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Fastest Growing RIAs
in Utah

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RIA Edge Regional Rankings

The RIA Edge Rankings of the industry’s fastest growing firms by state recognizes those firms that have experienced the largest increases in assets and clients since 2017 in their respective states. The firms included in the regional rankings are RIAs with a concentration in financial planning and an emphasis on advising high-net-worth clientele. These firms are driving some of the most significant growth in the industry through a mix of M&A and organic growth strategies – and are ultimately re-inventing the delivery of financial advice.
Ranking
Firm
Location
3 Year Growth Rate
Assets Under Management (MM)

#

Olympus Wealth Management, LLC
Midvale, 
UT
3 Year Grow Rate:
323%
AUM (MM):
$630

#

Twin Peaks Wealth Management LLC
Salt Lake City, 
UT
3 Year Grow Rate:
131%
AUM (MM):
$34

#

Crewe Advisors
Salt Lake City, 
UT
3 Year Grow Rate:
57%
AUM (MM):
$600

#

JDS Investment Management
Salt Lake City, 
UT
3 Year Grow Rate:
55%
AUM (MM):
$24

#

Jacobsen Capital Management
Salt Lake City, 
UT
3 Year Grow Rate:
46%
AUM (MM):
$308

#

Financial Prosperity, Inc.
Park City, 
UT
3 Year Grow Rate:
43%
AUM (MM):
$25

#

TrueNorth Wealth
Salt Lake City, 
UT
3 Year Grow Rate:
28%
AUM (MM):
$459

#

Chugg Wealth Strategies, LLC
Provo, 
UT
3 Year Grow Rate:
23%
AUM (MM):
$32

#

Slayton Lewis Inc
Salt Lake City, 
UT
3 Year Grow Rate:
20%
AUM (MM):
$208

#

Five Seasons Financial Planning LLC
Salt Lake City, 
UT
3 Year Grow Rate:
10%
AUM (MM):
$60

#

Scott Marsh Financial, LLC
Salt Lake City, 
UT
3 Year Grow Rate:
7%
AUM (MM):
$96

#

Hansen Wealth Management
Saint George, 
UT
3 Year Grow Rate:
2%
AUM (MM):
$48
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