Data / Investment advisers / Serving high net worth individuals / Utah
Investment advisers in Utah serving high net worth individuals: 113 firms
113 SEC registered investment advisers with a main office in Utah report high net worth individuals among their clients in Form ADV item 5.D, and together they attribute $47.6 billion of their assets under management to them, in the SEC's file of November 2, 2026. The adviser with the most is Soltis Investment Advisors, LLC.
SpecStream is the live web data engine for teams and agents. It reads the SEC's Form ADV files every month, and this page is that reading, keyed on the CRD number. Ask for the advisers you track by state, city, size, client type or private funds, and new registrations and filings arrive in your sheet, CRM, Slack or agent as the SEC publishes them.
- 113Advisers
- $47.6 billionAUM from this client type
- 109Advisers over $100 million
- November 2, 2026File date
Advisers in Utah serving high net worth individuals
Ranked by the AUM the adviser attributes to this client type. Each row links to the firm page where it has one, and to its SEC record.
| Adviser | City | Clients of this type | AUM from this type | Total AUM | Source |
|---|
| Soltis Investment Advisors, LLC | St. George | 3,207 | $6.48 billion | $12.04 billion | adviserinfo.sec.gov |
| Sepio Capital, LP | Salt Lake City | 276 | $4.15 billion | $5.64 billion | adviserinfo.sec.gov |
| Diversify Wealth Management, LLC | South Jordan | 831 | $2.12 billion | $4.11 billion | adviserinfo.sec.gov |
| Diversify Advisory Services, LLC | South Jordan | 802 | $2.03 billion | $4.65 billion | adviserinfo.sec.gov |
| Crewe Advisors | Salt Lake City | 303 | $1.68 billion | $3.05 billion | adviserinfo.sec.gov |
| Cynosure Group, LLC | Salt Lake City | 76 | $1.64 billion | $9.85 billion | adviserinfo.sec.gov |
| Albion Financial Group | Salt Lake City | 265 | $1.53 billion | $2.01 billion | adviserinfo.sec.gov |
| The Norden Group LLC | Provo | 295 | $1.47 billion | $1.97 billion | adviserinfo.sec.gov |
| Capita Financial Network, LLC | Draper | 599 | $1.32 billion | $2.32 billion | adviserinfo.sec.gov |
| Drive Wealth Advisers | Lehi | 329 | $1.29 billion | $1.50 billion | adviserinfo.sec.gov |
| Three Seasons Wealth | Salt Lake City | 137 | $1.17 billion | $1.23 billion | adviserinfo.sec.gov |
| Physician Wealth Advisors, Inc. | Salt Lake City | 371 | $1.13 billion | $2.01 billion | adviserinfo.sec.gov |
| Iron Gate Global Advisors | North Salt Lake | 536 | $908.8 million | $1.32 billion | adviserinfo.sec.gov |
| Truenorth Wealth | Salt Lake City | 259 | $857.9 million | $1.27 billion | adviserinfo.sec.gov |
| Andina Advisors | Logan | 223 | $831.8 million | $1.26 billion | adviserinfo.sec.gov |
| Tanara Wealth Management LLC | Lehi | 114 | $805.6 million | $1.09 billion | adviserinfo.sec.gov |
| Solidarity Wealth, LLC | Lehi | 175 | $688.3 million | $704.2 million | adviserinfo.sec.gov |
| Alta Capital Management LLC | Salt Lake City | 288 | $642.8 million | $1.60 billion | adviserinfo.sec.gov |
| Net Worth Advisory Group, LLC | Sandy | 268 | $633.1 million | $838.4 million | adviserinfo.sec.gov |
| Strategic Planning Group | Bountiful | 342 | $617.6 million | $910.3 million | adviserinfo.sec.gov |
| Jacobsen Capital Management | Salt Lake City | 72 | $540.7 million | $562.9 million | adviserinfo.sec.gov |
| Peterson Wealth Advisors, LLC | Orem | 224 | $492.1 million | $829.7 million | adviserinfo.sec.gov |
| Ascend Investment Partners | Ogden | 183 | $447.8 million | $661.4 million | adviserinfo.sec.gov |
| Narus Financial Partners, LLC | Salt Lake City | 69 | $446.2 million | $559 million | adviserinfo.sec.gov |
| Portside Wealth Group, LLC | Provo | 2,086 | $408.9 million | $1.43 billion | adviserinfo.sec.gov |
| Dentist Advisors | Salt Lake City | 167 | $378.6 million | $504 million | adviserinfo.sec.gov |
| Summit Global Investments, LLC | Bountiful | 277 | $350.9 million | $2.29 billion | adviserinfo.sec.gov |
| Squire Wealth Advisors | Orem | 197 | $348.6 million | $586.7 million | adviserinfo.sec.gov |
| Lefavi Wealth Management | Salt Lake City | 163 | $347.8 million | $445 million | adviserinfo.sec.gov |
| Adams Wealth Advisors | Logan | 134 | $344.6 million | $565.8 million | adviserinfo.sec.gov |
| Switchpoint Financial Planning LLC | Lehi | 66 | $341.7 million | $367.1 million | adviserinfo.sec.gov |
| Tingey Advisors Inc | Salt Lake City | 107 | $335.4 million | $477.7 million | adviserinfo.sec.gov |
| Peterson Wealth Services Inc. | South Ogden | 54 | $325.7 million | $528.5 million | adviserinfo.sec.gov |
| Alliance Wealth Advisors, LLC | Centerville | 139 | $318.4 million | $552 million | adviserinfo.sec.gov |
| Platform Wealth Advisors | Holladay | 78 | $315.5 million | $509 million | adviserinfo.sec.gov |
| The Karras Company, Inc. | Roy | 93 | $312.4 million | $372.9 million | adviserinfo.sec.gov |
| Slayton Lewis Inc | Salt Lake City | 59 | $308.4 million | $334.4 million | adviserinfo.sec.gov |
| Livet Wealth, LLC | Spanish Fork | 66 | $305.7 million | $335.1 million | adviserinfo.sec.gov |
| Coign Capital Advisors LLC | Draper | 175 | $303.1 million | $472.9 million | adviserinfo.sec.gov |
| Oak Lane Advisors | Centerville | 259 | $302.6 million | $446.3 million | adviserinfo.sec.gov |
| Navigate Private Wealth, LLC | Draper | 216 | $285.4 million | $529.2 million | adviserinfo.sec.gov |
| Interwise | Holladay | 149 | $276.7 million | $369.7 million | adviserinfo.sec.gov |
| Financial Network Wealth Advisors LLC | Murray | 114 | $265.5 million | $515.4 million | adviserinfo.sec.gov |
| Keeler Thomas Management LLC | Orem | 56 | $253 million | $305.5 million | adviserinfo.sec.gov |
| Elysium Wealth Management, LLC | South Jordan | 143 | $251.9 million | $352.3 million | adviserinfo.sec.gov |
| North Capital | Salt Lake City | 51 | $246.4 million | $365.8 million | adviserinfo.sec.gov |
| Blue Barn Wealth | Orem | 46 | $246.2 million | $317.1 million | adviserinfo.sec.gov |
| Elevated Capital Advisors, LLC | Draper | 128 | $246.2 million | $499.1 million | adviserinfo.sec.gov |
| Smedley Financial Services Inc | Salt Lake City | 105 | $218 million | $396.7 million | adviserinfo.sec.gov |
| B.O.S.S. Retirement Advisors, LLC | Lehi | 129 | $217.4 million | $1.38 billion | adviserinfo.sec.gov |
| Blue Diamond Capital Investment Advisors | Provo | Fewer than 5 | $211 million | $301.4 million | adviserinfo.sec.gov |
| Cannon Capital Management, Inc. | Salt Lake City | 57 | $206.9 million | $386.1 million | adviserinfo.sec.gov |
| Wasatch Advisors LP | Salt Lake City | 51 | $196.4 million | $23.35 billion | adviserinfo.sec.gov |
| Ashworth Wealth, LLC | South Jordan | 78 | $190.4 million | $377.8 million | adviserinfo.sec.gov |
| Athos Private Wealth LLC | Holladay | 75 | $175.2 million | $268.5 million | adviserinfo.sec.gov |
| Wealth Management Cpas, LLC | Salt Lake City | 59 | $172.5 million | $329.2 million | adviserinfo.sec.gov |
| Prestige Wealthwide, LLC | Lehi | 59 | $171.7 million | $198.5 million | adviserinfo.sec.gov |
| The Professional Financial Company LLC | Orem | 71 | $169 million | $246.1 million | adviserinfo.sec.gov |
| Sorenson Impact Advisory | Salt Lake City | 10 | $161.5 million | $424.3 million | adviserinfo.sec.gov |
| Peterson Rogers Private Wealth, LLC | Salt Lake City | 81 | $152.3 million | $177.1 million | adviserinfo.sec.gov |
| Echelons Capital, LLC | Park City | 18 | $148.4 million | $174.4 million | adviserinfo.sec.gov |
| Guardian Wealth Management | Salt Lake City | 44 | $148.2 million | $174.8 million | adviserinfo.sec.gov |
| Tencap Wealth Coaching | South Jordan | 55 | $138.8 million | $285 million | adviserinfo.sec.gov |
| Cottonwood Wealth Strategies, LLC | Salt Lake City | 45 | $136.9 million | $279 million | adviserinfo.sec.gov |
| Burrus | Salt Lake City | 79 | $135.1 million | $240.7 million | adviserinfo.sec.gov |
| Lone Peak Global Investors, LLC | Alpine | 125 | $132.7 million | $598.4 million | adviserinfo.sec.gov |
| Refined Wealth Management | Salt Lake City | 71 | $132.3 million | $210.9 million | adviserinfo.sec.gov |
| Decker Retirement Planning Inc. | Lehi | 54 | $131 million | $359.9 million | adviserinfo.sec.gov |
| Statera Wealth Management | St. George | 53 | $124.2 million | $184.7 million | adviserinfo.sec.gov |
| Periope, LC | St. George | 120 | $124.1 million | $177.2 million | adviserinfo.sec.gov |
| Presidio Wealth Management | Midvale | 57 | $123.6 million | $217.5 million | adviserinfo.sec.gov |
| Medicus Wealth Planning, Inc. | Draper | 40 | $114 million | $160.8 million | adviserinfo.sec.gov |
| Promontory Financial Planning, LLC | Farmington | 65 | $110 million | $319 million | adviserinfo.sec.gov |
| Lunt Capital Management Inc. | Holladay | 86 | $109.9 million | $601.5 million | adviserinfo.sec.gov |
| Veritas Wealth Management, LLC | Salt Lake City | 28 | $107 million | $135.8 million | adviserinfo.sec.gov |
| Olympus Peaks Financial, LLC | Sandy | 82 | $106.1 million | $141.4 million | adviserinfo.sec.gov |
| Palisade Wealth Management | Draper | 45 | $105.7 million | $133.2 million | adviserinfo.sec.gov |
| Financial Advisory Services | Salt Lake City | 39 | $105.6 million | $146.6 million | adviserinfo.sec.gov |
| Riley S. Crosbie Advisory, LLC | Logan | 76 | $103.7 million | $118.9 million | adviserinfo.sec.gov |
| Oxford Wealth Management | Lindon | 26 | $101.5 million | $109.6 million | adviserinfo.sec.gov |
| Everspire | Midvale | 51 | $100.1 million | $247.7 million | adviserinfo.sec.gov |
| Larson Williams Wealth Advisors, LLC | Cedar City | 127 | $98.9 million | $140 million | adviserinfo.sec.gov |
| Provident Living Financial Services | Lehi | 62 | $96.3 million | $158.1 million | adviserinfo.sec.gov |
| E6 Portfolios | Midvale | 51 | $96.2 million | $239.4 million | adviserinfo.sec.gov |
| Landmark Wealth Advisors, LLC | Farmington | 38 | $90.2 million | $135.9 million | adviserinfo.sec.gov |
| Brighton Wealth Management, Inc. | Cottonwood Heights | 335 | $88.8 million | $131.9 million | adviserinfo.sec.gov |
| Exponent Wealth LLC | Orem | 29 | $86.6 million | $110.4 million | adviserinfo.sec.gov |
| New Millennium Group | Sandy | 37 | $86.1 million | $257 million | adviserinfo.sec.gov |
| Haynie Wealth Management LLC | Salt Lake City | 35 | $76.6 million | $106.6 million | adviserinfo.sec.gov |
| Heaton Financial, PC | Cedar City | 31 | $74.6 million | $140.1 million | adviserinfo.sec.gov |
| Your IA, LLC | St. George | 10 | $74.4 million | $106.6 million | adviserinfo.sec.gov |
| Paragon Wealth Management | Provo | 31 | $69.7 million | $153.4 million | adviserinfo.sec.gov |
| JRS Wealth Management LLC | South Jordan | 80 | $60 million | $135 million | adviserinfo.sec.gov |
| Soulence Wealth Management | Pleasant Grove | 22 | $56.2 million | $107.5 million | adviserinfo.sec.gov |
| Capital Wealth, LLC | Lehi | 15 | $53 million | $116 million | adviserinfo.sec.gov |
| Lone Peak Advisers | Draper | 50 | $50 million | $125.4 million | adviserinfo.sec.gov |
| Accuvest Global Advisors, Inc. | Provo | 27 | $45 million | $630.5 million | adviserinfo.sec.gov |
| Stonebriar Wealth, LLC | Lehi | 24 | $44.5 million | $139 million | adviserinfo.sec.gov |
| Alpha Wealth Funds, LLC | Park City | 77 | $39.2 million | $214.1 million | adviserinfo.sec.gov |
| Wealth Foundations Partners, LLC | Salt Lake City | 22 | $34.1 million | $110.5 million | adviserinfo.sec.gov |
| Harold Dance Investments | Logan | 21 | $32 million | $158 million | adviserinfo.sec.gov |
| Altura Private Wealth LLC | Centerville | 26 | $31.2 million | $129.1 million | adviserinfo.sec.gov |
| My Prosper Team | Lehi | 44 | $30.4 million | $58.2 million | adviserinfo.sec.gov |
| Townsquare Capital, LLC | Lehi | Fewer than 5 | $25 million | $18.07 billion | adviserinfo.sec.gov |
| Abg Consultants | Cottonwood Heights | 14 | $22.8 million | $697.4 million | adviserinfo.sec.gov |
| AG Financial | Salt Lake City | 12 | $19.2 million | $103.5 million | adviserinfo.sec.gov |
| Navigate Financial LLC | Salt Lake City | 6 | $9.5 million | $337.9 million | adviserinfo.sec.gov |
| Seven Canyons Advisors, LLC | Salt Lake City | 2 | $7.2 million | $90 million | adviserinfo.sec.gov |
| Octant Quantitative Investment Management LLC | Salt Lake City | 6 | $7.1 million | $128.2 million | adviserinfo.sec.gov |
| Teton Wealth Group LLC | Murray | 1 | $5 million | $204 million | adviserinfo.sec.gov |
| Cherokee & Walker Management | Salt Lake City | 4 | $4.1 million | $100.8 million | adviserinfo.sec.gov |
| Colab Capital | St. George | Fewer than 5 | $1.4 million | $1.4 million | adviserinfo.sec.gov |
| Sandlot Private Wealth LLC | Orem | Fewer than 5 | $107,149 | $305,047 | adviserinfo.sec.gov |
Also on SpecStream
Updated November 7, 2026. Read from the SEC's Form ADV data files for investment advisers. Public data published by the US Securities and Exchange Commission (US government work). Advisers report these values themselves in Form ADV, and neither the SEC nor the states approve or guarantee them. AUM is regulatory assets under management as the adviser reported it in Form ADV item 5.F, which can differ from the AUM a firm quotes elsewhere. Exempt reporting advisers do not report AUM. Office address, phone and website are the adviser's main office as filed; a firm that files its main office as a private residence shows no street address or phone. An Item 11 disclosure is a reported event, not a finding about the firm today. Details for each firm are on the SEC's Investment Adviser Public Disclosure site. This page uses SEC data and is not endorsed or certified by the SEC. Free to reuse with credit to SpecStream under CC BY 4.0. Spot a wrong value? Write to [email protected] with the link to this page.