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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

GOALEN CAPITAL ADVISORS, LLC
CALTON & ASSOCIATES, INC.
IRON GATE GLOBAL ADVISORS
THE NORDEN GROUP LLC
EDWARD JONES
LPL FINANCIAL LLC
STATE FARM INVESTMENT MANAGEMENT CORP.
STEWARD PARTNERS INVESTMENT ADVISORY, LLC
ALLIANCE WEALTH ADVISORS, LLC
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
OAK LANE ADVISORS
TAYLOR DERRICK CAPITAL, L.L.C.
JORDANELLE CAPITAL
R.D. THOMPSON INVESTMENTS
VALIC FINANCIAL ADVISORS, INC.
WILSON FINANCIAL ADVISORS, INC.

Investors

STEPHEN GOALEN
JOEL RAND ROBISON
MICHAEL JOHN FOLLETT
NICHOLAS W. ROBERTS
DANIEL KENT BELL
Matthew Timothy Newman
Spencer Howells Nelson
BRIAN WARD HUNSAKER
BRETT MICHAEL PATTISON
RUSSELL ALLAN MURPHY
Dillon Rawson
Rachelle Dillingham
John Robert Elliott Redd
Whitney Charles
MICHAEL RUSSELL HUERTA
Caleb Matthew McFarland
Ryan Major
PAUL DANIEL HOWELL
JED DEWSNUP
STEPHEN DOUGLAS CALDER
SCOTT G HOXER
Jessica Anne Ellis
KOBE RYAN FURNESS
MASON MICHAEL PAGE
BENJAMIN DAVID COLES
JAMES DAVID VAN LEEUWEN
JACKSON KADE HORSLEY SPRINGMEYER
Jaron Allen Munk
PAUL ALFRED COLES
CHAD EDWARDS KELLEY
ALEXANDER CHRISTOPULOS LEWIS
Tyler Maine
JASON DONALD CAPERTON
MICHAEL SCOTT JONES
LARRY TROY CLAYTON
JOSEPH SCOTT CANNON
SCOTT STOWELL
ADAM CRAIG FISHER
ROCKY ROD DERRICK
BENJAMIN JOSEPH WALKER
Nicholas C Etherington
TALLY SPENCER RINGWOOD
ANDREW JEPPSON MENLOVE
Tyler M Bishop
Virginia Nicole Darger
Laura Alice Harkort
ARTHUR STEVE LEO
ELLIOT CARSON LEWIS
NATHAN SIEGAL
KARA WESTON
THOMAS FERNAND SAUTEL
BRYAN D BALL
JONATHAN B HATCH
THOMAS FRITZ
KENT LANE WILSON

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