| Clifford Capital Partners, LLC | Alpine | $496.6M | — |
| Oxford Wealth Management LLC | Lindon | $495.1M | — |
| Squire Investment Management Company, LLC | Orem | $493.9M | — |
| Wasatch Health, LLC | Salt Lake City | $474.9M | 1 |
| Jacobsen Capital Management, LLC | Salt Lake City | $474.6M | — |
| Narus Financial Partners, LLC | Salt Lake City | $467.7M | — |
| Fiduciary Advisors, LLC | Cottonwood Heights | $464.5M | — |
| Peterson Wealth Services Inc. | South Ogden | $462.7M | — |
| Navigate Private Wealth, LLC | Draper | $462.6M | — |
| Aquire Wealth Advisors, LLC | Salt Lake City | $461.8M | — |
| Cimarron Healthcare Capital, LLC | Salt Lake City | $447.7M | 7 |
| Alliance Wealth Advisors, LLC | Centerville | $439.5M | — |
| Lefavi Wealth Management, Inc. | Salt Lake City | $438.8M | — |
| Elevated Capital Advisors, LLC | Draper | $433M | — |
| Financial Network Wealth Advisors LLC | Murray | $425.2M | — |
| Go Invest LLC | West Jordan | $420.9M | — |
| Cannon Tingey Investment Advisors Inc | Salt Lake City | $385M | — |
| Keeler Thomas Management LLC | Orem | $379.3M | — |
| Wealth Navigation, LLC | Centerville | $367.3M | — |
| Three Seasons Wealth | Salt Lake City | $361.7M | — |
| The Professional Financial Company LLC | Orem | $361.1M | — |
| The Karras Company, Inc. | Roy | $349.8M | — |
| Hst Ventures, LLC | Park City | $349.8M | — |
| Decathlon Capital Management II, LLC | Park City | $343.6M | 4 |
| Smedley Financial Services Inc | Salt Lake City | $341.8M | — |
| Wasatch Venture Management, LLC | Logan | $337.3M | 22 |
| Cannon Capital Management, Inc. | Salt Lake City | $328.9M | — |
| Platform Wealth Management, LLC | Holladay | $328.6M | — |
| Ashworth Wealth, LLC | South Jordan | $326.1M | — |
| Blue Diamond Capital Investment Advisors, LLC | Provo | $322.8M | 8 |
| Coign Capital Advisors LLC | Draper | $321M | — |
| Slayton Lewis Inc | Salt Lake City | $307.7M | — |
| Cottonwood Capital Advisors, LLC | Salt Lake City | $306.3M | 2 |
| Asilia Credit Investments, LLC | Salt Lake City | $304.4M | 6 |
| Navigate Financial LLC | Salt Lake City | $300.2M | — |
| North Capital, Inc. | Salt Lake City | $292.6M | — |
| Decker Retirement Planning Inc. | Lehi | $285.1M | — |
| Switchpoint Financial Planning LLC | Lehi | $281.5M | — |
| Promontory Financial Planning, LLC | Farmington | $280M | — |
| Valued Wealth Advisors, LLC | Holladay | $273.2M | — |
| Wealth Management Cpas, LLC | Salt Lake City | $270.9M | — |
| Wasatch Investment Fund Manager, LLC | Logan | $254.6M | 5 |
| Sorenson Impact Advisory, LLC | Salt Lake City | $232.8M | — |
| Burrus Financial Services, Inc. | Salt Lake City | $213.3M | — |
| Prestige Wealthwide, LLC | Lehi | $207.1M | — |
| Jordanelle Capital, LLC | Salt Lake City | $202.6M | 2 |
| New Millennium Group, LLC | Sandy | $200.6M | — |
| Refined Wealth Management | Salt Lake City | $188.7M | — |
| Diamond Wealth Management, LLC | Alpine | $183.5M | — |
| Aegis Wealth Group, LLC | Midvale | $181.1M | — |