/; rank: 46, crd: 153666, firm: Promontory Financial Planning, LLC, city: Farmington, state: UT, value: 319000000, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/153666/; rank: 47, crd: 107202, firm: Blue Barn Wealth, city: Orem, state: UT, value: 317067080, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/107202/; rank: 48, crd: 122169, firm: Scott Marsh Financial, LLC, city: Salt Lake City, state: UT, value: 313002752, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/122169/; rank: 49, crd: 109522, firm: Keeler Thomas Management LLC, city: Orem, state: UT, value: 305501290, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/109522/; rank: 50, crd: 333059, firm: Blue Diamond Capital Investment Advisors, city: Provo, state: UT, value: 301352937, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/333059/; rank: 51, crd: 166130, firm: Tencap Wealth Coaching, city: South Jordan, state: UT, value: 285025351, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/166130/; rank: 52, crd: 311272, firm: Cottonwood Wealth Strategies, LLC, city: Salt Lake City, state: UT, value: 278976451, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/311272/; rank: 53, crd: 309862, firm: Athos Private Wealth LLC, city: Holladay, state: UT, value: 268494780, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/309862/; rank: 54, crd: 334198, firm: Tingey Financial Group Inc., city: Salt Lake City, state: UT, value: 257028031, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/334198/; rank: 55, crd: 299249, firm: New Millennium Group, city: Sandy, state: UT, value: 257019092, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/299249/; rank: 56, crd: 286419, firm: The Professional Financial Company LLC, city: Orem, state: UT, value: 246055621, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/286419/; rank: 57, crd: 141435, firm: Burrus, city: Salt Lake City, state: UT, value: 240658000, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/141435/; rank: 58, crd: 310095, firm: Driven Investments LLC, city: Lehi, state: UT, value: 239188627, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/310095/; rank: 59, crd: 333404, firm: Presidio Wealth Management, city: Midvale, state: UT, value: 217462827, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/333404/; rank: 60, crd: 169563, firm: Refined Wealth Management, city: Salt Lake City, state: UT, value: 210909614, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/169563/; rank: 61, crd: 311230, firm: Teton Wealth Group LLC, city: Murray, state: UT, value: 204022603, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/311230/; rank: 62, crd: 322915, firm: Regents Partners, LLC, city: Farmington, state: UT, value: 201163479, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/322915/; rank: 63, crd: 321789, firm: Prestige Wealthwide, LLC, city: Lehi, state: UT, value: 198459223, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/321789/; rank: 64, crd: 333710, firm: Statera Wealth Management, city: St. George, state: UT, value: 184663817, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/333710/; rank: 65, crd: 144256, firm: Periope, LC, city: St. George, state: UT, value: 177241870, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/144256/; rank: 66, crd: 324001, firm: Peterson Rogers Private Wealth, LLC, city: Salt Lake City, state: UT, value: 177052919, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/324001/; rank: 67, crd: 146923, firm: Guardian Wealth Management, city: Salt Lake City, state: UT, value: 174812770, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/146923/; rank: 68, crd: 325781, firm: Echelons Capital, LLC, city: Park City, state: UT, value: 174388110, base_value: not stated, succeeded_to_another_advisers_business: true, url: https://advisoriq.com/ria/firms/325781/; rank: 69, crd: 282904, firm: Medicus Wealth Planning, Inc., city: Draper, state: UT, value: 160839869, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/282904/; rank: 70, crd: 282665, firm: Provident Living Financial Services, city: Lehi, state: UT, value: 158102043, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/282665/; rank: 71, crd: 105962, firm: Paragon Wealth Management, city: Provo, state: UT, value: 153419119, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/105962/; rank: 72, crd: 118496, firm: Financial Advisory Services, city: Salt Lake City, state: UT, value: 146605113, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/118496/; rank: 73, crd: 283040, firm: Olympus Peaks Financial, LLC, city: Sandy, state: UT, value: 141443347, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/283040/; rank: 74, crd: 134578, firm: Heaton Financial, PC, city: Cedar City, state: UT, value: 140139000, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/134578/; rank: 75, crd: 311414, firm: Larson Williams Wealth Advisors, LLC, city: Cedar City, state: UT, value: 140020131, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/311414/; rank: 76, crd: 327618, firm: Stonebriar Wealth, LLC, city: Lehi, state: UT, value: 139000000, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/327618/; rank: 77, crd: 166989, firm: Landmark Wealth Advisors, LLC, city: Farmington, state: UT, value: 135877126, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/166989/; rank: 78, crd: 160600, firm: Veritas Wealth Management, LLC, city: Salt Lake City, state: UT, value: 135839004, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/160600/; rank: 79, crd: 306294, firm: JRS Wealth Management LLC, city: South Jordan, state: UT, value: 135000000, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/306294/; rank: 80, crd: 147725, firm: Palisade Wealth Management, city: Draper, state: UT, value: 133212081, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/147725/; rank: 81, crd: 148457, firm: Brighton Wealth Management, Inc., city: Cottonwood Heights, state: UT, value: 131876184, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/148457/; rank: 82, crd: 340533, firm: Altura Private Wealth LLC, city: Centerville, state: UT, value: 129121463, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/340533/; rank: 83, crd: 150964, firm: Main Line Group Wealth Management, LLC, city: Park City, state: UT, value: 122540706, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/150964/; rank: 84, crd: 336507, firm: Riley S. Crosbie Advisory, LLC, city: Logan, state: UT, value: 118881531, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/336507/; rank: 85, crd: 289574, firm: Capital Wealth, LLC, city: Lehi, state: UT, value: 115955340, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/289574/; rank: 86, crd: 330999, firm: Wealth Foundations Partners, LLC, city: Salt Lake City, state: UT, value: 110501385, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/330999/; rank: 87, crd: 334968, firm: Exponent Wealth LLC, city: Orem, state: UT, value: 110365945, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/334968/; rank: 88, crd: 166721, firm: Investable Wealth, LLC, city: Highland, state: UT, value: 110029875, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/166721/; rank: 89, crd: 332725, firm: Oxford Wealth Management, city: Lindon, state: UT, value: 109624448, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/332725/; rank: 90, crd: 297003, firm: LPG Capital Management, city: South Jordan, state: UT, value: 107736484, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/297003/; rank: 91, crd: 340580, firm: Soulence Wealth Management, city: Pleasant Grove, state: UT, value: 107518073, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/340580/; rank: 92, crd: 305852, firm: Haynie Wealth Management LLC, city: Salt Lake City, state: UT, value: 106642575, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/305852/; rank: 93, crd: 338535, firm: Your IA, LLC, city: St. George, state: UT, value: 106633240, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/338535/; rank: 94, crd: 140226, firm: AG Financial, city: Salt Lake City, state: UT, value: 103463706, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/140226/; rank: 95, crd: 284481, firm: Von Colln Financial Group, city: Ogden, state: UT, value: 101358507, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/284481/; rank: 96, crd: 308954, firm: Montage Financial Advisors, city: Lehi, state: UT, value: 100129786, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/308954/; rank: 97, crd: 328166, firm: Timpanogos Financial Advisors, Inc., city: Orem, state: UT, value: 99200000, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/328166/; rank: 98, crd: 116966, firm: R.O.I., city: Lehi, state: UT, value: 97000000, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/116966/; rank: 99, crd: 109661, firm: Hansen Wealth Management, city: St. George, state: UT, value: 94342696, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/109661/; rank: 100, crd: 114360, firm: Cash Flow Investment Services LLC, city: Ogden, state: UT, value: 93205253, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/114360/

## 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

- [Largest independent RIAs by assets under management, nationally](https://advisoriq.com/ria/rankings/largest/)
- [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/largest/utah/

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