Top 10 fastest-growing RIAs in Utah (2026)

Sort by asset growthHow they grew

#	Firm	Assets, end of 2023 → 2025	Growth	Advisory staff	Net advisors, 12 mo	How they grew	Main custodian	Score
1	Three Seasons Wealth SALT LAKE CITY	$250M → $1.23B	4.94× 3.7× typical	4 → 7	+1	Organic	Wells Fargo	93.0
2	Strategic Planning Group BOUNTIFUL	$513.8M → $910.3M	1.77× 1.3× typical	5 → 8	+2	Organic or recruited	Fidelity	90.5
3	Soltis Investment Advisors, LLC ST. GEORGE	$6.82B → $12.04B	1.76× 1.3× typical	45 → 63	+2	Organic	Fidelity	88.5
4	Platform Wealth Advisors HOLLADAY	$295.1M → $509M	1.72× 1.3× typical	6 → 9	+1	Organic or recruited	Schwab	85.9
5	Diversify Advisory Services, LLC SOUTH JORDAN	$2.87B → $4.65B	1.62× 1.2× typical	87 → 110	+7	Organic or recruited	Fidelity	85.2
6	Portside Wealth Group, LLC PROVO	$884.8M → $1.43B	1.62× 1.2× typical	37 → 47	+2	Organic or recruited	Schwab	83.9
7	Elysium Wealth Management, LLC SOUTH JORDAN	$116M → $352.3M	3.04× 2.3× typical	6 → 10	0	Organic or recruited	Schwab	75.5
8	Diversify Wealth Management, LLC SOUTH JORDAN	$458.1M → $4.11B	8.97× 6.7× typical	24 → 70	-3	Organic	Schwab	74.5
9	The Norden Group LLC PROVO	$987.2M → $1.97B	1.99× 1.5× typical	12 → 20	0	Organic	Schwab	73.3
10	New Millennium Group SANDY	$144.5M → $257M	1.78× 1.3× typical	8 → 12	0	Organic or recruited	Fidelity	69.7

Score: 0 to 100, from each firm's percentile among 5,989 RIAs nationally. See the national top 100 and the tech stacks they run.

How we ranked

Who's in: 5,989 SEC-registered RIAs serving individuals, based in the US, with $100M+ in assets, 25+ individual clients and 2+ advisory staff, that filed their 2026 annual Form ADV. Bank and broker-dealer networks (more advisors moving than advisory staff) are left out.
Asset growth (half the score): regulatory assets at the end of 2025 (2026 annual Form ADV) over the end of 2023 (the firm's last 2024 filing). Firms update this number once a year, in the annual amendment. The typical firm grew 1.34×, which is mostly the market. Growth over 3× counts as 3×, so one big merger can't decide the list (acquisitions aren't reported on Form ADV).
Advisory staff growth (a quarter): employees giving investment advice (Item 5.B(1)), over the same two years.
Net advisors (a quarter): registered advisors who joined the firm in the last 12 months minus those who left, from SEC registration records.
Each is a percentile among the firms that are in, and only firms whose assets grew faster than the typical firm's are listed. Assets include market gains and any acquisitions, so a high rank is a signal to look closer, not proof of organic growth.
How they grew (an estimate): each firm's gain, split four ways. Typical: what the typical firm grew. Acquired: firms most of whose advisors moved to it (half or more, and the old firm stopped filing, or three-quarters or more), at their last reported assets; a buyer that keeps an acquired firm filing on its own isn't seen, so this is a floor. Joined (hatched): advisors who moved in from other firms, at up to their old firm's assets per advisor ($150M at most), since a new hire may bring no clients at all. Organic: the rest, new clients and existing clients' money. “Organic” firms are organic even if every joiner brought a full book.
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The fastest-growing RIAs in Utah.

How we ranked