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Private Wealth Daily
FUNDS · LAST CLOSEIVV759.18 −1.78%SPY755.72 −1.77%VOO522.67 −0.95%QQQ690.49 −3.47%VTI281.03 −0.75%IEFA96.31 −0.92%VEA50.10 −5.13%VUG382.92 −0.26%GLD355.78 −3.47%IWF125.62 +0.18%
The Lean 100 · 2026 edition
No.44
Scott Marsh Financial logo

Scott Marsh Financial

Salt Lake City, UT · Firm website

113%AUM growth, 2024 to 2026
$313MAUM in the 2026 filing
50%client growth
10people at the firm

AUM by filing

$101M2023
$147M2024
$230M2025
$313M2026

Clients by filing

1092023
1692024
2202025
2532026

Key people

  • Scott MarshFounderOwner · 25 years at the firm
    in
  • Landon MarshSenior Wealth Advisor1 year at the firm

Against the list

  • MeasureThis firmList median
  • AUM growth113%104%
  • Client growth50%43%
  • People107
  • AUM per person$31.3M$49.7M

Rank by measure

  • Official rankNo. 44113%
  • Client growthNo. 4550%
  • AUM added per personNo. 82$16.6M
  • AUM per personNo. 85$31.3M
← No. 43 Mbia Capital AdvisorsNo. 45 Tandem Financial →
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Scott Marsh Financial: No. 44 on The Lean 100 (2026) — Private Wealth Daily