# Independent RIAs with the most accounts in Utah

As of October 2, 2026, Healthequity Advisors ranked #1 in Utah in AdvisorIQ's ranking of independent RIAs with the most accounts, with 178,476.

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

## Facts

- ranking: Independent RIAs with the most accounts
- how_it_is_computed: Firms ranked by the number of accounts in their RAUM (Form ADV Item 5.F(2)(f)), discretionary and non-discretionary, in the data of October 2, 2026. SEC-registered and state-registered firms are both ranked. 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). 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: count
- scope: Utah
- firms_listed: 100
- rows: rank: 1, crd: 167105, firm: Healthequity Advisors, city: Draper, state: UT, value: 178476, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/167105/; rank: 2, crd: 171143, firm: B.O.S.S. Retirement Advisors, LLC, city: Lehi, state: UT, value: 11452, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/171143/; rank: 3, crd: 325175, firm: Portside Wealth Group, LLC, city: Provo, state: UT, value: 7819, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/325175/; rank: 4, crd: 290558, firm: Capita Financial Network, LLC, city: Draper, state: UT, value: 7042, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/290558/; rank: 5, crd: 106043, firm: Physician Wealth Advisors, Inc., city: Salt Lake City, state: UT, value: 5906, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/106043/; rank: 6, crd: 154690, firm: Soltis Investment Advisors, LLC, city: St. George, state: UT, value: 5414, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/154690/; rank: 7, crd: 113844, firm: Strategic Planning Group, city: Bountiful, state: UT, value: 4663, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/113844/; rank: 8, crd: 151762, firm: Andina Advisors, city: Logan, state: UT, value: 4262, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/151762/; rank: 9, crd: 323988, firm: The Norden Group LLC, city: Provo, state: UT, value: 4220, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/323988/; rank: 10, crd: 174728, firm: Drive Wealth Advisers, city: Lehi, state: UT, value: 4196, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/174728/; rank: 11, crd: 126983, firm: Net Worth Advisory Group, LLC, city: Sandy, state: UT, value: 3255, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/126983/; rank: 12, crd: 111177, firm: Iron Gate Global Advisors, city: North Salt Lake, state: UT, value: 3169, 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: 2829, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/142205/; rank: 14, crd: 149559, firm: Dentist Advisors, city: Salt Lake City, state: UT, value: 2798, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/149559/; rank: 15, crd: 340174, firm: Tanara Wealth Management LLC, city: Lehi, state: UT, value: 2612, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/340174/; rank: 16, crd: 140612, firm: Oak Lane Advisors, city: Centerville, state: UT, value: 2533, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/140612/; rank: 17, crd: 286087, firm: Adams Wealth Advisors, city: Logan, state: UT, value: 2506, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/286087/; rank: 18, crd: 226721, firm: Elevated Capital Advisors, LLC, city: Draper, state: UT, value: 2428, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/226721/; rank: 19, crd: 311230, firm: Teton Wealth Group LLC, city: Murray, state: UT, value: 2417, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/311230/; rank: 20, crd: 284281, firm: Decker Retirement Planning Inc., city: Lehi, state: UT, value: 2299, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/284281/; rank: 21, crd: 105957, firm: Albion Financial Group, city: Salt Lake City, state: UT, value: 2298, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/105957/; rank: 22, crd: 307667, firm: Ascend Investment Partners, city: Ogden, state: UT, value: 2122, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/307667/; rank: 23, crd: 166130, firm: Tencap Wealth Coaching, city: South Jordan, state: UT, value: 2087, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/166130/; rank: 24, crd: 299249, firm: New Millennium Group, city: Sandy, state: UT, value: 2064, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/299249/; rank: 25, crd: 146349, firm: Peterson Wealth Advisors, LLC, city: Orem, state: UT, value: 1988, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/146349/; rank: 26, crd: 173920, firm: Crewe Advisors, city: Salt Lake City, state: UT, value: 1985, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/173920/; rank: 27, crd: 310095, firm: Driven Investments LLC, city: Lehi, state: UT, value: 1978, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/310095/; rank: 28, crd: 110870, firm: Smedley Financial Services Inc, city: Salt Lake City, state: UT, value: 1961, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/110870/; rank: 28, crd: 314668, firm: Alliance Wealth Advisors, LLC, city: Centerville, state: UT, value: 1961, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/314668/; rank: 30, crd: 170774, firm: Navigate Private Wealth, LLC, city: Draper, state: UT, value: 1929, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/170774/; rank: 31, crd: 288620, firm: Peterson Wealth Services Inc., city: South Ogden, state: UT, value: 1835, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/288620/; rank: 32, crd: 318842, firm: Financial Network Wealth Advisors LLC, city: Murray, state: UT, value: 1828, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/318842/; rank: 33, crd: 117750, firm: Squire Wealth Advisors, city: Orem, state: UT, value: 1537, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/117750/; rank: 34, crd: 312068, firm: Elysium Wealth Management, LLC, city: South Jordan, state: UT, value: 1482, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/312068/; rank: 35, crd: 315843, firm: Solidarity Wealth, LLC, city: Lehi, state: UT, value: 1019, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/315843/; rank: 36, crd: 171306, firm: Coign Capital Advisors LLC, city: Draper, state: UT, value: 1015, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/171306/; rank: 37, crd: 122169, firm: Scott Marsh Financial, LLC, city: Salt Lake City, state: UT, value: 1008, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/122169/; rank: 38, crd: 311414, firm: Larson Williams Wealth Advisors, LLC, city: Cedar City, state: UT, value: 1007, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/311414/; rank: 39, crd: 306294, firm: JRS Wealth Management LLC, city: South Jordan, state: UT, value: 1002, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/306294/; rank: 39, crd: 310096, firm: Wealth Management CPAS, LLC, city: Salt Lake City, state: UT, value: 1002, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/310096/; rank: 41, crd: 327044, firm: M2 Financial LLC, city: Cottonwood Heights, state: UT, value: 1000, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/327044/; rank: 42, crd: 309862, firm: Athos Private Wealth LLC, city: Holladay, state: UT, value: 928, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/309862/; rank: 43, crd: 169563, firm: Refined Wealth Management, city: Salt Lake City, state: UT, value: 910, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/169563/; rank: 44, crd: 333404, firm: Presidio Wealth Management, city: Midvale, state: UT, value: 903, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/333404/; rank: 45, crd: 326517, firm: Three Seasons Wealth, city: Salt Lake City, state: UT, value: 879, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/326517/; rank: 46, crd: 340533, firm: Altura Private Wealth LLC, city: Centerville, state: UT, value: 870, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/340533/; rank: 47, crd: 321212, firm: Connect Financial Advisors, city: Providence, state: UT, value: 830, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/321212/; rank: 48, crd: 153609, firm: Steward Financial Services, LLC, city: Salt Lake City, state: UT, value: 829, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/153609/; rank: 49, crd: 297003, firm: LPG Capital Management, city: South Jordan, state: UT, value: 815, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/297003/; rank: 50, crd: 340580, firm: Soulence Wealth Management, city: Pleasant Grove, state: UT, value: 796, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/340580/; rank: 51, crd: 284276, firm: Vitality Capital Management, LLC, city: South Jordan, state: UT, value: 793, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/284276/; rank: 52, crd: 109578, firm: The Karras Company, Inc., city: Roy, state: UT, value: 781, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/109578/; rank: 53, crd: 329313, firm: Platform Wealth Advisors, city: Holladay, state: UT, value: 776, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/329313/; rank: 54, crd: 144256, firm: Periope, LC, city: St. George, state: UT, value: 725, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/144256/; rank: 55, crd: 107202, firm: Blue Barn Wealth, city: Orem, state: UT, value: 681, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/107202/; rank: 56, crd: 333710, firm: Statera Wealth Management, city: St. George, state: UT, value: 672, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/333710/; rank: 57, crd: 141435, firm: Burrus, city: Salt Lake City, state: UT, value: 671, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/141435/; rank: 58, crd: 134578, firm: Heaton Financial, PC, city: Cedar City, state: UT, value: 660, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/134578/; rank: 59, crd: 311272, firm: Cottonwood Wealth Strategies, LLC, city: Salt Lake City, state: UT, value: 638, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/311272/; rank: 60, crd: 289574, firm: Capital Wealth, LLC, city: Lehi, state: UT, value: 636, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/289574/; rank: 61, crd: 116966, firm: R.O.I., city: Lehi, state: UT, value: 604, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/116966/; rank: 62, crd: 305852, firm: Haynie Wealth Management LLC, city: Salt Lake City, state: UT, value: 578, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/305852/; rank: 63, crd: 104961, firm: Lefavi Wealth Management, city: Salt Lake City, state: UT, value: 576, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/104961/; rank: 64, crd: 286419, firm: The Professional Financial Company LLC, city: Orem, state: UT, value: 575, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/286419/; rank: 65, crd: 173534, firm: Narus Financial Partners, LLC, city: Salt Lake City, state: UT, value: 574, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/173534/; rank: 66, crd: 153666, firm: Promontory Financial Planning, LLC, city: Farmington, state: UT, value: 570, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/153666/; rank: 67, crd: 282904, firm: Medicus Wealth Planning, Inc., city: Draper, state: UT, value: 558, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/282904/; rank: 68, crd: 116085, firm: Jacobsen Capital Management, city: Salt Lake City, state: UT, value: 535, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/116085/; rank: 69, crd: 282856, firm: Switchpoint Financial Planning LLC, city: Lehi, state: UT, value: 525, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/282856/; rank: 70, crd: 337826, firm: Livet Wealth, LLC, city: Spanish Fork, state: UT, value: 516, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/337826/; rank: 71, crd: 327618, firm: Stonebriar Wealth, LLC, city: Lehi, state: UT, value: 505, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/327618/; rank: 72, crd: 300602, firm: Outpost Advisors, LLC, city: Holladay, state: UT, value: 499, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/300602/; rank: 73, crd: 171199, firm: Retirement Solutions Investments, Inc., city: Provo, state: UT, value: 481, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/171199/; rank: 74, crd: 334968, firm: Exponent Wealth LLC, city: Orem, state: UT, value: 464, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/334968/; rank: 75, crd: 105962, firm: Paragon Wealth Management, city: Provo, state: UT, value: 451, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/105962/; rank: 76, crd: 164005, firm: F2F Retirement, LLC, city: Tooele, state: UT, value: 445, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/164005/; rank: 77, crd: 140226, firm: AG Financial, city: Salt Lake City, state: UT, value: 441, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/140226/; rank: 78, crd: 109522, firm: Keeler Thomas Management LLC, city: Orem, state: UT, value: 440, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/109522/; rank: 79, crd: 114596, firm: Slayton Lewis Inc, city: Salt Lake City, state: UT, value: 438, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/114596/; rank: 79, crd: 311144, firm: My Prosper Team, city: Lehi, state: UT, value: 438, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/311144/; rank: 81, crd: 166721, firm: Investable Wealth, LLC, city: Highland, state: UT, value: 435, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/166721/; rank: 82, crd: 328166, firm: Timpanogos Financial Advisors, Inc., city: Orem, state: UT, value: 424, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/328166/; rank: 83, crd: 336436, firm: JHP Planning, LLC, city: Salt Lake City, state: UT, value: 415, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/336436/; rank: 84, crd: 122933, firm: Cowdell Investments, LLC, city: Alpine, state: UT, value: 408, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/122933/; rank: 84, crd: 282665, firm: Provident Living Financial Services, city: Lehi, state: UT, value: 408, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/282665/; rank: 86, crd: 325764, firm: HA Wealth Advisors Inc., city: Cedar City, state: UT, value: 400, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/325764/; rank: 87, crd: 121462, firm: Beacon Financial Planning, LLC, city: Logan, state: UT, value: 397, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/121462/; rank: 88, crd: 107539, firm: Tingey Advisors Inc, city: Salt Lake City, state: UT, value: 395, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/107539/; rank: 89, crd: 171858, firm: Colwyn Investments LC, city: South Jordan, state: UT, value: 393, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/171858/; rank: 90, crd: 330999, firm: Wealth Foundations Partners, LLC, city: Salt Lake City, state: UT, value: 390, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/330999/; rank: 91, crd: 283040, firm: Olympus Peaks Financial, LLC, city: Sandy, state: UT, value: 388, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/283040/; rank: 92, crd: 312298, firm: Goalen Capital Advisors, LLC, city: West Valley, state: UT, value: 384, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/312298/; rank: 93, crd: 334198, firm: Tingey Financial Group Inc., city: Salt Lake City, state: UT, value: 378, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/334198/; rank: 94, crd: 285645, firm: Sepio Capital, LP, city: Salt Lake City, state: UT, value: 374, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/285645/; rank: 95, crd: 149662, firm: Gygi Capital Management, city: Cedar Hills, state: UT, value: 352, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/149662/; rank: 96, crd: 336507, firm: Riley S. Crosbie Advisory, LLC, city: Logan, state: UT, value: 328, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/336507/; rank: 97, crd: 322915, firm: Regents Partners, LLC, city: Farmington, state: UT, value: 327, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/322915/; rank: 98, crd: 321746, firm: Brighter Retirement Advisors LLC, city: Lehi, state: UT, value: 319, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/321746/; rank: 99, crd: 322093, firm: Phibbs Financial, city: Draper, state: UT, value: 316, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/322093/; rank: 100, crd: 312220, firm: Premier Choice Wealth Advisors, LLC, city: Lehi, state: UT, value: 313, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/312220/

## 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

- [Independent RIAs with the most accounts, nationally](https://advisoriq.com/ria/rankings/most-accounts/)
- [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/most-accounts/utah/

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