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Best financial advisors in Flowell, UT

Registered advisers within 25 miles of Flowell, UT.

Offices
6
Firms
5
Combined AUM
$1.48T
Firm-wide filings, not assets booked only here
Clients
239K
239,161 clients when Item 5C has a number
Avg / client
$6.19M
Combined AUM ÷ clients

Nearby offices

Firms

LPL FINANCIAL LLC
STATE FARM INVESTMENT MANAGEMENT CORP.
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
CETERA INVESTMENT ADVISERS LLC
PORTFOLIO MEDICS, LLC

Investors

NATALIE SORENSEN
LANDON JACK WINN
COLBY J YOUNG
DEREK CHRISTOPHER STOKES
Jaden S Gurney
ROSS DAVID TAYLOR
Rowdee Jonathan Taylor

Within 25 miles of Flowell, UT, Best Investors lists 5 registered investment advisory firms with 6 offices nearby, managing about $1.48T in combined regulatory AUM across 239,161 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 Flowell

Ranked by regulatory AUM. AUM is firm-wide, not only this area.

1 LPL FINANCIAL LLC 209,600 clients · 24.4K advisers $819B AUM 2 RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC 5,542 clients · 6,614 advisers $390B AUM 3 CETERA INVESTMENT ADVISERS LLC 24,019 clients · 10.8K advisers $257B AUM 4 STATE FARM INVESTMENT MANAGEMENT CORP. 7,142 advisers $12.9B AUM 5 PORTFOLIO MEDICS, LLC 89 advisers $780M AUM