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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

RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
EDWARD JONES
DURRANT ASSET MANAGEMENT, LLC
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
MADDIX CAPITAL LLC
EAGLE STRATEGIES LLC
WELLS FARGO CLEARING SERVICES, LLC
COTTONWOOD ASSET MANAGEMENT LLC
SAX WEALTH ADVISORS, LLC
LPL ENTERPRISE, LLC
COMMONWEALTH FINANCIAL NETWORK
RPG FAMILY WEALTH ADVISORY, LLC
NAVIGATE FINANCIAL LLC
LPL FINANCIAL LLC
FINANCIAL ADVISORY SERVICES
RAINEY WEALTH MANAGEMENT LLC
CENTAURUS FINANCIAL, INC.
THE KARRAS COMPANY, INC.

Investors

ROYCE JACK RICHARDS
Kirk Rolland Johnson
Sharilyn S Gamble
JAY DASHIELL DALE
KENNETH RICKS RICHEY
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
BENJAMIN WEST DRIGGS
DENNIS MILTON BASSETT
Matthew John Phillips
Easton Bennett Allen
CHELSEY ANN PACKER
NICHOLAS ALEXANDER SLEIMAN
MARCUS STEELE NELSON
SPENCER ANDREW ORME
TYLER KENT RAINEY
TRAVIS ROBERT CORNETT
NATHAN ROGERS WOODBURY
WILLIAM BRETT MERRELL
NOLAN ELDON KARRAS
BOYD RAYMOND HANSEN

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