Adams Wealth Advisors

What Adams Wealth Advisors does

Adams Wealth Advisors (legal entity: ADAMS WEALTH ADVISORS, LLC; SEC-registered as ADAMS WEALTH MANAGEMENT LLC, CRD 286087) is a fee-only registered investment adviser founded by Craig Adams, CFP®, headquartered in Logan, Utah with a branch office in St. George, Utah. The firm serves individuals, families, business owners, and retirees in Utah with comprehensive wealth management delivered through a dedicated Service Team model under its branded Adams Wealth Plan™ framework. Service modules include Investment Management (long-term, top-down global macro approach with access to structured products, derivatives strategies, and private equity), Retirement Planning, Estate Planning, Advanced Tax Planning, Charitable Planning, Risk Analysis, and Business Owners Services; clients access account information through a separate client portal at app.adamswealthadvisors.com.

The business runs on a standard RIA technology stack — financial planning, portfolio management, and CRM platforms — supplemented by HubSpot for appointment scheduling and a content/blog presence at blog.adamswealthadvisors.com. No proprietary trading technology, AI/ML systems, or differentiated software platform is described. Revenue is generated through advisory fees, billed annually, with the precise schedule disclosed in the firm's Form ADV Part 2A; pricing is AUM-based and not publicly posted.

Commercially, the firm is privately held, independently owned by founding partner Craig Adams and additional partner-level principals (Tong Bai, Mitchell Greene, David Kastner, Connor Murphy, Douglas Peterson per the March 31, 2026 ADV). A March 2026 ADV update also added a General Counsel/CCO (Scott Ellingson) and formalized a Chief Implementation Officer function (Karly Rizzo), signaling governance scaling. Recognition includes six consecutive Best Financial Planner wins in Northern Utah (2021–2026), InvestmentNews 5-Star Wealth Management Team (2026), and #103 on USA TODAY/Statista's 2026 Best Financial Advisory Firms list.

Name

Adams Wealth Advisors

Legal name

ADAMS WEALTH ADVISORS, LLC

Website

https://adamswealthadvisors.com

Company type

Private

Founded year

2012

Operating status

Operating

Headcount range

11–50 employees

Short description

Adams Wealth Advisors is a fee-only registered investment adviser in Logan and St. George, Utah, serving HNW individuals, families, business owners, and retirees with comprehensive wealth management delivered via dedicated Service Teams under the Adams Wealth Plan™ framework.

Ownership category

akta.pro rank

Product category

Wealth Management

NAICS

Portfolio Management and Investment Advice (523940)

SIC

Investment Advice (6282)

akta.pro primary industry

Comprehensive/Full-Service RIAs & Independent Wealth Managers (FSAAACAA)

akta.pro secondary industries

Registered Investment Advisor (RIA) Wealth Management (FSAEABAA), Investment Management Advisory (RIA) (FSAEAAAB), Retirement & Distribution Planning RIAs (401(k)/IRA/Pension Rollovers) (FSAAACAE), Tax-Focused Wealth Management RIAs (FSAAACAD)

Keywords

• Wealth management services
• Investment advisory
• Financial planning
• Retirement planning
• Estate planning

Headquarters

HQ city

Logan

HQ country

United States

HQ region

North America

Offices2 records

Markets served

GTM type

B2C

Offering type

Services

Cost components

Personnel, Operations, Marketing or Sales, Technology or R&D

Revenue model

1. Advisory Fees: As a registered investment adviser, Adams Wealth Advisors generates revenue through advisory fees. Based on the Form ADV document (Item 5 - Fees and Compensation), the firm charges fees for investment advisory services, likely based on assets under management (AUM). The specific fee schedule is contained in the firm's ADV brochure which is available to clients.

Pricing tiers

Go-to-market motion1 record

Distribution channels1 record

Marketing channels3 records

Core offering

Adams Wealth Advisors is a fee-only registered investment adviser (RIA) that delivers comprehensive wealth management through the proprietary Adams Wealth Plan™ framework. Each client is served by a dedicated Service Team that integrates investment management, retirement planning, estate planning, advanced tax planning, charitable planning, risk analysis, and business owner services into a single personalized financial roadmap. The firm is headquartered in Logan, Utah with a branch in St. George, Utah.

Product overview

Adams Wealth Advisors offers a single unified wealth management service anchored by the Adams Wealth Plan™, a comprehensive financial planning framework. The core offering is supplemented by specialized service modules including Investment Management, Retirement Planning, Estate Planning, Advanced Tax Planning, Risk Analysis, Charitable Planning, and Business Owners Services. All services are delivered through a team-based approach with a dedicated Service Team, and clients access their accounts via a separate Client Portal.

Differentiator

Problem solved

Functional benefit

Products and services

• Adams Wealth Plan™

Quantifiable outcome

• People who take advice earn median annual returns 3.32% higher, net of fees, than self-managing investors (based on Financial Engines/Aon Hewitt study of 723,000 workers)

Segments3 records

Ideal customer profiles3 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Scale indicators3 records

Recent moves6 records

Expansion highlights6 records

Direct peers

• Cresset Capital: Multi-family office offering comprehensive wealth planning, alternative investment access, and family office services to HNW individuals and business owners. Comparable premium-service positioning and emphasis on alternatives and macro investment strategies like Adams.
• TRUE Wealth Design: Fee-only RIA serving individuals, families, and business owners with comprehensive wealth, retirement, and tax planning. Targets the same HNW client segments and operates on a comparable team-based fiduciary model as Adams Wealth Advisors.
• Buckingham Strategic Wealth: Fee-only RIA providing evidence-based portfolio management, tax planning, estate planning, and retirement income planning for HNW households. Shares Adams's fiduciary, no-commission model and broad-service offering for HNW clients.
• Brighton Jones: Comprehensive, team-based fee-only RIA serving HNW individuals and families with investment management, retirement, estate, tax, and philanthropic planning. Operates a similar 'service team per client' model and has been named to USA TODAY's Best Financial Advisory Firms, making it a strong comparison point on growth and recognition.
• EPIC Advisors: Logan, Utah-based fee-only RIA offering comprehensive wealth management for individuals, families, and business owners. Closest geographic and service-model peer to Adams, competing in the same Northern Utah market with similar comprehensive planning and team-based delivery.
• Plante Moran Financial Advisors: Fiduciary RIA within a top accounting/consulting firm, offering investment management, retirement, estate, tax, and business succession planning. Direct comparison to Adams on team credentialing (CFA, CFP®) and comprehensive HNW offering, though at larger scale and broader geography.
• Heritage Financial Services: Fee-only comprehensive wealth management firm serving business owners and HNW individuals with retirement, estate, and tax planning. Similar multi-state regional footprint and team-based delivery to Adams's two-office Utah model.

Broad incumbents

• Mariner Wealth Advisors: Large national RIA with comprehensive wealth management for HNW individuals and families, including investment, estate, tax, and retirement planning. Comparable in scope but operates at significantly greater scale via an acquisition-led inorganic growth model — a relevant consolidation benchmark for a smaller RIA.
• Edelman Financial Engines: Largest independent RIA in the US, providing goals-based financial planning and managed portfolios to individual investors and retirement plan participants. Provides a scale benchmark and a competitive threat from the workplace-channel entry point that Adams does not serve.
• Empower Personal Dashboard: Roll-up of Personal Capital and Empower offering combined digital and human RIA services to a large HNW and mass-affluent base. Represents the integrated digital+human model Adams may compete against as HNW expectations for technology-enabled planning mature.

Market position

Strengths5 records

Weaknesses5 records

Competitive moat4 records

Key risks5 records

Key highlights6 records

Customer concentration

• Xx.com/adamsadvisors
• Facebookfacebook.com/people/Adams-Wealth-Advisors/100057305176483
• LinkedInlinkedin.com/company/adams-wealth-advisors

Revenue estimate

Valuation estimate

Number of profiles

Profiles10 records

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about Adams Wealth Advisors