City
Wealth management firms in Lehi, Utah
As of October 2, 2026, 22 wealth management firms, including broker-dealer firms, with their main office in Lehi, Utah reported $6.7 billion in regulatory assets under management; the largest by assets was Drive Wealth Advisers, with $1.5 billion.
Showing all wealth firms, including wirehouses and broker-dealer firms. Independent RIAs only
- Wealth management firms
- 22
- Regulatory assets under management
- $6.7 billion
- Average per firm
- $305.2 million
- SEC-registered, of those listed
- 12 of 22 (54.5%)
Firms by assets
| # | Firm | Registration | RAUM | Accounts |
|---|---|---|---|---|
| 1 | Drive Wealth Advisers | SEC | $1.5 billion | 4,196 |
| 2 | B.O.S.S. Retirement Advisors, LLC | SEC | $1.4 billion | 11,452 |
| 3 | Tanara Wealth Management LLC | SEC | $1.1 billion | 2,612 |
| 4 | Solidarity Wealth, LLC | SEC | $704.2 million | 1,019 |
| 5 | Switchpoint Financial Planning LLC | SEC | $367.1 million | 525 |
| 6 | Decker Retirement Planning Inc. | SEC | $359.9 million | 2,299 |
| 7 | Driven Investments LLC | SEC | $239.2 million | 1,978 |
| 8 | Prestige Wealthwide, LLC | SEC | $198.5 million | 187 |
| 9 | Provident Living Financial Services | SEC | $158.1 million | 408 |
| 10 | Stonebriar Wealth, LLC | SEC | $139.0 million | 505 |
| 11 | Capital Wealth, LLC | SEC | $116.0 million | 636 |
| 12 | Montage Financial Advisors | State | $100.1 million | 114 |
| 13 | R.O.I. | State | $97.0 million | 604 |
| 14 | Brighter Retirement Advisors LLC | State | $58.4 million | 319 |
| 15 | My Prosper Team | SEC | $58.2 million | 438 |
| 16 | Fletcher Capital Management | State | $50.9 million | 202 |
| 17 | Sabin Investment Management, Inc. | State | $44.0 million | 255 |
| 18 | Lone Peak Capital Management, LLC | State | $14.2 million | 42 |
| 19 | Tech Wealth, LLC | State | $11.2 million | 104 |
| 20 | Premier Choice Wealth Advisors, LLC | State | $10.4 million | 313 |
| 21 | Gajardo Wealth Management LLC | State | $7.2 million | 96 |
| 22 | Artstone Private Wealth | State | $4.1 million | 6 |
Wealth management firms 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.