Clients per advisor for Independent firms in Utah

In Utah, independent financial advisors tend to serve slightly more clients per advisor than the national median for this category, with a state median of 29 clients compared to the national median of 25. This suggests that advisors in Utah may balance personalized service with a moderately scaled client base. With 110 independent firms operating in the state, the range of clients per advisor is broad, extending up to nearly 300 in some cases, indicating a mix of both newer advisors building their practices and more established ones managing larger client loads. For clients, this means there are options ranging from highly personalized attention to more scalable service models within Utah’s independent advisory landscape.

Firm	Client/advisor ratio	Clients	Advisors	Staff
LendingRobot	Very High 609	609	1	2
Steward Financial Services, LLC	Very High 543	543	1	1
The Pilot's Advisor, LLC	Very High 530	530	1	1
Legacy Cornerstone Wealth	Very High 441	441	1	1
Freedom Asset Management	Very High 420	420	1	2
Fortunate	Very High 319	319	1	1
Premier Choice Wealth Advisors, LLC	Very High 313	313	1	1
Stonecreek Wealth Advisors	Very High 273	273	1	1
NuWealth Advisors, LLC	Very High 260	260	1	1
Foxstone Financial	Very High 230	230	1	1
Sentinel Wealth Strategies	Very High 220	220	1	1
Colwyn Investments LLC	Very High 210	210	1	1
Fletcher Capital Management	Very High 197	197	1	1
Gygi Capital Management	Very High 192	192	1	1
Olympus Peaks Financial, LLC	Very High 163	163	1	1
Teton Crest Wealth Planning	Very High 158	158	1	1
Balanced Capital	Very High 154	154	1	1
Integrated Financial Management, LLC	Very High 148	148	1	1
JHP Planning, LLC	Very High 145	145	1	1
Pyxis Capital Inc.	Very High 122	122	1	1
Harris Wealth Management, Inc.	Very High 108	108	1	1
Ferguson Financial Advisors	Very High 102	102	1	1
Spinnaker Financial Advisors, LLC	Very High 102	102	1	1
Loyal Wealth Management LLC	Very High 95	95	1	1
Wealth Mode	Very High 95	95	1	2
Goalen Capital Advisors, LLC	Very High 91	91	1	2
Summit Ridge Advisors	Very High 87	87	1	1
Cash Flow Investment Services LLC	Very High 86	86	1	1
Quayle Asset Management, Inc.	Very High 80	80	1	1
Phibbs Financial	Very High 80	80	1	1
LifePoint Financial Design	Very High 77	77	1	1
Wilson Wealth Management, Inc.	Very High 77	77	1	2
Albility Planning	Very High 77	77	1	1
Lifetime Financial	Very High 71	71	1	2
Kinnect Advisor Group, L.L.C.	Very High 67	67	1	1
Retirement Advice LLC	High 65	65	1	1
Matterhorn Financial Planning	High 61	61	1	1
Terrion Advisors, Inc.	High 58	58	1	1
Ethical Capital	High 58	58	1	1
John McAndrew Financial Advisors LLC	High 58	58	1	1
Veritas Wealth Management, LLC	High 56	56	1	1
Black Bridge Advisors, LLC	High 50	50	1	1
Twin Peaks Wealth Management LLC	High 49	49	1	1
Fortis Wealth Management, LLC	High 48	48	1	1
Proactive Wealth Management, Inc.	High 47	47	1	1
Jeff Elliott, CFP®	High 47	47	1	1
Bybee Wealth Management LLC	High 43	43	1	1
Wood River Consulting	High 42	42	1	1
Strive Investment Management, LLC	High 41	41	1	1
Premier Investment Management, LLC	High 40	40	1	1
Casull Financial Advisory, LLC	High 38	38	1	1
EquityFTW	High 36	36	1	1
Hunter Capital Management Inc.	High 36	36	1	1
C.S Wealth LLC	Typical 35	35	1	1
Pomegranate Financial LLC	Typical 35	35	1	1
Copperlion Investments	Typical 34	34	1	1
Lanning Financial Inc.	Typical 33	33	1	2
Financial Prosperity, Inc.	Typical 32	32	1	2
Crockett Wealth Management, Inc.	Typical 30	30	1	1
WMW Management, Inc.	Typical 30	30	1	1
Managed Wealth Advantage, LLC	Typical 30	30	1	1
Abacus Investment Advisors	Typical 29	29	1	1
Safe Bay Retirement Advisors	Typical 29	29	1	1
Newpark Wealth Management	Typical 29	29	1	1
R.D. Thompson Investments	Typical 29	29	1	1
Cook Financial, LLC	Typical 28	28	1	1
Gajardo Wealth Management LLC	Typical 28	28	1	1
Focal Point Financial Planning, LLC	Typical 27	27	1	1
Lone Peak Capital Management, LLC	Typical 26	26	1	1
Profolio Investments, Inc.	Typical 25	25	1	1
Chugg Wealth Strategies, LLC	Typical 24	24	1	1
Grinnell Capital, LLC	Typical 24	24	1	2
Firmo Investment Consulting Services	Typical 24	24	1	1
Lone Peak Asset Management, Inc.	Typical 21	21	1	1
Skylid Capital Management, Inc.	Typical 21	21	1	1
Curtain Wealth Planning L.L.C.	Low 19	19	1	1
Bonneville Multi-Family Office	Low 18	18	1	1
Affinity Financial, LLC	Low 18	18	1	1
Stantum, LLC	Low 16	16	1	1
Planned Security Advisors LLC	Low 16	16	1	1
Money Illustrated Advisory Services	Low 16	16	1	1
Encore Retirement Planning, LLC	Low 16	16	1	1
Pendulum Asset Management, LLC	Low 15	15	1	1
The Innes Associates, Ltd.	Low 15	15	1	1
Niemann Investments LLC	Low 15	15	1	1
JDS Investment Management	Low 13	13	1	1
Redgrove Capital LLC.	Low 12	12	1	1
Mill Creek Investment Management	Low 12	12	1	1
Hansen Wealth Management	Low 12	12	1	1
Maximus Wealth Advisors	Low 12	12	1	1
JD Investment Management, LLC	Low 12	12	1	1
A & C Investment, Inc.	Low 11	11	1	1
Pashman Financial LLC	Low 10	10	1	1
Tech Wealth, LLC	Low 10	10	1	1
Meridian Investing	Low 10	10	1	1
Sanguine Owl, Lc	Very Low 8	8	1	1
Affiliated Investment Advisors, Inc.	Very Low 8	8	1	1
River Family Advisors LLC	Very Low 8	8	1	1
Emotionally Invested	Very Low 7	7	1	1
114th Financial LC	Very Low 7	7	1	1
JMcMahan LLC	Very Low 7	7	1	1
Monson Wealth Management LLC	Very Low 6	6	1	1
Verticus Advisors Inc.	Very Low 6	6	1	1
Aequitas Financial, LLC	Very Low 6	6	1	1
Artstone Private Wealth	Very Low 6	6	1	1
The Prudent Planner, LLC	Very Low 6	6	1	1
Kellam Insurance and Financial Services LLC	Very Low 5	5	1	1
Donovan Legacy Advisors, LLC	Very Low 5	5	1	1
Nibley Financial LLC	Very Low 5	5	1	1
Gaard Capital LLC	Very Low 4	4	1	1
Business Wise Insurance, PLLC	Very Low 4	4	1	1
Lota Advisors LLC.	Very Low 4	4	1	1
Affinity Wealth Resources, LLC	Very Low 3	3	1	1
David Russell Fjeldsted	Very Low 3	3	1	1
Joseph M. Larsen, C.P.A., P.C.	Very Low 2	2	1	1
SHA Advisory	Very Low 2	2	1	1
Zimmer Capital Management LLC	Very Low 2	2	1	1
Cashew Financial, LLC	Very Low 1	1	1	1

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Clients per advisor for Independent firms serving clients in Utah