Data / Investment advisers / Serving pension and profit sharing plans / Utah
Investment advisers in Utah serving pension and profit sharing plans: 63 firms
63 SEC registered investment advisers with a main office in Utah report pension and profit sharing plans among their clients in Form ADV item 5.D, and together they attribute $10.6 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.
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- 63Advisers
- $10.6 billionAUM from this client type
- 62Advisers over $100 million
- November 2, 2026File date
Advisers in Utah serving pension and profit sharing plans
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 | 243 | $4.71 billion | $12.04 billion | adviserinfo.sec.gov |
| Wasatch Advisors LP | Salt Lake City | 22 | $1.04 billion | $23.35 billion | adviserinfo.sec.gov |
| Go Invest LLC | West Jordan | 3,297 | $825.2 million | $889 million | adviserinfo.sec.gov |
| Physician Wealth Advisors, Inc. | Salt Lake City | 36 | $663.1 million | $2.01 billion | adviserinfo.sec.gov |
| Abg Consultants | Cottonwood Heights | 284 | $633.9 million | $697.4 million | adviserinfo.sec.gov |
| Fiduciary Advisors, LLC | Cottonwood Heights | 5 | $518.5 million | $520.2 million | adviserinfo.sec.gov |
| Navigate Financial LLC | Salt Lake City | 38 | $286.5 million | $337.9 million | adviserinfo.sec.gov |
| Diversify Advisory Services, LLC | South Jordan | 106 | $278.6 million | $4.65 billion | adviserinfo.sec.gov |
| Iron Gate Global Advisors | North Salt Lake | 32 | $219.3 million | $1.32 billion | adviserinfo.sec.gov |
| Diversify Wealth Management, LLC | South Jordan | 114 | $214.5 million | $4.11 billion | adviserinfo.sec.gov |
| Alta Capital Management LLC | Salt Lake City | 22 | $168.1 million | $1.60 billion | adviserinfo.sec.gov |
| Portside Wealth Group, LLC | Provo | 100 | $129.8 million | $1.43 billion | adviserinfo.sec.gov |
| Cannon Capital Management, Inc. | Salt Lake City | 28 | $121.1 million | $386.1 million | adviserinfo.sec.gov |
| Ashworth Wealth, LLC | South Jordan | 28 | $79.4 million | $377.8 million | adviserinfo.sec.gov |
| Oak Lane Advisors | Centerville | 27 | $68.3 million | $446.3 million | adviserinfo.sec.gov |
| Interwise | Holladay | 26 | $58.8 million | $369.7 million | adviserinfo.sec.gov |
| Andina Advisors | Logan | 10 | $57.2 million | $1.26 billion | adviserinfo.sec.gov |
| Tingey Advisors Inc | Salt Lake City | 36 | $43.8 million | $477.7 million | adviserinfo.sec.gov |
| Drive Wealth Advisers | Lehi | 36 | $40.7 million | $1.50 billion | adviserinfo.sec.gov |
| Lunt Capital Management Inc. | Holladay | 7 | $38.1 million | $601.5 million | adviserinfo.sec.gov |
| Albion Financial Group | Salt Lake City | 5 | $33.9 million | $2.01 billion | adviserinfo.sec.gov |
| Financial Network Wealth Advisors LLC | Murray | 42 | $33.2 million | $515.4 million | adviserinfo.sec.gov |
| Altura Private Wealth LLC | Centerville | 7 | $29.2 million | $129.1 million | adviserinfo.sec.gov |
| The Norden Group LLC | Provo | 81 | $26.9 million | $1.97 billion | adviserinfo.sec.gov |
| Strategic Planning Group | Bountiful | 40 | $26.1 million | $910.3 million | adviserinfo.sec.gov |
| Squire Wealth Advisors | Orem | 36 | $23.1 million | $586.7 million | adviserinfo.sec.gov |
| Blue Barn Wealth | Orem | 7 | $22.6 million | $317.1 million | adviserinfo.sec.gov |
| Dentist Advisors | Salt Lake City | 12 | $19.3 million | $504 million | adviserinfo.sec.gov |
| Seven Canyons Advisors, LLC | Salt Lake City | Fewer than 5 | $17 million | $90 million | adviserinfo.sec.gov |
| Slayton Lewis Inc | Salt Lake City | 5 | $15.6 million | $334.4 million | adviserinfo.sec.gov |
| B.O.S.S. Retirement Advisors, LLC | Lehi | 47 | $15.4 million | $1.38 billion | adviserinfo.sec.gov |
| Platform Wealth Advisors | Holladay | 10 | $15.3 million | $509 million | adviserinfo.sec.gov |
| Ascend Investment Partners | Ogden | 15 | $14.6 million | $661.4 million | adviserinfo.sec.gov |
| North Capital | Salt Lake City | 3 | $12.7 million | $365.8 million | adviserinfo.sec.gov |
| Gladius Capital Management LP | Park City | 1 | $9.4 million | $2.88 billion | adviserinfo.sec.gov |
| Riley S. Crosbie Advisory, LLC | Logan | 3 | $9 million | $118.9 million | adviserinfo.sec.gov |
| Wealth Foundations Partners, LLC | Salt Lake City | 2 | $8.1 million | $110.5 million | adviserinfo.sec.gov |
| Peterson Wealth Advisors, LLC | Orem | 5 | $7.8 million | $829.7 million | adviserinfo.sec.gov |
| Financial Advisory Services | Salt Lake City | Fewer than 5 | $7.7 million | $146.6 million | adviserinfo.sec.gov |
| Peterson Wealth Services Inc. | South Ogden | 1 | $7.3 million | $528.5 million | adviserinfo.sec.gov |
| AG Financial | Salt Lake City | 13 | $6.9 million | $103.5 million | adviserinfo.sec.gov |
| New Millennium Group | Sandy | 7 | $6.2 million | $257 million | adviserinfo.sec.gov |
| Peterson Rogers Private Wealth, LLC | Salt Lake City | Fewer than 5 | $5.7 million | $177.1 million | adviserinfo.sec.gov |
| JRS Wealth Management LLC | South Jordan | Fewer than 5 | $5 million | $135 million | adviserinfo.sec.gov |
| Tencap Wealth Coaching | South Jordan | 13 | $4.9 million | $285 million | adviserinfo.sec.gov |
| Provident Living Financial Services | Lehi | 3 | $4.7 million | $158.1 million | adviserinfo.sec.gov |
| Paragon Wealth Management | Provo | 2 | $4 million | $153.4 million | adviserinfo.sec.gov |
| Promontory Financial Planning, LLC | Farmington | 5 | $4 million | $319 million | adviserinfo.sec.gov |
| Brighton Wealth Management, Inc. | Cottonwood Heights | 2 | $4 million | $131.9 million | adviserinfo.sec.gov |
| Capital Wealth, LLC | Lehi | Fewer than 5 | $3.5 million | $116 million | adviserinfo.sec.gov |
| Elysium Wealth Management, LLC | South Jordan | 7 | $2.3 million | $352.3 million | adviserinfo.sec.gov |
| Elevated Capital Advisors, LLC | Draper | Fewer than 5 | $2 million | $499.1 million | adviserinfo.sec.gov |
| Crewe Advisors | Salt Lake City | Fewer than 5 | $1.6 million | $3.05 billion | adviserinfo.sec.gov |
| Lone Peak Global Investors, LLC | Alpine | 1 | $1.6 million | $598.4 million | adviserinfo.sec.gov |
| Medicus Wealth Planning, Inc. | Draper | 2 | $1.5 million | $160.8 million | adviserinfo.sec.gov |
| Veritas Wealth Management, LLC | Salt Lake City | Fewer than 5 | $1.2 million | $135.8 million | adviserinfo.sec.gov |
| Teton Wealth Group LLC | Murray | 8 | $1.1 million | $204 million | adviserinfo.sec.gov |
| Switchpoint Financial Planning LLC | Lehi | 1 | $1.1 million | $367.1 million | adviserinfo.sec.gov |
| Prestige Wealthwide, LLC | Lehi | 1 | $940,125 | $198.5 million | adviserinfo.sec.gov |
| Three Seasons Wealth | Salt Lake City | Fewer than 5 | $509,257 | $1.23 billion | adviserinfo.sec.gov |
| Decker Retirement Planning Inc. | Lehi | Fewer than 5 | $460,323 | $359.9 million | adviserinfo.sec.gov |
| Adams Wealth Advisors | Logan | 1 | $171,835 | $565.8 million | adviserinfo.sec.gov |
| Presidio Wealth Management | Midvale | 1 | $164,932 | $217.5 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.