# Independent RIAs with the most CFP professionals 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 CFP professionals, with 11.

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

## Facts

- ranking: Independent RIAs with the most CFP professionals
- how_it_is_computed: Firms ranked by the number of people with a current investment adviser representative registration at the firm whose IAPD record lists the Certified Financial Planner designation, from the SEC's IAPD individual file of October 7, 2026. Only designations the SEC records in IAPD are counted. 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: 113
- rows: rank: 1, crd: 154690, firm: Soltis Investment Advisors, LLC, city: St. George, state: UT, value: 11, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/154690/; rank: 2, crd: 290558, firm: Capita Financial Network, LLC, city: Draper, state: UT, value: 10, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/290558/; rank: 3, crd: 105957, firm: Albion Financial Group, city: Salt Lake City, state: UT, value: 9, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/105957/; rank: 4, crd: 126983, firm: Net Worth Advisory Group, LLC, city: Sandy, state: UT, value: 8, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/126983/; rank: 4, crd: 325175, firm: Portside Wealth Group, LLC, city: Provo, state: UT, value: 8, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/325175/; rank: 6, crd: 106043, firm: Physician Wealth Advisors, 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/106043/; rank: 6, crd: 171143, firm: B.O.S.S. Retirement Advisors, LLC, city: Lehi, state: UT, value: 6, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/171143/; rank: 6, crd: 286087, firm: Adams Wealth Advisors, city: Logan, state: UT, value: 6, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/286087/; rank: 9, crd: 107202, firm: Blue Barn Wealth, city: Orem, state: UT, value: 5, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/107202/; rank: 9, crd: 146349, firm: Peterson Wealth Advisors, LLC, city: Orem, state: UT, value: 5, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/146349/; rank: 9, crd: 149559, firm: Dentist Advisors, city: Salt Lake City, state: UT, value: 5, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/149559/; rank: 9, crd: 329313, firm: Platform Wealth Advisors, city: Holladay, state: UT, value: 5, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/329313/; rank: 9, 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: 14, crd: 110870, firm: Smedley Financial Services 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/110870/; rank: 14, crd: 173920, firm: Crewe Advisors, city: Salt Lake City, state: UT, value: 4, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/173920/; rank: 14, crd: 323988, firm: The Norden Group LLC, city: Provo, state: UT, value: 4, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/323988/; rank: 17, crd: 109578, firm: The Karras Company, Inc., city: Roy, state: UT, value: 3, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/109578/; rank: 17, crd: 117750, firm: Squire Wealth Advisors, city: Orem, state: UT, value: 3, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/117750/; rank: 17, crd: 140612, firm: Oak Lane Advisors, city: Centerville, state: UT, value: 3, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/140612/; rank: 17, crd: 151762, firm: Andina Advisors, city: Logan, state: UT, value: 3, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/151762/; rank: 17, crd: 174728, firm: Drive Wealth Advisers, city: Lehi, state: UT, value: 3, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/174728/; rank: 17, crd: 282904, firm: Medicus Wealth Planning, Inc., city: Draper, state: UT, value: 3, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/282904/; rank: 23, crd: 104961, firm: Lefavi Wealth 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/104961/; rank: 23, crd: 109522, firm: Keeler Thomas Management LLC, city: Orem, state: UT, value: 2, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/109522/; rank: 23, crd: 111177, firm: Iron Gate Global Advisors, city: North Salt Lake, state: UT, value: 2, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/111177/; rank: 23, crd: 114596, firm: Slayton Lewis 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/114596/; rank: 23, 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: 23, 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: 23, crd: 142205, firm: Truenorth Wealth, city: Salt Lake City, state: UT, value: 2, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/142205/; rank: 23, 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: 23, crd: 169563, firm: Refined Wealth 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/169563/; rank: 23, crd: 170774, firm: Navigate Private Wealth, LLC, city: Draper, state: UT, value: 2, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/170774/; rank: 23, crd: 284281, firm: Decker Retirement Planning Inc., city: Lehi, state: UT, value: 2, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/284281/; rank: 23, 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: 23, crd: 305852, firm: Haynie Wealth Management 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/305852/; rank: 23, crd: 312068, firm: Elysium 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/312068/; rank: 23, crd: 315843, firm: Solidarity Wealth, LLC, city: Lehi, state: UT, value: 2, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/315843/; rank: 23, 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: 23, 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: 23, 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: 23, crd: 334968, firm: Exponent Wealth LLC, city: Orem, state: UT, value: 2, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/334968/; rank: 23, crd: 336507, firm: Riley S. Crosbie Advisory, LLC, city: Logan, state: UT, value: 2, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/336507/; rank: 23, crd: 337826, firm: Livet Wealth, LLC, city: Spanish Fork, state: UT, value: 2, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/337826/; rank: 44, crd: 109661, firm: Hansen Wealth Management, city: St. George, state: UT, value: 1, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/109661/; rank: 44, crd: 116085, firm: Jacobsen Capital Management, city: Salt Lake City, state: UT, value: 1, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/116085/; rank: 44, crd: 116708, firm: A & C Investment, Inc., city: Salt Lake City, state: UT, value: 1, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/116708/; rank: 44, crd: 117244, firm: David Russell Fjeldsted, city: Farmington, state: UT, value: 1, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/117244/; rank: 44, crd: 122933, firm: Cowdell Investments, LLC, city: Alpine, state: UT, value: 1, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/122933/; rank: 44, crd: 134578, firm: Heaton Financial, PC, city: Cedar City, state: UT, value: 1, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/134578/; rank: 44, crd: 145254, firm: Terrion Advisors, Inc., city: Sandy, state: UT, value: 1, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/145254/; rank: 44, crd: 146923, firm: Guardian Wealth Management, city: Salt Lake City, state: UT, value: 1, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/146923/; rank: 44, crd: 150710, firm: Lanning Financial Inc., city: Sandy, state: UT, value: 1, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/150710/; rank: 44, crd: 150964, firm: Main Line Group Wealth Management, LLC, city: Park City, state: UT, value: 1, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/150964/; rank: 44, crd: 153666, firm: Promontory Financial Planning, LLC, city: Farmington, state: UT, value: 1, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/153666/; rank: 44, crd: 156284, firm: Bonneville Multi-Family Office, city: Provo, state: UT, value: 1, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/156284/; rank: 44, crd: 160139, firm: Allred Jackson Financial Planning, LLC, city: North Logan, state: UT, value: 1, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/160139/; rank: 44, crd: 160600, firm: Veritas Wealth Management, LLC, city: Salt Lake City, state: UT, value: 1, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/160600/; rank: 44, crd: 165044, firm: Twin Peaks Wealth Management LLC, city: Cottonwood Heights, state: UT, value: 1, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/165044/; rank: 44, crd: 166130, firm: Tencap Wealth Coaching, city: South Jordan, state: UT, value: 1, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/166130/; rank: 44, crd: 170776, firm: Lee Miles LLC, city: Ogden, state: UT, value: 1, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/170776/; rank: 44, crd: 171306, firm: Coign Capital Advisors LLC, city: Draper, state: UT, value: 1, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/171306/; rank: 44, crd: 171442, firm: Copperlion Investments, city: St. George, state: UT, value: 1, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/171442/; rank: 44, crd: 173534, firm: Narus Financial Partners, LLC, city: Salt Lake City, state: UT, value: 1, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/173534/; rank: 44, crd: 226721, firm: Elevated Capital Advisors, LLC, city: Draper, state: UT, value: 1, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/226721/; rank: 44, crd: 281445, firm: Joseph M. Larsen, C.P.A., P.C., city: Provo, state: UT, value: 1, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/281445/; rank: 44, crd: 282856, firm: Switchpoint Financial Planning LLC, city: Lehi, state: UT, value: 1, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/282856/; rank: 44, crd: 283040, firm: Olympus Peaks Financial, LLC, city: Sandy, state: UT, value: 1, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/283040/; rank: 44, crd: 283482, firm: Strive Investment Management, LLC, city: American Fork, state: UT, value: 1, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/283482/; rank: 44, crd: 284136, firm: Wealth Mode, city: Bountiful, state: UT, value: 1, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/284136/; rank: 44, crd: 284481, firm: Von Colln Financial Group, city: Ogden, state: UT, value: 1, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/284481/; rank: 44, crd: 286059, firm: Newpark Wealth Management, city: Park City, state: UT, value: 1, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/286059/; rank: 44, crd: 286419, firm: The Professional Financial Company LLC, city: Orem, state: UT, value: 1, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/286419/; rank: 44, crd: 288620, firm: Peterson Wealth Services Inc., city: South Ogden, state: UT, value: 1, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/288620/; rank: 44, crd: 294731, firm: Wilson Wealth Management, Inc., city: Salt Lake City, state: UT, value: 1, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/294731/; rank: 44, crd: 295075, firm: RFK Capital Management, city: Sandy, state: UT, value: 1, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/295075/; rank: 44, crd: 298285, firm: River Family Advisors LLC, city: Salt Lake City, state: UT, value: 1, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/298285/; rank: 44, crd: 300602, firm: Outpost Advisors, LLC, city: Holladay, state: UT, value: 1, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/300602/; rank: 44, crd: 307667, firm: Ascend Investment Partners, city: Ogden, state: UT, value: 1, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/307667/; rank: 44, crd: 307989, firm: Ascend Investment Management, LLC, city: Pleasant Grove, state: UT, value: 1, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/307989/; rank: 44, crd: 308954, firm: Montage Financial Advisors, city: Lehi, state: UT, value: 1, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/308954/; rank: 44, crd: 308992, firm: Pomegranate Financial LLC, city: Springville, state: UT, value: 1, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/308992/; rank: 44, crd: 311040, firm: Focal Point Financial Planning, LLC, city: Pleasant Grove, state: UT, value: 1, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/311040/; rank: 44, crd: 311230, firm: Teton Wealth Group LLC, city: Murray, state: UT, value: 1, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/311230/; rank: 44, crd: 311267, firm: Tech Wealth, LLC, city: Lehi, state: UT, value: 1, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/311267/; rank: 44, crd: 312298, firm: Goalen Capital Advisors, LLC, city: West Valley, state: UT, value: 1, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/312298/; rank: 44, crd: 314531, firm: Balanced Capital, city: Heber City, state: UT, value: 1, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/314531/; rank: 44, crd: 314668, firm: Alliance Wealth Advisors, LLC, city: Centerville, state: UT, value: 1, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/314668/; rank: 44, crd: 318842, firm: Financial Network Wealth Advisors LLC, city: Murray, state: UT, value: 1, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/318842/; rank: 44, crd: 321153, firm: Lifepoint Financial Design, city: Salt Lake City, state: UT, value: 1, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/321153/; rank: 44, crd: 321212, firm: Connect Financial Advisors, city: Providence, state: UT, value: 1, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/321212/; rank: 44, crd: 324001, firm: Peterson Rogers Private Wealth, LLC, city: Salt Lake City, state: UT, value: 1, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/324001/; rank: 44, crd: 325031, firm: Retirement Advice LLC, city: Provo, state: UT, value: 1, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/325031/; rank: 44, crd: 326517, firm: Three Seasons Wealth, city: Salt Lake City, state: UT, value: 1, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/326517/; rank: 44, crd: 327449, firm: Stream Financial Advice, LLC, city: Orem, state: UT, value: 1, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/327449/; rank: 44, crd: 327978, firm: Kinnect Advisor Group, L.L.C., city: Kaysville, state: UT, value: 1, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/327978/; rank: 44, crd: 328411, firm: Nuwealth Advisors, LLC, city: St. George, state: UT, value: 1, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/328411/; rank: 44, crd: 328415, firm: Harris Wealth Management, Inc., city: Sandy, state: UT, value: 1, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/328415/; rank: 44, crd: 329424, firm: Roi Capital Management, city: St. George, state: UT, value: 1, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/329424/; rank: 44, crd: 329427, firm: Encore Retirement Planning, LLC, city: South Jordan, state: UT, value: 1, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/329427/; rank: 44, crd: 330020, firm: Artstone Private Wealth, city: Lehi, state: UT, value: 1, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/330020/; rank: 44, crd: 330047, firm: Black Bridge Advisors, LLC, city: Woods Cross, state: UT, value: 1, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/330047/; rank: 44, crd: 330711, firm: Gajardo Wealth Management LLC, city: Lehi, state: UT, value: 1, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/330711/; rank: 44, crd: 331596, firm: Money Illustrated Advisory Services, city: Bluffdale, state: UT, value: 1, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/331596/; rank: 44, crd: 332464, firm: Mountain Goat Wealth Management LLC, city: Murray, state: UT, value: 1, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/332464/; rank: 44, crd: 333177, firm: Aspen Ridge Wealth Management, LLC, city: South Jordan, state: UT, value: 1, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/333177/; rank: 44, crd: 333710, firm: Statera Wealth Management, city: St. George, state: UT, value: 1, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/333710/; rank: 44, crd: 334198, firm: Tingey Financial Group Inc., city: Salt Lake City, state: UT, value: 1, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/334198/; rank: 44, crd: 335600, firm: Summit Ridge Advisors, city: Mapleton, state: UT, value: 1, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/335600/; rank: 44, crd: 335925, firm: Sandlot Private Wealth LLC, city: Orem, state: UT, value: 1, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/335925/; rank: 44, crd: 336436, firm: JHP Planning, LLC, city: Salt Lake City, state: UT, value: 1, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/336436/; rank: 44, crd: 340580, firm: Soulence Wealth Management, city: Pleasant Grove, state: UT, value: 1, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/340580/; rank: 44, crd: 342739, firm: Taxwise Wealth Planning LLC, city: Farmington, state: UT, value: 1, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/342739/; rank: 44, crd: 343428, firm: Momentum Wealth Management, city: Orem, state: UT, value: 1, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/343428/

## 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 CFP professionals, nationally](https://advisoriq.com/ria/rankings/most-cfp-professionals/)
- [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-cfp-professionals/utah/

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