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AdvisorIQ

Ranking, Utah

Wealth firms with the most advisory staff, including broker-dealer firms in Utah

As of October 2, 2026, Diversify Advisory Services, LLC ranked #1 in Utah in AdvisorIQ's ranking of wealth firms with the most advisory staff, including broker-dealer firms, with 110.

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

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.

Rank Firm City Most advisory staff
1 Diversify Advisory Services, LLC Broker-dealer affiliated South Jordan 110
2 Diversify Wealth Management, LLC Broker-dealer affiliated South Jordan 70
3 Soltis Investment Advisors, LLC St. George 63
4 B.O.S.S. Retirement Advisors, LLC Lehi 49
5 Portside Wealth Group, LLC Provo 47
6 Capita Financial Network, LLC Draper 22
7 The Norden Group LLC Provo 20
8 Elevated Capital Advisors, LLC Draper 19
9 Sepio Capital, LP Salt Lake City 18
10 Crewe Advisors Salt Lake City 16
11 Drive Wealth Advisers Lehi 15
11 Everspire Broker-dealer affiliated Midvale 15
11 Your IA, LLC St. George 15
14 Albion Financial Group Salt Lake City 14
15 Squire Wealth Advisors Orem 13
15 Net Worth Advisory Group, LLC Sandy 13
15 Peterson Wealth Advisors, LLC Orem 13
18 Alta Capital Management LLC Broker-dealer affiliated Salt Lake City 12
18 Promontory Financial Planning, LLC Farmington 12
18 New Millennium Group Sandy 12
21 Adams Wealth Advisors Logan 11
21 Simple Financial, LLC West Jordan 11
23 Truenorth Wealth Salt Lake City 10
23 Elysium Wealth Management, LLC South Jordan 10
25 Dentist Advisors Salt Lake City 9
25 Platform Wealth Advisors Holladay 9
25 Wealth Foundations Partners, LLC Salt Lake City 9
28 Harold Dance Investments Broker-dealer affiliated Logan 8
28 Strategic Planning Group Bountiful 8
28 Oak Lane Advisors Centerville 8
28 Lone Peak Advisers Broker-dealer affiliated Draper 8
28 Driven Investments LLC Lehi 8
28 Teton Wealth Group LLC Murray 8
28 Solidarity Wealth, LLC Lehi 8
35 Physician Wealth Advisors, Inc. Salt Lake City 7
35 Keeler Thomas Management LLC Orem 7
35 Iron Gate Global Advisors North Salt Lake 7
35 Tencap Wealth Coaching South Jordan 7
35 Navigate Private Wealth, LLC Draper 7
35 Decker Retirement Planning Inc. Lehi 7
35 Wealth Management CPAS, LLC Salt Lake City 7
35 Alliance Wealth Advisors, LLC Centerville 7
35 Three Seasons Wealth Salt Lake City 7
35 Cynosure Portfolio Advisors LLC Salt Lake City 7
45 Blue Barn Wealth Orem 6
45 Smedley Financial Services Inc Salt Lake City 6
45 North Capital Broker-dealer affiliated Salt Lake City 6
45 Andina Advisors Logan 6
45 Hurley Investments, LLC Provo 6
45 Coign Capital Advisors LLC Draper 6
45 Narus Financial Partners, LLC Salt Lake City 6
45 Financial Network Wealth Advisors LLC Murray 6
45 Connect Financial Advisors Providence 6
45 Exponent Wealth LLC Orem 6
45 Momentum Wealth Management Orem 6
56 Ashworth Wealth, LLC Broker-dealer affiliated South Jordan 5
56 Beacon Financial Planning, LLC Logan 5
56 LPG Capital Management South Jordan 5
56 Ascend Investment Partners Ogden 5
56 Interwise Broker-dealer affiliated Holladay 5
56 M2 Financial LLC Cottonwood Heights 5
56 Tanara Wealth Management LLC Lehi 5
56 Soulence Wealth Management Pleasant Grove 5
64 Lefavi Wealth Management Salt Lake City 4
64 Tingey Advisors Inc Salt Lake City 4
64 The Karras Company, Inc. Roy 4
64 Medicus Wealth Planning, Inc. Draper 4
64 Peterson Wealth Services Inc. South Ogden 4
64 Athos Private Wealth LLC Holladay 4
64 Statera Wealth Management St. George 4
64 Altura Private Wealth LLC Centerville 4
72 Paragon Wealth Management Provo 3
72 Slayton Lewis Inc Salt Lake City 3
72 Fortius Financial Advisors, LLC Salt Lake City 3
72 Able & Strong Advisors, Inc. Bountiful 3
72 Cannon Capital Management, Inc. Salt Lake City 3
72 Periope, LC St. George 3
72 Guardian Wealth Management Salt Lake City 3
72 Palisade Wealth Management Draper 3
72 Cottonwood Asset Management LLC Salt Lake City 3
72 Allred Jackson Financial Planning, LLC North Logan 3
72 Refined Wealth Management Salt Lake City 3
72 PL Wealth Advisors, LLC Salt Lake City 3
72 Provident Living Financial Services Lehi 3
72 Switchpoint Financial Planning LLC Lehi 3
72 Vitality Capital Management, LLC South Jordan 3
72 The Professional Financial Company LLC Orem 3
72 Haynie Wealth Management LLC Salt Lake City 3
72 Lymanwealth LLC Alpine 3
72 Prestige Wealthwide, LLC Lehi 3
72 Peterson Rogers Private Wealth, LLC Salt Lake City 3
72 E6 Portfolios Broker-dealer affiliated Midvale 3
72 Stonebriar Wealth, LLC Lehi 3
72 Mountain Goat Wealth Management LLC Murray 3
72 Oxford Wealth Management Lindon 3
72 Presidio Wealth Management Midvale 3
72 Tingey Financial Group Inc. Salt Lake City 3
72 Sandlot Private Wealth LLC Orem 3
72 Riley S. Crosbie Advisory, LLC Logan 3
72 Livet Wealth, LLC Spanish Fork 3

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.