# 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.

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

## 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: not stated, 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: 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: 47, 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: 22, base_value: not stated, 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: not stated, 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: not stated, 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: not stated, 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: not stated, 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: not stated, 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: not stated, 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: not stated, 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: not stated, 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: not stated, 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: not stated, 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: not stated, 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: not stated, 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: not stated, 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: not stated, 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: not stated, 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: not stated, 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: not stated, 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: not stated, 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: not stated, 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: not stated, 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: not stated, 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: not stated, 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: not stated, 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: not stated, 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: not stated, 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: not stated, 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: not stated, 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: not stated, 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: not stated, 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: not stated, 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: not stated, 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: not stated, 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: not stated, 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: not stated, 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: not stated, 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: not stated, 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: not stated, 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: not stated, 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: not stated, 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: not stated, 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: not stated, 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: not stated, 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: not stated, 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: not stated, 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: not stated, 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: not stated, 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: not stated, 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: not stated, 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: not stated, 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: not stated, 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: not stated, 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: not stated, 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: not stated, 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: not stated, 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: not stated, 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: not stated, 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: not stated, 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: not stated, 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: not stated, 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: not stated, 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: not stated, 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: not stated, 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: not stated, 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: not stated, 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: not stated, 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: not stated, 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: not stated, 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: not stated, 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: not stated, 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: not stated, 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: not stated, 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: not stated, 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: not stated, 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: not stated, 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: not stated, 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: not stated, 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: not stated, 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: not stated, 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: not stated, 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: not stated, 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: not stated, 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: not stated, 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: not stated, 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: not stated, 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: not stated, 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: not stated, 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: not stated, 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: not stated, 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: not stated, 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: not stated, 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: not stated, 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: not stated, 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: not stated, 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: not stated, 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: not stated, 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: not stated, 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: not stated, 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: not stated, 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: not stated, 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: not stated, 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: not stated, 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: not stated, 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: not stated, 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: not stated, 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: not stated, 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: not stated, 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: not stated, 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: not stated, 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: not stated, 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: not stated, 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: not stated, 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: not stated, 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: not stated, 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: not stated, 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: not stated, 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: not stated, 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: not stated, 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: not stated, 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: not stated, 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: not stated, 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: not stated, 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: not stated, 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: not stated, 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: not stated, 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: not stated, 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: not stated, 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: not stated, 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: not stated, 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: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/340792/

## 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 advisory staff, nationally](https://advisoriq.com/ria/rankings/most-advisory-staff/)
- [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-advisory-staff/utah/

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