| John Rosswog | Solidarity Wealth | Lehi | Not listed | Percentage of assets, Subscription |
| Jonathan Potter | PracticeCFO | Saratoga Springs | Not listed | Percentage of assets, Fixed fees |
| Katherine Ludeman | Private Advisory Group | Lehi | Not listed | Percentage of assets, Performance-based fees |
| Lauren Kearl | Dentist Advisors | Salt Lake City | Not listed | Ongoing planning fee |
| McKenna Rice | Private Advisory Group | Lehi | Not listed | Percentage of assets, Performance-based fees |
| 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 Nelson | Sunset Retire | Provo | Not listed | Percentage of assets, Hourly |
| 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 Gochnour | Dentist Advisors | Salt Lake City | Not listed | Ongoing planning fee |
| William Mortimer | Solidarity Wealth | Lehi | Not listed | Percentage of assets, Subscription |
| Ann Lobos | Vitality Capital Management | South Jordan | Not listed | Percentage of assets, Hourly |
| Carson Skaggs | Altura Private Wealth | Centerville | Not listed | Percentage of assets, Fixed fees |
| Dennis Jackson | Allred Jackson | North Logan | Not listed | Percentage of assets |
| Dennis Romney | Opportunus Wealth Management | Cottonwood Heights | Not listed | Percentage of assets, Hourly |
| Frank Sterneck | Sterneck Capital Management | Park City | Not listed | Percentage of assets, Fixed fees |
| Joseph Fisher | Altura Private Wealth | Centerville | Not listed | Percentage of assets, Fixed fees |
| Justin Martin | Altura Private Wealth | Centerville | Not listed | Percentage of assets, Fixed fees |
| Kent Christensen | Haynie Wealth Management | Salt Lake City | Not listed | Percentage of assets |
| Lincoln West | Altura Private Wealth | Centerville | Not listed | Percentage of assets, Fixed fees |
| Matthew Romney | Vitality Capital Management | South Jordan | Not listed | Percentage of assets, Hourly |
| Raygn Robertson | Altura Private Wealth | Centerville | Not listed | Percentage of assets, Fixed fees |
| Ahlin Hafen | The Norden Group | Salt Lake City | Not listed | Percentage of assets, Fixed fees |
| Alec Abbott | The Norden Group | Provo | Not listed | Percentage of assets, Fixed fees |
| Brad Sorensen | The Norden Group | Provo | Not listed | Percentage of assets, Fixed fees |
| Bradley Ferney | The Norden Group | Provo | Not listed | Percentage of assets, Fixed fees |
| Brent Cochran | The Norden Group | Provo | Not listed | Percentage of assets, Fixed fees |
| Cam McClellan | Palisade Wealth | Draper | Not listed | Percentage of assets |
| Cody Hutchinson | The Norden Group | St. George | Not listed | Percentage of assets, Fixed fees |
| Colter Yde | The Norden Group | Provo | Not listed | Percentage of assets, Fixed fees |
| Daniel Maxwell | Amicus Financial Advisors | Lehi | Not listed | Percentage of assets, Hourly |
| Garen Winn | The Norden Group | Provo | Not listed | Percentage of assets, Fixed fees |
| Hayden Johnson | The Norden Group | Provo | Not listed | Percentage of assets, Fixed fees |
| Jason Perkins | The Norden Group | Heber City | Not listed | Percentage of assets, Fixed fees |
| Jeffrey Jacobs | Palisade Wealth | Draper | Not listed | Percentage of assets |
| Matthew Mendenhall | The Norden Group | Provo | Not listed | Percentage of assets, Fixed fees |
| Rachelle Dillingham | The Norden Group | Centerville | Not listed | Percentage of assets, Fixed fees |
| Rachelle Morris | The Norden Group | Provo | Not listed | Percentage of assets, Fixed fees |
| Raymond Johns | The Norden Group | Provo | Not listed | Percentage of assets, Fixed fees |
| Tyson Wakley | The Norden Group | St George | Not listed | Percentage of assets, Fixed fees |