# 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.

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

## Facts

- ranking: Independent RIAs with the most high net worth clients
- how_it_is_computed: 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.
- unit: count
- scope: Utah
- firms_listed: 101
- rows: rank: 1, crd: 154690, firm: Soltis Investment Advisors, LLC, city: St. George, state: UT, value: 3207, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/154690/; rank: 2, crd: 325175, firm: Portside Wealth Group, LLC, city: Provo, state: UT, value: 2086, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/325175/; rank: 3, crd: 290558, firm: Capita Financial Network, LLC, city: Draper, state: UT, value: 599, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/290558/; rank: 4, crd: 111177, firm: Iron Gate Global Advisors, city: North Salt Lake, state: UT, value: 536, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/111177/; rank: 5, crd: 106043, firm: Physician Wealth Advisors, Inc., city: Salt Lake City, state: UT, value: 371, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/106043/; rank: 6, crd: 113844, firm: Strategic Planning Group, city: Bountiful, state: UT, value: 342, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/113844/; rank: 7, crd: 148457, firm: Brighton Wealth Management, Inc., city: Cottonwood Heights, state: UT, value: 335, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/148457/; rank: 8, crd: 174728, firm: Drive Wealth Advisers, city: Lehi, state: UT, value: 329, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/174728/; rank: 9, crd: 173920, firm: Crewe Advisors, city: Salt Lake City, state: UT, value: 303, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/173920/; rank: 10, crd: 323988, firm: The Norden Group LLC, city: Provo, state: UT, value: 295, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/323988/; rank: 11, crd: 285645, firm: Sepio Capital, LP, city: Salt Lake City, state: UT, value: 276, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/285645/; rank: 12, crd: 126983, firm: Net Worth Advisory Group, LLC, city: Sandy, state: UT, value: 268, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/126983/; rank: 13, crd: 105957, firm: Albion Financial Group, city: Salt Lake City, state: UT, value: 265, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/105957/; rank: 14, crd: 140612, firm: Oak Lane Advisors, city: Centerville, state: UT, value: 259, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/140612/; rank: 14, crd: 142205, firm: Truenorth Wealth, city: Salt Lake City, state: UT, value: 259, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/142205/; rank: 16, crd: 146349, firm: Peterson Wealth Advisors, LLC, city: Orem, state: UT, value: 224, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/146349/; rank: 17, crd: 151762, firm: Andina Advisors, city: Logan, state: UT, value: 223, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/151762/; rank: 18, crd: 170774, firm: Navigate Private Wealth, LLC, city: Draper, state: UT, value: 216, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/170774/; rank: 19, crd: 117750, firm: Squire Wealth Advisors, city: Orem, state: UT, value: 197, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/117750/; rank: 20, crd: 307667, firm: Ascend Investment Partners, city: Ogden, state: UT, value: 183, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/307667/; rank: 21, crd: 171306, firm: Coign Capital Advisors LLC, city: Draper, state: UT, value: 175, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/171306/; rank: 21, crd: 315843, firm: Solidarity Wealth, LLC, city: Lehi, state: UT, value: 175, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/315843/; rank: 23, crd: 149559, firm: Dentist Advisors, city: Salt Lake City, state: UT, value: 167, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/149559/; rank: 24, crd: 104961, firm: Lefavi Wealth Management, city: Salt Lake City, state: UT, value: 163, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/104961/; rank: 25, crd: 312068, firm: Elysium Wealth Management, LLC, city: South Jordan, state: UT, value: 143, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/312068/; rank: 26, crd: 314668, firm: Alliance Wealth Advisors, LLC, city: Centerville, state: UT, value: 139, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/314668/; rank: 27, crd: 326517, firm: Three Seasons Wealth, city: Salt Lake City, state: UT, value: 137, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/326517/; rank: 28, crd: 286087, firm: Adams Wealth Advisors, city: Logan, state: UT, value: 134, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/286087/; rank: 29, crd: 171143, firm: B.O.S.S. Retirement Advisors, LLC, city: Lehi, state: UT, value: 129, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/171143/; rank: 30, crd: 226721, firm: Elevated Capital Advisors, LLC, city: Draper, state: UT, value: 128, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/226721/; rank: 31, crd: 311414, firm: Larson Williams Wealth Advisors, LLC, city: Cedar City, state: UT, value: 127, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/311414/; rank: 32, crd: 144256, firm: Periope, LC, city: St. George, state: UT, value: 120, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/144256/; rank: 33, crd: 318842, firm: Financial Network Wealth Advisors LLC, city: Murray, state: UT, value: 114, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/318842/; rank: 33, crd: 340174, firm: Tanara Wealth Management LLC, city: Lehi, state: UT, value: 114, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/340174/; rank: 35, crd: 107539, firm: Tingey Advisors Inc, city: Salt Lake City, state: UT, value: 107, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/107539/; rank: 36, crd: 110870, firm: Smedley Financial Services Inc, city: Salt Lake City, state: UT, value: 105, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/110870/; rank: 37, crd: 295075, firm: RFK Capital Management, city: Sandy, state: UT, value: 94, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/295075/; rank: 38, crd: 109578, firm: The Karras Company, Inc., city: Roy, state: UT, value: 93, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/109578/; rank: 38, crd: 122169, firm: Scott Marsh Financial, LLC, city: Salt Lake City, state: UT, value: 93, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/122169/; rank: 40, crd: 322915, firm: Regents Partners, LLC, city: Farmington, state: UT, value: 90, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/322915/; rank: 41, crd: 334198, firm: Tingey Financial Group Inc., city: Salt Lake City, state: UT, value: 83, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/334198/; rank: 42, crd: 122933, firm: Cowdell Investments, LLC, city: Alpine, state: UT, value: 82, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/122933/; rank: 42, crd: 166721, firm: Investable Wealth, LLC, city: Highland, state: UT, value: 82, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/166721/; rank: 42, crd: 283040, firm: Olympus Peaks Financial, LLC, city: Sandy, state: UT, value: 82, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/283040/; rank: 45, crd: 324001, firm: Peterson Rogers Private Wealth, LLC, city: Salt Lake City, state: UT, value: 81, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/324001/; rank: 46, crd: 306294, firm: JRS Wealth Management LLC, city: South Jordan, state: UT, value: 80, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/306294/; rank: 47, crd: 141435, firm: Burrus, city: Salt Lake City, state: UT, value: 79, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/141435/; rank: 48, crd: 329313, firm: Platform Wealth Advisors, city: Holladay, state: UT, value: 78, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/329313/; rank: 49, crd: 336507, firm: Riley S. Crosbie Advisory, LLC, city: Logan, state: UT, value: 76, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/336507/; rank: 50, crd: 309862, firm: Athos Private Wealth LLC, city: Holladay, state: UT, value: 75, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/309862/; rank: 51, crd: 116085, firm: Jacobsen Capital Management, city: Salt Lake City, state: UT, value: 72, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/116085/; rank: 52, crd: 169563, firm: Refined Wealth Management, city: Salt Lake City, state: UT, value: 71, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/169563/; rank: 52, crd: 286419, firm: The Professional Financial Company LLC, city: Orem, state: UT, value: 71, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/286419/; rank: 54, crd: 173534, firm: Narus Financial Partners, LLC, city: Salt Lake City, state: UT, value: 69, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/173534/; rank: 55, crd: 171199, firm: Retirement Solutions Investments, Inc., city: Provo, state: UT, value: 68, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/171199/; rank: 56, crd: 282856, firm: Switchpoint Financial Planning LLC, city: Lehi, state: UT, value: 66, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/282856/; rank: 56, crd: 337826, firm: Livet Wealth, LLC, city: Spanish Fork, state: UT, value: 66, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/337826/; rank: 58, crd: 153666, firm: Promontory Financial Planning, LLC, city: Farmington, state: UT, value: 65, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/153666/; rank: 59, crd: 282665, firm: Provident Living Financial Services, city: Lehi, state: UT, value: 62, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/282665/; rank: 60, crd: 114596, firm: Slayton Lewis Inc, city: Salt Lake City, state: UT, value: 59, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/114596/; rank: 60, crd: 310096, firm: Wealth Management CPAS, LLC, city: Salt Lake City, state: UT, value: 59, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/310096/; rank: 60, crd: 321789, firm: Prestige Wealthwide, LLC, city: Lehi, state: UT, value: 59, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/321789/; rank: 63, crd: 297003, firm: LPG Capital Management, city: South Jordan, state: UT, value: 58, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/297003/; rank: 64, crd: 144247, firm: Cannon Capital Management, Inc., city: Salt Lake City, state: UT, value: 57, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/144247/; rank: 64, crd: 333404, firm: Presidio Wealth Management, city: Midvale, state: UT, value: 57, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/333404/; rank: 66, crd: 109522, firm: Keeler Thomas Management LLC, city: Orem, state: UT, value: 56, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/109522/; rank: 67, crd: 166130, firm: Tencap Wealth Coaching, city: South Jordan, state: UT, value: 55, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/166130/; rank: 68, crd: 284281, firm: Decker Retirement Planning Inc., city: Lehi, state: UT, value: 54, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/284281/; rank: 68, crd: 288620, firm: Peterson Wealth Services Inc., city: South Ogden, state: UT, value: 54, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/288620/; rank: 70, crd: 333710, firm: Statera Wealth Management, city: St. George, state: UT, value: 53, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/333710/; rank: 71, crd: 107202, firm: Blue Barn Wealth, city: Orem, state: UT, value: 46, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/107202/; rank: 71, crd: 284276, firm: Vitality Capital Management, LLC, city: South Jordan, state: UT, value: 46, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/284276/; rank: 71, crd: 312298, firm: Goalen Capital Advisors, LLC, city: West Valley, state: UT, value: 46, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/312298/; rank: 74, crd: 147725, firm: Palisade Wealth Management, city: Draper, state: UT, value: 45, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/147725/; rank: 74, crd: 311272, firm: Cottonwood Wealth Strategies, LLC, city: Salt Lake City, state: UT, value: 45, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/311272/; rank: 76, crd: 146923, firm: Guardian Wealth Management, city: Salt Lake City, state: UT, value: 44, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/146923/; rank: 76, crd: 311144, firm: My Prosper Team, city: Lehi, state: UT, value: 44, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/311144/; rank: 78, crd: 150964, firm: Main Line Group Wealth Management, LLC, city: Park City, state: UT, value: 41, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/150964/; rank: 79, crd: 128060, firm: Fortius Financial Advisors, LLC, city: Salt Lake City, state: UT, value: 40, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/128060/; rank: 79, crd: 282904, firm: Medicus Wealth Planning, Inc., city: Draper, state: UT, value: 40, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/282904/; rank: 81, crd: 118496, firm: Financial Advisory Services, city: Salt Lake City, state: UT, value: 39, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/118496/; rank: 81, crd: 328166, firm: Timpanogos Financial Advisors, Inc., city: Orem, state: UT, value: 39, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/328166/; rank: 83, crd: 116966, firm: R.O.I., city: Lehi, state: UT, value: 38, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/116966/; rank: 83, crd: 166989, firm: Landmark Wealth Advisors, LLC, city: Farmington, state: UT, value: 38, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/166989/; rank: 85, crd: 299249, firm: New Millennium Group, city: Sandy, state: UT, value: 37, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/299249/; rank: 86, crd: 305852, firm: Haynie Wealth Management LLC, city: Salt Lake City, state: UT, value: 35, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/305852/; rank: 87, crd: 153360, firm: Fletcher Capital Management, city: Lehi, state: UT, value: 34, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/153360/; rank: 87, crd: 284481, firm: Von Colln Financial Group, city: Ogden, state: UT, value: 34, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/284481/; rank: 89, crd: 105962, firm: Paragon Wealth Management, city: Provo, state: UT, value: 31, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/105962/; rank: 89, crd: 134578, firm: Heaton Financial, PC, city: Cedar City, state: UT, value: 31, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/134578/; rank: 91, crd: 325031, firm: Retirement Advice LLC, city: Provo, state: UT, value: 30, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/325031/; rank: 92, crd: 286059, firm: Newpark Wealth Management, city: Park City, state: UT, value: 29, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/286059/; rank: 92, crd: 308954, firm: Montage Financial Advisors, city: Lehi, state: UT, value: 29, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/308954/; rank: 92, crd: 334968, firm: Exponent Wealth LLC, city: Orem, state: UT, value: 29, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/334968/; rank: 95, crd: 160600, firm: Veritas Wealth Management, LLC, city: Salt Lake City, state: UT, value: 28, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/160600/; rank: 95, crd: 294731, firm: Wilson Wealth Management, Inc., city: Salt Lake City, state: UT, value: 28, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/294731/; rank: 97, crd: 289204, firm: Cove Fort Capital, LLC, city: American Fork, state: UT, value: 27, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/289204/; rank: 97, crd: 336436, firm: JHP Planning, LLC, city: Salt Lake City, state: UT, value: 27, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/336436/; rank: 99, crd: 151710, firm: Financial Prosperity, Inc., city: Park City, state: UT, value: 26, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/151710/; rank: 99, crd: 332725, firm: Oxford Wealth Management, city: Lindon, state: UT, value: 26, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/332725/; rank: 99, crd: 340533, firm: Altura Private Wealth LLC, city: Centerville, state: UT, value: 26, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/340533/

## 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 high net worth clients, nationally](https://advisoriq.com/ria/rankings/most-hnw-clients/)
- [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-hnw-clients/utah/

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