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Best financial advisors in Cottonwood Heights City, UT

Registered advisers within 25 miles of Cottonwood Heights City, UT.

Offices
781
Firms
357
Combined AUM
$17.2T
Firm-wide filings, not assets booked only here
Clients
3.30M
3,296,012 clients when Item 5C has a number
Avg / client
$5.20M
Combined AUM ÷ clients

Nearby offices

Firms

RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
REFINED WEALTH MANAGEMENT
SIMPLE FINANCIAL, LLC
CETERA INVESTMENT ADVISERS LLC
STATE FARM INVESTMENT MANAGEMENT CORP.
JASMIJN CAPITAL MANAGEMENT, LLC
DIVERSIFY ADVISORY SERVICES, LLC
CAPITA FINANCIAL NETWORK, LLC
PFS INVESTMENTS INC.
STEWARD FINANCIAL SERVICES, LLC
INTERACTIVE FINANCIAL ADVISORS
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
TENCAP WEALTH COACHING
EDWARD JONES
J.P. MORGAN SECURITIES LLC
GYGI CAPITAL MANAGEMENT
NIBLEY FINANCIAL LLC

Investors

CODY TJAS JOHNSON
Celia Boyle
LUKE WOODLAND
RYAN ROBERT LARSEN
MATTHEW ROBERT WILLIAMS
Kyle Donald Woodlief
NATHAN HATCH BILLETER
Justin Carlos Lizama
Marcus Jay Erwin
Gerald Olsen
LAWRENCE WAYNE GRAY
Kristopher Robert Wilson
Ryan K Anderson
AARON JAMES DAHLE
WILLIAM EDWARD LLOYD DAHLE
DEAN WALTER BOWEN
JORDAN VAUN SCHWARTZ
DAVID ALAN MELLING
RUSSELL BOYD BUTLER
MITCHELL George PLANT
TODD GORDON STORRS
Joshua Aaron Scott
Kimberly Jane Solomon
RINAR STEWART ERICKSON
BARTON DOUGLAS WAGSTAFF
JAYSON P MCGINNIS
TIMOTHY M GOTTFREDSON
TYSON SPENCER LONG
Katherine Dishman Brinkerhoff
Andrew Lincoln Angerbauer
Tyson Conrad Williamson
Danford Jacob Nelson
Danielle Lewis
CASSANDRA COSSLETT MYERS
Laura Wilcox
Tanner Steven Smith
Joseph Albert Kent
Bradyn Haderlie
NATHAN GRAHAM CHRISTENSEN
Carson Logan Strong
Melanie S Tinling
William Roberts Howe
Cristian Haymes
Elizabeth C Guerrero
JORDAN REED BROWN
ZACHARY ROBERT GEERTSEN
Tyler Lyman Schenk
Alison Avery Drews
Brock J. Andersen
SEAN DAVID JONES
Avery Elizabeth Jackson
DAVID T NOBLE
BRANDEN BLAKE VERNON
MARK THOMAS JOHNSON
Michael Tibbitts
GREGORY DUNN BLACK
KEVIN DEE WHISENANT
RAYMOND JOSEPH GERMAN
ROCK WINCHESTER ALLEN
Nicholas Chandler Carrigan
ROBERT PAUL GALERIA
Scott Lyle Jones
Sean Pacheco
Aaron T Wilkerson
Sam Young Moody
Scott Taylor Ririe
Chance Lynn Hiskey
Amy Jo Archibald
Brayden T Campbell
Alicia Tolley Allen
GARY R GYGI
CHRISTOPHER NIBLEY
Jared P Jensen
Keven Nielsen
Sook Jung Snyder

Within 25 miles of Cottonwood Heights City, UT, Best Investors lists 357 registered investment advisory firms with 781 offices nearby, managing about $17.2T in combined regulatory AUM across 3,296,012 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 Cottonwood Heights City

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 CAPTRUST 963 advisers $1.24T AUM 5 EDWARD JONES 28,751 clients · 24.6K advisers $1.01T AUM 6 UBS FINANCIAL SERVICES INC. 18,245 clients · 9,839 advisers $916B AUM 7 LPL FINANCIAL LLC 209,600 clients · 24.4K advisers $819B AUM 8 ALLIANCEBERNSTEIN L.P. 16 clients · 538 advisers $763B AUM