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Best financial advisors in Deer Valley, UT

Registered advisers within 25 miles of Deer Valley, UT.

Offices
617
Firms
301
Combined AUM
$17.0T
Firm-wide filings, not assets booked only here
Clients
3.29M
3,285,580 clients when Item 5C has a number
Avg / client
$5.17M
Combined AUM ÷ clients

Nearby offices

Firms

R.D. THOMPSON INVESTMENTS
EDWARD JONES
PORTSIDE WEALTH GROUP, LLC
LPL FINANCIAL LLC
OSAIC WEALTH, INC.
GLOBAL RETIREMENT PARTNERS LLC
PROACTIVE WEALTH MANAGEMENT, INC.
ELEVATED CAPITAL ADVISORS, LLC
WILSON FINANCIAL ADVISORS, INC.
COIGN CAPITAL ADVISORS LLC
NAVIGATE PRIVATE WEALTH, LLC
AMERIPRISE FINANCIAL SERVICES, LLC
S20 CAPITAL, LLC
MADDIX CAPITAL LLC

Investors

Virginia Nicole Darger
Laura Alice Harkort
PAUL GORDON EWELL
RYAN PAUL BUTTERFIELD
JAMES CURTIS HARRIS
MICHAEL ADAM NIELSEN
DANIEL ARTHUR NIELSEN
Tyrel G Henrie
CODY JAMES LEWIS
Emily Kate McGill
John William Homer
ELTON DAVID WILCOX
Cooper James Parry
SEAN PATRICK LEE
CHERYL L BATTUNG
COLBY BONNER GILLIES
Dallin Bunnell
Alexander Robert Fredette
CHRISTOPHER JOSEPH CORDOVA
DARRIN REGINALD BROWN
Lauren Ashley O'Neill
Michael Christopher Blackman
KYLE STEVEN BIGLER
JARED W KNUDSEN
THOMAS FRITZ
KENT LANE WILSON
Samuel Marlow Slaugh
TINA LOUISE HESS
BENJAMIN ARTHUR CLIFFORD
Kyler Eric Brooksby
HEATHER MARIE SYRETT
Shirley Crosby Spencer
JAMES MATTHEW ZUNDEL
MICHAEL BRANDON RILEY
ADAM GAYLE LEFLER
STEPHEN MICHAEL SMITH
MARK HAROLD BURGON
DAVID ALEX BUNNELL
DAVID SCOTT BUNNELL
MURRAY JAY PETERS
Riley James Hendrickson
JOHN SHURTLEFF WRIGHT
JOSEPH C ALLEN
David Wright
Lillian Ava Bird
JD Taylor Crosby
COURTLAND MICHAEL ADAMS
Daniel Zundel

Within 25 miles of Deer Valley, UT, Best Investors lists 301 registered investment advisory firms with 617 offices nearby, managing about $17.0T in combined regulatory AUM across 3,285,580 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 Deer Valley

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