| Joshua Weir | Driven Investments | Lehi | Not listed | Percentage of assets, Fixed fees |
| Kaneil Menlove | Paragon Wealth Management | Provo | Not listed | Percentage of assets |
| Robert Shattuck | ĀTHŌS Private Wealth | Holladay | Not listed | Percentage of assets, Performance-based fees |
| Sadie Sanches | Driven Investments | Lehi | Not listed | Percentage of assets, Fixed fees |
| Thomas Tuohy | Driven Investments | Lehi | Not listed | Percentage of assets, Fixed fees |
| Zachary Schelin | ĀTHŌS Private Wealth | Holladay | Not listed | Percentage of assets, Performance-based fees |
| Catherine Miller | JGP Wealth Management | Layton | Not listed | Percentage of assets, Hourly |
| Chelsea Tilly | JGP Wealth Management | West Valley City | Not listed | Percentage of assets, Hourly |
| Dallas Messenger | Sandlot Private Wealth | Orem | Not listed | Percentage of assets, Performance-based fees |
| Emerson Edwards | Cynosure Portfolio Advisors | Salt Lake City | Not listed | Percentage of assets, Hourly |
| John Carrington | Sandlot Private Wealth | Orem | Not listed | Percentage of assets, Performance-based fees |
| Joshua Baird | Cynosure Portfolio Advisors | Salt Lake City | Not listed | Percentage of assets, Hourly |
| Luke Dance | Dance Investment Partners | St. George | Not listed | One-time planning fee |
| Rachel Pierini | Provident Living Financial Services | Lehi | Not listed | Hourly, Ongoing planning fee |
| Richard Barber | Provident Living Financial Services | Lehi | Not listed | Hourly, Ongoing planning fee |
| Ruth Barber | Provident Living Financial Services | Lehi | Not listed | Hourly, Ongoing planning fee |
| Thomas Henderson | Abacus Investment Advisors | Salt Lake City | Not listed | Percentage of assets, Hourly |
| William Johnson | Cynosure Portfolio Advisors | Salt Lake City | Not listed | Percentage of assets, Hourly |
| William Woodson | Cynosure Portfolio Advisors | Salt Lake City | Not listed | Percentage of assets, Hourly |
| Amoree Farnsworth | Net Worth Advisory Group | Sandy | CFP | Percentage of assets, Hourly |
| Ben Brackett | Exponent Wealth | Orem | CFP | Percentage of assets, Fixed fees |
| Benjamin Olson | R.O.I. | Lindon | CFP | Percentage of assets |
| Brandon Henrie | Copperlion Investments | St. George | CFP | Percentage of assets, Hourly |
| Brett Weston | Medicus Wealth Planning | Draper | CFP | Percentage of assets, Fixed fees |
| Brian Hanks | Hanks Capital Management | Draper | CFP | Percentage of assets, Fixed fees |
| Camille Fox | Squire Wealth Advisors | Orem | CFP | Percentage of assets, Hourly |
| Chad Kelley | Alliance Wealth Advisors | Centerville | CFP | Percentage of assets |
| Dan Loose | Medicus Wealth Planning | Draper | CFP | Percentage of assets, Fixed fees |
| David Swapp | Net Worth Advisory Group | Sandy | CFP | Percentage of assets, Hourly |
| Dillon Rawson | Peak Financial Planning | Lehi | CFP | Percentage of assets, Fixed fees |
| Gregory Hyde | Squire Wealth Advisors | Orem | CFP, PFS | Percentage of assets, Hourly |
| Gregory Simmons | Net Worth Advisory Group | Sandy | CFP | Percentage of assets, Hourly |
| Jessica Brian | Hanks Capital Management | Draper | CFP | Percentage of assets, Fixed fees |
| John Terrion | Terrion Advisors | Sandy | CFP | Percentage of assets, Hourly |
| Joseph Adair | Exponent Wealth | Orem | CFP | Percentage of assets, Fixed fees |
| Joseph Olson | R.O.I. | Lindon | CFP | Percentage of assets |
| Kadin Bullock | Squire Wealth Advisors | Orem | CFP | Percentage of assets, Hourly |
| Kaylan Andersen | Nuwealth Advisors | St. George | CFP, ChFC | Hourly |
| Kimber Heaton | Heaton Financial | Cedar City | CFP | Percentage of assets, Hourly |
| Leah Nelson | The Table Financial Planning | Saratoga Springs | CFP | Percentage of assets, Hourly |
| Michael Berry | Net Worth Advisory Group | Sandy | CFP | Percentage of assets, Hourly |
| Michael Espinosa | Truenorth Wealth | Salt Lake City | CFP | Percentage of assets, Hourly |
| Paul Norman | Ascend Investment Partners | Logan | CFP | Percentage of assets, Hourly |
| Raymond Levitre | Net Worth Advisory Group | Sandy | CFP | Percentage of assets, Hourly |
| Richard Smith | Net Worth Advisory Group | Sandy | CFP | Percentage of assets, Hourly |
| Ryan Porter | Net Worth Advisory Group | Sandy | CFP | Percentage of assets, Hourly |
| Tanner Manning | Searcy Financial Services | Spanish Fork | CFP | Percentage of assets, Hourly |
| Alec Ferguson | Exponent Wealth | Orem | CFA | Percentage of assets, Fixed fees |
| David Bigler | Squire Wealth Advisors | Orem | PFS | Percentage of assets, Hourly |
| Julie Anderson | Squire Wealth Advisors | Orem | PFS | Percentage of assets, Hourly |