| Parker Anderson | Private Advisory Group | Lehi | Not listed | Percentage of assets, Performance-based fees |
| Robert Featherstone | Solidarity Wealth | Lehi | Not listed | Percentage of assets, Subscription |
| Robert Patrick | Solidarity Wealth | Lehi | Not listed | Percentage of assets, Subscription |
| Veronica Fox | Solidarity Wealth | Lehi | Not listed | Percentage of assets, Subscription |
| Wesley Jensen | Private Advisory Group | Lehi | Not listed | Percentage of assets, Performance-based fees |
| William Mortimer | Solidarity Wealth | Lehi | Not listed | Percentage of assets, Subscription |
| Frank Sterneck | Sterneck Capital Management | Park City | Not listed | Percentage of assets, Fixed fees |
| Nolan Karras | The Karras Company | Roy | Not listed | Percentage of assets, Hourly |
| Ryan Carrington | Sandlot Private Wealth | Orem | CFA | Percentage of assets, Performance-based fees |
| Brett Leahy | Echelons Capital | Park City | Not listed | Percentage of assets, Fixed fees |
| Dallas Messenger | Sandlot Private Wealth | Orem | Not listed | Percentage of assets, Performance-based fees |
| John Carrington | Sandlot Private Wealth | Orem | Not listed | Percentage of assets, Performance-based fees |
| John Rudio | Echelons Capital | Park City | Not listed | Percentage of assets, Fixed fees |