| Kultura Capital Management LP | Park City | $244.7M | 2 |
| Burrus Financial Services, Inc. | Salt Lake City | $240.7M | — |
| E6 Portfolios | Midvale | $239.4M | — |
| Reef Investment Management LLC | Lehi | $234.3M | 3 |
| Sun Financial, Inc. | Midvale | $217.5M | — |
| Alpha Wealth Funds, LLC | Park City | $214.1M | 5 |
| Diamond Wealth Management, LLC | Alpine | $212M | — |
| Refined Wealth Management | Salt Lake City | $210.9M | — |
| Teton Wealth Group LLC | Murray | $204M | — |
| Prestige Wealthwide, LLC | Lehi | $198.5M | — |
| Reach Wealth Management LLC | St. George | $184.7M | — |
| Jordanelle Capital, LLC | Salt Lake City | $179.2M | 3 |
| Periope, LC | St. George | $177.2M | — |
| Peterson Rogers Private Wealth, LLC | Salt Lake City | $177.1M | — |
| Guardian Wealth Management, LLC | Salt Lake City | $174.8M | — |
| Echelons Capital, LLC | Park City | $174.4M | — |
| Thistle Creek Capital, LLC | Lehi | $161M | — |
| Medicus Wealth Planning, Inc. | Draper | $160.8M | — |
| Provident Living Financial Services, Inc. | Lehi | $158.1M | — |
| Harold W. Dance Inc. | Logan | $158M | — |
| Paragon Capital Management Inc | Provo | $153.4M | 2 |
| Larsen, Glen Allen | Salt Lake City | $146.6M | — |
| Olympus Peaks Financial, LLC | Sandy | $141.4M | — |
| Larson Williams Wealth Advisors, LLC | Cedar City | $140M | — |
| Stonebriar Wealth, LLC | Lehi | $139M | — |
| Landmark Wealth Advisors, LLC | Farmington | $135.9M | — |
| Veritas Wealth Management, LLC | Salt Lake City | $135.8M | — |
| Jrs Wealth Management LLC | South Jordan | $135M | — |
| Jacobs Equity | Draper | $133.2M | — |
| Octant Quantitative Investment Management LLC | Salt Lake City | $128.2M | — |
| Solidarity Capital Management, LLC | Lehi | $127.6M | 1 |
| Lone Peak Advisers, LLC | Draper | $125.4M | — |
| Riley S. Crosbie Advisory, LLC | Logan | $118.9M | — |
| Wealth Foundations Partners, LLC | Salt Lake City | $110.5M | — |
| Oxford Wealth Management LLC | Lindon | $109.6M | — |
| Soulence Wealth Management II LLC | Pleasant Grove | $107.5M | — |
| Haynie Wealth Management LLC | Salt Lake City | $106.6M | — |
| Your Ia, LLC | St. George | $106.6M | — |
| AG Financial, LLC | Salt Lake City | $103.5M | — |
| Cherokee & Walker Management, LLC | Salt Lake City | $100.8M | 4 |
| Seven Canyons Advisors, LLC | Salt Lake City | $90M | 2 |
| Prosper Wealth Solutions, LLC | Lehi | $58.2M | 7 |
| Cynosure Portfolio Advisors LLC | Salt Lake City | $5.8M | — |
| Colab Capital, LLC | St. George | $1.4M | — |
| Sandlot Private Wealth LLC | Orem | $305K | — |