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Best financial advisors in Alton, UT

Registered advisers within 50 miles of Alton, UT.

Offices
12
Firms
9
Combined AUM
$2.43T
Firm-wide filings, not assets booked only here
Clients
363K
363,409 clients when Item 5C has a number
Avg / client
$6.69M
Combined AUM ÷ clients

Nearby offices

Firms

LPL FINANCIAL LLC
HEATON FINANCIAL, PC
STATE FARM INVESTMENT MANAGEMENT CORP.
CETERA INVESTMENT ADVISERS LLC
LARSON WILLIAMS WEALTH ADVISORS, LLC
GENEOS WEALTH MANAGEMENT, INC.
AMERIPRISE FINANCIAL SERVICES, LLC
HA WEALTH ADVISORS INC.
WELLS FARGO CLEARING SERVICES, LLC

Investors

NICHOLAS HENSLEY
KIMBER WENDEL HEATON
SETH RANDY PORTER
Matthew Jesse Cushing
Levi B Larson
DALLEN WADE WILLIAMS
TELTON W HALL
KADEN J KELLER
Benjamin Ray Huff
AMY JEAN CARTER
Weston William Adams
DAVID DANIEL HARRIS
KYLE TAYLOR MELLING
Daniel Lozano
MARK RICHARD DRAWE

Within 50 miles of Alton, UT, Best Investors lists 9 registered investment advisory firms with 12 offices nearby, managing about $2.43T in combined regulatory AUM across 363,409 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 Alton

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

1 LPL FINANCIAL LLC 209,600 clients · 24.4K advisers $819B AUM 2 WELLS FARGO ADVISORS 5,302 clients · 15.3K advisers $671B AUM 3 AMERIPRISE FINANCIAL SERVICES, LLC 124,349 clients · 13.6K advisers $660B AUM 4 CETERA INVESTMENT ADVISERS LLC 24,019 clients · 10.8K advisers $257B AUM 5 STATE FARM INVESTMENT MANAGEMENT CORP. 7,142 advisers $12.9B AUM 6 GENEOS WEALTH MANAGEMENT, INC. 139 clients · 192 advisers $9.22B AUM 7 HEATON FINANCIAL, PC 2 advisers $140M AUM 8 LARSON WILLIAMS WEALTH ADVISORS, LLC 2 advisers $140M AUM