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Best financial advisors in Cottonwood Heights, UT

Registered advisers within 25 miles of Cottonwood Heights, UT.

Offices
770
Firms
356
Combined AUM
$17.1T
Firm-wide filings, not assets booked only here
Clients
3.30M
3,296,782 clients when Item 5C has a number
Avg / client
$5.19M
Combined AUM ÷ clients

Nearby offices

Firms

PHYSICIAN WEALTH ADVISORS, INC.
EDWARD JONES
MML INVESTORS SERVICES, LLC
PARK AVENUE SECURITIES LLC
TETON WEALTH GROUP LLC
WELLS FARGO CLEARING SERVICES, LLC
AE WEALTH MANAGEMENT, LLC
M2 FINANCIAL LLC
WEST RIDGE ADVISORS
TINGEY FINANCIAL GROUP INC.
LPL FINANCIAL LLC
ONEDIGITAL
BLUE FIELD CAPITAL
CONSOLIDATED PORTFOLIO REVIEW CORP
TREK FINANCIAL
DIVERSIFY ADVISORY SERVICES, LLC

Investors

ERIC ALLEN HALVORSEN
WENDY OLIVER LEWIS
TRENT L. SEARLE
PATRICK JAMES BRADY
RYAN M BLADEN
Garrett Vinton Merrill
JEFFREY DELL ZESIGER
MARGARET MELISSA SAEZ
Michael Baker
Whitney Muhlestein
STEVEN KENT KNUDSON
ZACHARY AARON NIELSON
RYAN HANS BECK
PETER D NELSON
Eric Zachary Keith
Christopher Cook
SEAN SNOW
DOUGLAS SCOTT FERRELL
Spencer Douglas Webb
CLAYTON BOYD ALEXANDER
DARREN JAMES WOODWARD
ETHAN JAMES MILLARD
AUSTIN JERRY STOTT
DERON NEIL STAILEY
JASON STEPHEN TENNEY
Kade Eric Schoenrock
MICHELE BROWN OLSEN
Kyle Christopher Adams
BRANDON PAUL WYATT
MANUEL RENE NEGRON
Randy Lee Swartwood
ALAN GLEN ERICKSON
BRIAN J STOKER
GREGORY STAFFORD TINGEY
Jeramiah Adam Botkin
NATHAN D MURDOCK
JOHN L HUTCHINGS
Ryan McLean Wilson
MICHAEL J RAWLINGS
Brayden DEXTER DALL
MICHAEL NEPHI ESSELMAN
Bradley Lloyd Davis
LEXIE ELISE Kershaw
SEAN JEFFREY FLETCHER
JERRY WAYNE ERICSON
David Perry Jensen
KIMBERLY A MALLAS
Martin Muse
JARED NATHAN JOHNSEN
RICHARD JOSHUA HARDMAN
STEVEN MARK MANNING
TRAVIS LYNN KELL
Michelle Vuksinick
JASON LYNN COLLIER

Within 25 miles of Cottonwood Heights, UT, Best Investors lists 356 registered investment advisory firms with 770 offices nearby, managing about $17.1T in combined regulatory AUM across 3,296,782 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

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