| Lone Peak Global Investors, LLC | Alpine | $598.4M | — |
| Squire Investment Management Company, LLC | Orem | $586.7M | — |
| Lep Management LLC | Salt Lake City | $585.2M | 4 |
| Adams Wealth Management LLC | Logan | $565.8M | 12 |
| Jacobsen Capital Management, LLC | Salt Lake City | $562.9M | — |
| Narus Financial Partners, LLC | Salt Lake City | $559M | — |
| Alliance Wealth Advisors, LLC | Centerville | $552M | — |
| Hst Ventures, LLC | Park City | $551.1M | — |
| Cachetech Inc. | Logan | $547.4M | — |
| Cimarron Healthcare Capital, LLC | Salt Lake City | $532.7M | 7 |
| Navigate Private Wealth, LLC | Draper | $529.2M | — |
| Peterson Wealth Services Inc. | South Ogden | $528.5M | — |
| Fiduciary Advisors, LLC | Cottonwood Heights | $520.2M | — |
| Financial Network Wealth Advisors LLC | Murray | $515.4M | — |
| Platform Wealth Management, LLC | Holladay | $509M | — |
| Aquire Wealth Advisors, LLC | Salt Lake City | $504M | — |
| Elevated Capital Advisors, LLC | Draper | $499.1M | — |
| Med Venture Management, LLC | Salt Lake City | $495.2M | 4 |
| Cannon Tingey Investment Advisors Inc | Salt Lake City | $477.7M | — |
| Coign Capital Advisors LLC | Draper | $472.9M | — |
| Wealth Navigation, LLC | Centerville | $446.3M | — |
| Lefavi Wealth Management, Inc. | Salt Lake City | $445M | — |
| Sorenson Impact Advisory, LLC | Salt Lake City | $424.3M | — |
| Smedley Financial Services Inc | Salt Lake City | $396.7M | — |
| Cannon Capital Management, Inc. | Salt Lake City | $386.1M | — |
| Ashworth Wealth, LLC | South Jordan | $377.8M | — |
| The Karras Company, Inc. | Roy | $372.9M | — |
| Valued Wealth Advisors, LLC | Holladay | $369.7M | — |
| Switchpoint Financial Planning LLC | Lehi | $367.1M | — |
| Asilia Credit Investments, LLC | Salt Lake City | $365.9M | 7 |
| North Capital, Inc. | Salt Lake City | $365.8M | — |
| Decker Retirement Planning Inc. | Lehi | $359.9M | — |
| Elysium Wealth Management, LLC | South Jordan | $352.3M | — |
| Navigate Financial LLC | Salt Lake City | $337.9M | — |
| Wasatch Venture Management, LLC | Logan | $337.3M | 22 |
| Livet Wealth, LLC | Spanish Fork | $335.1M | — |
| Slayton Lewis Inc | Salt Lake City | $334.4M | — |
| Wealth Management Cpas, LLC | Salt Lake City | $329.2M | — |
| Promontory Financial Planning, LLC | Farmington | $319M | — |
| Blue Barn Wealth, LLC | Orem | $317.1M | — |
| Keeler Thomas Management LLC | Orem | $305.5M | — |
| Blue Diamond Capital Investment Advisors, LLC | Provo | $301.4M | 10 |
| Tencap Wealth Coaching, LLC | South Jordan | $285M | — |
| Cottonwood Capital Advisors, LLC | Salt Lake City | $279M | 4 |
| Athos Private Wealth LLC | Holladay | $268.5M | 29 |
| Decathlon Capital Management II, LLC | Park City | $266.7M | 5 |
| New Millennium Group, LLC | Sandy | $257M | — |
| Wasatch Investment Fund Manager, LLC | Logan | $254.6M | 5 |
| Aegis Wealth Group, LLC | Midvale | $247.7M | — |
| The Professional Financial Company LLC | Orem | $246.1M | — |