USA Today Press Release

LEHI, UT (24 April 2024)

Drive Wealth Advisers is pleased to announce that it has been ranked 7th in the nation on USA Today’s list of the 500 Best Financial Advisory Firms for 2024. 11 firms from Utah made the list and Drive Wealth Advisers ranked at the top of that list.

The link to the USA TODAY article can be found here: USA TODAY’s 500 Best Financial Advisory Firms

Lowell Crabb, Founder and Managing Partner of Drive Wealth Advisers, said, “We are grateful for the trust you place in us as we strive to serve you and appreciate the deep friendships we have formed over the years.”

About Drive Wealth Advisers

Based in Lehi, UT, Drive Wealth Advisers is an independent registered investment advisory firm. The firm offers portfolio management and family office services for executives, founders, institutions, and high-net-worth families whose complex balance sheets require sophisticated advice and concierge financial services. For more information about Drive Wealth Advisers, including disclosures, visit www.drivewealthadvisers.com.

Criteria for being included in this ranking:

USA TODAY‘s “Best Financial Advisory Firms” is based on the analysis of a firm’s performance and market appreciation. The ranking is based on two dimensions: recommendations by financial advisors, clients as well as industry experts and a firm’s development of Assets under Management. The research and evaluation process includes the collection of recommendations via an independent survey among over 25,000 individuals. Clients, industry experts and financial advisors working for an RIA firm could recommend the RIA firms they find commendable. Self-recommendations are prohibited and are therefore not included in the evaluation. AUM development is analyzed both in the short-and long-term using publicly available data. Short-term AUM development was calculated over a twelve-month period from January 2023 to January 2024, while long-term development spanned a five-year period from 2019 to 2024. The final score was calculated by weighting recommendations at 20% and AUM development at 80%. Within the AUM growth metric, short-term and long-term growth were each weighted 30/70. The 500 RIA firms with the highest score were awarded as USA TODAY’s Best Financial Advisory Firms.

To qualify for USA TODAY‘s “Best Financial Advisory Firms” award, the following requirements must be met: The firm must be registered as an RIA firm with the SEC or at state level for at least one year; The firm must have a principal office in the United States; The firm must have a clean disciplinary record; The firm must offer financial planning services or portfolio management for individuals and/or small businesses; The firm’s AUM must be greater than $500,000; The firm must achieve an overall score among the top 500. Drive Wealth Advisers did not compensate USA TODAY for being included in this list.

Third-party rankings and recognition from rating services, organizations, and publications do not guarantee future investment success. Working with a highly-rated advisor also does not ensure that a client or prospective client will experience a higher level of performance. These ratings should not be viewed as an endorsement of the advisor by any client. Please contact Drive Wealth Advisers for more information regarding how this rating was formulated.

Drive Wealth Advisers is registered as an investment advisor with the U.S. Securities and Exchange Commission (SEC) and only conducts business in states where it is properly registered or is excluded from registration requirements. Registration is not an endorsement of the firm by securities regulators and does not mean the advisor has achieved a specific level of skill or ability.