# Independent RIAs in Utah

As of October 2, 2026, 262 independent wealth management RIAs based in Utah reported $69.2 billion in regulatory assets under management; the largest by assets was Soltis Investment Advisors, LLC, with $12.0 billion.

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

## Facts

- state: Utah
- code: UT
- population: Independent wealth management RIAs: 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. Asset managers, private fund managers and pension consultants are not in the directory.
- latest: independent: accounts: 339177, firms: 262, median_raum: 68629885.5, raum: 69179327714, advisory_employees: 961, avg_account: 203962.319715075, band_100m_250m: 41, band_100m_250m_raum: 6157955561, band_10b_plus: 1, band_10b_plus_raum: 12036590400, band_1b_5b: 14, band_1b_5b_raum: 23849923348, band_250m_500m: 24, band_250m_500m_raum: 8477123673, band_500m_1b: 15, band_500m_1b_raum: 9356417325, band_5b_10b: 1, band_5b_10b_raum: 5641210181, band_lt100m: 128, band_lt100m_raum: 3660107226, bd_affiliated_share: 0.00381679389312977, cfp_professionals: 231, clients: 258299, custody_share: 0.255725190839695, employees: 1518, fee_aum_pct_share: 0.942748091603053, fee_commissions_share: 0.0343511450381679, fee_fixed_share: 0.568702290076336, fee_hourly_share: 0.515267175572519, fee_other_share: 0.106870229007634, fee_performance_share: 0.0648854961832061, fee_subscription_share: 0.0190839694656489, financial_planning_share: 0.820610687022901, firms_with_raum: 224, iars: 1092, mean_raum: 308836284.4375, new_firms: 38, p25_raum: 12450943.75, p75_raum: 242007405.25, p90_raum: 564897701.1, raum_discretionary: 62833740588, top100_share: 0.952639619590623, top10_share: 0.491010697927408, independent_sec: accounts: 319384, firms: 98, median_raum: 305501290, raum: 65275695130, advisory_employees: 720, avg_account: 204379.978740325, band_100m_250m: 38, band_100m_250m_raum: 5848730784, band_10b_plus: 1, band_10b_plus_raum: 12036590400, band_1b_5b: 14, band_1b_5b_raum: 23849923348, band_250m_500m: 24, band_250m_500m_raum: 8477123673, band_500m_1b: 15, band_500m_1b_raum: 9356417325, band_5b_10b: 1, band_5b_10b_raum: 5641210181, band_lt100m: 4, band_lt100m_raum: 65699419, bd_affiliated_share: 0.0102040816326531, cfp_professionals: 174, clients: 243840, custody_share: 0.469387755102041, employees: 1241, fee_aum_pct_share: 0.979591836734694, fee_commissions_share: 0.0204081632653061, fee_fixed_share: 0.642857142857143, fee_hourly_share: 0.5, fee_other_share: 0.0816326530612245, fee_performance_share: 0.122448979591837, fee_subscription_share: 0.0204081632653061, financial_planning_share: 0.908163265306122, firms_with_raum: 97, iars: 837, mean_raum: 672945310.618557, new_firms: 18, p25_raum: 141443347, p75_raum: 558994364, p90_raum: 1402227423.2, raum_discretionary: 59261519392, raum_growth_1y: 0.263217453230083, successions: 1, top10_share: 0.520374236005474, state: accounts: 19793, firms: 164, median_raum: 18202261, raum: 3903632584, advisory_employees: 241, avg_account: 197222.886070833, band_100m_250m: 3, band_100m_250m_raum: 309224777, band_10b_plus: 0, band_10b_plus_raum: 0, band_1b_5b: 0, band_1b_5b_raum: 0, band_250m_500m: 0, band_250m_500m_raum: 0, band_500m_1b: 0, band_500m_1b_raum: 0, band_5b_10b: 0, band_5b_10b_raum: 0, band_lt100m: 124, band_lt100m_raum: 3594407807, bd_affiliated_share: 0, cfp_professionals: 57, clients: 14459, custody_share: 0.128048780487805, employees: 277, fee_aum_pct_share: 0.920731707317073, fee_commissions_share: 0.0426829268292683, fee_fixed_share: 0.524390243902439, fee_hourly_share: 0.524390243902439, fee_other_share: 0.121951219512195, fee_performance_share: 0.0304878048780488, fee_subscription_share: 0.0182926829268293, financial_planning_share: 0.768292682926829, firms_with_raum: 127, iars: 255, mean_raum: 30737264.4409449, new_firms: 20, p25_raum: 7561662.5, p75_raum: 45225323.5, p90_raum: 77561904.4, raum_discretionary: 3572221196, top100_share: 0.976222256577004, top10_share: 0.243758326513651
- broker_dealer_affiliated_not_included: firms: 10, raum: 12239386739
- series: firms: segment: independent_sec, unit: count, points: as_of: 2018-10-01, value: 46; as_of: 2019-10-01, value: 50; as_of: 2020-10-01, value: 53; as_of: 2021-10-04, value: 58; as_of: 2022-10-03, value: 65; as_of: 2023-10-05, value: 71; as_of: 2024-10-01, value: 69; as_of: 2025-09-02, value: 76; as_of: 2026-10-02, value: 98, raum: segment: independent_sec, unit: usd, points: as_of: 2018-10-01, value: 11816621298; as_of: 2019-10-01, value: 14409781795; as_of: 2020-10-01, value: 17754307217; as_of: 2021-10-04, value: 18307622058; as_of: 2022-10-03, value: 30286771633; as_of: 2023-10-05, value: 39257161027; as_of: 2024-10-01, value: 44919052537; as_of: 2025-09-02, value: 51674155517; as_of: 2026-10-02, value: 65275695130, accounts: segment: independent_sec, unit: count, points: as_of: 2018-10-01, value: 81169; as_of: 2019-10-01, value: 103694; as_of: 2020-10-01, value: 127802; as_of: 2021-10-04, value: 140373; as_of: 2022-10-03, value: 175087; as_of: 2023-10-05, value: 205360; as_of: 2024-10-01, value: 222567; as_of: 2025-09-02, value: 249219; as_of: 2026-10-02, value: 319384, median_raum: segment: independent_sec, unit: usd, points: as_of: 2018-10-01, value: 195009000; as_of: 2019-10-01, value: 203280755; as_of: 2020-10-01, value: 226114340; as_of: 2021-10-04, value: 248487614; as_of: 2022-10-03, value: 282567868; as_of: 2023-10-05, value: 277364837; as_of: 2024-10-01, value: 312531214; as_of: 2025-09-02, value: 361386277.5; as_of: 2026-10-02, value: 305501290
- top_10: largest: rank: 1, crd: 154690, firm: Soltis Investment Advisors, LLC, city: St. George, value: 12036590400; rank: 2, crd: 285645, firm: Sepio Capital, LP, city: Salt Lake City, value: 5641210181; rank: 3, crd: 173920, firm: Crewe Advisors, city: Salt Lake City, value: 3050592310; rank: 4, crd: 290558, firm: Capita Financial Network, LLC, city: Draper, value: 2323963878; rank: 5, crd: 105957, firm: Albion Financial Group, city: Salt Lake City, value: 2013640676; rank: 6, crd: 106043, firm: Physician Wealth Advisors, Inc., city: Salt Lake City, value: 2006590538; rank: 7, crd: 167105, firm: Healthequity Advisors, city: Draper, value: 1994934966; rank: 8, crd: 323988, firm: The Norden Group LLC, city: Provo, value: 1967944101; rank: 9, crd: 174728, firm: Drive Wealth Advisers, city: Lehi, value: 1500752553; rank: 10, crd: 325175, firm: Portside Wealth Group, LLC, city: Provo, value: 1431570380, fastest-growing: rank: 1, crd: 326517, firm: Three Seasons Wealth, city: Salt Lake City, value: 2.41114888226503; rank: 2, crd: 166130, firm: Tencap Wealth Coaching, city: South Jordan, value: 1.43201016670723; rank: 3, crd: 312068, firm: Elysium Wealth Management, LLC, city: South Jordan, value: 1.21315469941209; rank: 4, crd: 329313, firm: Platform Wealth Advisors, city: Holladay, value: 0.549065540267184; rank: 5, crd: 309862, firm: Athos Private Wealth LLC, city: Holladay, value: 0.519166877892492; rank: 6, crd: 171306, firm: Coign Capital Advisors LLC, city: Draper, value: 0.473324772942427; rank: 7, crd: 154690, firm: Soltis Investment Advisors, LLC, city: St. George, value: 0.441067078949032; rank: 8, crd: 310095, firm: Driven Investments LLC, city: Lehi, value: 0.41849473934931; rank: 9, crd: 327618, firm: Stonebriar Wealth, LLC, city: Lehi, value: 0.39; rank: 10, crd: 113844, firm: Strategic Planning Group, city: Bountiful, value: 0.377991903338151, fastest-growing-3-year: rank: 1, crd: 326517, firm: Three Seasons Wealth, city: Salt Lake City, value: 0.731376111231372; rank: 2, crd: 122169, firm: Scott Marsh Financial, LLC, city: Salt Lake City, value: 0.459978618648269; rank: 3, crd: 284281, firm: Decker Retirement Planning Inc., city: Lehi, value: 0.452171257384622; rank: 4, crd: 309862, firm: Athos Private Wealth LLC, city: Holladay, value: 0.375897761028286; rank: 5, crd: 111177, firm: Iron Gate Global Advisors, city: North Salt Lake, value: 0.345904275528142; rank: 6, crd: 173920, firm: Crewe Advisors, city: Salt Lake City, value: 0.332884235729667; rank: 7, crd: 310096, firm: Wealth Management CPAS, LLC, city: Salt Lake City, value: 0.331642344253879; rank: 8, crd: 171143, firm: B.O.S.S. Retirement Advisors, LLC, city: Lehi, value: 0.329780403027183; rank: 9, crd: 282856, firm: Switchpoint Financial Planning LLC, city: Lehi, value: 0.32764627785805; rank: 10, crd: 299249, firm: New Millennium Group, city: Sandy, value: 0.309738653887844, fastest-growing-5-year: rank: 1, crd: 171143, firm: B.O.S.S. Retirement Advisors, LLC, city: Lehi, value: 0.379536310759254; rank: 2, crd: 151762, firm: Andina Advisors, city: Logan, value: 0.373505343753648; rank: 3, crd: 173920, firm: Crewe Advisors, city: Salt Lake City, value: 0.335143102430143; rank: 4, crd: 154690, firm: Soltis Investment Advisors, LLC, city: St. George, value: 0.293608199616987; rank: 5, crd: 111177, firm: Iron Gate Global Advisors, city: North Salt Lake, value: 0.291649149225412; rank: 6, crd: 284281, firm: Decker Retirement Planning Inc., city: Lehi, value: 0.26824283751515; rank: 7, crd: 122169, firm: Scott Marsh Financial, LLC, city: Salt Lake City, value: 0.231268189547895; rank: 8, crd: 290558, firm: Capita Financial Network, LLC, city: Draper, value: 0.23098353016698; rank: 9, crd: 142205, firm: Truenorth Wealth, city: Salt Lake City, value: 0.207328746619305; rank: 10, crd: 167105, firm: Healthequity Advisors, city: Draper, value: 0.194535397377311, biggest-asset-gains: rank: 1, crd: 154690, firm: Soltis Investment Advisors, LLC, city: St. George, value: 3684036535; rank: 2, crd: 285645, firm: Sepio Capital, LP, city: Salt Lake City, value: 1176395592; rank: 3, crd: 326517, firm: Three Seasons Wealth, city: Salt Lake City, value: 872132855; rank: 4, crd: 173920, firm: Crewe Advisors, city: Salt Lake City, value: 538249340; rank: 5, crd: 167105, firm: Healthequity Advisors, city: Draper, value: 486366976; rank: 6, crd: 290558, firm: Capita Financial Network, LLC, city: Draper, value: 474337965; rank: 7, crd: 171143, firm: B.O.S.S. Retirement Advisors, LLC, city: Lehi, value: 321800571; rank: 8, crd: 325175, firm: Portside Wealth Group, LLC, city: Provo, value: 306252144; rank: 9, crd: 106043, firm: Physician Wealth Advisors, Inc., city: Salt Lake City, value: 276762428; rank: 10, crd: 111177, firm: Iron Gate Global Advisors, city: North Salt Lake, value: 263756509, most-clients: rank: 1, crd: 167105, firm: Healthequity Advisors, city: Draper, value: 178478; rank: 2, crd: 325175, firm: Portside Wealth Group, LLC, city: Provo, value: 6495; rank: 3, crd: 154690, firm: Soltis Investment Advisors, LLC, city: St. George, value: 5428; rank: 4, crd: 171143, firm: B.O.S.S. Retirement Advisors, LLC, city: Lehi, value: 5013; rank: 5, crd: 290558, firm: Capita Financial Network, LLC, city: Draper, value: 2888; rank: 6, crd: 170774, firm: Navigate Private Wealth, LLC, city: Draper, value: 1929; rank: 7, crd: 318842, firm: Financial Network Wealth Advisors LLC, city: Murray, value: 1831; rank: 8, crd: 111177, firm: Iron Gate Global Advisors, city: North Salt Lake, value: 1792; rank: 9, crd: 113844, firm: Strategic Planning Group, city: Bountiful, value: 1622; rank: 10, crd: 323988, firm: The Norden Group LLC, city: Provo, value: 1531, client-growth: rank: 1, crd: 318842, firm: Financial Network Wealth Advisors LLC, city: Murray, value: 1.19019138755981; rank: 2, crd: 105957, firm: Albion Financial Group, city: Salt Lake City, value: 0.947159841479524; rank: 3, crd: 312068, firm: Elysium Wealth Management, LLC, city: South Jordan, value: 0.844868735083532; rank: 4, crd: 111177, firm: Iron Gate Global Advisors, city: North Salt Lake, value: 0.688972667295005; rank: 5, crd: 327618, firm: Stonebriar Wealth, LLC, city: Lehi, value: 0.629032258064516; rank: 6, crd: 310096, firm: Wealth Management CPAS, LLC, city: Salt Lake City, value: 0.525368248772504; rank: 7, crd: 166130, firm: Tencap Wealth Coaching, city: South Jordan, value: 0.444859813084112; rank: 8, crd: 144256, firm: Periope, LC, city: St. George, value: 0.427272727272727; rank: 9, crd: 167105, firm: Healthequity Advisors, city: Draper, value: 0.340347557037504; rank: 10, crd: 113844, firm: Strategic Planning Group, city: Bountiful, value: 0.251543209876543, most-accounts: rank: 1, crd: 167105, firm: Healthequity Advisors, city: Draper, value: 178476; rank: 2, crd: 171143, firm: B.O.S.S. Retirement Advisors, LLC, city: Lehi, value: 11452; rank: 3, crd: 325175, firm: Portside Wealth Group, LLC, city: Provo, value: 7819; rank: 4, crd: 290558, firm: Capita Financial Network, LLC, city: Draper, value: 7042; rank: 5, crd: 106043, firm: Physician Wealth Advisors, Inc., city: Salt Lake City, value: 5906; rank: 6, crd: 154690, firm: Soltis Investment Advisors, LLC, city: St. George, value: 5414; rank: 7, crd: 113844, firm: Strategic Planning Group, city: Bountiful, value: 4663; rank: 8, crd: 151762, firm: Andina Advisors, city: Logan, value: 4262; rank: 9, crd: 323988, firm: The Norden Group LLC, city: Provo, value: 4220; rank: 10, crd: 174728, firm: Drive Wealth Advisers, city: Lehi, value: 4196, most-advisory-staff: rank: 1, crd: 154690, firm: Soltis Investment Advisors, LLC, city: St. George, value: 63; rank: 2, crd: 171143, firm: B.O.S.S. Retirement Advisors, LLC, city: Lehi, value: 49; rank: 3, crd: 325175, firm: Portside Wealth Group, LLC, city: Provo, value: 47; rank: 4, crd: 290558, firm: Capita Financial Network, LLC, city: Draper, value: 22; rank: 5, crd: 323988, firm: The Norden Group LLC, city: Provo, value: 20; rank: 6, crd: 226721, firm: Elevated Capital Advisors, LLC, city: Draper, value: 19; rank: 7, crd: 285645, firm: Sepio Capital, LP, city: Salt Lake City, value: 18; rank: 8, crd: 173920, firm: Crewe Advisors, city: Salt Lake City, value: 16; rank: 9, crd: 174728, firm: Drive Wealth Advisers, city: Lehi, value: 15; rank: 9, crd: 338535, firm: Your IA, LLC, city: St. George, value: 15, most-hnw-clients: rank: 1, crd: 154690, firm: Soltis Investment Advisors, LLC, city: St. George, value: 3207; rank: 2, crd: 325175, firm: Portside Wealth Group, LLC, city: Provo, value: 2086; rank: 3, crd: 290558, firm: Capita Financial Network, LLC, city: Draper, value: 599; rank: 4, crd: 111177, firm: Iron Gate Global Advisors, city: North Salt Lake, value: 536; rank: 5, crd: 106043, firm: Physician Wealth Advisors, Inc., city: Salt Lake City, value: 371; rank: 6, crd: 113844, firm: Strategic Planning Group, city: Bountiful, value: 342; rank: 7, crd: 148457, firm: Brighton Wealth Management, Inc., city: Cottonwood Heights, value: 335; rank: 8, crd: 174728, firm: Drive Wealth Advisers, city: Lehi, value: 329; rank: 9, crd: 173920, firm: Crewe Advisors, city: Salt Lake City, value: 303; rank: 10, crd: 323988, firm: The Norden Group LLC, city: Provo, value: 295, most-cfp-professionals: rank: 1, crd: 154690, firm: Soltis Investment Advisors, LLC, city: St. George, value: 11; rank: 2, crd: 290558, firm: Capita Financial Network, LLC, city: Draper, value: 10; rank: 3, crd: 105957, firm: Albion Financial Group, city: Salt Lake City, value: 9; rank: 4, crd: 126983, firm: Net Worth Advisory Group, LLC, city: Sandy, value: 8; rank: 4, crd: 325175, firm: Portside Wealth Group, LLC, city: Provo, value: 8; rank: 6, crd: 106043, firm: Physician Wealth Advisors, Inc., city: Salt Lake City, value: 6; rank: 6, crd: 171143, firm: B.O.S.S. Retirement Advisors, LLC, city: Lehi, value: 6; rank: 6, crd: 286087, firm: Adams Wealth Advisors, city: Logan, value: 6; rank: 9, crd: 107202, firm: Blue Barn Wealth, city: Orem, value: 5; rank: 9, crd: 146349, firm: Peterson Wealth Advisors, LLC, city: Orem, value: 5, newest: rank: 1, crd: 340174, firm: Tanara Wealth Management LLC, city: Lehi, value: 1093210505; rank: 2, crd: 334198, firm: Tingey Financial Group Inc., city: Salt Lake City, value: 257028031; rank: 3, crd: 283040, firm: Olympus Peaks Financial, LLC, city: Sandy, value: 141443347; rank: 4, crd: 134578, firm: Heaton Financial, PC, city: Cedar City, value: 140139000; rank: 5, crd: 311414, firm: Larson Williams Wealth Advisors, LLC, city: Cedar City, value: 140020131; rank: 6, crd: 160600, firm: Veritas Wealth Management, LLC, city: Salt Lake City, value: 135839004; rank: 7, crd: 306294, firm: JRS Wealth Management LLC, city: South Jordan, value: 135000000; rank: 8, crd: 148457, firm: Brighton Wealth Management, Inc., city: Cottonwood Heights, value: 131876184; rank: 9, crd: 340533, firm: Altura Private Wealth LLC, city: Centerville, value: 129121463; rank: 10, crd: 336507, firm: Riley S. Crosbie Advisory, LLC, city: Logan, value: 118881531
- cities: name: Salt Lake City, independent_rias: 53, raum: 22030279149, url: https://advisoriq.com/ria/states/utah/salt-lake-city/; name: St. George, independent_rias: 15, raum: 12680252869, url: https://advisoriq.com/ria/states/utah/st-george/; name: Lehi, independent_rias: 22, raum: 6714226074, url: https://advisoriq.com/ria/states/utah/lehi/; name: Draper, independent_rias: 13, raum: 6205804008, url: https://advisoriq.com/ria/states/utah/draper/; name: Provo, independent_rias: 15, raum: 4014013761, url: https://advisoriq.com/ria/states/utah/provo/; name: Orem, independent_rias: 12, raum: 2508370730, url: https://advisoriq.com/ria/states/utah/orem/; name: Logan, independent_rias: 6, raum: 2008165703, url: https://advisoriq.com/ria/states/utah/logan/; name: Sandy, independent_rias: 13, raum: 1315033279, url: https://advisoriq.com/ria/states/utah/sandy/; name: South Jordan, independent_rias: 12, raum: 1180449541, url: https://advisoriq.com/ria/states/utah/south-jordan/; name: Holladay, independent_rias: 5, raum: 906271529, url: https://advisoriq.com/ria/states/utah/holladay/; name: Ogden, independent_rias: 5, raum: 871715332, url: https://advisoriq.com/ria/states/utah/ogden/; name: Farmington, independent_rias: 7, raum: 730693143, url: https://advisoriq.com/ria/states/utah/farmington/; name: Park City, independent_rias: 7, raum: 420578000, url: https://advisoriq.com/ria/states/utah/park-city/; name: Highland, independent_rias: 5, raum: 221322158, url: https://advisoriq.com/ria/states/utah/highland/; name: American Fork, independent_rias: 5, raum: 55518585, url: https://advisoriq.com/ria/states/utah/american-fork/
- iar_ce_status: not adopted

## Notes

- Firms are placed in the state of their main office.
- History covers SEC-registered firms only, from October 2018.

## 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
- NASAA IAR CE map, checked 2026-10-05: https://www.nasaa.org/industry-resources/investment-advisers/investment-adviser-representative-continuing-education/iar-ce-map/

## Related

- [RIA market data by state](https://advisoriq.com/ria/states/)
- [Largest independent RIAs by assets under management in Utah](https://advisoriq.com/ria/rankings/largest/utah/)
- [Fastest-growing independent RIAs over one year in Utah](https://advisoriq.com/ria/rankings/fastest-growing/utah/)
- [Fastest-growing independent RIAs over three years in Utah](https://advisoriq.com/ria/rankings/fastest-growing-3-year/utah/)
- [Fastest-growing independent RIAs over five years in Utah](https://advisoriq.com/ria/rankings/fastest-growing-5-year/utah/)
- [IAR CE in Utah](https://advisoriq.com/ce/iar/utah/)

## Cite as

AdvisorIQ, as of 2026-10-02. https://advisoriq.com/ria/states/utah/

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