Ranking, Utah

Wealth firms with the most high net worth clients, including broker-dealer firms in Utah

As of October 2, 2026, Soltis Investment Advisors, LLC ranked #1 in Utah in AdvisorIQ's ranking of wealth firms with the most high net worth clients, including broker-dealer firms, with 3,207.

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

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.

Wealth firms with the most high net worth clients, including broker-dealer firms in Utah
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	Diversify Wealth Management, LLC Broker-dealer affiliated: A wealth firm that is, or is part of, a broker-dealer or a bank: a wirehouse, a broker-dealer or its advisory arm, or a bank's. It appears in the all wealth firms view, not in the main lists of independent RIAs.	South Jordan	831
4	Diversify Advisory Services, LLC Broker-dealer affiliated: A wealth firm that is, or is part of, a broker-dealer or a bank: a wirehouse, a broker-dealer or its advisory arm, or a bank's. It appears in the all wealth firms view, not in the main lists of independent RIAs.	South Jordan	802
5	Capita Financial Network, LLC	Draper	599
6	Iron Gate Global Advisors	North Salt Lake	536
7	Physician Wealth Advisors, Inc.	Salt Lake City	371
8	Strategic Planning Group	Bountiful	342
9	Brighton Wealth Management, Inc.	Cottonwood Heights	335
10	Drive Wealth Advisers	Lehi	329
11	Crewe Advisors	Salt Lake City	303
12	The Norden Group LLC	Provo	295
13	Alta Capital Management LLC Broker-dealer affiliated: A wealth firm that is, or is part of, a broker-dealer or a bank: a wirehouse, a broker-dealer or its advisory arm, or a bank's. It appears in the all wealth firms view, not in the main lists of independent RIAs.	Salt Lake City	288
14	Sepio Capital, LP	Salt Lake City	276
15	Net Worth Advisory Group, LLC	Sandy	268
16	Albion Financial Group	Salt Lake City	265
17	Oak Lane Advisors	Centerville	259
17	Truenorth Wealth	Salt Lake City	259
19	Peterson Wealth Advisors, LLC	Orem	224
20	Andina Advisors	Logan	223
21	Navigate Private Wealth, LLC	Draper	216
22	Squire Wealth Advisors	Orem	197
23	Ascend Investment Partners	Ogden	183
24	Coign Capital Advisors LLC	Draper	175
24	Solidarity Wealth, LLC	Lehi	175
26	Dentist Advisors	Salt Lake City	167
27	Lefavi Wealth Management	Salt Lake City	163
28	Interwise Broker-dealer affiliated: A wealth firm that is, or is part of, a broker-dealer or a bank: a wirehouse, a broker-dealer or its advisory arm, or a bank's. It appears in the all wealth firms view, not in the main lists of independent RIAs.	Holladay	149
29	Elysium Wealth Management, LLC	South Jordan	143
30	Alliance Wealth Advisors, LLC	Centerville	139
31	Three Seasons Wealth	Salt Lake City	137
32	Adams Wealth Advisors	Logan	134
33	B.O.S.S. Retirement Advisors, LLC	Lehi	129
34	Elevated Capital Advisors, LLC	Draper	128
35	Larson Williams Wealth Advisors, LLC	Cedar City	127
36	Periope, LC	St. George	120
37	Financial Network Wealth Advisors LLC	Murray	114
37	Tanara Wealth Management LLC	Lehi	114
39	Tingey Advisors Inc	Salt Lake City	107
40	Smedley Financial Services Inc	Salt Lake City	105
41	RFK Capital Management	Sandy	94
42	The Karras Company, Inc.	Roy	93
42	Scott Marsh Financial, LLC	Salt Lake City	93
44	Regents Partners, LLC	Farmington	90
45	Tingey Financial Group Inc.	Salt Lake City	83
46	Cowdell Investments, LLC	Alpine	82
46	Investable Wealth, LLC	Highland	82
46	Olympus Peaks Financial, LLC	Sandy	82
49	Peterson Rogers Private Wealth, LLC	Salt Lake City	81
50	JRS Wealth Management LLC	South Jordan	80
51	Burrus	Salt Lake City	79
52	Ashworth Wealth, LLC Broker-dealer affiliated: A wealth firm that is, or is part of, a broker-dealer or a bank: a wirehouse, a broker-dealer or its advisory arm, or a bank's. It appears in the all wealth firms view, not in the main lists of independent RIAs.	South Jordan	78
52	Platform Wealth Advisors	Holladay	78
54	Riley S. Crosbie Advisory, LLC	Logan	76
55	Athos Private Wealth LLC	Holladay	75
56	Jacobsen Capital Management	Salt Lake City	72
57	Refined Wealth Management	Salt Lake City	71
57	The Professional Financial Company LLC	Orem	71
59	Narus Financial Partners, LLC	Salt Lake City	69
60	Retirement Solutions Investments, Inc.	Provo	68
61	Switchpoint Financial Planning LLC	Lehi	66
61	Livet Wealth, LLC	Spanish Fork	66
63	Promontory Financial Planning, LLC	Farmington	65
64	Provident Living Financial Services	Lehi	62
65	Slayton Lewis Inc	Salt Lake City	59
65	Wealth Management CPAS, LLC	Salt Lake City	59
65	Prestige Wealthwide, LLC	Lehi	59
68	LPG Capital Management	South Jordan	58
69	Cannon Capital Management, Inc.	Salt Lake City	57
69	Presidio Wealth Management	Midvale	57
71	Keeler Thomas Management LLC	Orem	56
72	Tencap Wealth Coaching	South Jordan	55
73	Decker Retirement Planning Inc.	Lehi	54
73	Peterson Wealth Services Inc.	South Ogden	54
75	Statera Wealth Management	St. George	53
76	North Capital Broker-dealer affiliated: A wealth firm that is, or is part of, a broker-dealer or a bank: a wirehouse, a broker-dealer or its advisory arm, or a bank's. It appears in the all wealth firms view, not in the main lists of independent RIAs.	Salt Lake City	51
76	Everspire Broker-dealer affiliated: A wealth firm that is, or is part of, a broker-dealer or a bank: a wirehouse, a broker-dealer or its advisory arm, or a bank's. It appears in the all wealth firms view, not in the main lists of independent RIAs.	Midvale	51
76	E6 Portfolios Broker-dealer affiliated: A wealth firm that is, or is part of, a broker-dealer or a bank: a wirehouse, a broker-dealer or its advisory arm, or a bank's. It appears in the all wealth firms view, not in the main lists of independent RIAs.	Midvale	51
79	Lone Peak Advisers Broker-dealer affiliated: A wealth firm that is, or is part of, a broker-dealer or a bank: a wirehouse, a broker-dealer or its advisory arm, or a bank's. It appears in the all wealth firms view, not in the main lists of independent RIAs.	Draper	50
80	Blue Barn Wealth	Orem	46
80	Vitality Capital Management, LLC	South Jordan	46
80	Goalen Capital Advisors, LLC	West Valley	46
83	Palisade Wealth Management	Draper	45
83	Cottonwood Wealth Strategies, LLC	Salt Lake City	45
85	Guardian Wealth Management	Salt Lake City	44
85	My Prosper Team	Lehi	44
87	Main Line Group Wealth Management, LLC	Park City	41
88	Fortius Financial Advisors, LLC	Salt Lake City	40
88	Medicus Wealth Planning, Inc.	Draper	40
90	Financial Advisory Services	Salt Lake City	39
90	Timpanogos Financial Advisors, Inc.	Orem	39
92	R.O.I.	Lehi	38
92	Landmark Wealth Advisors, LLC	Farmington	38
94	New Millennium Group	Sandy	37
95	Haynie Wealth Management LLC	Salt Lake City	35
96	Fletcher Capital Management	Lehi	34
96	Von Colln Financial Group	Ogden	34
98	Paragon Wealth Management	Provo	31
98	Heaton Financial, PC	Cedar City	31
100	Retirement Advice LLC	Provo	30

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

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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.