City
Independent RIAs in Farmington, Utah
As of October 2, 2026, 7 independent wealth management RIAs with their main office in Farmington, Utah reported $730.7 million in regulatory assets under management; the largest by assets was Promontory Financial Planning, LLC, with $319.0 million.
Include wirehouses and broker-dealer firms
- Independent wealth management RIAs
- 7
- Regulatory assets under management
- $730.7 million
- Average per firm
- $104.4 million
- SEC-registered, of those listed
- 3 of 7 (42.9%)
Firms by assets
| # | Firm | Registration | RAUM | Accounts |
|---|---|---|---|---|
| 1 | Promontory Financial Planning, LLC | SEC | $319.0 million | 570 |
| 2 | Regents Partners, LLC | SEC | $201.2 million | 327 |
| 3 | Landmark Wealth Advisors, LLC | SEC | $135.9 million | 268 |
| 4 | Family Wealth Advisors | State | $45.2 million | 145 |
| 5 | WMW Management, Inc. | State | $27.5 million | 41 |
| 6 | David Russell Fjeldsted | State | $2.0 million | 4 |
| 7 | Taxwise Wealth Planning LLC | State | $0 | 0 |
Independent RIAs in Utah, including every city.
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.