AUM per client for Independent firms serving clients in Utah

AUM per client measures the total assets a firm manages divided by its client count, offering insight into the type of clients a firm serves. Higher AUM per client often indicates firms with higher minimum investment requirements and more complex, personalized planning. Lower AUM per client suggests firms with broader access and more standardized services.

In Utah, independent firms show a median AUM per client of about $310,878, which is below the broader independent firm median. With 142 firms represented, this distribution suggests many Utah-based advisors serve clients with more moderate asset levels. This could mean a mix of early-stage practices building their client base or firms intentionally focusing on mass-affluent or emerging-wealth clients. At the same time, some boutique firms with higher AUM per client also operate here, reflecting a range from more accessible services to highly specialized wealth management within the state.

For you, this means the AUM per client figure helps clarify what kind of advisory experience to expect. A higher number might signal a boutique firm with tailored, complex planning, while a lower number often points to broader access and more standardized offerings. There’s no single “right” number—it depends on your investment size, planning needs, and desired level of attention. Use this metric alongside others to find the best fit for your financial goals.

Or, if you'd rather skip the guesswork, Warmer can help you find a financial advisor who fits your needs.

Independent firms active in Utah 117 firms
Very Low $0-$120K
Low $120K-$250K
Typical $250K-$520K
High $520K-$960K
Very High $960K-$2.3M
5th 20th 40th 60th 80th 95th

Median: $310K

Firm
AUM/client
AUM
Clients
HNW client %
Monson Wealth Management LLC logo Monson Wealth Management LLC
Very High $16M
$95M
6
83%
Hansen Wealth Management
Very High $7.9M
$94M
12
100%
JDS Investment Management
Very High $3.2M
$42M
13
100%
R.D. Thompson Investments
Very High $2.6M
$76M
29
34%
Encore Retirement Planning, LLC logo Encore Retirement Planning, LLC
Very High $2.4M
$38M
16
69%
Gaard Capital LLC logo Gaard Capital LLC
Very High $2.3M
$9.3M
4
0%
Veritas Wealth Management, LLC logo Veritas Wealth Management, LLC
Very High $2.3M
$130M
56
50%
JD Investment Management, LLC logo JD Investment Management, LLC
Very High $2.1M
$26M
12
0%
Newpark Wealth Management logo Newpark Wealth Management
Very High $2M
$59M
29
100%
A & C Investment, Inc.
Very High $2M
$22M
11
0%
Innovate Wealth logo Innovate Wealth
Very High $2M
$90M
46
35%
Stantum, LLC logo Stantum, LLC
Very High $1.7M
$27M
16
63%
Lota Advisors LLC.
Very High $1.7M
$6.7M
4
50%
Hunter Capital Management Inc.
Very High $1.7M
$60M
36
25%
Financial Prosperity, Inc. logo Financial Prosperity, Inc.
Very High $1.4M
$45M
32
81%
Schneider, Franz
Very High $1.4M
$9.7M
7
0%
Donovan Legacy Advisors, LLC logo Donovan Legacy Advisors, LLC
Very High $1.3M
$6.5M
5
80%
John McAndrew Financial Advisors LLC logo John McAndrew Financial Advisors LLC
Very High $1.3M
$75M
58
31%
Chugg Wealth Strategies, LLC logo Chugg Wealth Strategies, LLC
Very High $1.2M
$28M
24
38%
Tech Wealth, LLC logo Tech Wealth, LLC
Very High $1.1M
$11M
10
0%
Joseph M. Larsen, C.P.A., P.C. logo Joseph M. Larsen, C.P.A., P.C.
Very High $1.1M
$2.2M
2
100%
Cash Flow Investment Services LLC
Very High $1.1M
$90M
86
28%
Spinnaker Financial Advisors, LLC logo Spinnaker Financial Advisors, LLC
Very High $1M
$100M
102
29%
Wilson Wealth Management, Inc. logo Wilson Wealth Management, Inc.
Very High $970K
$75M
77
36%
Lone Peak Asset Management, Inc.
High $900K
$19M
21
0%
Goalen Capital Advisors, LLC logo Goalen Capital Advisors, LLC
High $900K
$82M
91
51%
Rim Associates, Inc
High $900K
$18M
20
80%
Olympus Peaks Financial, LLC logo Olympus Peaks Financial, LLC
High $870K
$140M
163
50%
Skylid Capital Management, Inc. logo Skylid Capital Management, Inc.
High $830K
$17M
21
57%
Mill Creek Investment Management
High $810K
$9.7M
12
100%
WMW Management, Inc.
High $790K
$24M
30
20%
SHA Advisory
High $750K
$1.5M
2
0%
Profolio Investments, Inc. logo Profolio Investments, Inc.
High $720K
$18M
25
0%
Artstone Private Wealth logo Artstone Private Wealth
High $690K
$4.1M
6
17%
Maximus Wealth Advisors logo Maximus Wealth Advisors
High $670K
$8M
12
58%
David Russell Fjeldsted
High $660K
$2M
3
100%
Evergreen Capital Management, Inc.
High $640K
$9M
14
79%
Focal  Point Financial Planning, LLC logo Focal Point Financial Planning, LLC
High $640K
$17M
27
44%
Abacus Investment Advisors logo Abacus Investment Advisors
High $630K
$18M
29
21%
Lone Peak Capital Management, LLC
High $620K
$14M
23
22%
JHP Planning, LLC logo JHP Planning, LLC
High $600K
$87M
145
19%
Redgrove Capital LLC.
High $590K
$7.1M
12
67%
Black Bridge Advisors, LLC
High $580K
$29M
50
40%
Twin Peaks Wealth Management LLC logo Twin Peaks Wealth Management LLC
High $570K
$28M
49
43%
Lifetime Financial logo Lifetime Financial
High $530K
$38M
71
0%
Affiliated Investment Advisors, Inc. logo Affiliated Investment Advisors, Inc.
High $530K
$4.2M
8
0%
Quayle Asset Management, Inc.
High $520K
$42M
80
10%
Terrion Advisors, Inc.
Typical $510K
$29M
58
22%
Jeff Elliott, Cfpâ® logo Jeff Elliott, Cfpâ®
Typical $480K
$22M
47
36%
Bonneville Multi-Family Office
Typical $460K
$8.3M
18
11%
Safe Bay Retirement Advisors
Typical $420K
$12M
29
34%
Integrated Financial Management, LLC logo Integrated Financial Management, LLC
Typical $410K
$61M
148
7%
Grinnell Capital, LLC logo Grinnell Capital, LLC
Typical $410K
$9.8M
24
63%
Loyal Wealth Management LLC logo Loyal Wealth Management LLC
Typical $400K
$38M
95
0%
Retirement Advice LLC logo Retirement Advice LLC
Typical $390K
$26M
65
46%
Vantage Point Wealth Management, LLC logo Vantage Point Wealth Management, LLC
Typical $390K
$8.1M
21
24%
Niemann Investments LLC logo Niemann Investments LLC
Typical $370K
$5.6M
15
27%
Phibbs Financial logo Phibbs Financial
Typical $330K
$27M
83
2%
Bybee Wealth Management LLC
Typical $310K
$13M
43
0%
Summit Ridge Advisors logo Summit Ridge Advisors
Typical $300K
$26M
87
10%
Foxstone Financial logo Foxstone Financial
Typical $300K
$68M
230
11%
Stonecreek Wealth Advisors logo Stonecreek Wealth Advisors
Typical $290K
$80M
273
0%
Colwyn Investments LC logo Colwyn Investments LC
Typical $290K
$61M
210
0%
Money Illustrated Advisory Services logo Money Illustrated Advisory Services
Typical $280K
$4.5M
16
25%
Dance Investment Partners, LLC logo Dance Investment Partners, LLC
Typical $270K
$3.3M
12
17%
Crockett Wealth Management, Inc. logo Crockett Wealth Management, Inc.
Typical $270K
$8.8M
33
18%
Kellam Insurance and Financial Services LLC
Typical $260K
$1.3M
5
0%
Gajardo Wealth Management LLC logo Gajardo Wealth Management LLC
Typical $260K
$7.2M
28
14%
Balanced Capital logo Balanced Capital
Typical $250K
$39M
154
0%
Fletcher Capital Management
Typical $250K
$49M
197
17%
LifePoint Financial Design logo LifePoint Financial Design
Low $240K
$19M
77
5%
Aequitas Financial, LLC logo Aequitas Financial, LLC
Low $240K
$1.4M
6
0%
Nibley Financial LLC logo Nibley Financial LLC
Low $240K
$1.2M
5
0%
Pomegranate Financial LLC logo Pomegranate Financial LLC
Low $240K
$8.2M
35
6%
Business Wise Insurance, PLLC logo Business Wise Insurance, PLLC
Low $230K
$930K
4
0%
Sanguine Owl, Lc logo Sanguine Owl, Lc
Low $220K
$1.8M
8
100%
Cook Financial, LLC logo Cook Financial, LLC
Low $220K
$6.1M
28
18%
The Prudent Planner, LLC
Low $210K
$1.3M
6
0%
Peak Horizons Capital logo Peak Horizons Capital
Low $210K
$12M
58
0%
Fenway Financial, LLC logo Fenway Financial, LLC
Low $200K
$200K
1
0%
Proactive Wealth Management, Inc. logo Proactive Wealth Management, Inc.
Low $200K
$9.3M
47
9%
Sentinel Wealth Strategies
Low $180K
$40M
220
0%
Kinnect Advisor Group, L.L.C. logo Kinnect Advisor Group, L.L.C.
Low $170K
$11M
67
0%
The Innes Associates, Ltd.
Low $170K
$2.5M
15
0%
Albility Planning logo Albility Planning
Low $160K
$12M
77
8%
Casull Financial Advisory, LLC logo Casull Financial Advisory, LLC
Low $150K
$5.9M
38
0%
Firmo Investment Consulting Services logo Firmo Investment Consulting Services
Low $150K
$3.7M
24
50%
Fortis Wealth Management, LLC logo Fortis Wealth Management, LLC
Low $150K
$7.3M
48
2%
Ferguson Financial Advisors logo Ferguson Financial Advisors
Low $150K
$18M
117
0%
Wood River Consulting logo Wood River Consulting
Low $140K
$6M
42
0%
Wealth Mode logo Wealth Mode
Low $140K
$12M
88
5%
Strive Investment Management, LLC logo Strive Investment Management, LLC
Low $120K
$5.1M
41
0%
Gygi Capital Management logo Gygi Capital Management
Low $120K
$24M
192
1%
NuWealth Advisors, LLC
Very Low $120K
$32M
260
6%
Verticus Advisors Inc. logo Verticus Advisors Inc.
Very Low $120K
$690K
6
0%
Steward Financial Services, LLC logo Steward Financial Services, LLC
Very Low $110K
$62M
543
2%
Copperlion Investments
Very Low $110K
$3.8M
34
6%
Harris Wealth Management, Inc. logo Harris Wealth Management, Inc.
Very Low $100K
$11M
108
0%
Pendulum Asset Management, LLC logo Pendulum Asset Management, LLC
Very Low $88K
$1.3M
15
47%
Two Tree Financial, Llc logo Two Tree Financial, Llc
Very Low $85K
$2.2M
26
0%
Teton Crest Wealth Planning logo Teton Crest Wealth Planning
Very Low $81K
$13M
158
0%
Pashman Financial LLC logo Pashman Financial LLC
Very Low $70K
$700K
10
0%
Ethical Capital logo Ethical Capital
Very Low $64K
$3.7M
58
0%
C.S Wealth LLC logo C.S Wealth LLC
Very Low $34K
$1.2M
35
6%
Affinity Financial, LLC
Very Low $32K
$570K
18
0%
JMcMahan LLC logo JMcMahan LLC
Very Low $11K
$75K
7
29%
114th Financial LC logo 114th Financial LC
Very Low $0
$0
7
0%
Affinity Wealth Resources, LLC logo Affinity Wealth Resources, LLC
Very Low $0
—
3
0%
Curtain Wealth Planning L.L.C. logo Curtain Wealth Planning L.L.C.
Very Low $0
—
19
0%
Emotionally Invested logo Emotionally Invested
Very Low $0
—
7
0%
Fortunate
Very Low $0
$0
319
0%
Lanning Financial Inc. logo Lanning Financial Inc.
Very Low $0
$0
33
27%
Managed Wealth Advantage, LLC logo Managed Wealth Advantage, LLC
Very Low $0
—
30
0%
Matterhorn Financial Planning logo Matterhorn Financial Planning
Very Low $0
—
61
64%
Meridian Investing
Very Low $0
—
10
0%
RFK Capital Management logo RFK Capital Management
Very Low $0
$0
96
98%
River Family Advisors LLC logo River Family Advisors LLC
Very Low $0
—
8
0%
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