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WSR The Most Important Year-End Review Is Your OwnWSR AmeriFlex Recruits 17 Advisors Representing Over $1.4 Billion In Client AssetsWSR Cerulli: Many Investors Still Struggle To Understand Advisors’ FeesWSR Dear Ryan: Transformed On Paper, Uncertain In PracticeIN Meta deal shields Zuckerberg from California wealth tax billRB An Amazon intern in 2020, Nevis CEO Mark Swan is the unlikely dream weaver for Focus Financial and other big RIA rollups with 'nightmare' integration issues -- with help from Schwab, Fidelity, OpenAI and AnthropicWM The Diamond Podcast for Financial Advisors: How Smart Money Evaluates Wealth Management FirmsWM Cerulli: $5B+ Fee-Only Independent RIAs Face 'Shrinking Footprint'FP Why fee-based models are the future of advisor compensationIN Inheritance conflict is the rule, not the exception, Wells Fargo finds
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Free from Atlas · SEC filings as of October 1, 2026

The RIA database

Firms we coverAtlas screenerWealth Manager databaseThis month’s moversCustodian profilesRIA statistics

Registered RIAs
17,210
Regulatory AUM
$177.9T
Use more than one custodian
4,024
Hybrid
3,733

Where their clients’ assets sit. Select a custodian to filter the list.

Filters1

151 firms manage $228 billionUtah

Open in the Atlas screener

Atlas The basics here are free. Atlas adds ten years of growth, owners, broker-dealer affiliation, contacts on file and signals for every firm, with alerts and exports. See Atlas

  1. 13570
    Paragon Wealth ManagementProvo, UT · 186 clientsWealth manager
    Schwab 100%
    $153M
  2. 13787
    Financial Advisory ServicesSalt Lake City, UT · 79 clientsWealth manager
    Schwab 100%
    $147M
  3. 13968
    Olympus Peaks Financial, LLCSandy, UT · 163 clientsWealth manager
    Axos 100%
    $141M
  4. 14008
    Heaton Financial, PCCedar City, UT · 336 clientsWealth manager
    Schwab 100%
    $140M
  5. 14012
    Larson Williams Wealth Advisors, LLCCedar City, UT · 537 clientsWealth manager
    Schwab 100%
    $140M
  6. 14049
    Stonebriar Wealth, LLCLehi, UT · 505 clientsWealth manager
    Fidelity 100%
    $139M
  7. 14160
    Landmark Wealth Advisors, LLCFarmington, UT · 268 clientsWealth managerHybrid
    Schwab 100%
    $136M
  8. 14162
    Veritas Wealth Management, LLCSalt Lake City, UT · 56 clientsWealth manager
    Schwab 77%Fidelity 23%
    $136M
  9. 14199
    JRS Wealth Management LLCSouth Jordan, UT · 348 clientsWealth manager
    Schwab 100%
    $135M
  10. 14253
    Palisade Wealth ManagementDraper, UT · 141 clientsWealth manager
    Schwab 100%
    $133M
  11. 14297
    Brighton Wealth Management, Inc.Cottonwood Heights, UT · 451 clientsWealth manager
    Schwab 100%
    $132M
  12. 14391
    Altura Private Wealth LLCCenterville, UT · 341 clientsWealth manager
    No custodian reported
    $129M
  13. 14422
    Octant Quantitative Investment Management LLCSalt Lake City, UT · 7 clientsAsset manager
    Axos 76%
    $128M
  14. 14443
    Solidarity Capital Management, LLCLehi, UT · 1 clientsPrivate fund adviser
    No custodian reported
    $128M
  15. 14519
    Lone Peak AdvisersDraper, UT · 905 clientsWealth managerHybridTransitional Broker LLC
    Schwab 69%Assetmark 28%
    $125M
  16. 14779
    Riley S. Crosbie Advisory, LLCLogan, UT · 101 clientsWealth managerHybrid
    Schwab 100%
    $119M
  17. 14898
    Capital Wealth, LLCLehi, UT · 290 clientsWealth managerWrap sponsor
    Schwab 65%Fidelity 35%
    $116M
  18. 15075
    Wealth Foundations Partners, LLCSalt Lake City, UT · 390 clientsWealth manager
    Schwab 100%
    $111M
  19. 15086
    Exponent Wealth LLCOrem, UT · 96 clientsWealth manager
    Schwab 92%
    $110M
  20. 15124
    Oxford Wealth ManagementLindon, UT · 66 clientsWealth manager
    Fidelity 75%Interactive Brokers 25%
    $110M
  21. 15193
    Soulence Wealth ManagementPleasant Grove, UT · 410 clientsWealth manager
    Schwab 100%
    $108M
  22. 15229
    Haynie Wealth Management LLCSalt Lake City, UT · 156 clientsWealth manager
    Altruist 100%
    $107M
  23. 15230
    Your IA, LLCSt. George, UT · 190 clientsWealth manager
    Schwab 100%
    $107M
  24. 15324
    AG FinancialSalt Lake City, UT · 188 clientsWealth managerHybrid
    Schwab 100%
    $103M
  25. 15402
    Cherokee & Walker ManagementSalt Lake City, UT · 9 clientsPrivate fund adviser
    No custodian reported
    $101M
  26. 15550
    Seven Canyons Advisors, LLCSalt Lake City, UT · 4 clientsPrivate fund adviser
    BNY 75%Fidelity 25%
    $90M
  27. 15825
    My Prosper TeamLehi, UT · 438 clientsPrivate fund adviser
    Goldman Sachs 77%Schwab 23%
    $58M
  28. 16354
    Cynosure Portfolio Advisors LLCSalt Lake City, UT · 48 clientsWealth manager
    Fidelity 100%
    $6M
  29. 16434
    Colab CapitalSt. George, UTWealth manager
    No custodian reported
    $1M
  30. 16481
    Sandlot Private Wealth LLCOrem, UT · 5 clientsWealth manager
    No custodian reported
    $305K
  31. 16990
    Momentum Wealth ManagementOrem, UTAsset manager
    No custodian reported
    $0

RIAs by state