| Athos Private Wealth LLC | Holladay | $176.7M | 25 |
| Sun Financial, Inc. | Midvale | $175.5M | — |
| Peterson Rogers Private Wealth, LLC | Salt Lake City | $165.7M | — |
| Teton Wealth Group LLC | Murray | $165.5M | — |
| Thistle Creek Capital, LLC | Lehi | $161M | — |
| Elysium Wealth Management, LLC | South Jordan | $159.2M | — |
| Paragon Capital Management Inc | Provo | $156.9M | 2 |
| Periope, LC | St. George | $152M | — |
| Guardian Wealth Management, LLC | Salt Lake City | $151.9M | — |
| Reef Investment Management LLC | Lehi | $151M | 2 |
| Reach Wealth Management LLC | St. George | $145M | — |
| Larson Williams Wealth Advisors, LLC | Cedar City | $140M | — |
| Veritas Wealth Management, LLC | Salt Lake City | $135.8M | — |
| Larsen, Glen Allen | Salt Lake City | $135M | — |
| Jrs Wealth Management LLC | South Jordan | $135M | — |
| E6 Portfolios | Midvale | $134M | — |
| Harold W. Dance Inc. | Logan | $132M | — |
| Provident Living Financial Services, Inc. | Lehi | $130.4M | — |
| Medicus Wealth Planning, Inc. | Draper | $130.3M | — |
| Echelons Capital, LLC | Park City | $127.1M | — |
| Landmark Wealth Advisors, LLC | Farmington | $122.5M | — |
| Olympus Peaks Financial, LLC | Sandy | $122M | — |
| Seven Canyons Advisors, LLC | Salt Lake City | $121.6M | 1 |
| Kultura Capital Management LP | Park City | $119.4M | 2 |
| Lone Peak Advisers, LLC | Draper | $119M | — |
| Riley S. Crosbie Advisory, LLC | Logan | $118.9M | — |
| Alpha Wealth Funds, LLC | Park City | $118.5M | 3 |
| Cherokee & Walker Management, LLC | Salt Lake City | $117.2M | 4 |
| Tencap Wealth Coaching, LLC | South Jordan | $117.2M | — |
| Jacobs Equity | Draper | $111.7M | — |
| Wealth Foundations Partners, LLC | Salt Lake City | $110.5M | — |
| Octant Quantitative Investment Management LLC | Salt Lake City | $110M | — |
| Soulence Wealth Management II LLC | Pleasant Grove | $107.5M | — |
| Haynie Wealth Management LLC | Salt Lake City | $106.6M | — |
| AG Financial, LLC | Salt Lake City | $105.3M | — |
| Stonebriar Wealth, LLC | Lehi | $100M | — |
| Solidarity Capital Management, LLC | Lehi | $99.4M | 1 |
| Prosper Wealth Solutions, LLC | Lehi | $52.5M | 5 |
| Livet Wealth, LLC | Spanish Fork | — | — |
| Cynosure Portfolio Advisors LLC | Salt Lake City | — | — |
| Sandlot Private Wealth LLC | Orem | — | — |
| Aog Wealth Partners, LLC | St. George | — | — |
| Colab Capital, LLC | St. George | — | — |
| Tanara Wealth Management LLC | Lehi | — | — |