Clients per advisor for Supported firms serving clients in Utah

In Utah, supported financial advisor firms typically manage a higher client load per advisor compared to the broader market. With 223 firms operating in this category, the median number of clients per advisor is about 70, surpassing the national median of 47. This suggests that Utah’s supported firms often adopt more scalable, process-driven approaches, enabling advisors to serve larger client bases efficiently. For consumers, this means advisors in Utah may offer less personalized attention but potentially lower fees or minimums, reflecting a balance between relationship focus and operational efficiency that aligns with the state’s advisory landscape.

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
Preston Investments	Very High 842	2,526	3	4
Arta Finance	Very High 522	1,043	2	68
Brighton Wealth Management, Inc.	Very High 446	446	1	5
Pento Portfolio Strategies, LLC	Very High 437	874	2	3
American Retirement Planning Group Inc	Very High 398	796	2	5
Peterson Wealth Management, LLC	Very High 381	1,144	3	7
Gunderson Capital Management	Very High 347	694	2	4
Regents Partners, LLC	Very High 322	322	1	3
Elevation Capital Advisory	Very High 316	631	2	8
SavvyFi	Very High 307	307	1	15
Its Asset Management, L.P.	Very High 293	586	2	9
Ironwood Investment Management, LLC	Very High 288	288	1	8
Southwest Investment Advisors, Inc.	Very High 287	1,149	4	5
Senior Tax Advisory Group, Inc.	Very High 267	802	3	6
Larson Williams Wealth Advisors, LLC	Very High 255	509	2	2
Fairchild Financial Advisors, Inc.	Very High 247	247	1	3
Baring Financial LLC	Very High 242	483	2	3
Pacific Financial Strategies, Inc.	Very High 238	713	3	5
Trademark Financial Management, LLC	Very High 229	458	2	5
Private Wealth Group, LLC	Very High 228	228	1	2
Intermountain Wealth Management, Inc.	Very High 223	446	2	3
Periope, LC	Very High 209	628	3	3
Borabond, LLC	Very High 207	207	1	3
Integrity Wealth Advisors, LLC	Very High 205	818	4	10
Axiom Investment Management LLC	Very High 201	201	1	10
Virtus Financial Partners	Very High 201	602	3	6
Adirondack Financial Services Corp	Very High 199	596	3	16
Windward Wealth Strategies, Inc.	Very High 197	394	2	3
Wealthguard Advisors, Inc.	Very High 195	390	2	5
Graystone Partners Wealth Management, LLC	Very High 194	581	3	5
Lefavi Wealth Management	Very High 192	576	3	5
Peak Investment Coaching, LLC	Very High 190	380	2	2
Accelerated Wealth Advisors LLC	Very High 189	568	3	10
Heaton Financial, PC	Very High 188	376	2	2
APO Financial Services, LLC	Very High 181	542	3	7
Read & Powell Financial Services, LLC	Very High 176	529	3	3
JRS Wealth Management LLC	Very High 169	338	2	5
Tingey Advisors Inc	Very High 169	338	2	6
Evermont Wealth	Very High 165	496	3	4
Burrus	Very High 161	322	2	5
Brighter Retirement Advisors LLC	Very High 160	319	2	2
MarketRiders	Very High 159	477	3	6
Olde Wealth Management, LLC	Very High 157	313	2	3
Brook Capital	Very High 157	626	4	5
The Clark Group Asset Management	Very High 153	458	3	5
Connect Financial Advisors	Very High 151	452	3	7
Johnson Financial Advisors	Very High 149	297	2	5
Wood Tarver Financial	Very High 144	575	4	5
Next Level Wealth Planning, LLC	Very High 143	572	4	5
3 Peaks Financial	Very High 140	280	2	3
Cowdell Investments, LLC	Very High 136	408	3	3
Westmark Wealth Management	Very High 136	543	4	4
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
Retirement Solutions Investments, Inc.	Very High 132	264	2	2
Hesen & Haslam	Very High 131	261	2	5
Hillspring Financial, Inc.	Very High 130	260	2	4
StoneCrest Wealth Management, Inc	Very High 128	385	3	4
Von Colln Financial Group	Very High 128	128	1	3
Scott Marsh Financial, LLC	Very High 127	253	2	10
Presidio Wealth Management	Very High 126	379	3	5
Stonebriar Wealth, LLC	Very High 126	505	4	11
Beta Wealth Group, Inc	Very High 126	378	3	3
Pereon Wealth LLC	Very High 125	125	1	7
HA Wealth Advisors Inc.	Very High 125	250	2	2
Demars Financial Group LLC	Very High 125	498	4	4
Jasmijn Capital Management, LLC	Very High 125	249	2	4
Aspen Capital Management LLC	Very High 122	243	2	2
The Lynd Group Advisors, LLC	Very High 119	357	3	3
F2 F Retirement, LLC	Very High 117	350	3	3
Cottonwood Wealth Strategies, LLC	Very High 115	230	2	5
Lighthouse Financial Services Inc	Very High 115	458	4	6
Kahn Brothers Advisors LLC	Very High 114	342	3	6
Turner Capital Investments, LLC	Very High 111	333	3	4
CASILIO LEITCH INVESTMENTS	Very High 110	220	2	4
Wilson Financial Advisors, Inc.	Very High 108	216	2	3
Strada Financial Group LLC	Very High 107	213	2	4
Timpanogos Financial Advisors, Inc.	High 105	209	2	2
FamilyWealth Asset Management	High 103	413	4	4
Bouvel Investment Partners, LLC	High 103	206	2	4
Bradley Wealth LLC	High 102	204	2	5
Cambridge Financial Group, Inc.	High 102	306	3	6
Eldon Reese Advisory Group	High 101	302	3	6
Ticino Wealth	High 99	296	3	4
VCP Financial LLC	High 96	385	4	5
Prestige Wealthwide, LLC	High 93	186	2	3
Gateway Financial & Estate Planning, Inc.	High 93	370	4	4
Capital Wealth, LLC	High 91	272	3	4
Snider Advisors	High 89	357	4	4
Hillman Capital Management Inc	High 89	178	2	7
Capital Management Advisor Group, LLC	High 88	88	1	3
AG Financial	High 88	175	2	2
The Professional Financial Company LLC	High 85	255	3	7
Corrado Advisors, LLC	High 84	337	4	9
Klein Pavlis & Peasley Financial, Inc.	High 84	336	4	5
Ensign Advisory Partners LLC	High 83	248	3	3
Provident Living Financial Services	High 82	245	3	3
Centered Financial	High 82	163	2	2
Investable	High 81	81	1	4
Saber and Shield Wealth Management, L.L.C	High 81	161	2	4
IQVestment, LLC	High 78	235	3	5
Sandos Financial	High 78	156	2	2
LymanWealth LLC	High 77	231	3	3
Dynamic Wealth Advisors	High 76	304	4	4
Aspen Ridge Wealth Management, LLC	High 74	147	2	2
Leach, Bickmore & Weiss Wealth Management, LLC	High 73	291	4	6
Laguna Wealth Advisors, LLC	High 72	288	4	4
Position Wealth	High 72	215	3	3
Sabin Investment Management, Inc.	High 72	143	2	2
Investable Wealth, LLC	High 72	143	2	2
The Bendix Financial Group, Inc.	High 70	211	3	4
Cannon Capital Management, Inc.	High 70	211	3	8
Vantage Point Investments, Inc.	High 69	207	3	3
Harvard Avenue Investment Advisory	High 66	131	2	3
Allred Jackson Financial Planning, LLC	High 65	130	2	3
Livet Wealth, LLC	High 65	129	2	2
Solitude Wealth Advisors, LLC.	High 64	128	2	4
Vitality Capital Management, LLC	High 64	191	3	3
Taurum Retirement Partners, LLC	Typical 64	127	2	2
Nvest Advisors, LLC	Typical 63	189	3	3
Capstone Wealth Advisors, LLC	Typical 63	125	2	3
Sterneck Capital Management LLC	Typical 62	249	4	5
The Karras Company, Inc.	Typical 62	249	4	7
CORE Financial Advisors	Typical 62	249	4	5
American Financial Management, Ltd.	Typical 62	124	2	2
Vawter Financial LTD	Typical 62	247	4	5
JH Advisors	Typical 61	122	2	4
Oak Asset Management, LLC	Typical 61	242	4	4
Snake River Investment Counsel LLC	Typical 61	121	2	2
Main Line Group Wealth Management, LLC	Typical 60	60	1	3
Paragon Wealth Management	Typical 60	180	3	5
Bridgelight Capital LLC	Typical 58	173	3	4
Tate Asset Management and DCO Wealth Management	Typical 57	228	4	5
Fog City Advisors, LLC	Typical 56	112	2	5
Arbor Wealth Management, LLC	Typical 56	111	2	2
Outpost Advisors, LLC	Typical 56	111	2	2
R.O.I.	Typical 55	166	3	3
Responsible Asset Management	Typical 55	109	2	2
Optima Capital Management	Typical 54	215	4	4
Curtis Wealth Management LLC	Typical 53	105	2	2
Cogent Strategic Wealth LLC	Typical 51	102	2	4
Kinghorn Law \| Financial	Typical 51	153	3	22
Carroll Advisory Group	Typical 51	202	4	7
Tingey Financial Group Inc.	Typical 50	150	3	7
Holistic Finance LLC	Typical 50	198	4	5
Capstone Capital Wealth Advisors	Typical 50	198	4	4
T.M. Wealth Management	Typical 50	99	2	6
Noble Wealth Management P.B.C.	Typical 49	196	4	5
Roberts Wealth Advisors, LLC	Typical 49	146	3	6
You First Financial LLC	Typical 49	97	2	2
Medicus Wealth Planning, Inc.	Typical 49	194	4	5
Palisade Wealth Management	Typical 47	141	3	3
Strategic Advocates, LLC	Typical 47	141	3	3
Lee Miles LLC	Typical 47	94	2	2
NorthAvenue LLC	Typical 46	138	3	9
Family Wealth Advisors	Typical 46	91	2	3
Guardian Wealth Management	Typical 44	131	3	3
Wiser Advisor Group	Typical 43	130	3	3
Evergreen Private Wealth	Typical 42	166	4	4
Opportunus Wealth Management, LLC	Typical 41	123	3	3
Eiger Wealth Management, LLC	Low 39	118	3	6
Cove Fort Capital, LLC	Low 39	78	2	2
Zora Financial	Low 39	78	2	4
Datalign	Low 38	38	1	20
Imprint Wealth LLC	Low 38	76	2	7
Silver Lake Advisory Partners, LLC	Low 38	152	4	4
Cedarwood Wealth	Low 37	111	3	3
Backbone Planning Partners LLC	Low 36	109	3	4
Optivest, Inc.	Low 36	108	3	4
Slayton Lewis Inc	Low 36	72	2	5
Montage Financial Advisors	Low 36	36	1	3
KeyVantage Wealth Advisors	Low 36	143	4	5
Evergreen Wealth Advisors	Low 36	142	4	18
Blodgett Wealth Advisors, LLC	Low 34	103	3	3
Miser Asset Management	Low 34	67	2	4
Oxford Wealth Management	Low 32	64	2	11
Lovett Investment Consulting LLC	Low 32	32	1	1
Aventura Capital Management, LLC	Low 32	126	4	4
Athos Private Wealth LLC	Low 29	117	4	7
Tidecrest Wealth Management, LLC	Low 28	84	3	3
Riley S. Crosbie Advisory, LLC dba Crosbie Financial	Low 28	84	3	3
Topturn Capital, LLC	Low 28	83	3	5
Journey Beyond Wealth	Low 27	109	4	6
Crown Oak Advisors	Low 27	54	2	2
Peterson Rogers Private Wealth, LLC	Low 27	81	3	4
Reliance Investing, Inc.	Low 27	80	3	3
Vantage Point Management, Inc.	Low 27	53	2	2
Fiduciary Organization, LLC	Low 26	79	3	3
Grow Rasmussen Consulting LLC	Low 26	103	4	4
Prosper Private Wealth	Low 26	51	2	3
Sunbeam Capital Management, LLC	Low 24	47	2	3
Innovate Wealth	Low 23	46	2	2
Able & Strong Advisors, Inc.	Low 22	65	3	3
Garrett Capital Investment Management	Very Low 21	42	2	2
Twombly Asset Management LLC	Very Low 21	41	2	3
Theory Planning Partners	Very Low 20	59	3	4
Evolve Investing LLC	Very Low 18	36	2	2
White Pine Financial LLC	Very Low 17	34	2	2
Echelons Capital, LLC	Very Low 17	34	2	2
Fortius Financial Advisors, LLC	Very Low 16	62	4	4
Evergreen Financial Group	Very Low 14	41	3	3
Ascend Investment Management, LLC	Very Low 14	27	2	2
DeLeon Wealth LLC	Very Low 14	27	2	2
Innovation Partners LLC	Very Low 13	26	2	305
Evestia Financial	Very Low 13	26	2	2
Mountain Goat Wealth Management LLC	Very Low 13	38	3	3
Cottonwood Asset Management LLC	Very Low 12	37	3	3
Hanks Capital Management, LLC	Very Low 12	24	2	2
Vantage Point Wealth Management, LLC	Very Low 12	24	2	2
J.P.Morgan Wealth Management Solutions Inc.	Very Low 11	32	3	65
SBC Investment Management, LLC	Very Low 10	19	2	3
Century Funds Management Inc	Very Low 9	17	2	2
The Invictus Collective, LLC	Very Low 8	16	2	5
Harborview Asset Management LLC	Very Low 8	15	2	2
Sunset Retirement Advisors LLC	Very Low 7	21	3	3
K2 Wealth Management	Very Low 3	6	2	2
Three Phases Wealth Advisors LLC	Very Low 3	8	3	3
Sandlot Private Wealth LLC	Very Low 3	5	2	4
Zacks Intelligence LLC	Very Low 1	1	1	7
Seven Canyons Advisors, LLC	Very Low 1	2	4	6
Acentus Group L.L.C.	Very Low 0	1	3	3
Smartt Wealth Solutions, LLC	Very Low 0	1	3	3

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