City
Independent RIAs in Holladay, Utah
As of October 2, 2026, 5 independent wealth management RIAs with their main office in Holladay, Utah reported $906.3 million in regulatory assets under management; the largest by assets was Platform Wealth Advisors, with $509.0 million.
Include wirehouses and broker-dealer firms
- Independent wealth management RIAs
- 5
- Regulatory assets under management
- $906.3 million
- Average per firm
- $181.3 million
- SEC-registered, of those listed
- 2 of 5 (40.0%)
Firms by assets
| # | Firm | Registration | RAUM | Accounts |
|---|---|---|---|---|
| 1 | Platform Wealth Advisors | SEC | $509.0 million | 776 |
| 2 | Athos Private Wealth LLC | SEC | $268.5 million | 928 |
| 3 | Outpost Advisors, LLC | State | $70.5 million | 499 |
| 4 | Solitude Wealth Advisors, LLC. | State | $36.1 million | 128 |
| 5 | You First Financial LLC | State | $22.1 million | 112 |
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.