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Best financial advisors in Birdseye, UT

Registered advisers within 25 miles of Birdseye, UT.

Offices
9
Firms
7
Combined AUM
$2.09T
Firm-wide filings, not assets booked only here
Clients
39.6K
39,597 clients when Item 5C has a number
Avg / client
$52.7M
Combined AUM ÷ clients

Nearby offices

Firms

WELLS FARGO CLEARING SERVICES, LLC
EDWARD JONES
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
FIDUCIARY ORGANIZATION, LLC
SUMMIT RIDGE ADVISORS
PROMONTORY FINANCIAL PLANNING, LLC
STATE FARM INVESTMENT MANAGEMENT CORP.

Investors

ADAM OBLAD
Garrett Rick Chesnut
CHERI CLARK MEASOM
RICHARD CHASE WELLER
NANCY JOANNE DONNELLY
Ewan Morkel
MATTHEW KAY STEWART
JOHN DUDLEY HOUCK
Cambria Sue Smith
Tyler Mendenhall
Michael Lynn Mendenhall

Within 25 miles of Birdseye, UT, Best Investors lists 7 registered investment advisory firms with 9 offices nearby, managing about $2.09T in combined regulatory AUM across 39,597 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 Birdseye

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

1 EDWARD JONES 28,751 clients · 24.6K advisers $1.01T AUM 2 WELLS FARGO ADVISORS 5,302 clients · 15.3K advisers $671B AUM 3 RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC 5,542 clients · 6,614 advisers $390B AUM 4 STATE FARM INVESTMENT MANAGEMENT CORP. 7,142 advisers $12.9B AUM 5 PROMONTORY FINANCIAL PLANNING, LLC 12 advisers $319M AUM 6 SUMMIT RIDGE ADVISORS 2 clients · 1 advisers $30.0M AUM 7 FIDUCIARY ORGANIZATION, LLC 4 advisers $14.8M AUM