Ranking, Utah

Independent RIAs with the most advisory staff in Utah

As of October 2, 2026, Soltis Investment Advisors, LLC ranked #1 in Utah in AdvisorIQ's ranking of independent RIAs with the most advisory staff, with 63.

Include wirehouses and broker-dealer firms

Firms ranked by employees who perform investment advisory functions, including research (Form ADV Item 5.B(1)), 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.

Independent RIAs with the most advisory staff in Utah
Rank	Firm	City	Most advisory staff
1	Soltis Investment Advisors, LLC	St. George	63
2	B.O.S.S. Retirement Advisors, LLC	Lehi	49
3	Portside Wealth Group, LLC	Provo	47
4	Capita Financial Network, LLC	Draper	22
5	The Norden Group LLC	Provo	20
6	Elevated Capital Advisors, LLC	Draper	19
7	Sepio Capital, LP	Salt Lake City	18
8	Crewe Advisors	Salt Lake City	16
9	Drive Wealth Advisers	Lehi	15
9	Your IA, LLC	St. George	15
11	Albion Financial Group	Salt Lake City	14
12	Squire Wealth Advisors	Orem	13
12	Net Worth Advisory Group, LLC	Sandy	13
12	Peterson Wealth Advisors, LLC	Orem	13
15	Promontory Financial Planning, LLC	Farmington	12
15	New Millennium Group	Sandy	12
17	Adams Wealth Advisors	Logan	11
17	Simple Financial, LLC	West Jordan	11
19	Truenorth Wealth	Salt Lake City	10
19	Elysium Wealth Management, LLC	South Jordan	10
21	Dentist Advisors	Salt Lake City	9
21	Platform Wealth Advisors	Holladay	9
21	Wealth Foundations Partners, LLC	Salt Lake City	9
24	Strategic Planning Group	Bountiful	8
24	Oak Lane Advisors	Centerville	8
24	Driven Investments LLC	Lehi	8
24	Teton Wealth Group LLC	Murray	8
24	Solidarity Wealth, LLC	Lehi	8
29	Physician Wealth Advisors, Inc.	Salt Lake City	7
29	Keeler Thomas Management LLC	Orem	7
29	Iron Gate Global Advisors	North Salt Lake	7
29	Tencap Wealth Coaching	South Jordan	7
29	Navigate Private Wealth, LLC	Draper	7
29	Decker Retirement Planning Inc.	Lehi	7
29	Wealth Management CPAS, LLC	Salt Lake City	7
29	Alliance Wealth Advisors, LLC	Centerville	7
29	Three Seasons Wealth	Salt Lake City	7
29	Cynosure Portfolio Advisors LLC	Salt Lake City	7
39	Blue Barn Wealth	Orem	6
39	Smedley Financial Services Inc	Salt Lake City	6
39	Andina Advisors	Logan	6
39	Hurley Investments, LLC	Provo	6
39	Coign Capital Advisors LLC	Draper	6
39	Narus Financial Partners, LLC	Salt Lake City	6
39	Financial Network Wealth Advisors LLC	Murray	6
39	Connect Financial Advisors	Providence	6
39	Exponent Wealth LLC	Orem	6
39	Momentum Wealth Management	Orem	6
49	Beacon Financial Planning, LLC	Logan	5
49	LPG Capital Management	South Jordan	5
49	Ascend Investment Partners	Ogden	5
49	M2 Financial LLC	Cottonwood Heights	5
49	Tanara Wealth Management LLC	Lehi	5
49	Soulence Wealth Management	Pleasant Grove	5
55	Lefavi Wealth Management	Salt Lake City	4
55	Tingey Advisors Inc	Salt Lake City	4
55	The Karras Company, Inc.	Roy	4
55	Medicus Wealth Planning, Inc.	Draper	4
55	Peterson Wealth Services Inc.	South Ogden	4
55	Athos Private Wealth LLC	Holladay	4
55	Statera Wealth Management	St. George	4
55	Altura Private Wealth LLC	Centerville	4
63	Paragon Wealth Management	Provo	3
63	Slayton Lewis Inc	Salt Lake City	3
63	Fortius Financial Advisors, LLC	Salt Lake City	3
63	Able & Strong Advisors, Inc.	Bountiful	3
63	Cannon Capital Management, Inc.	Salt Lake City	3
63	Periope, LC	St. George	3
63	Guardian Wealth Management	Salt Lake City	3
63	Palisade Wealth Management	Draper	3
63	Cottonwood Asset Management LLC	Salt Lake City	3
63	Allred Jackson Financial Planning, LLC	North Logan	3
63	Refined Wealth Management	Salt Lake City	3
63	PL Wealth Advisors, LLC	Salt Lake City	3
63	Provident Living Financial Services	Lehi	3
63	Switchpoint Financial Planning LLC	Lehi	3
63	Vitality Capital Management, LLC	South Jordan	3
63	The Professional Financial Company LLC	Orem	3
63	Haynie Wealth Management LLC	Salt Lake City	3
63	Lymanwealth LLC	Alpine	3
63	Prestige Wealthwide, LLC	Lehi	3
63	Peterson Rogers Private Wealth, LLC	Salt Lake City	3
63	Stonebriar Wealth, LLC	Lehi	3
63	Mountain Goat Wealth Management LLC	Murray	3
63	Oxford Wealth Management	Lindon	3
63	Presidio Wealth Management	Midvale	3
63	Tingey Financial Group Inc.	Salt Lake City	3
63	Sandlot Private Wealth LLC	Orem	3
63	Riley S. Crosbie Advisory, LLC	Logan	3
63	Livet Wealth, LLC	Spanish Fork	3
91	Jacobsen Capital Management	Salt Lake City	2
91	Garrett Capital Investment Management	Kaysville	2
91	Wilson Financial Advisors, Inc.	Salt Lake City	2
91	R.O.I.	Lehi	2
91	Family Wealth Advisors	Farmington	2
91	Scott Marsh Financial, LLC	Salt Lake City	2
91	Cowdell Investments, LLC	Alpine	2
91	Responsible Asset Management	Salt Lake City	2
91	Jasmijn Capital Management, LLC	Highland	2
91	Heaton Financial, PC	Cedar City	2
91	AG Financial	Salt Lake City	2
91	Burrus	Salt Lake City	2
91	Solitude Wealth Advisors, LLC.	Holladay	2
91	Sabin Investment Management, Inc.	Lehi	2
91	Vantage Point Investments, Inc.	Herriman	2
91	F2F Retirement, LLC	Tooele	2
91	Investable Wealth, LLC	Highland	2
91	Landmark Wealth Advisors, LLC	Farmington	2
91	Peak Investment Coaching, LLC	Logan	2
91	Hanks Capital Management, LLC	Draper	2
91	Retirement Solutions Investments, Inc.	Provo	2
91	Aspen Capital Management LLC	St. George	2
91	Sandos Financial	South Jordan	2
91	Cove Fort Capital, LLC	American Fork	2
91	Capital Wealth, LLC	Lehi	2
91	You First Financial LLC	Holladay	2
91	Outpost Advisors, LLC	Holladay	2
91	White Pine Financial LLC	Draper	2
91	JRS Wealth Management LLC	South Jordan	2
91	Ascend Investment Management, LLC	Pleasant Grove	2
91	My Prosper Team	Lehi	2
91	Cottonwood Wealth Strategies, LLC	Salt Lake City	2
91	Larson Williams Wealth Advisors, LLC	Cedar City	2
91	Brighter Retirement Advisors LLC	Lehi	2
91	Cole Financial Advisors, Inc.	Provo	2
91	HA Wealth Advisors Inc.	Cedar City	2
91	Echelons Capital, LLC 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.	Park City	2
91	Timpanogos Financial Advisors, Inc.	Orem	2
91	Blue Diamond Capital Investment Advisors	Provo	2
91	Aspen Ridge Wealth Management, LLC	South Jordan	2
91	Sunset Retirement Advisors LLC	Provo	2
91	Gemini Wealth	Taylorsville	2
91	Chamberlain Long Wealth Management, LLC	Alpine	2

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.

Showing the top 100. Figures are as firms reported them on Form ADV.

More rankings

Most advisory staff 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.