Best Investors Account Sign in

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

RPG FAMILY WEALTH ADVISORY, LLC
SCHWAB WEALTH ADVISORY, INC.
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
SORENSON IMPACT ADVISORY
KESTRA PRIVATE WEALTH SERVICES, LLC
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.
AG FINANCIAL
TWIN PEAKS WEALTH MANAGEMENT LLC
EMPIRICAL WEALTH MANAGEMENT
EQUITABLE ADVISORS, LLC
NILSINE PARTNERS, LLC
MERCER GLOBAL ADVISORS INC.
SEPIO CAPITAL, LP
EDELMAN FINANCIAL ENGINES

Investors

Lamar Daniel Breshears
Jeffrey Smith
KEVIN VERN GROW
ERIC CALVIN WALLACE
COLE ALAN COOPER
JEFFREY WAYNE TERAN
JOSHUA CHARLES LILJENQUIST
RICHARD KENNETH BINGHAM
ANDREW JAY BROWN
Michael William Blake
SCOTT MILLER KIMBALL
ROGER GARY LARSEN
GARY WAYNE TERAN
Lauren Jane Sercu
AMY VIRGINIA BABBEL
CRAIG LOUIS MARTUCCI
TYLER SAMUEL BOLYARD
EDDIE CARTER BARBER
Alec Michael Perschon
Donovan Louis Martucci
RICHARD STEVEN HABEL
MARK FRANKLIN LEONE
DANIEL RHETT JEPPSON
RYAN JACKSON MOFFITT
DAVID BRETT RUSSON
HARRISON CRAIG EBERT
DAVID JONATHAN WHITE
ALICE ANN HEATH
SPENCER MICHAEL CARLSON
GREGORY MICHAEL BILLOW
AARON BRIAN GRAHAM
GREGORY INOUYE ODA
CHRISTOPHER S CHENEY
CAMERON D COLE
MICHAEL D HILL
MARC DAVID DREW
WILLIAM STEELE CROSWHITE
JOSEPH MARRINER NIELSON
Jake Robert Nelson
Bryan Dirk Debbink
Robert Walter Whiteley
Devin Jones
KYLE BRENT CHRISTENSEN
DANIEL WILLIAM MURDOCK
Cameron Wesley Leavitt
Joshua John Ames
RYAN KRISTOFER THRASHER
Daniel Brock Serdar
LUKE LATHAEL FRYER
Jeffery William Holmes
DEVIN B POPE
Riley Don Montague
Victoria E Ferguson
SAMUEL GUY PETERSON
DONALD BRADFORD EDGREN
Hyuk Sun Kwon
CHRISTOPHER DAVID BARLOW
JOHN HERBERT BEATSON
JOSHUA ROGER CARTER
STEVEN WILLIAM EDGREN
KING CHUN HUNG
HANSEN N RINGER
Supreet Subodh Shah
Mitchell John Rencher
Joseph Robert Harvey
Alexander Rahm
Anna Call
Blair Briggs Neeleman
BONNIE JEAN BAKALAR
GARRETT BENJAMIN HILL
Jackson Phillip Casper
ROGER ASHTON CARTER
GABRIEL M MAIRES
AMY CLINGENPEEL DIAMOND

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