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Best financial advisors in Arcadia, UT

Registered advisers within 50 miles of Arcadia, UT.

Offices
7
Firms
5
Combined AUM
$1.28T
Firm-wide filings, not assets booked only here
Clients
31.4K
31,403 clients when Item 5C has a number
Avg / client
$40.8M
Combined AUM ÷ clients

Nearby offices

Firms

WELLS FARGO CLEARING SERVICES, LLC
COMMONWEALTH FINANCIAL NETWORK
HOLM & CAWLEY FINANCIAL GROUP LLC
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
NWF ADVISORY SERVICES INC

Investors

WEI-CHE CHANG
ROGER LYNN MERRILL
RYAN L SNOW
Shay W Lewis
ANITA MARIE BRUNO
GARRETT BENNY GIBSON
GARY DWAYNE MEEKS
JOEL A SWOGGER
LAURA LEE BLACKBURN

Within 50 miles of Arcadia, UT, Best Investors lists 5 registered investment advisory firms with 7 offices nearby, managing about $1.28T in combined regulatory AUM across 31,403 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 Arcadia

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

1 WELLS FARGO ADVISORS 5,302 clients · 15.3K advisers $671B AUM 2 RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC 5,542 clients · 6,614 advisers $390B AUM 3 COMMONWEALTH FINANCIAL NETWORK 20,450 clients · 3,161 advisers $213B AUM 4 NWF ADVISORY SERVICES INC 109 clients · 87 advisers $6.43B AUM 5 HOLM & CAWLEY FINANCIAL GROUP LLC 4 advisers $129M AUM