Data / Investment advisers / Serving individuals / Utah

Investment advisers in Utah serving individuals: 109 firms

Name: Investment advisers in Utah serving individuals: Form ADV data
Creator: SpecStream
License: https://creativecommons.org/licenses/by/4.0/

109 SEC registered investment advisers with a main office in Utah report individuals among their clients in Form ADV item 5.D, and together they attribute $18.8 billion of their assets under management to them, in the SEC's file of November 2, 2026. The adviser with the most is Diversify Advisory Services, 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.

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109Advisers
$18.8 billionAUM from this client type
106Advisers over $100 million
November 2, 2026File date

Advisers in Utah serving 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
Diversify Advisory Services, LLC	South Jordan	4,398	$2.33 billion	$4.65 billion	adviserinfo.sec.gov
Healthequity Advisors	Draper	178,476	$1.99 billion	$1.99 billion	adviserinfo.sec.gov
Diversify Wealth Management, LLC	South Jordan	3,888	$1.77 billion	$4.11 billion	adviserinfo.sec.gov
B.O.S.S. Retirement Advisors, LLC	Lehi	4,827	$1.14 billion	$1.38 billion	adviserinfo.sec.gov
Capita Financial Network, LLC	Draper	2,289	$1.01 billion	$2.32 billion	adviserinfo.sec.gov
Portside Wealth Group, LLC	Provo	4,171	$817.8 million	$1.43 billion	adviserinfo.sec.gov
Albion Financial Group	Salt Lake City	457	$403.4 million	$2.01 billion	adviserinfo.sec.gov
Soltis Investment Advisors, LLC	St. George	1,906	$396.6 million	$12.04 billion	adviserinfo.sec.gov
Alta Capital Management LLC	Salt Lake City	905	$366.9 million	$1.60 billion	adviserinfo.sec.gov
Summit Global Investments, LLC	Bountiful	7,130	$303.6 million	$2.29 billion	adviserinfo.sec.gov
Peterson Wealth Advisors, LLC	Orem	429	$292.1 million	$829.7 million	adviserinfo.sec.gov
The Norden Group LLC	Provo	976	$273 million	$1.97 billion	adviserinfo.sec.gov
Strategic Planning Group	Bountiful	1,240	$266.6 million	$910.3 million	adviserinfo.sec.gov
Elevated Capital Advisors, LLC	Draper	878	$250.9 million	$499.1 million	adviserinfo.sec.gov
Navigate Private Wealth, LLC	Draper	1,713	$243.9 million	$529.2 million	adviserinfo.sec.gov
Alliance Wealth Advisors, LLC	Centerville	631	$233.6 million	$552 million	adviserinfo.sec.gov
Decker Retirement Planning Inc.	Lehi	713	$226 million	$359.9 million	adviserinfo.sec.gov
Physician Wealth Advisors, Inc.	Salt Lake City	717	$212.9 million	$2.01 billion	adviserinfo.sec.gov
Net Worth Advisory Group, LLC	Sandy	594	$205.2 million	$838.4 million	adviserinfo.sec.gov
Promontory Financial Planning, LLC	Farmington	500	$205 million	$319 million	adviserinfo.sec.gov
Truenorth Wealth	Salt Lake City	584	$201 million	$1.27 billion	adviserinfo.sec.gov
Iron Gate Global Advisors	North Salt Lake	1,224	$195.1 million	$1.32 billion	adviserinfo.sec.gov
Financial Network Wealth Advisors LLC	Murray	1,650	$194.9 million	$515.4 million	adviserinfo.sec.gov
Teton Wealth Group LLC	Murray	827	$190.4 million	$204 million	adviserinfo.sec.gov
Smedley Financial Services Inc	Salt Lake City	744	$176.4 million	$396.7 million	adviserinfo.sec.gov
Ascend Investment Partners	Ogden	748	$172.7 million	$661.4 million	adviserinfo.sec.gov
Drive Wealth Advisers	Lehi	744	$170.4 million	$1.50 billion	adviserinfo.sec.gov
Peterson Wealth Services Inc.	South Ogden	391	$163.3 million	$528.5 million	adviserinfo.sec.gov
New Millennium Group	Sandy	844	$161.5 million	$257 million	adviserinfo.sec.gov
Wealth Management Cpas, LLC	Salt Lake City	336	$156.6 million	$329.2 million	adviserinfo.sec.gov
Everspire	Midvale	752	$145 million	$247.7 million	adviserinfo.sec.gov
E6 Portfolios	Midvale	730	$140.6 million	$239.4 million	adviserinfo.sec.gov
Adams Wealth Advisors	Logan	557	$140.5 million	$565.8 million	adviserinfo.sec.gov
Andina Advisors	Logan	409	$139.4 million	$1.26 billion	adviserinfo.sec.gov
Tencap Wealth Coaching	South Jordan	681	$136.2 million	$285 million	adviserinfo.sec.gov
Harold Dance Investments	Logan	281	$122 million	$158 million	adviserinfo.sec.gov
Burrus	Salt Lake City	243	$105.6 million	$240.7 million	adviserinfo.sec.gov
Dentist Advisors	Salt Lake City	585	$105.2 million	$504 million	adviserinfo.sec.gov
Elysium Wealth Management, LLC	South Jordan	622	$97.8 million	$352.3 million	adviserinfo.sec.gov
Lefavi Wealth Management	Salt Lake City	413	$97.2 million	$445 million	adviserinfo.sec.gov
Stonebriar Wealth, LLC	Lehi	481	$94.5 million	$139 million	adviserinfo.sec.gov
Presidio Wealth Management	Midvale	322	$93.7 million	$217.5 million	adviserinfo.sec.gov
Ashworth Wealth, LLC	South Jordan	192	$91.9 million	$377.8 million	adviserinfo.sec.gov
Tanara Wealth Management LLC	Lehi	252	$90.8 million	$1.09 billion	adviserinfo.sec.gov
Platform Wealth Advisors	Holladay	178	$80.3 million	$509 million	adviserinfo.sec.gov
Squire Wealth Advisors	Orem	342	$80.2 million	$586.7 million	adviserinfo.sec.gov
Refined Wealth Management	Salt Lake City	337	$78.6 million	$210.9 million	adviserinfo.sec.gov
Lone Peak Advisers	Draper	855	$75.4 million	$125.4 million	adviserinfo.sec.gov
Oak Lane Advisors	Centerville	639	$70.1 million	$446.3 million	adviserinfo.sec.gov
Crewe Advisors	Salt Lake City	211	$70.1 million	$3.05 billion	adviserinfo.sec.gov
Wealth Foundations Partners, LLC	Salt Lake City	366	$68.4 million	$110.5 million	adviserinfo.sec.gov
Altura Private Wealth LLC	Centerville	290	$66.3 million	$129.1 million	adviserinfo.sec.gov
AG Financial	Salt Lake City	163	$65.6 million	$103.5 million	adviserinfo.sec.gov
Cottonwood Wealth Strategies, LLC	Salt Lake City	185	$64.7 million	$279 million	adviserinfo.sec.gov
Go Invest LLC	West Jordan	980	$63.9 million	$889 million	adviserinfo.sec.gov
Heaton Financial, PC	Cedar City	301	$62.9 million	$140.1 million	adviserinfo.sec.gov
Coign Capital Advisors LLC	Draper	252	$62.1 million	$472.9 million	adviserinfo.sec.gov
Paragon Wealth Management	Provo	149	$61.2 million	$153.4 million	adviserinfo.sec.gov
Statera Wealth Management	St. George	177	$60.5 million	$184.7 million	adviserinfo.sec.gov
JRS Wealth Management LLC	South Jordan	258	$60 million	$135 million	adviserinfo.sec.gov
Capital Wealth, LLC	Lehi	275	$59.4 million	$116 million	adviserinfo.sec.gov
Tingey Advisors Inc	Salt Lake City	231	$56.8 million	$477.7 million	adviserinfo.sec.gov
Narus Financial Partners, LLC	Salt Lake City	134	$55.4 million	$559 million	adviserinfo.sec.gov
The Karras Company, Inc.	Roy	156	$54.9 million	$372.9 million	adviserinfo.sec.gov
Three Seasons Wealth	Salt Lake City	235	$53.2 million	$1.23 billion	adviserinfo.sec.gov
Periope, LC	St. George	508	$53.1 million	$177.2 million	adviserinfo.sec.gov
Provident Living Financial Services	Lehi	183	$51.9 million	$158.1 million	adviserinfo.sec.gov
Soulence Wealth Management	Pleasant Grove	388	$51.3 million	$107.5 million	adviserinfo.sec.gov
Keeler Thomas Management LLC	Orem	76	$49.8 million	$305.5 million	adviserinfo.sec.gov
Blue Barn Wealth	Orem	180	$48.3 million	$317.1 million	adviserinfo.sec.gov
Medicus Wealth Planning, Inc.	Draper	154	$45.3 million	$160.8 million	adviserinfo.sec.gov
Landmark Wealth Advisors, LLC	Farmington	228	$44.1 million	$135.9 million	adviserinfo.sec.gov
Cannon Capital Management, Inc.	Salt Lake City	154	$43.9 million	$386.1 million	adviserinfo.sec.gov
Navigate Financial LLC	Salt Lake City	115	$40.5 million	$337.9 million	adviserinfo.sec.gov
Abg Consultants	Cottonwood Heights	1,586	$38.9 million	$697.4 million	adviserinfo.sec.gov
The Professional Financial Company LLC	Orem	184	$38.8 million	$246.1 million	adviserinfo.sec.gov
Brighton Wealth Management, Inc.	Cottonwood Heights	111	$38.4 million	$131.9 million	adviserinfo.sec.gov
Olympus Peaks Financial, LLC	Sandy	81	$35.4 million	$141.4 million	adviserinfo.sec.gov
Larson Williams Wealth Advisors, LLC	Cedar City	382	$32.1 million	$140 million	adviserinfo.sec.gov
Haynie Wealth Management LLC	Salt Lake City	121	$30 million	$106.6 million	adviserinfo.sec.gov
Interwise	Holladay	158	$29.4 million	$369.7 million	adviserinfo.sec.gov
Livet Wealth, LLC	Spanish Fork	72	$29.4 million	$335.1 million	adviserinfo.sec.gov
Your IA, LLC	St. George	178	$29.1 million	$106.6 million	adviserinfo.sec.gov
Alpha Wealth Funds, LLC	Park City	197	$28.3 million	$214.1 million	adviserinfo.sec.gov
My Prosper Team	Lehi	394	$27.8 million	$58.2 million	adviserinfo.sec.gov
Palisade Wealth Management	Draper	96	$27.5 million	$133.2 million	adviserinfo.sec.gov
Guardian Wealth Management	Salt Lake City	87	$26.6 million	$174.8 million	adviserinfo.sec.gov
Prestige Wealthwide, LLC	Lehi	127	$25.8 million	$198.5 million	adviserinfo.sec.gov
Switchpoint Financial Planning LLC	Lehi	34	$23.8 million	$367.1 million	adviserinfo.sec.gov
Exponent Wealth LLC	Orem	67	$23.7 million	$110.4 million	adviserinfo.sec.gov
North Capital	Salt Lake City	119	$22.4 million	$365.8 million	adviserinfo.sec.gov
Veritas Wealth Management, LLC	Salt Lake City	28	$19.2 million	$135.8 million	adviserinfo.sec.gov
Athos Private Wealth LLC	Holladay	42	$16.7 million	$268.5 million	adviserinfo.sec.gov
Jacobsen Capital Management	Salt Lake City	43	$15.7 million	$562.9 million	adviserinfo.sec.gov
Solidarity Wealth, LLC	Lehi	43	$15.4 million	$704.2 million	adviserinfo.sec.gov
Lunt Capital Management Inc.	Holladay	75	$10.6 million	$601.5 million	adviserinfo.sec.gov
Slayton Lewis Inc	Salt Lake City	13	$10.4 million	$334.4 million	adviserinfo.sec.gov
Blue Diamond Capital Investment Advisors	Provo	Fewer than 5	$9 million	$301.4 million	adviserinfo.sec.gov
Echelons Capital, LLC	Park City	16	$7.5 million	$174.4 million	adviserinfo.sec.gov
Oxford Wealth Management	Lindon	38	$6.6 million	$109.6 million	adviserinfo.sec.gov
Wasatch Advisors LP	Salt Lake City	9	$6.5 million	$23.35 billion	adviserinfo.sec.gov
Cynosure Portfolio Advisors LLC	Salt Lake City	48	$5.8 million	$5.8 million	adviserinfo.sec.gov
Riley S. Crosbie Advisory, LLC	Logan	21	$4.6 million	$118.9 million	adviserinfo.sec.gov
Financial Advisory Services	Salt Lake City	34	$3.4 million	$146.6 million	adviserinfo.sec.gov
Townsquare Capital, LLC	Lehi	18	$3.3 million	$18.07 billion	adviserinfo.sec.gov
Fiduciary Advisors, LLC	Cottonwood Heights	51	$1.7 million	$520.2 million	adviserinfo.sec.gov
Accuvest Global Advisors, Inc.	Provo	4	$1.7 million	$630.5 million	adviserinfo.sec.gov
Sandlot Private Wealth LLC	Orem	5	$197,898	$305,047	adviserinfo.sec.gov
Octant Quantitative Investment Management LLC	Salt Lake City	Fewer than 5	$139,475	$128.2 million	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.