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Best financial advisors in Alpine, UT

Registered advisers within 25 miles of Alpine, UT.

Offices
774
Firms
356
Combined AUM
$17.3T
Firm-wide filings, not assets booked only here
Clients
3.29M
3,287,848 clients when Item 5C has a number
Avg / client
$5.26M
Combined AUM ÷ clients

Nearby offices

Firms

LYMANWEALTH LLC
BIG SKY INVESTMENT MANAGER, LLC
EDWARD JONES
CURVE PARTNERS MANAGEMENT LLC
EAGLE STRATEGIES LLC
STATE FARM INVESTMENT MANAGEMENT CORP.
OSAIC WEALTH, INC.
AMERIPRISE FINANCIAL SERVICES, LLC
LONE PEAK GLOBAL INVESTORS, LLC
INTEGRITY ALLIANCE, LLC.
WELLS FARGO CLEARING SERVICES, LLC
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
EMOTIONALLY INVESTED
SUMMIT GLOBAL INVESTMENTS, LLC
JASMIJN CAPITAL MANAGEMENT, LLC
LPL FINANCIAL LLC
PROACTIVE WEALTH MANAGEMENT, INC.
PORTSIDE WEALTH GROUP, LLC

Investors

Brett J Lyman
Benjamin M Lyman
MARK ESDRAS LYMAN
Curt Doty Peterson
Jordan Wilkins
Elijah T Lane
JAN PETER CHRISTENSEN
ELI SLESK
RAYMOND MICHAEL WHITTENBURG
JORDAN M WHITTENBURG
JAMES PETTY SHIPP
ROGER ALLEN HILL
DAVID WEBB PASSEY
RYAN PAGE BATCHELOR
LOUIS JAMES FETCH
WAYNE GEORGE PIERSON
ALLAN CANNON NICHOLS
KENNETH GEORGE GIBSON
JOSHUA RAY HEMMING
Tyler Evans
Mary Wilson
RICHARD PAUL CUNNINGHAM
John Alan Matson
JORDAN VAUN SCHWARTZ
DAVID ALAN MELLING
Samuel Marlow Slaugh
TINA LOUISE HESS
BENJAMIN ARTHUR CLIFFORD
CODY JAMES LEWIS
PAUL GORDON EWELL

Within 25 miles of Alpine, UT, Best Investors lists 356 registered investment advisory firms with 774 offices nearby, managing about $17.3T in combined regulatory AUM across 3,287,848 advisory clients (Form ADV Item 5F and 5C, self-reported).

Totals use firm-wide filing data, not assets booked only in this area.

Largest firms in Alpine

Ranked by regulatory AUM. AUM is firm-wide, not only this area.

1 MORGAN STANLEY 416,984 clients · 24.0K advisers $1.96T AUM 2 MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED 16,844 clients · 26.7K advisers $1.78T AUM 3 STRATEGIC ADVISERS LLC 17,518 clients · 17.7K advisers $1.37T AUM 4 CAPTRUST 963 advisers $1.24T AUM 5 EDWARD JONES 28,751 clients · 24.6K advisers $1.01T AUM 6 UBS FINANCIAL SERVICES INC. 18,245 clients · 9,839 advisers $916B AUM 7 LPL FINANCIAL LLC 209,600 clients · 24.4K advisers $819B AUM 8 ALLIANCEBERNSTEIN L.P. 16 clients · 538 advisers $763B AUM