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Best financial advisors in Centerville, UT

Registered advisers within 25 miles of Centerville, UT.

Offices
594
Firms
255
Combined AUM
$15.7T
Firm-wide filings, not assets booked only here
Clients
4.21M
4,214,510 clients when Item 5C has a number
Avg / client
$3.73M
Combined AUM ÷ clients

Nearby offices

Firms

STATE FARM INVESTMENT MANAGEMENT CORP.
LPL FINANCIAL LLC
STEWARD PARTNERS INVESTMENT ADVISORY, LLC
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
ALLIANCE WEALTH ADVISORS, LLC
OAK LANE ADVISORS
THE NORDEN GROUP LLC
EDWARD JONES
IRON GATE GLOBAL ADVISORS
ABLE & STRONG ADVISORS, INC.
GOALEN CAPITAL ADVISORS, LLC
STRATEGIC PLANNING GROUP
CETERA INVESTMENT ADVISERS LLC
LANDMARK WEALTH ADVISORS, LLC
WEALTH MODE
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
CALTON & ASSOCIATES, INC.
SG TRADING SOLUTIONS, LLC

Investors

PAUL DANIEL HOWELL
Caleb Matthew McFarland
Ryan Major
JED DEWSNUP
STEPHEN DOUGLAS CALDER
Tyler Maine
MICHAEL RUSSELL HUERTA
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
JASON DONALD CAPERTON
MICHAEL SCOTT JONES
LARRY TROY CLAYTON
JOSEPH SCOTT CANNON
SCOTT STOWELL
ADAM CRAIG FISHER
Rachelle Dillingham
John Robert Elliott Redd
Whitney Charles
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
GREGORY REID MISENER
Sarah Kae Cox
KENT ARNOLD MISENER
STEPHEN GOALEN
MICHAEL BRETT SUTHERLAND
WILLIAM JEFFREY DRAPER
RYAN EUGENE CRANER
THOMAS JAMES CRANER
ETHAN LATHAIR CALL
ALEXANDER GORDON CRANER
Mathew A. Park
JOHN MICHAEL PARK
JORDAN C BAILEY
RYAN JOSEPH BOSWELL
LANCE KEITH TEMPEST
TIMOTHY G BANGERTER
Justin Richard Chidester
DAVID ROBERT PETERSEN
JOEL RAND ROBISON

Within 25 miles of Centerville, UT, Best Investors lists 255 registered investment advisory firms with 594 offices nearby, managing about $15.7T in combined regulatory AUM across 4,214,510 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 Centerville

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