{"type":"ria_ranking","disclaimer":"Firm-level data as reported on Form ADV to the SEC and state regulators; corrections are made on Form ADV and appear after the next monthly reload.","title":"Independent RIAs with the most advisory staff in Utah","lead":"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.","as_of":"2026-10-02","facts":{"ranking":"Independent RIAs with the most advisory staff","how_it_is_computed":"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.","unit":"count","scope":"Utah","firms_listed":133,"rows":[{"rank":1,"crd":154690,"firm":"Soltis Investment Advisors, LLC","city":"St. George","state":"UT","value":63,"base_value":null,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/154690/"},{"rank":2,"crd":171143,"firm":"B.O.S.S. Retirement Advisors, LLC","city":"Lehi","state":"UT","value":49,"base_value":null,"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":47,"base_value":null,"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":22,"base_value":null,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/290558/"},{"rank":5,"crd":323988,"firm":"The Norden Group LLC","city":"Provo","state":"UT","value":20,"base_value":null,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/323988/"},{"rank":6,"crd":226721,"firm":"Elevated Capital Advisors, LLC","city":"Draper","state":"UT","value":19,"base_value":null,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/226721/"},{"rank":7,"crd":285645,"firm":"Sepio Capital, LP","city":"Salt Lake City","state":"UT","value":18,"base_value":null,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/285645/"},{"rank":8,"crd":173920,"firm":"Crewe Advisors","city":"Salt Lake City","state":"UT","value":16,"base_value":null,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/173920/"},{"rank":9,"crd":174728,"firm":"Drive Wealth Advisers","city":"Lehi","state":"UT","value":15,"base_value":null,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/174728/"},{"rank":9,"crd":338535,"firm":"Your IA, LLC","city":"St. George","state":"UT","value":15,"base_value":null,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/338535/"},{"rank":11,"crd":105957,"firm":"Albion Financial Group","city":"Salt Lake City","state":"UT","value":14,"base_value":null,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/105957/"},{"rank":12,"crd":117750,"firm":"Squire Wealth Advisors","city":"Orem","state":"UT","value":13,"base_value":null,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/117750/"},{"rank":12,"crd":126983,"firm":"Net Worth Advisory Group, LLC","city":"Sandy","state":"UT","value":13,"base_value":null,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/126983/"},{"rank":12,"crd":146349,"firm":"Peterson Wealth Advisors, LLC","city":"Orem","state":"UT","value":13,"base_value":null,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/146349/"},{"rank":15,"crd":153666,"firm":"Promontory Financial Planning, LLC","city":"Farmington","state":"UT","value":12,"base_value":null,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/153666/"},{"rank":15,"crd":299249,"firm":"New Millennium Group","city":"Sandy","state":"UT","value":12,"base_value":null,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/299249/"},{"rank":17,"crd":286087,"firm":"Adams Wealth Advisors","city":"Logan","state":"UT","value":11,"base_value":null,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/286087/"},{"rank":17,"crd":321616,"firm":"Simple Financial, LLC","city":"West Jordan","state":"UT","value":11,"base_value":null,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/321616/"},{"rank":19,"crd":142205,"firm":"Truenorth Wealth","city":"Salt Lake City","state":"UT","value":10,"base_value":null,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/142205/"},{"rank":19,"crd":312068,"firm":"Elysium Wealth Management, LLC","city":"South Jordan","state":"UT","value":10,"base_value":null,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/312068/"},{"rank":21,"crd":149559,"firm":"Dentist Advisors","city":"Salt Lake City","state":"UT","value":9,"base_value":null,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/149559/"},{"rank":21,"crd":329313,"firm":"Platform Wealth Advisors","city":"Holladay","state":"UT","value":9,"base_value":null,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/329313/"},{"rank":21,"crd":330999,"firm":"Wealth Foundations Partners, LLC","city":"Salt Lake City","state":"UT","value":9,"base_value":null,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/330999/"},{"rank":24,"crd":113844,"firm":"Strategic Planning Group","city":"Bountiful","state":"UT","value":8,"base_value":null,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/113844/"},{"rank":24,"crd":140612,"firm":"Oak Lane Advisors","city":"Centerville","state":"UT","value":8,"base_value":null,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/140612/"},{"rank":24,"crd":310095,"firm":"Driven Investments LLC","city":"Lehi","state":"UT","value":8,"base_value":null,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/310095/"},{"rank":24,"crd":311230,"firm":"Teton Wealth Group LLC","city":"Murray","state":"UT","value":8,"base_value":null,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/311230/"},{"rank":24,"crd":315843,"firm":"Solidarity Wealth, LLC","city":"Lehi","state":"UT","value":8,"base_value":null,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/315843/"},{"rank":29,"crd":106043,"firm":"Physician Wealth Advisors, Inc.","city":"Salt Lake City","state":"UT","value":7,"base_value":null,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/106043/"},{"rank":29,"crd":109522,"firm":"Keeler Thomas Management LLC","city":"Orem","state":"UT","value":7,"base_value":null,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/109522/"},{"rank":29,"crd":111177,"firm":"Iron Gate Global Advisors","city":"North Salt Lake","state":"UT","value":7,"base_value":null,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/111177/"},{"rank":29,"crd":166130,"firm":"Tencap Wealth Coaching","city":"South Jordan","state":"UT","value":7,"base_value":null,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/166130/"},{"rank":29,"crd":170774,"firm":"Navigate Private Wealth, LLC","city":"Draper","state":"UT","value":7,"base_value":null,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/170774/"},{"rank":29,"crd":284281,"firm":"Decker Retirement Planning Inc.","city":"Lehi","state":"UT","value":7,"base_value":null,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/284281/"},{"rank":29,"crd":310096,"firm":"Wealth Management CPAS, LLC","city":"Salt Lake City","state":"UT","value":7,"base_value":null,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/310096/"},{"rank":29,"crd":314668,"firm":"Alliance Wealth Advisors, LLC","city":"Centerville","state":"UT","value":7,"base_value":null,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/314668/"},{"rank":29,"crd":326517,"firm":"Three Seasons Wealth","city":"Salt Lake City","state":"UT","value":7,"base_value":null,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/326517/"},{"rank":29,"crd":337747,"firm":"Cynosure Portfolio Advisors LLC","city":"Salt Lake City","state":"UT","value":7,"base_value":null,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/337747/"},{"rank":39,"crd":107202,"firm":"Blue Barn Wealth","city":"Orem","state":"UT","value":6,"base_value":null,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/107202/"},{"rank":39,"crd":110870,"firm":"Smedley Financial Services Inc","city":"Salt Lake City","state":"UT","value":6,"base_value":null,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/110870/"},{"rank":39,"crd":151762,"firm":"Andina Advisors","city":"Logan","state":"UT","value":6,"base_value":null,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/151762/"},{"rank":39,"crd":153535,"firm":"Hurley Investments, LLC","city":"Provo","state":"UT","value":6,"base_value":null,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/153535/"},{"rank":39,"crd":171306,"firm":"Coign Capital Advisors LLC","city":"Draper","state":"UT","value":6,"base_value":null,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/171306/"},{"rank":39,"crd":173534,"firm":"Narus Financial Partners, LLC","city":"Salt Lake City","state":"UT","value":6,"base_value":null,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/173534/"},{"rank":39,"crd":318842,"firm":"Financial Network Wealth Advisors LLC","city":"Murray","state":"UT","value":6,"base_value":null,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/318842/"},{"rank":39,"crd":321212,"firm":"Connect Financial Advisors","city":"Providence","state":"UT","value":6,"base_value":null,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/321212/"},{"rank":39,"crd":334968,"firm":"Exponent Wealth LLC","city":"Orem","state":"UT","value":6,"base_value":null,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/334968/"},{"rank":39,"crd":343428,"firm":"Momentum Wealth Management","city":"Orem","state":"UT","value":6,"base_value":null,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/343428/"},{"rank":49,"crd":121462,"firm":"Beacon Financial Planning, LLC","city":"Logan","state":"UT","value":5,"base_value":null,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/121462/"},{"rank":49,"crd":297003,"firm":"LPG Capital Management","city":"South Jordan","state":"UT","value":5,"base_value":null,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/297003/"},{"rank":49,"crd":307667,"firm":"Ascend Investment Partners","city":"Ogden","state":"UT","value":5,"base_value":null,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/307667/"},{"rank":49,"crd":327044,"firm":"M2 Financial LLC","city":"Cottonwood Heights","state":"UT","value":5,"base_value":null,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/327044/"},{"rank":49,"crd":340174,"firm":"Tanara Wealth Management LLC","city":"Lehi","state":"UT","value":5,"base_value":null,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/340174/"},{"rank":49,"crd":340580,"firm":"Soulence Wealth Management","city":"Pleasant Grove","state":"UT","value":5,"base_value":null,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/340580/"},{"rank":55,"crd":104961,"firm":"Lefavi Wealth Management","city":"Salt Lake City","state":"UT","value":4,"base_value":null,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/104961/"},{"rank":55,"crd":107539,"firm":"Tingey Advisors Inc","city":"Salt Lake City","state":"UT","value":4,"base_value":null,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/107539/"},{"rank":55,"crd":109578,"firm":"The Karras Company, Inc.","city":"Roy","state":"UT","value":4,"base_value":null,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/109578/"},{"rank":55,"crd":282904,"firm":"Medicus Wealth Planning, Inc.","city":"Draper","state":"UT","value":4,"base_value":null,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/282904/"},{"rank":55,"crd":288620,"firm":"Peterson Wealth Services Inc.","city":"South Ogden","state":"UT","value":4,"base_value":null,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/288620/"},{"rank":55,"crd":309862,"firm":"Athos Private Wealth LLC","city":"Holladay","state":"UT","value":4,"base_value":null,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/309862/"},{"rank":55,"crd":333710,"firm":"Statera Wealth Management","city":"St. George","state":"UT","value":4,"base_value":null,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/333710/"},{"rank":55,"crd":340533,"firm":"Altura Private Wealth LLC","city":"Centerville","state":"UT","value":4,"base_value":null,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/340533/"},{"rank":63,"crd":105962,"firm":"Paragon Wealth Management","city":"Provo","state":"UT","value":3,"base_value":null,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/105962/"},{"rank":63,"crd":114596,"firm":"Slayton Lewis Inc","city":"Salt Lake City","state":"UT","value":3,"base_value":null,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/114596/"},{"rank":63,"crd":128060,"firm":"Fortius Financial Advisors, LLC","city":"Salt Lake City","state":"UT","value":3,"base_value":null,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/128060/"},{"rank":63,"crd":130069,"firm":"Able & Strong Advisors, Inc.","city":"Bountiful","state":"UT","value":3,"base_value":null,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/130069/"},{"rank":63,"crd":144247,"firm":"Cannon Capital Management, Inc.","city":"Salt Lake City","state":"UT","value":3,"base_value":null,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/144247/"},{"rank":63,"crd":144256,"firm":"Periope, LC","city":"St. George","state":"UT","value":3,"base_value":null,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/144256/"},{"rank":63,"crd":146923,"firm":"Guardian Wealth Management","city":"Salt Lake City","state":"UT","value":3,"base_value":null,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/146923/"},{"rank":63,"crd":147725,"firm":"Palisade Wealth Management","city":"Draper","state":"UT","value":3,"base_value":null,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/147725/"},{"rank":63,"crd":153036,"firm":"Cottonwood Asset Management LLC","city":"Salt Lake City","state":"UT","value":3,"base_value":null,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/153036/"},{"rank":63,"crd":160139,"firm":"Allred Jackson Financial Planning, LLC","city":"North Logan","state":"UT","value":3,"base_value":null,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/160139/"},{"rank":63,"crd":169563,"firm":"Refined Wealth Management","city":"Salt Lake City","state":"UT","value":3,"base_value":null,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/169563/"},{"rank":63,"crd":170887,"firm":"PL Wealth Advisors, LLC","city":"Salt Lake City","state":"UT","value":3,"base_value":null,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/170887/"},{"rank":63,"crd":282665,"firm":"Provident Living Financial Services","city":"Lehi","state":"UT","value":3,"base_value":null,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/282665/"},{"rank":63,"crd":282856,"firm":"Switchpoint Financial Planning LLC","city":"Lehi","state":"UT","value":3,"base_value":null,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/282856/"},{"rank":63,"crd":284276,"firm":"Vitality Capital Management, LLC","city":"South Jordan","state":"UT","value":3,"base_value":null,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/284276/"},{"rank":63,"crd":286419,"firm":"The Professional Financial Company LLC","city":"Orem","state":"UT","value":3,"base_value":null,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/286419/"},{"rank":63,"crd":305852,"firm":"Haynie Wealth Management LLC","city":"Salt Lake City","state":"UT","value":3,"base_value":null,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/305852/"},{"rank":63,"crd":315973,"firm":"Lymanwealth LLC","city":"Alpine","state":"UT","value":3,"base_value":null,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/315973/"},{"rank":63,"crd":321789,"firm":"Prestige Wealthwide, LLC","city":"Lehi","state":"UT","value":3,"base_value":null,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/321789/"},{"rank":63,"crd":324001,"firm":"Peterson Rogers Private Wealth, LLC","city":"Salt Lake City","state":"UT","value":3,"base_value":null,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/324001/"},{"rank":63,"crd":327618,"firm":"Stonebriar Wealth, LLC","city":"Lehi","state":"UT","value":3,"base_value":null,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/327618/"},{"rank":63,"crd":332464,"firm":"Mountain Goat Wealth Management LLC","city":"Murray","state":"UT","value":3,"base_value":null,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/332464/"},{"rank":63,"crd":332725,"firm":"Oxford Wealth Management","city":"Lindon","state":"UT","value":3,"base_value":null,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/332725/"},{"rank":63,"crd":333404,"firm":"Presidio Wealth Management","city":"Midvale","state":"UT","value":3,"base_value":null,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/333404/"},{"rank":63,"crd":334198,"firm":"Tingey Financial Group Inc.","city":"Salt Lake City","state":"UT","value":3,"base_value":null,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/334198/"},{"rank":63,"crd":335925,"firm":"Sandlot Private Wealth LLC","city":"Orem","state":"UT","value":3,"base_value":null,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/335925/"},{"rank":63,"crd":336507,"firm":"Riley S. Crosbie Advisory, LLC","city":"Logan","state":"UT","value":3,"base_value":null,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/336507/"},{"rank":63,"crd":337826,"firm":"Livet Wealth, LLC","city":"Spanish Fork","state":"UT","value":3,"base_value":null,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/337826/"},{"rank":91,"crd":116085,"firm":"Jacobsen Capital Management","city":"Salt Lake City","state":"UT","value":2,"base_value":null,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/116085/"},{"rank":91,"crd":116107,"firm":"Garrett Capital Investment Management","city":"Kaysville","state":"UT","value":2,"base_value":null,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/116107/"},{"rank":91,"crd":116274,"firm":"Wilson Financial Advisors, Inc.","city":"Salt Lake City","state":"UT","value":2,"base_value":null,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/116274/"},{"rank":91,"crd":116966,"firm":"R.O.I.","city":"Lehi","state":"UT","value":2,"base_value":null,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/116966/"},{"rank":91,"crd":117475,"firm":"Family Wealth Advisors","city":"Farmington","state":"UT","value":2,"base_value":null,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/117475/"},{"rank":91,"crd":122169,"firm":"Scott Marsh Financial, LLC","city":"Salt Lake City","state":"UT","value":2,"base_value":null,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/122169/"},{"rank":91,"crd":122933,"firm":"Cowdell Investments, LLC","city":"Alpine","state":"UT","value":2,"base_value":null,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/122933/"},{"rank":91,"crd":123398,"firm":"Responsible Asset Management","city":"Salt Lake City","state":"UT","value":2,"base_value":null,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/123398/"},{"rank":91,"crd":127066,"firm":"Jasmijn Capital Management, LLC","city":"Highland","state":"UT","value":2,"base_value":null,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/127066/"},{"rank":91,"crd":134578,"firm":"Heaton Financial, PC","city":"Cedar City","state":"UT","value":2,"base_value":null,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/134578/"},{"rank":91,"crd":140226,"firm":"AG Financial","city":"Salt Lake City","state":"UT","value":2,"base_value":null,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/140226/"},{"rank":91,"crd":141435,"firm":"Burrus","city":"Salt Lake City","state":"UT","value":2,"base_value":null,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/141435/"},{"rank":91,"crd":142357,"firm":"Solitude Wealth Advisors, LLC.","city":"Holladay","state":"UT","value":2,"base_value":null,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/142357/"},{"rank":91,"crd":143629,"firm":"Sabin Investment Management, Inc.","city":"Lehi","state":"UT","value":2,"base_value":null,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/143629/"},{"rank":91,"crd":156887,"firm":"Vantage Point Investments, Inc.","city":"Herriman","state":"UT","value":2,"base_value":null,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/156887/"},{"rank":91,"crd":164005,"firm":"F2F Retirement, LLC","city":"Tooele","state":"UT","value":2,"base_value":null,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/164005/"},{"rank":91,"crd":166721,"firm":"Investable Wealth, LLC","city":"Highland","state":"UT","value":2,"base_value":null,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/166721/"},{"rank":91,"crd":166989,"firm":"Landmark Wealth Advisors, LLC","city":"Farmington","state":"UT","value":2,"base_value":null,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/166989/"},{"rank":91,"crd":167757,"firm":"Peak Investment Coaching, LLC","city":"Logan","state":"UT","value":2,"base_value":null,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/167757/"},{"rank":91,"crd":168206,"firm":"Hanks Capital Management, LLC","city":"Draper","state":"UT","value":2,"base_value":null,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/168206/"},{"rank":91,"crd":171199,"firm":"Retirement Solutions Investments, Inc.","city":"Provo","state":"UT","value":2,"base_value":null,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/171199/"},{"rank":91,"crd":226559,"firm":"Aspen Capital Management LLC","city":"St. George","state":"UT","value":2,"base_value":null,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/226559/"},{"rank":91,"crd":286347,"firm":"Sandos Financial","city":"South Jordan","state":"UT","value":2,"base_value":null,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/286347/"},{"rank":91,"crd":289204,"firm":"Cove Fort Capital, LLC","city":"American Fork","state":"UT","value":2,"base_value":null,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/289204/"},{"rank":91,"crd":289574,"firm":"Capital Wealth, LLC","city":"Lehi","state":"UT","value":2,"base_value":null,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/289574/"},{"rank":91,"crd":292984,"firm":"You First Financial LLC","city":"Holladay","state":"UT","value":2,"base_value":null,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/292984/"},{"rank":91,"crd":300602,"firm":"Outpost Advisors, LLC","city":"Holladay","state":"UT","value":2,"base_value":null,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/300602/"},{"rank":91,"crd":304042,"firm":"White Pine Financial LLC","city":"Draper","state":"UT","value":2,"base_value":null,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/304042/"},{"rank":91,"crd":306294,"firm":"JRS Wealth Management LLC","city":"South Jordan","state":"UT","value":2,"base_value":null,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/306294/"},{"rank":91,"crd":307989,"firm":"Ascend Investment Management, LLC","city":"Pleasant Grove","state":"UT","value":2,"base_value":null,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/307989/"},{"rank":91,"crd":311144,"firm":"My Prosper Team","city":"Lehi","state":"UT","value":2,"base_value":null,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/311144/"},{"rank":91,"crd":311272,"firm":"Cottonwood Wealth Strategies, LLC","city":"Salt Lake City","state":"UT","value":2,"base_value":null,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/311272/"},{"rank":91,"crd":311414,"firm":"Larson Williams Wealth Advisors, LLC","city":"Cedar City","state":"UT","value":2,"base_value":null,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/311414/"},{"rank":91,"crd":321746,"firm":"Brighter Retirement Advisors LLC","city":"Lehi","state":"UT","value":2,"base_value":null,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/321746/"},{"rank":91,"crd":323312,"firm":"Cole Financial Advisors, Inc.","city":"Provo","state":"UT","value":2,"base_value":null,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/323312/"},{"rank":91,"crd":325764,"firm":"HA Wealth Advisors Inc.","city":"Cedar City","state":"UT","value":2,"base_value":null,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/325764/"},{"rank":91,"crd":325781,"firm":"Echelons Capital, LLC","city":"Park City","state":"UT","value":2,"base_value":null,"succeeded_to_another_advisers_business":true,"url":"https://advisoriq.com/ria/firms/325781/"},{"rank":91,"crd":328166,"firm":"Timpanogos Financial Advisors, Inc.","city":"Orem","state":"UT","value":2,"base_value":null,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/328166/"},{"rank":91,"crd":333059,"firm":"Blue Diamond Capital Investment Advisors","city":"Provo","state":"UT","value":2,"base_value":null,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/333059/"},{"rank":91,"crd":333177,"firm":"Aspen Ridge Wealth Management, LLC","city":"South Jordan","state":"UT","value":2,"base_value":null,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/333177/"},{"rank":91,"crd":333226,"firm":"Sunset Retirement Advisors LLC","city":"Provo","state":"UT","value":2,"base_value":null,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/333226/"},{"rank":91,"crd":336806,"firm":"Gemini Wealth","city":"Taylorsville","state":"UT","value":2,"base_value":null,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/336806/"},{"rank":91,"crd":340792,"firm":"Chamberlain Long Wealth Management, LLC","city":"Alpine","state":"UT","value":2,"base_value":null,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/340792/"}]},"sources":[{"url":"https://www.sec.gov/files/investment/data/other/information-about-registered-investment-advisers-exempt-reporting-advisers/ia100226.zip","checked":"2026-10-07","label":"SEC, Information About Registered Investment Advisers (ia100226.zip)"},{"url":"https://adviserinfo.sec.gov/compilation","checked":"2026-10-07","label":"IAPD compilation reports (IA_FIRM_STATE_Feed_10_07_2026.xml.gz)"}],"related":[{"title":"Independent RIAs with the most advisory staff, nationally","url":"https://advisoriq.com/ria/rankings/most-advisory-staff/"},{"title":"RIA market data for Utah","url":"https://advisoriq.com/ria/states/utah/"},{"title":"All RIA rankings","url":"https://advisoriq.com/ria/rankings/"},{"title":"How the directory is built","url":"https://advisoriq.com/ria/methodology/"}],"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."],"url":"https://advisoriq.com/ria/rankings/most-advisory-staff/utah/","citation":"AdvisorIQ, as of 2026-10-02. https://advisoriq.com/ria/rankings/most-advisory-staff/utah/","license":"https://advisoriq.com/license/","publisher":"AdvisorIQ, independent education for financial advisors"}