Top 10 financial advisor firms in Lehi

10 SEC-registered financial advisor firms are headquartered in Lehi, UT, with $6.02B in combined regulatory assets under management. The largest by assets are Drive Wealth Management ($1.5B), B.O.S.S. Retirement Advisors ($1.38B) and Tanara Wealth Management ($1.09B).

10
Financial advisor firms: $6.02B
Their combined AUM: $364M
Median firm AUM: 8,845
Clients of the top 10

The 10 largest by assets

1
Drive Wealth Management
RIA
$1.5B
Up to 2.00% a year
2
B.O.S.S. Retirement Advisors
RIA
$1.38B
Regulatory AUM
3
Tanara Wealth Management
RIA
$1.09B
Up to 1.30% a year
4
Solidarity Wealth
RIA
$704M
Up to 1.25% a year
5
SwitchPoint Financial Planning
RIA
$367M
Regulatory AUM
6
Decker Retirement Planning
RIA
$360M
Regulatory AUM
7
Prestige Wealthwide
RIA
$198M
1.50% to 1.50% a year
8
Provident Living Financial Services
RIA
$158M
Regulatory AUM
9
Stonebriar Wealth
RIA
$139M
Up to 1.50% a year
10
Capital Wealth
RIA
$116M
1.50% to 1.50% a year

Profiles of the top 10

No. 1 · RIA

Drive Wealth Management

Drive Wealth Management is an investment adviser based in Lehi, UT, registered with the SEC since 2018. It provides financial planning and investment management. Its clients include high-net-worth individuals, individual clients, and pension and profit-sharing plans. Its regulatory assets under management total $1.5 billion, as filed on 2 September 2026.

Drive Wealth Management charges up to 2.00% a year for its Portfolio Management Services.

Regulatory AUM: $1.5B
Clients: 1,112
Advisory staff: 15
Founded: 2015
Fee schedule: Up to 2.00% a year
Custodians: Fidelity
Headquarters: 3333 N Digital Drive, #700, Lehi, UT 84043
Phone: 801-901-6150
Website: drivewealthadvisers.com

No. 2 · RIA

B.O.S.S. Retirement Advisors

B.O.S.S. Retirement Advisors is an investment adviser based in Lehi, UT, registered with the SEC since 2020. It provides financial planning. Its clients include individual clients, high-net-worth individuals, and pension and profit-sharing plans. Its regulatory assets under management total $1.38 billion, as filed on 13 August 2026.

Regulatory AUM: $1.38B
Clients: 5,013
Advisory staff: 49
Custodians: Fidelity, Charles Schwab
Headquarters: 2500 Executive Parkway, Suite 500, Lehi, UT 84048
Phone: 801-990-5055
Website: bossretirementquiz.com

No. 3 · RIA

Tanara Wealth Management

Tanara Wealth Management is an investment adviser based in Lehi, UT, registered with the SEC since 2026. It provides financial planning and investment management. Its clients include high-net-worth individuals, corporations and other businesses, and individual clients. Its regulatory assets under management total $1.09 billion, as filed on 10 August 2026.

Tanara Wealth Management charges up to 1.30% a year for its Investment management fees.

Regulatory AUM: $1.09B
Clients: 390
Advisory staff: 5
Founded: 2026
Fee schedule: Up to 1.30% a year
Custodians: Charles Schwab
Headquarters: 3301 N Thanksgiving Way, Suite 425, Lehi, UT 84048
Phone: 801-653-0564
Website: tanarawm.com

No. 4 · RIA

Solidarity Wealth

Solidarity Wealth is an investment adviser based in Lehi, UT, registered with the SEC since 2021. It provides financial planning and investment management. Its clients include high-net-worth individuals, individual clients, and corporations and other businesses. Its regulatory assets under management total $704 million, as filed on 6 August 2026.

Solidarity Wealth charges up to 1.25% a year for its Wealth Management.

Regulatory AUM: $704M
Clients: 218
Advisory staff: 8
Founded: 2021
Fee schedule: Up to 1.25% a year
Custodians: Pershing
Headquarters: 3600 N Outlet Parkway, Suite 200, Lehi, UT 84048
Phone: 385-374-1665
Website: solidaritywealth.com

No. 5 · RIA

SwitchPoint Financial Planning

SwitchPoint Financial Planning is an investment adviser based in Lehi, UT, registered with the SEC since 2022. It provides financial planning and investment management. Its clients include high-net-worth individuals, individual clients, and pension and profit-sharing plans. Its regulatory assets under management total $367 million, as filed on 31 March 2026.

Regulatory AUM: $367M
Clients: 102
Advisory staff: 3
Founded: 2016
Custodians: Charles Schwab
Headquarters: 2901 W Bluegrass BLVD, Suite 200 - 26, Lehi, UT 84048
Phone: 801-753-8538
Website: switchpointfinancial.com

No. 6 · RIA

Decker Retirement Planning

Decker Retirement Planning is an investment adviser based in Lehi, UT, registered with the SEC since 2021. It provides financial planning and investment management. Its clients include individual clients, high-net-worth individuals, and corporations and other businesses. Its regulatory assets under management total $360 million, as filed on 29 May 2026.

Regulatory AUM: $360M
Clients: 774
Advisory staff: 7
Custodians: Fidelity
Headquarters: 2889 W Ashton BLVD., Suite 125, Lehi, UT 84048
Phone: 855-425-4566
Website: deckerretirementplanning.com

No. 7 · RIA

Prestige Wealthwide

Prestige Wealthwide is an investment adviser based in Lehi, UT, registered with the SEC since 2022. It provides investment management. Its clients include high-net-worth individuals, individual clients, and pension and profit-sharing plans. Its regulatory assets under management total $198 million, as filed on 15 January 2026.

Prestige Wealthwide charges 1.50% a year for its Portfolio Management Fees.

Regulatory AUM: $198M
Clients: 187
Advisory staff: 3
Fee schedule: 1.50% to 1.50% a year
Custodians: Charles Schwab
Headquarters: 525 W Sunrise Way, Lehi, UT 84043
Phone: 720-449-3656

No. 8 · RIA

Provident Living Financial Services

Provident Living Financial Services is an investment adviser based in Lehi, UT, registered with the SEC since 2025. It provides financial planning and investment management. Its clients include high-net-worth individuals, individual clients, and pension and profit-sharing plans. Its regulatory assets under management total $158 million, as filed on 5 March 2026.

Regulatory AUM: $158M
Clients: 254
Advisory staff: 3
Custodians: Charles Schwab
Headquarters: 3450 N Triumph BLVD., Suite 102, Lehi, UT 84043
Phone: 801-753-5639
Website: getprovident.com

No. 9 · RIA

Stonebriar Wealth

Stonebriar Wealth is an investment adviser based in Lehi, UT, registered with the SEC since 2025. It provides financial planning and investment management. Its clients include individual clients and high-net-worth individuals. Its regulatory assets under management total $139 million, as filed on 2 April 2026.

Stonebriar Wealth charges up to 1.50% a year for its Annual advisory fee.

Regulatory AUM: $139M
Clients: 505
Advisory staff: 3
Fee schedule: Up to 1.50% a year
Custodians: Fidelity
Headquarters: 2600 W. Executive Parkway, Suite 360, Lehi, UT 84043
Phone: 385-314-3300
Website: stonebriarwealthadvisors.com

No. 10 · RIA

Capital Wealth

Capital Wealth is an investment adviser based in Lehi, UT, registered with the SEC since 2026. It provides financial planning and investment management. Its clients include individual clients, high-net-worth individuals, and pension and profit-sharing plans. Its regulatory assets under management total $116 million, as filed on 11 September 2026.

Capital Wealth charges 1.50% a year for its Portfolio Management Fee.

Regulatory AUM: $116M
Clients: 290
Advisory staff: 2
Fee schedule: 1.50% to 1.50% a year
Minimum account: $250,000
Headquarters: 3400 N Ashton BLVD, Suite 190, Lehi, UT 84048
Phone: 801-210-2800
Website: capitalwealth.com

Questions about financial advisors in Lehi

How many financial advisor firms are headquartered in Lehi?

10 SEC-registered financial advisor firms report their principal office in Lehi, UT, managing $6.02B in regulatory assets between them. The other 7 advisers headquartered in the city are broker-dealers, other kinds of wealth firm, or fund and institutional managers.

Source: Form ADV Part 1A, Items 1.F, 5.D and 5.F

What is the largest financial advisor firm in Lehi?

Drive Wealth Management, with $1.5B in regulatory assets under management on its latest Form ADV. The next largest are B.O.S.S. Retirement Advisors ($1.38B) and Tanara Wealth Management ($1.09B).

Source: Form ADV Part 1A, Item 5.F

How large is a typical financial advisor firm in Lehi?

The median firm manages $364M in regulatory assets. That is the midpoint of the 10 firms headquartered in Lehi.

Source: Form ADV Part 1A, Item 5.F

How much do financial advisors in Lehi charge?

Of the 10 largest firms, 6 publish an asset-based fee schedule for their main service in their brochure. The highest rate in those schedules runs from 1.25% to 2.00% of assets, depending on the firm; each firm's fee is in its profile above.

Source: Form ADV Part 2A brochures, Item 5

How can I check a financial advisor's record in Lehi?

Search the firm or the person on the SEC's Investment Adviser Public Disclosure site, adviserinfo.sec.gov, which shows registrations, Form ADV filings and any disclosures. Each firm profile in this directory links its SEC record.

Source: SEC Investment Adviser Public Disclosure

How is this list ordered?

By regulatory assets under management as filed on Form ADV, largest first. A firm is included when its principal office is in the city and most of its client assets belong to individuals and its type is RIA, which leaves out broker-dealers, wirehouses, RIA networks, digital advice, bank, insurance and family-office firms. A firm with only a branch office here is listed in its own headquarters city.

Source: Niva directory methodology

Lehi has 10 financial advisor firms; see every adviser in the city →

The 10 largest by assets

Profiles of the top 10

Questions about financial advisors in Lehi

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