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Best financial advisors in Bountiful, UT

Registered advisers within 25 miles of Bountiful, UT.

Offices
730
Firms
314
Combined AUM
$16.2T
Firm-wide filings, not assets booked only here
Clients
2.34M
2,344,598 clients when Item 5C has a number
Avg / client
$6.89M
Combined AUM ÷ clients

Nearby offices

Firms

STATE FARM INVESTMENT MANAGEMENT CORP.
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC
LPL FINANCIAL LLC
INTERACTIVE FINANCIAL ADVISORS
DURRANT ASSET MANAGEMENT, LLC
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
WELLS FARGO CLEARING SERVICES, LLC
COTTONWOOD ASSET MANAGEMENT LLC
SAX WEALTH ADVISORS, LLC
EDWARD JONES
LPL ENTERPRISE, LLC
COMMONWEALTH FINANCIAL NETWORK
RPG FAMILY WEALTH ADVISORY, LLC
NAVIGATE FINANCIAL LLC
MADDIX CAPITAL LLC

Investors

CURTIS RYAN HANSEN
ANTONIO JESUS VALENZUELA
HEIDI LEE FARRELL
SUSAN C WIECK
DAVID WILLIAM REICHERT
WARREN OLCOTT CURTIS
GARY M TSUJIMOTO
Logan D Burrell
Noon Taha
JAY DASHIELL DALE
CONNOR GARY PIERSON
BLAKE MICHAEL HAMMER
DAREN SPENCER WRIGHT
RYAN CHRISTIAN O'SHEA
ROBIN JAYNE SHULMAN
PAUL NICHOLAS WINTER
Joshua Stephen Marx
DEREK JON ADAMS
JOHN ROBERT RAYBOULD
JARED SHELTON HORNER
TRAVIS WINDER NORDGREN
BRECK MARK FULLMER
Zachary Brian Bitner
CONNOR TERRY NORDGREN
MARCUS GIL PINNOCK
JONATHAN HAWKINS PINNOCK
PAUL NATHAN MATHEWSON
ERIC DAVIS WILLIAMS
SEAN T HOFFECKER
KAITLIN W COCHRAN
FRED G SCHEFFNER
JUSTIN GOFF BITNER
Tyler Austin Jones
Lamar Daniel Breshears
McKade Batt
BENJAMIN WEST DRIGGS
DENNIS MILTON BASSETT
Matthew John Phillips
Easton Bennett Allen
SPENCER ANDREW ORME

Within 25 miles of Bountiful, UT, Best Investors lists 314 registered investment advisory firms with 730 offices nearby, managing about $16.2T in combined regulatory AUM across 2,344,598 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 Bountiful

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 STRATEGIC ADVISERS LLC 17,518 clients · 17.7K advisers $1.37T AUM 4 EDWARD JONES 28,751 clients · 24.6K advisers $1.01T AUM 5 UBS FINANCIAL SERVICES INC. 18,245 clients · 9,839 advisers $916B AUM 6 LPL FINANCIAL LLC 209,600 clients · 24.4K advisers $819B AUM 7 ALLIANCEBERNSTEIN L.P. 16 clients · 538 advisers $763B AUM 8 WELLS FARGO ADVISORS 5,302 clients · 15.3K advisers $671B AUM