Best Investors Account Sign in

Best financial advisors in Cedar City, UT

Registered advisers within 25 miles of Cedar City, UT.

Offices
13
Firms
11
Combined AUM
$3.37T
Firm-wide filings, not assets booked only here
Clients
547K
547,297 clients when Item 5C has a number
Avg / client
$6.15M
Combined AUM ÷ clients

Nearby offices

Firms

STATE FARM INVESTMENT MANAGEMENT CORP.
AMERIPRISE FINANCIAL SERVICES, LLC
LPL FINANCIAL LLC
HEATON FINANCIAL, PC
CETERA INVESTMENT ADVISERS LLC
LARSON WILLIAMS WEALTH ADVISORS, LLC
GENEOS WEALTH MANAGEMENT, INC.
HA WEALTH ADVISORS INC.
EMPOWER ADVISORY GROUP, LLC
EQUITABLE ADVISORS, LLC
STRATEGIC ADVISERS LLC

Investors

AMY JEAN CARTER
Benjamin Ray Huff
NICHOLAS HENSLEY
KIMBER WENDEL HEATON
SETH RANDY PORTER
Matthew Jesse Cushing
Levi B Larson
DALLEN WADE WILLIAMS
TELTON W HALL
KADEN J KELLER
Weston William Adams
DAVID DANIEL HARRIS
BRECK KNAPP JUDD
Whitney Kimberlie Whitney
Jessica Dior
Connor Jay Hamblin
JEFFREY A. PLUMB

Within 25 miles of Cedar City, UT, Best Investors lists 11 registered investment advisory firms with 13 offices nearby, managing about $3.37T in combined regulatory AUM across 547,297 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 Cedar City

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

1 STRATEGIC ADVISERS LLC 17,518 clients · 17.7K advisers $1.37T AUM 2 LPL FINANCIAL LLC 209,600 clients · 24.4K advisers $819B AUM 3 AMERIPRISE FINANCIAL SERVICES, LLC 124,349 clients · 13.6K advisers $660B AUM 4 CETERA INVESTMENT ADVISERS LLC 24,019 clients · 10.8K advisers $257B AUM 5 EMPOWER ADVISORY GROUP, LLC 24 clients · 2,036 advisers $195B AUM 6 EQUITABLE ADVISORS, LLC 171,648 clients · 5,041 advisers $42.5B AUM 7 STATE FARM INVESTMENT MANAGEMENT CORP. 7,142 advisers $12.9B AUM 8 GENEOS WEALTH MANAGEMENT, INC. 139 clients · 192 advisers $9.22B AUM