# Newest independent RIAs in Utah

As of October 2, 2026, Tanara Wealth Management LLC ranked #1 in Utah in AdvisorIQ's ranking of newest independent RIAs, with $1.1 billion.

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

## Facts

- ranking: Newest independent RIAs
- how_it_is_computed: Firms whose current registration took effect in the 12 months before October 2, 2026, ranked by RAUM (firms with no RAUM rank last). The registration date is the SEC status effective date for SEC-registered firms, so a firm that moved from state to SEC registration counts as new to the SEC, and the earliest approved state registration for state-registered firms. 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: usd
- scope: Utah
- firms_listed: 38
- rows: rank: 1, crd: 340174, firm: Tanara Wealth Management LLC, city: Lehi, state: UT, value: 1093210505, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/340174/; rank: 2, crd: 334198, firm: Tingey Financial Group Inc., city: Salt Lake City, state: UT, value: 257028031, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/334198/; rank: 3, crd: 283040, firm: Olympus Peaks Financial, LLC, city: Sandy, state: UT, value: 141443347, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/283040/; rank: 4, crd: 134578, firm: Heaton Financial, PC, city: Cedar City, state: UT, value: 140139000, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/134578/; rank: 5, crd: 311414, firm: Larson Williams Wealth Advisors, LLC, city: Cedar City, state: UT, value: 140020131, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/311414/; rank: 6, crd: 160600, firm: Veritas Wealth Management, LLC, city: Salt Lake City, state: UT, value: 135839004, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/160600/; rank: 7, crd: 306294, firm: JRS Wealth Management LLC, city: South Jordan, state: UT, value: 135000000, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/306294/; rank: 8, crd: 148457, firm: Brighton Wealth Management, Inc., city: Cottonwood Heights, state: UT, value: 131876184, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/148457/; rank: 9, crd: 340533, firm: Altura Private Wealth LLC, city: Centerville, state: UT, value: 129121463, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/340533/; rank: 10, crd: 336507, firm: Riley S. Crosbie Advisory, LLC, city: Logan, state: UT, value: 118881531, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/336507/; rank: 11, crd: 289574, firm: Capital Wealth, LLC, city: Lehi, state: UT, value: 115955340, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/289574/; rank: 12, crd: 330999, firm: Wealth Foundations Partners, LLC, city: Salt Lake City, state: UT, value: 110501385, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/330999/; rank: 13, crd: 334968, firm: Exponent Wealth LLC, city: Orem, state: UT, value: 110365945, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/334968/; rank: 14, crd: 340580, firm: Soulence Wealth Management, city: Pleasant Grove, state: UT, value: 107518073, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/340580/; rank: 15, crd: 305852, firm: Haynie Wealth Management LLC, city: Salt Lake City, state: UT, value: 106642575, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/305852/; rank: 16, crd: 338535, firm: Your IA, LLC, city: St. George, state: UT, value: 106633240, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/338535/; rank: 17, crd: 339560, firm: Peak Horizons Capital, city: Clearfield, state: UT, value: 12055736, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/339560/; rank: 18, crd: 327978, firm: Kinnect Advisor Group, L.L.C., city: Kaysville, state: UT, value: 11390000, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/327978/; rank: 19, crd: 338182, firm: Colab Capital, city: St. George, state: UT, value: 1371882, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/338182/; rank: 20, crd: 332859, firm: Summit Wealth LLC, city: Orem, state: UT, value: 0, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/332859/; rank: 20, crd: 334937, firm: Highland Financial, LLC, city: Provo, state: UT, value: 0, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/334937/; rank: 20, crd: 337496, firm: Narstar, city: Sandy, state: UT, value: 0, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/337496/; rank: 20, crd: 337893, firm: Galleon Wealth Advisors LLC, city: Vineyard, state: UT, value: 0, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/337893/; rank: 20, crd: 338077, firm: Wealth Innovation Group, city: Logan, state: UT, value: 0, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/338077/; rank: 20, crd: 338924, firm: Snow Canyon Financial Planning LLC, city: St. George, state: UT, value: 0, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/338924/; rank: 20, crd: 339063, firm: Black Salt Advisors LLC, city: Salt Lake City, state: UT, value: 0, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/339063/; rank: 20, crd: 339511, firm: Rainey Wealth Management LLC, city: Salt Lake City, state: UT, value: 0, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/339511/; rank: 20, crd: 340042, firm: Harvest Lane Investment Partners, LLC., city: Sandy, state: UT, value: 0, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/340042/; rank: 20, crd: 340268, firm: Deseret Point Partners LLC, city: Salt Lake City, state: UT, value: 0, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/340268/; rank: 20, crd: 340441, firm: Ridgeview Financial LLC, city: St. George, state: UT, value: 0, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/340441/; rank: 20, crd: 340792, firm: Chamberlain Long Wealth Management, LLC, city: Alpine, state: UT, value: 0, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/340792/; rank: 20, crd: 340888, firm: Liberty Point Financial LLC, city: Syracuse, state: UT, value: 0, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/340888/; rank: 20, crd: 341243, firm: Jaeger Wealth Advisors, city: Salt Lake City, state: UT, value: 0, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/341243/; rank: 20, crd: 341715, firm: Staffieri Capital LLC, city: Lindon, state: UT, value: 0, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/341715/; rank: 20, crd: 342159, firm: Kimberlite Financial Services Limited Liability Co., city: Layton, state: UT, value: 0, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/342159/; rank: 20, crd: 342794, firm: Growth Financial, city: Provo, state: UT, value: 0, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/342794/; rank: 20, crd: 343266, firm: Leander Wealth Management LLC, city: Salt Lake City, state: UT, value: 0, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/343266/; rank: 20, crd: 343428, firm: Momentum Wealth Management, city: Orem, state: UT, value: 0, 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

- [Newest independent RIAs, nationally](https://advisoriq.com/ria/rankings/newest/)
- [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/newest/utah/

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