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Best financial advisors in Bothwell, UT

Registered advisers within 25 miles of Bothwell, UT.

Offices
29
Firms
17
Combined AUM
$2.56T
Firm-wide filings, not assets booked only here
Clients
328K
327,736 clients when Item 5C has a number
Avg / client
$7.83M
Combined AUM ÷ clients

Nearby offices

Firms

EP WEALTH ADVISORS
TRIAD WEALTH PARTNERS, LLC
EDWARD JONES
PFS INVESTMENTS INC.
LPL FINANCIAL LLC
MML INVESTORS SERVICES, LLC

Investors

Austin Brant Beard
DEVIN WARREN CHOULES
David N Zook
Jeffrey Roy Olsen
JARIN KEVIN MURRAY
BRYCE DEREK HOLLEY
LAUREN ELISE FAIRBANKS
Tron Michael Arnold
Eun Joo Kim Hamblin
STERLING GRANT WIDMER
Ryker Jason Woolsey
Whitney Hyer
Jeremy Andrew Day

Within 25 miles of Bothwell, UT, Best Investors lists 17 registered investment advisory firms with 29 offices nearby, managing about $2.56T in combined regulatory AUM across 327,736 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 Bothwell

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 LPL FINANCIAL LLC 209,600 clients · 24.4K advisers $819B AUM 3 CETERA INVESTMENT ADVISERS LLC 24,019 clients · 10.8K advisers $257B AUM 4 OSAIC WEALTH, INC. 56,660 clients · 8,342 advisers $235B AUM 5 MML INVESTORS SERVICES, LLC 5,244 advisers $116B AUM 6 EP WEALTH ADVISORS 346 advisers $45.1B AUM 7 EAGLE STRATEGIES LLC 6,662 clients · 2,548 advisers $32.0B AUM 8 PRIMERICA ADVISORS 4,015 advisers $15.5B AUM