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Best financial advisors in Bauer, UT

Registered advisers within 25 miles of Bauer, UT.

Offices
199
Firms
104
Combined AUM
$10.4T
Firm-wide filings, not assets booked only here
Clients
1.57M
1,567,159 clients when Item 5C has a number
Avg / client
$6.63M
Combined AUM ÷ clients

Nearby offices

Firms

LPL FINANCIAL LLC
EDWARD JONES
F2F RETIREMENT, LLC
SEQUOIA FINANCIAL GROUP, L.L.C.
ON INVESTMENT MANAGEMENT CO
STATE FARM INVESTMENT MANAGEMENT CORP.
WELLS FARGO CLEARING SERVICES, LLC
ENCORE RETIREMENT PLANNING, LLC
NIEMANN INVESTMENTS LLC
KEY INVESTMENT SERVICES LLC
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

Investors

Abraham Guzman
Tye Lynn Hoffmann
Dale R Bunnell
LANCE LANE MCCUBBINS
THOMAS JAMES WALK
Austin T Fields
Landon Eatough
SCOTT LAVELL CLUFF
Taylor Dennis Johnson
Richard E Cunningham
Russell S Johns
MARCUS STEELE NELSON
Raymond Vinlune Liu
Todd Aaron Niemann
Megan Jeanne Bennett
KELLY ALLEN ANGELL
SAMUEL DAVID NIELSON
RYAN BLOHM
Taylor Hall
Shoya Magomedowa
Richard W Royce
Spencer R Royce
OLGA LILIA SERRATO

Within 25 miles of Bauer, UT, Best Investors lists 104 registered investment advisory firms with 199 offices nearby, managing about $10.4T in combined regulatory AUM across 1,567,159 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 Bauer

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 CAPTRUST 963 advisers $1.24T AUM 4 EDWARD JONES 28,751 clients · 24.6K advisers $1.01T AUM 5 LPL FINANCIAL LLC 209,600 clients · 24.4K advisers $819B AUM 6 WELLS FARGO ADVISORS 5,302 clients · 15.3K advisers $671B AUM 7 AMERIPRISE FINANCIAL SERVICES, LLC 124,349 clients · 13.6K advisers $660B AUM 8 J.P. MORGAN SECURITIES LLC 407,036 clients · 14.8K advisers $430B AUM