Clients per advisor for Supported firms serving clients in Utah

In Utah, supported financial advisory firms tend to have a higher client load per advisor compared to the broader market, with a median of 74 clients per advisor versus the national median of 47. This suggests that Utah’s supported firms often operate with more scalable, process-driven models, allowing advisors to manage larger client bases efficiently. With 213 such firms in the state, clients may find a range of service styles, but the overall trend points toward firms balancing growth with structured client management rather than highly personalized, low-volume approaches. This dynamic reflects a mature advisory market that emphasizes both reach and operational efficiency.

Supported firms nationally 6,970 firms

Very Low 7-21 per advisor

Low 21-40

Typical 40-64

High 64-105

Very High 105-209

5th 20th 40th 60th 80th 95th

Median: 51

Firm	Client/advisor ratio	Clients	Advisors	Staff
Acentus Group L.L.C.	Very Low 0	1	3	3
Smartt Wealth Solutions, LLC	Very Low 0	1	3	3
Seven Canyons Advisors, LLC	Very Low 1	2	4	6
Zacks Intelligence LLC	Very Low 1	1	1	7
Sandlot Private Wealth LLC	Very Low 3	5	2	4
Three Phases Wealth Advisors LLC	Very Low 3	8	3	3
K2 Wealth Management	Very Low 3	6	2	2
Sunset Retirement Advisors LLC	Very Low 7	21	3	3
Harborview Asset Management LLC	Very Low 8	15	2	2
The Invictus Collective, LLC	Very Low 8	16	2	5
Century Funds Management Inc	Very Low 9	17	2	2
SBC Investment Management, LLC	Very Low 10	19	2	3
J.P.Morgan Wealth Management Solutions Inc.	Very Low 11	32	3	65
Vantage Point Wealth Management, LLC	Very Low 12	24	2	2
Hanks Capital Management, LLC	Very Low 12	24	2	2
Cottonwood Asset Management LLC	Very Low 12	37	3	3
Mountain Goat Wealth Management LLC	Very Low 13	38	3	3
Evestia Financial	Very Low 13	26	2	2
Innovation Partners LLC	Very Low 13	26	2	305
DeLeon Wealth LLC	Very Low 14	27	2	2
Ascend Investment Management, LLC	Very Low 14	27	2	2
Evergreen Financial Group	Very Low 14	41	3	3
Theory Planning Partners	Very Low 15	59	3	4
Fortius Financial Advisors, LLC	Very Low 16	62	4	4
Echelons Capital, LLC	Very Low 17	34	2	2
White Pine Financial LLC	Very Low 17	34	2	2
Evolve Investing LLC	Very Low 18	36	2	2
Twombly Asset Management LLC	Low 21	41	2	3
Garrett Capital Investment Management	Low 21	42	2	2
Able & Strong Advisors, Inc.	Low 22	65	3	3
Innovate Wealth	Low 23	46	2	2
Sunbeam Capital Management, LLC	Low 24	47	2	3
Prosper Private Wealth	Low 26	51	2	3
Grow Rasmussen Consulting LLC	Very Low 26	103	4	4
Fiduciary Organization, LLC	Low 26	79	3	3
Vantage Point Management, Inc.	Low 27	53	2	2
Reliance Investing, Inc.	Low 27	80	3	3
Crown Oak Advisors	Low 27	54	2	2
Peterson Rogers Private Wealth, LLC	Low 27	81	3	4
Journey Beyond Wealth	Very Low 27	109	4	6
Topturn Capital, LLC	Low 28	83	3	5
Tidecrest Wealth Management, LLC	Low 28	84	3	3
Riley S. Crosbie Advisory, LLC dba Crosbie Financial	Low 28	84	3	3
Athos Private Wealth LLC	Low 29	117	4	7
Aventura Capital Management, LLC	Low 32	126	4	4
Lovett Investment Consulting LLC	Low 32	32	1	1
Oxford Wealth Management	Low 32	64	2	11
Miser Asset Management	Low 34	67	2	4
Blodgett Wealth Advisors, LLC	Low 34	103	3	3
Evergreen Wealth Advisors	Low 36	142	4	18
KeyVantage Wealth Advisors	Low 36	143	4	5
Montage Financial Advisors	Low 36	36	1	3
Slayton Lewis Inc	Low 36	72	2	5
Optivest, Inc.	Low 36	108	3	4
Backbone Planning Partners LLC	Low 36	109	3	4
Cedarwood Wealth	Low 37	111	3	3
Imprint Wealth LLC	Low 38	76	2	7
Datalign	Low 38	38	1	20
Silver Lake Advisory Partners, LLC	Low 38	152	4	4
Zora Financial	Typical 39	78	2	4
Cove Fort Capital, LLC	Typical 39	78	2	2
Eiger Wealth Management, LLC	Typical 39	118	3	6
Opportunus Wealth Management, LLC	Typical 41	123	3	3
Evergreen Private Wealth	Low 42	166	4	4
Wiser Advisor Group	Typical 43	130	3	3
Guardian Wealth Management	Typical 44	131	3	3
Family Wealth Advisors	Typical 46	91	2	3
NorthAvenue LLC	Typical 46	138	3	9
Strategic Advocates, LLC	Typical 47	141	3	3
Palisade Wealth Management	Typical 47	141	3	3
Lee Miles LLC	Typical 47	94	2	2
Medicus Wealth Planning, Inc.	Typical 49	194	4	5
You First Financial LLC	Typical 49	97	2	2
Roberts Wealth Advisors, LLC	Typical 49	146	3	6
Noble Wealth Management P.B.C.	Typical 49	196	4	5
Capstone Capital Wealth Advisors	Typical 50	198	4	4
T.M. Wealth Management	Typical 50	99	2	6
Holistic Finance LLC	Typical 50	198	4	5
Tingey Financial Group Inc.	Typical 50	150	3	7
Carroll Advisory Group	Typical 51	202	4	7
Cogent Strategic Wealth LLC	Typical 51	102	2	4
Kinghorn Law \| Financial	Typical 51	153	3	22
Curtis Wealth Management LLC	Typical 53	105	2	2
Optima Capital Management	Typical 54	215	4	4
Responsible Asset Management	Typical 55	109	2	2
R.O.I.	Typical 55	166	3	3
Outpost Advisors, LLC	Typical 56	111	2	2
Arbor Wealth Management, LLC	Typical 56	111	2	2
Fog City Advisors, LLC	Typical 56	112	2	5
Tate Asset Management and DCO Wealth Management	Typical 57	228	4	5
Bridgelight Capital LLC	Typical 58	173	3	4
Paragon Wealth Management	Typical 60	180	3	5
Main Line Group Wealth Management, LLC	Typical 60	60	1	3
Oak Asset Management, LLC	Typical 61	242	4	4
Snake River Investment Counsel LLC	Typical 61	121	2	2
JH Advisors	Typical 61	122	2	4
Vawter Financial LTD	Typical 62	247	4	5
American Financial Management, Ltd.	Typical 62	124	2	2
The Karras Company, Inc.	Typical 62	249	4	7
Sterneck Capital Management LLC	Typical 62	249	4	5
CORE Financial Advisors	Typical 62	249	4	5
Capstone Wealth Advisors, LLC	Typical 63	125	2	3
Nvest Advisors, LLC	Typical 63	189	3	3
Taurum Retirement Partners, LLC	High 64	127	2	2
Vitality Capital Management, LLC	High 64	191	3	3
Solitude Wealth Advisors, LLC.	High 64	128	2	4
Livet Wealth, LLC	High 65	129	2	2
Allred Jackson Financial Planning, LLC	High 65	130	2	3
Harvard Avenue Investment Advisory	High 66	131	2	3
Vantage Point Investments, Inc.	High 69	207	3	3
Cannon Capital Management, Inc.	High 70	211	3	8
The Bendix Financial Group, Inc.	High 70	211	3	4
Investable Wealth, LLC	High 72	143	2	2
Sabin Investment Management, Inc.	High 72	143	2	2
Position Wealth	High 72	215	3	3
Laguna Wealth Advisors, LLC	High 72	288	4	4
Leach, Bickmore & Weiss Wealth Management, LLC	High 73	291	4	6
Aspen Ridge Wealth Management, LLC	High 74	147	2	2
Dynamic Wealth Advisors	High 76	304	4	4
LymanWealth LLC	High 77	231	3	3
Sandos Financial	High 78	156	2	2
IQVestment, LLC	High 78	235	3	5
Saber and Shield Wealth Management, L.L.C	High 81	161	2	4
Investable	High 81	81	1	4
Centered Financial	High 82	163	2	2
Provident Living Financial Services	High 82	245	3	3
Ensign Advisory Partners LLC	High 83	248	3	3
Klein Pavlis & Peasley Financial, Inc.	High 84	336	4	5
Corrado Advisors, LLC	High 84	337	4	9
AG Financial	High 88	175	2	2
Capital Management Advisor Group, LLC	High 88	88	1	3
Hillman Capital Management Inc	High 89	178	2	7
Snider Advisors	High 89	357	4	4
Capital Wealth, LLC	High 91	272	3	4
Gateway Financial & Estate Planning, Inc.	High 93	370	4	4
Prestige Wealthwide, LLC	High 93	186	2	3
VCP Financial LLC	High 96	385	4	5
Ticino Wealth	High 99	296	3	4
Eldon Reese Advisory Group	High 101	302	3	6
Cambridge Financial Group, Inc.	High 102	306	3	6
Bradley Wealth LLC	High 102	204	2	5
Bouvel Investment Partners, LLC	High 103	206	2	4
FamilyWealth Asset Management	High 103	413	4	4
Timpanogos Financial Advisors, Inc.	High 105	209	2	2
Strada Financial Group LLC	High 107	213	2	4
Wilson Financial Advisors, Inc.	Very High 108	216	2	3
CASILIO LEITCH INVESTMENTS	Very High 110	220	2	4
Turner Capital Investments, LLC	Very High 111	333	3	4
Kahn Brothers Advisors LLC	Very High 114	342	3	6
Lighthouse Financial Services Inc	Very High 115	458	4	6
Cottonwood Wealth Strategies, LLC	Very High 115	230	2	5
F2 F Retirement, LLC	Very High 117	350	3	3
The Lynd Group Advisors, LLC	Very High 119	357	3	3
MarketRiders	Very High 119	477	3	6
Aspen Capital Management LLC	Very High 122	243	2	2
Demars Financial Group LLC	Very High 125	498	4	4
Jasmijn Capital Management, LLC	Very High 125	249	2	4
Pereon Wealth LLC	Very High 125	125	1	7
HA Wealth Advisors Inc.	Very High 125	250	2	2
Beta Wealth Group, Inc	Very High 126	378	3	3
Stonebriar Wealth, LLC	Very High 126	505	4	11
Presidio Wealth Management	Very High 126	379	3	5
Scott Marsh Financial, LLC	Very High 127	253	2	10
The Professional Financial Company LLC	Very High 128	255	3	7
Von Colln Financial Group	Very High 128	128	1	3
StoneCrest Wealth Management, Inc	Very High 128	385	3	4
Hillspring Financial, Inc.	Very High 130	260	2	4
Hesen & Haslam	Very High 131	261	2	5
Retirement Solutions Investments, Inc.	Very High 132	264	2	2
Advisifi LLC	Very High 133	133	1	6
Atlas Financial Advisors, Inc.	Very High 133	266	2	3
Landmark Wealth Advisors, LLC	Very High 133	266	2	2
Westmark Wealth Management	Very High 136	543	4	4
Cowdell Investments, LLC	Very High 136	408	3	3
3 Peaks Financial	Very High 140	280	2	3
Next Level Wealth Planning, LLC	Very High 143	572	4	5
Wood Tarver Financial	Very High 144	575	4	5
Johnson Financial Advisors	Very High 149	297	2	5
Connect Financial Advisors	Very High 151	452	3	7
The Clark Group Asset Management	Very High 153	458	3	5
Brook Capital	Very High 157	626	4	5
Olde Wealth Management, LLC	Very High 157	313	2	3
Brighter Retirement Advisors LLC	Very High 160	319	2	2
Burrus	Very High 161	322	2	5
Evermont Wealth	Very High 165	496	3	4
JRS Wealth Management LLC	Very High 169	338	2	5
Tingey Advisors Inc	Very High 169	338	2	6
Read & Powell Financial Services, LLC	Very High 176	529	3	3
APO Financial Services, LLC	Very High 181	542	3	7
Heaton Financial, PC	Very High 188	376	2	2
Accelerated Wealth Advisors LLC	Very High 189	568	3	10
Peak Investment Coaching, LLC	Very High 190	380	2	2
Lefavi Wealth Management	Very High 192	576	3	5
Graystone Partners Wealth Management, LLC	Very High 194	581	3	5
Wealthguard Advisors, Inc.	Very High 195	390	2	5
Windward Wealth Strategies, Inc.	Very High 197	394	2	3
Adirondack Financial Services Corp	Very High 199	596	3	16
Virtus Financial Partners	Very High 201	602	3	6
Axiom Investment Management LLC	Very High 201	201	1	10
Integrity Wealth Advisors, LLC	Very High 205	818	4	10
Borabond, LLC	Very High 207	207	1	3
Periope, LC	Very High 209	628	3	3
Intermountain Wealth Management, Inc.	Very High 223	446	2	3
Private Wealth Group, LLC	Very High 228	228	1	2
Trademark Financial Management, LLC	Very High 229	458	2	5
Pacific Financial Strategies, Inc.	Very High 238	713	3	5
Baring Financial LLC	Very High 242	483	2	3
Fairchild Financial Advisors, Inc.	Very High 247	247	1	3
Larson Williams Wealth Advisors, LLC	Very High 255	509	2	2
Senior Tax Advisory Group, Inc.	Very High 267	802	3	6
Southwest Investment Advisors, Inc.	Very High 287	1,149	4	5
Ironwood Investment Management, LLC	Very High 288	288	1	8
Its Asset Management, L.P.	Very High 293	586	2	9
SavvyFi	Very High 307	307	1	15
Elevation Capital Advisory	Very High 316	631	2	8
Regents Partners, LLC	Very High 322	322	1	3
Gunderson Capital Management	Very High 347	694	2	4
Peterson Wealth Management, LLC	Very High 381	1,144	3	7
American Retirement Planning Group Inc	Very High 398	796	2	5
Pento Portfolio Strategies, LLC	Very High 437	874	2	3
Brighton Wealth Management, Inc.	Very High 446	446	1	5
Arta Finance	Very High 522	1,043	2	68
Preston Investments	Very High 842	2,526	3	4

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