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AdvisorIQ

Ranking, Utah

Independent RIAs with the most high net worth clients 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 high net worth clients, with 3,207.

Include wirehouses and broker-dealer firms

Firms ranked by number of high net worth individual clients (Form ADV Item 5.D(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 high net worth clients
1 Soltis Investment Advisors, LLC St. George 3,207
2 Portside Wealth Group, LLC Provo 2,086
3 Capita Financial Network, LLC Draper 599
4 Iron Gate Global Advisors North Salt Lake 536
5 Physician Wealth Advisors, Inc. Salt Lake City 371
6 Strategic Planning Group Bountiful 342
7 Brighton Wealth Management, Inc. Cottonwood Heights 335
8 Drive Wealth Advisers Lehi 329
9 Crewe Advisors Salt Lake City 303
10 The Norden Group LLC Provo 295
11 Sepio Capital, LP Salt Lake City 276
12 Net Worth Advisory Group, LLC Sandy 268
13 Albion Financial Group Salt Lake City 265
14 Oak Lane Advisors Centerville 259
14 Truenorth Wealth Salt Lake City 259
16 Peterson Wealth Advisors, LLC Orem 224
17 Andina Advisors Logan 223
18 Navigate Private Wealth, LLC Draper 216
19 Squire Wealth Advisors Orem 197
20 Ascend Investment Partners Ogden 183
21 Coign Capital Advisors LLC Draper 175
21 Solidarity Wealth, LLC Lehi 175
23 Dentist Advisors Salt Lake City 167
24 Lefavi Wealth Management Salt Lake City 163
25 Elysium Wealth Management, LLC South Jordan 143
26 Alliance Wealth Advisors, LLC Centerville 139
27 Three Seasons Wealth Salt Lake City 137
28 Adams Wealth Advisors Logan 134
29 B.O.S.S. Retirement Advisors, LLC Lehi 129
30 Elevated Capital Advisors, LLC Draper 128
31 Larson Williams Wealth Advisors, LLC Cedar City 127
32 Periope, LC St. George 120
33 Financial Network Wealth Advisors LLC Murray 114
33 Tanara Wealth Management LLC Lehi 114
35 Tingey Advisors Inc Salt Lake City 107
36 Smedley Financial Services Inc Salt Lake City 105
37 RFK Capital Management Sandy 94
38 The Karras Company, Inc. Roy 93
38 Scott Marsh Financial, LLC Salt Lake City 93
40 Regents Partners, LLC Farmington 90
41 Tingey Financial Group Inc. Salt Lake City 83
42 Cowdell Investments, LLC Alpine 82
42 Investable Wealth, LLC Highland 82
42 Olympus Peaks Financial, LLC Sandy 82
45 Peterson Rogers Private Wealth, LLC Salt Lake City 81
46 JRS Wealth Management LLC South Jordan 80
47 Burrus Salt Lake City 79
48 Platform Wealth Advisors Holladay 78
49 Riley S. Crosbie Advisory, LLC Logan 76
50 Athos Private Wealth LLC Holladay 75
51 Jacobsen Capital Management Salt Lake City 72
52 Refined Wealth Management Salt Lake City 71
52 The Professional Financial Company LLC Orem 71
54 Narus Financial Partners, LLC Salt Lake City 69
55 Retirement Solutions Investments, Inc. Provo 68
56 Switchpoint Financial Planning LLC Lehi 66
56 Livet Wealth, LLC Spanish Fork 66
58 Promontory Financial Planning, LLC Farmington 65
59 Provident Living Financial Services Lehi 62
60 Slayton Lewis Inc Salt Lake City 59
60 Wealth Management CPAS, LLC Salt Lake City 59
60 Prestige Wealthwide, LLC Lehi 59
63 LPG Capital Management South Jordan 58
64 Cannon Capital Management, Inc. Salt Lake City 57
64 Presidio Wealth Management Midvale 57
66 Keeler Thomas Management LLC Orem 56
67 Tencap Wealth Coaching South Jordan 55
68 Decker Retirement Planning Inc. Lehi 54
68 Peterson Wealth Services Inc. South Ogden 54
70 Statera Wealth Management St. George 53
71 Blue Barn Wealth Orem 46
71 Vitality Capital Management, LLC South Jordan 46
71 Goalen Capital Advisors, LLC West Valley 46
74 Palisade Wealth Management Draper 45
74 Cottonwood Wealth Strategies, LLC Salt Lake City 45
76 Guardian Wealth Management Salt Lake City 44
76 My Prosper Team Lehi 44
78 Main Line Group Wealth Management, LLC Park City 41
79 Fortius Financial Advisors, LLC Salt Lake City 40
79 Medicus Wealth Planning, Inc. Draper 40
81 Financial Advisory Services Salt Lake City 39
81 Timpanogos Financial Advisors, Inc. Orem 39
83 R.O.I. Lehi 38
83 Landmark Wealth Advisors, LLC Farmington 38
85 New Millennium Group Sandy 37
86 Haynie Wealth Management LLC Salt Lake City 35
87 Fletcher Capital Management Lehi 34
87 Von Colln Financial Group Ogden 34
89 Paragon Wealth Management Provo 31
89 Heaton Financial, PC Cedar City 31
91 Retirement Advice LLC Provo 30
92 Newpark Wealth Management Park City 29
92 Montage Financial Advisors Lehi 29
92 Exponent Wealth LLC Orem 29
95 Veritas Wealth Management, LLC Salt Lake City 28
95 Wilson Wealth Management, Inc. Salt Lake City 28
97 Cove Fort Capital, LLC American Fork 27
97 JHP Planning, LLC Salt Lake City 27
99 Financial Prosperity, Inc. Park City 26
99 Oxford Wealth Management Lindon 26
99 Altura Private Wealth LLC Centerville 26

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

More rankings

Most high net worth clients 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.