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Best financial advisors in Alta, UT

Registered advisers within 25 miles of Alta, UT.

Offices
778
Firms
357
Combined AUM
$17.1T
Firm-wide filings, not assets booked only here
Clients
3.29M
3,286,337 clients when Item 5C has a number
Avg / client
$5.21M
Combined AUM ÷ clients

Nearby offices

Firms

GLOBAL RETIREMENT PARTNERS LLC
LPL ENTERPRISE, LLC
FINANCIAL ADVISORY SERVICES
RAINEY WEALTH MANAGEMENT LLC
CENTAURUS FINANCIAL, INC.
ALPHA WEALTH FUNDS, LLC
LPL FINANCIAL LLC
TINGEY ADVISORS INC
TETON WEALTH GROUP LLC
PARK AVENUE SECURITIES LLC
EDWARD JONES
MML INVESTORS SERVICES, LLC
J.P. MORGAN SECURITIES LLC
ACLAIME ASSET MANAGEMENT, LLC
EQUITABLE ADVISORS, LLC

Investors

Spencer Steven Welch
Brandon S Atkinson
TYLER KENT RAINEY
TRAVIS ROBERT CORNETT
NATHAN ROGERS WOODBURY
Evan Zollinger
NICHOLAS JAMES LARSEN
STEPHEN JAY MARTIN
Conner Douglas Whipple
Christopher Cook
SEAN SNOW
DOUGLAS SCOTT FERRELL
Spencer Douglas Webb
CLAYTON BOYD ALEXANDER
DARREN JAMES WOODWARD
ETHAN JAMES MILLARD
AUSTIN JERRY STOTT
ZACHARY AARON NIELSON
RYAN HANS BECK
PETER D NELSON
Eric Zachary Keith
Michael Baker
Whitney Muhlestein
STEVEN KENT KNUDSON
Braxton Barker
KEITH CRAIG CRANDALL
JUSTIN WARREN LUETTGERODT
Heidi Suzann Warr
Sam Young Moody
Scott Taylor Ririe
BENJAMIN PASEE AHYOU
JODI LEE VAWDREY
MARTIN J VANAMEN
GARRETT MARTIN VANAMEN
Joshua John Ames
Erik Pearson
Brady Melvin Christensen
BRANDON OLSEN PATRICK

Within 25 miles of Alta, UT, Best Investors lists 357 registered investment advisory firms with 778 offices nearby, managing about $17.1T in combined regulatory AUM across 3,286,337 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 Alta

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