AUM per client for Supported firms serving clients in Utah

Supported firms active in Utah 138 firms

Very Low $66K-$190K

Low $190K-$420K

Typical $420K-$740K

High $740K-$1.4M

Very High $1.4M-$2.8M

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

Median: $530K

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Firm	AUM/client	AUM	Clients	HNW client %
Cole Financial Advisors, Inc.	—	—	—	—
Gemini Wealth	—	—	—	—
Momentum Capital Management	—	$0	—	—
Telos Partners LLC	—	—	—	—
Acentus Group L.L.C.	—	—	1	0%
Smartt Wealth Solutions, LLC	—	—	1	0%
Seven Canyons Advisors, LLC	Very High $3.6M	$7.2M	2	100%
Sandlot Private Wealth LLC	Very Low $61K	$310K	5	0%
Three Phases Wealth Advisors LLC	Very Low $0	$0	8	0%
Sunset Retirement Advisors LLC	Very Low $86K	$1.8M	21	0%
Harborview Asset Management LLC	Very High $8.3M	$120M	15	100%
The Invictus Collective, LLC	Very High $29M	$470M	16	100%
Century Funds Management Inc	Typical $450K	$7.7M	17	12%
Cottonwood Asset Management LLC	Typical $430K	$16M	37	43%
SBC Investment Management, LLC	Very High $4M	$76M	19	79%
Hanks Capital Management, LLC	Low $330K	$8M	24	0%
Vantage Point Wealth Management, LLC	Low $320K	$7.7M	24	38%
Mountain Goat Wealth Management LLC	Very Low $110K	$6.6M	71	0%
Evestia Financial	Typical $530K	$14M	26	8%
K2 Wealth Management	Very Low $85K	$2.2M	26	0%
Ascend Investment Management, LLC	Very Low $57K	$1.5M	27	0%
DeLeon Wealth LLC	Typical $420K	$11M	27	44%
Evergreen Financial Group	Typical $670K	$28M	41	22%
Fortius Financial Advisors, LLC	Very Low $180K	$11M	62	65%
Echelons Capital, LLC	Very High $4.6M	$160M	34	53%
White Pine Financial LLC	High $940K	$32M	34	50%
Evolve Investing LLC	Very High $1.9M	$67M	36	42%
Theory Planning Partners	Typical $560K	$33M	59	8%
Twombly Asset Management LLC	High $1.3M	$55M	41	68%
Garrett Capital Investment Management	Very Low $140K	$5.8M	42	17%
Able & Strong Advisors, Inc.	Typical $500K	$33M	65	15%
Innovate Wealth	Very High $2M	$90M	46	35%
Sunbeam Capital Management, LLC	Very High $8.7M	$410M	47	100%
Prosper Private Wealth	Very High $3M	$150M	51	63%
Grow Rasmussen Consulting LLC	Typical $420K	$43M	103	34%
Fiduciary Organization, LLC	Low $190K	$15M	79	1%
Vantage Point Management, Inc.	Low $270K	$15M	53	13%
Reliance Investing, Inc.	Low $400K	$32M	80	0%
Peterson Rogers Private Wealth, LLC	Very High $1.9M	$150M	81	100%
Journey Beyond Wealth	Very High $2.3M	$250M	109	47%
Athos Private Wealth LLC	Very High $1.6M	$190M	117	64%
Aventura Capital Management, LLC	Low $380K	$48M	126	10%
Oxford Wealth Management	Very High $1.7M	$110M	64	41%
Riley S. Crosbie Advisory, LLC	High $1.1M	$110M	97	78%
Miser Asset Management	High $830K	$56M	67	36%
Montage Financial Advisors	Very High $2.8M	$100M	36	81%
Slayton Lewis Inc	Very High $4.4M	$320M	72	82%
Backbone Planning Partners LLC	High $780K	$85M	109	24%
Silver Lake Advisory Partners, LLC	Very High $2.1M	$320M	152	59%
Cove Fort Capital, LLC	Very Low $66K	$5.1M	78	35%
Zora Financial	High $890K	$69M	78	35%
Opportunus Wealth Management, LLC	High $840K	$100M	123	29%
Evergreen Private Wealth	Very High $1.5M	$260M	166	52%
Bridge Generations Wealth Management	Very High $1.5M	$260M	171	42%
Livet Wealth, LLC	Very High $2.5M	$320M	129	50%
Wiser Advisor Group	High $870K	$110M	130	75%
Guardian Wealth Management	High $1.3M	$170M	131	34%
Family Wealth Advisors	Low $380K	$33M	75	15%
NorthAvenue LLC	Very High $1.5M	$200M	138	51%
Lee Miles LLC	Very Low $150K	$14M	94	0%
Palisade Wealth Management	High $940K	$130M	141	32%
Medicus Wealth Planning, Inc.	High $820K	$160M	194	21%
You First Financial LLC	Low $230K	$22M	97	4%
Roberts Wealth Advisors, LLC	Very High $2.8M	$410M	146	86%
Noble Wealth Management P.B.C.	Very High $2M	$390M	196	60%
Holistic Finance LLC	Very Low $40K	$7.9M	198	1%
T.M. Wealth Management	Very High $2.1M	$210M	99	67%
Tingey Financial Group Inc.	Very High $1.6M	$240M	150	55%
Cogent Strategic Wealth LLC	Very High $3.3M	$340M	102	72%
Kinghorn Law \| Financial	—	—	153	17%
Haynie Wealth Management LLC	Typical $680K	$110M	156	22%
Curtis Wealth Management LLC	Very High $1.4M	$150M	105	43%
R.O.I.	Typical $540K	$89M	166	23%
Outpost Advisors, LLC	Typical $640K	$71M	111	0%
Main Line Group Wealth Management, LLC	Very High $1.9M	$110M	60	68%
Paragon Wealth Management	Typical $730K	$130M	180	17%
Snake River Investment Counsel LLC	Typical $630K	$77M	121	17%
Sterneck Capital Management LLC	High $1.3M	$320M	249	52%
The Karras Company, Inc.	Very High $1.5M	$370M	249	37%
Nvest Advisors, LLC	Very Low $110K	$20M	189	2%
Taurum Retirement Partners, LLC	High $1.1M	$140M	127	40%
Vitality Capital Management, LLC	Low $400K	$75M	191	24%
The Professional Financial Company LLC	High $810K	$210M	255	28%
Solitude Wealth Advisors, LLC.	Low $280K	$36M	128	9%
Allred Jackson Financial Planning, LLC	Low $250K	$32M	130	0%
Harvard Avenue Investment Advisory	Typical $430K	$57M	131	12%
Bradley Wealth LLC	High $960K	$200M	204	25%
Vantage Point Investments, Inc.	Low $190K	$40M	207	6%
Cannon Capital Management, Inc.	High $1.2M	$250M	211	27%
Investable Wealth, LLC	High $760K	$110M	143	57%
Sabin Investment Management, Inc.	Low $310K	$44M	143	8%
Position Wealth	High $1.1M	$240M	215	34%
Responsible Asset Management	Very Low $170K	$24M	144	6%
Aspen Ridge Wealth Management, LLC	Very Low $140K	$21M	147	0%
Dynamic Wealth Advisors	Typical $460K	$140M	304	12%
LymanWealth LLC	Very Low $70K	$16M	231	0%
Sandos Financial	Very Low $110K	$18M	156	0%
Saber and Shield Wealth Management, L.L.C	Typical $460K	$74M	161	14%
Centered Financial	Typical $440K	$72M	163	10%
Provident Living Financial Services	Typical $600K	$150M	245	25%
Ensign Advisory Partners LLC	Low $330K	$81M	248	5%
Corrado Advisors, LLC	Typical $720K	$240M	337	24%
AG Financial	Typical $480K	$85M	175	7%
Dove Investment Research and Management, Inc.	Typical $580K	$100M	175	54%
Capital Management Advisor Group, LLC	Very High $2.7M	$230M	88	57%
Capital Wealth, LLC	Low $350K	$95M	272	4%
Prestige Wealthwide, LLC	High $1.1M	$200M	186	32%
VCP Financial LLC	Low $290K	$110M	385	65%
Eldon Reese Advisory Group	Low $200K	$59M	302	17%
Bouvel Investment Partners, LLC	Very High $1.8M	$370M	206	47%
Timpanogos Financial Advisors, Inc.	Typical $470K	$99M	209	19%
Strada Financial Group LLC	High $750K	$160M	213	22%
Wilson Financial Advisors, Inc.	Very Low $0	$0	216	5%
Cottonwood Wealth Strategies, LLC	High $880K	$200M	230	20%
F2 F Retirement, LLC	Very Low $110K	$37M	350	0%
The Lynd Group Advisors, LLC	—	—	357	0%
Aspen Capital Management LLC	Very Low $170K	$41M	243	2%
Jasmijn Capital Management, LLC	Low $290K	$71M	249	0%
HA Wealth Advisors Inc.	Low $320K	$80M	250	0%
Beta Wealth Group, Inc	High $1.2M	$450M	378	43%
Stonebriar Wealth, LLC	Low $280K	$140M	505	5%
Presidio Wealth Management	Typical $570K	$220M	379	15%
Scott Marsh Financial, LLC	High $1.2M	$310M	253	37%
Von Colln Financial Group	High $750K	$95M	128	27%
Retirement Solutions Investments, Inc.	Low $220K	$58M	264	26%
Landmark Wealth Advisors, LLC	Typical $510K	$130M	266	14%
Cowdell Investments, LLC	Very Low $190K	$76M	408	20%
3 Peaks Financial	Very Low $190K	$52M	280	5%
Next Level Wealth Planning, LLC	Typical $560K	$320M	572	15%
Wood Tarver Financial	High $800K	$460M	575	26%
Connect Financial Advisors	Very Low $140K	$63M	452	2%
Olde Wealth Management, LLC	High $1.2M	$370M	313	28%
Brighter Retirement Advisors LLC	Very Low $180K	$58M	319	3%
Burrus	High $750K	$240M	322	25%
JRS Wealth Management LLC	Low $360K	$120M	338	24%
Tingey Advisors Inc	High $1.2M	$390M	338	32%
Heaton Financial, PC	Low $340K	$130M	376	11%
Peak Investment Coaching, LLC	Very Low $0	$0	380	3%
Lefavi Wealth Management	High $770K	$440M	576	28%
Borabond, LLC	Very Low $400	$83K	207	0%
Periope, LC	Low $280K	$180M	628	19%
Intermountain Wealth Management, Inc.	Very Low $170K	$77M	446	4%
Trademark Financial Management, LLC	Typical $640K	$290M	458	11%
Pacific Financial Strategies, Inc.	Low $280K	$200M	713	16%
Regents Partners, LLC	Typical $420K	$130M	322	28%
Brighton Wealth Management, Inc.	Low $290K	$130M	446	75%

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