Best Investors Account Sign in

Best financial advisors in Fort Douglas, UT

Registered advisers within 25 miles of Fort Douglas, UT.

Offices
723
Firms
326
Combined AUM
$17.2T
Firm-wide filings, not assets booked only here
Clients
2.34M
2,342,551 clients when Item 5C has a number
Avg / client
$7.34M
Combined AUM ÷ clients

Nearby offices

Firms

CROSS CREEK ADVISORS, LLC
WASATCH ADVISORS LP
TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC
CETERA INVESTMENT ADVISERS LLC
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
WELLS FARGO CLEARING SERVICES, LLC
REFINED WEALTH MANAGEMENT
J.P. MORGAN SECURITIES LLC
WASATCH MANAGEMENT PARTNERS, L.L.C.
EDWARD JONES
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
JORDANELLE CAPITAL
R.D. THOMPSON INVESTMENTS

Investors

TYLER MASON CHRISTENSON
PETER OLSON JARMAN
CHARLES RICH SMART
KAROLYN DAWN BARKER
MATSON A LEHTINEN
MARK SPENCER MADSEN
CHRISTOPHER JAMES LEIKHIM
Natalie Anne Pesque
DAVID EMMETT CORBETT
ERIC SCOTT BERGESON
BRANDON LEE FRIES
KENNETH PALMER APPLEGATE
NAKUL CHATURVEDI
KARTIKEYA G BHATT
SCOTT THOMAS
Stuart Patrick Rigby
Eugene Robin
Michael Kimball Valentine
Xin He
JUSTIN KENNETH WEAVER
Kipling Wilson Weisel
Karson Schrader
FRANK CHARLES STOLFA
CATHERINE KITTY SWENSON
JOHN CHARLES MALOOLY
DUSTIN MARK MCCARTY
TRAVIS JON TUCKER
RYAN ROBERT REN
Nichole Santoro Brown
Blake Gustave Earl
Tracy Keith Kennard
BRANDON SCOTT HANDY
SHANE CHARLES ROGHAAR
Mackenzie Huish-Casey
Michael Christopher Lowder
Kelton Henderson Lawson
Rebecca Jane Shelton
BROOKE RANDALL SMITH
ELLIOTT BACK
ZACHARY SCOTT FORD
RYAN BRENT SNOW
PAUL SPENCER LAMBERT
JAMES BRADLEY TAYLOR
HUGH DANIEL CHACE
AJAY CHANDROTH KRISHNAN
KAI PAN
LYDIA BLANDY GAYLORD
LAKSHMANAN VENKITARAMAN
Michael Rasmussen
Daniel Aloisio
DERRICK DION TZAU
KENNETH ANDREW KORNGIEBEL
DANIEL J LARSEN
MICHEAL J STRINGHAM
KEVIN MICHAEL UNGER
ANH N HOANG
Albert Trinkl
Thomas Bradley
AMELIA ST JOHN KENNEDY
AUSTIN KADE BONE
CODY TJAS JOHNSON
MICHAEL BENJAMIN JONES
Celia Boyle
LUKE WOODLAND
RYAN ROBERT LARSEN
MATTHEW ROBERT WILLIAMS
Kyle Donald Woodlief
JARED DAY
GARY RAY ROSENTHAL
JEFFREY BRUCE SOLOMON
TRENTON WADE CHRISTENSEN
Gregory Alan Wise
MARCO ZAFARANA
Tyler Johnson
Alexis Julia Durst Schroeder
Virginia Nicole Darger
Laura Alice Harkort

Within 25 miles of Fort Douglas, UT, Best Investors lists 326 registered investment advisory firms with 723 offices nearby, managing about $17.2T in combined regulatory AUM across 2,342,551 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 Fort Douglas

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