New Advisers Weekly

Newly registered investment advisers in Utah

2 adviser firms in Utah had a first registration approved in the last 30 days, 12 in the last 90 and 52 in the last 12 months. Data date 2026-11-13. National list, last 90 days.

Approved in the last 30 days

SLOPE ADVISORS LLC

Lehi · approved 2026-10-21

State-registered

JOHNSON RANDALL

Salt Lake City · approved 2026-10-15

Exempt reporting

The paid lists

The 2 above are the last 30 days in Utah, without phone numbers or websites. 960 firms were approved nationwide in the last 90 days. Which of them are in the segment you sell to, and who reaches them in their first 60 days?

USD 29, one time: every adviser firm whose first registration was approved in the last 90 days, nationwide, all three segments, as one CSV: CRD number, firm name, city and state (where filed), segment, business phone, website, employees, regulatory assets under management, approval date and the public record link. Emailed within 1 business day.

Get the 90-day CSV — USD 29 Weekly email — USD 19/month (state-registered) or 29 (all segments)

The weekly email lists the firms approved in the previous week, every Monday, until you cancel on Gumroad. Full refund if we cannot produce your list. See a real sample.

Earlier in the last 12 months (50)

FirmCitySegmentApproved
TAXWISE WEALTH PLANNING LLCFarmingtonState-registered2026-10-05
CHAMBERLAIN LONG WEALTH MANAGEMENT, LLCAlpineState-registered2026-10-02
WEALTH INNOVATION GROUPLoganState-registered2026-10-01
GROWTH FINANCIAL—State-registered2026-09-15
INOCA MANAGEMENT, LLCPark CityExempt reporting2026-09-14
BLACK SALT ADVISORS LLCSalt Lake CityState-registered2026-09-09
EXPONENT WEALTH LLCOremSEC-registered2026-09-01
BRIGHTON WEALTH MANAGEMENT, INC.Cottonwood HeightsSEC-registered2026-08-19
ALTURA PRIVATE WEALTH LLCCentervilleSEC-registered2026-08-18
LEANDER WEALTH MANAGEMENT LLC—State-registered2026-08-17
WEST RIM II UGP, LLCLehiSEC-registered2026-08-14
CAPITAL WEALTH, LLCLehiSEC-registered2026-08-13
HEATON FINANCIAL, PCCedar CitySEC-registered2026-08-06
STAFFIERI CAPITAL LLCLindonState-registered2026-07-31
ELEMENT INVESTMENTS MANAGEMENT, LLCProvoExempt reporting2026-07-22
JAEGER WEALTH ADVISORS—State-registered2026-07-17
HIGHLAND FINANCIAL, LLCProvoState-registered2026-06-30
KIMBERLITE FINANCIAL SERVICES LIMITED LIABILITY CO.—State-registered2026-06-23
HARVEST LANE INVESTMENT PARTNERS, LLC.SandyState-registered2026-06-17
WEALTH FOUNDATIONS PARTNERS, LLCSalt Lake CitySEC-registered2026-06-12
LIBERTY POINT FINANCIAL LLC—State-registered2026-05-20
RILEY S. CROSBIE ADVISORY, LLCLoganSEC-registered2026-05-15
DESERET POINT PARTNERS LLCSalt Lake CityState-registered2026-05-14
AFA FUND MANAGEMENT, LLCOremExempt reporting2026-04-30
RIDGEVIEW FINANCIAL LLC—State-registered2026-04-17
LARSON WILLIAMS WEALTH ADVISORS, LLCCedar CitySEC-registered2026-04-16
OPPENHEIM RAYIYS LLC—Exempt reporting2026-04-13
SUMMIT WEALTH LLC—State-registered2026-04-13
PEAK HORIZONS CAPITALClearfieldState-registered2026-04-07
TBL-VV, LLCSalt LakeExempt reporting2026-03-31
VELVET VENTURES, LLCSouth JordanExempt reporting2026-03-31
UGLY UNICORN MANAGEMENT LLCLehiExempt reporting2026-03-30
HEADWATERS CAPITALHeber CityExempt reporting2026-03-23
JRS WEALTH MANAGEMENT LLCSouth JordanSEC-registered2026-03-23
HAYNIE WEALTH MANAGEMENT LLCSalt Lake CitySEC-registered2026-03-17
KINNECT ADVISOR GROUP, L.L.C.—State-registered2026-03-16
TANARA WEALTH MANAGEMENT LLCLehiSEC-registered2026-03-12
GALLEON WEALTH ADVISORS LLC—State-registered2026-03-11
VERITAS WEALTH MANAGEMENT, LLCSalt Lake CitySEC-registered2026-03-11
SOULENCE WEALTH MANAGEMENTPleasant GroveSEC-registered2026-03-02
GLYPTIS MANAGEMENT DE, LLCOremExempt reporting2026-02-27
TZERO CAPITAL PARTNERS, LLCSalt Lake CityExempt reporting2026-02-26
BIG SKY INVESTMENT MANAGER, LLCAlpineExempt reporting2026-02-09
RAINEY WEALTH MANAGEMENT LLCSalt Lake CityState-registered2026-02-05
JUVO VENTURES, LLCSalt Lake CityExempt reporting2026-01-21
OLYMPUS PEAKS FINANCIAL, LLCSandySEC-registered2026-01-21
NARSTAR—State-registered2026-01-01
SNOW CANYON FINANCIAL PLANNING LLC—State-registered2026-01-01
COLAB CAPITALSt. GeorgeSEC-registered2025-12-03
YOUR IA, LLCSt. GeorgeSEC-registered2025-11-18

Reading the list

Facts only: the segment is the registration type the file states; the approval date is the date the regulator approved the firm's first registration in that segment. SEC-registered and exempt reporting firms are placed by main office; state-registered firms by the approving regulator, because the public state file carries no street or city. Look any firm up in the official public record by name.