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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

AMATEMINT GROUP, LLC
J.P. MORGAN SECURITIES LLC
BROOKSTONE WEALTH ADVISORS, LLC
TRANSAMERICA FINANCIAL ADVISORS, LLC
SWITCHPOINT FINANCIAL PLANNING LLC
R.O.I.
LONE PEAK CAPITAL MANAGEMENT, LLC
GAJARDO WEALTH MANAGEMENT LLC
MML INVESTORS SERVICES, LLC
DIGITAL ASCENSION GROUP - WEALTH
GATEWAY FINANCIAL & ESTATE PLANNING, INC.
STATE FARM INVESTMENT MANAGEMENT CORP.
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
WELLS FARGO CLEARING SERVICES, LLC
LPL FINANCIAL LLC
JASMIJN CAPITAL MANAGEMENT, LLC
MY PROSPER TEAM
FRAZIER GROUP MANAGEMENT, LLC
DRIVE WEALTH ADVISERS
M HOLDINGS SECURITIES, INC.

Investors

TYSON S CAVE
Garret H Rees
BOYD FREDERICK CURTIS
STEVEN JACE GARSIDE
JEFFREY LYNN BUNDERSON
DANIEL TRUJILLO
KRIS LAVAR STEVENSON
DARREN LOY PETERSON
JAMES EUGENE ORMSBEE
KEVIN JAMES LARSEN
JAMES RHEAD SWEENEY
Kyle David Wilhelm
Beau Michael Kemp
RONALD HARRY OLSON
Benjamin Gajardo
JUSTIN HASLAM RICKS
BRADY MURRAY
STEVEN TODD DYCHES
Hunter Hall
H BLAKE PARKINSON
ERIC LEE SMITH
JORDAN COWLEY JONES
Shawn M Heckman
MAXWELL THOMAS MADSEN
SCOTT CHRISTOPHER GROVE
BRADLEY DENNIS KAST
BENJAMIN DREW TORGERSEN
VAN MICHAEL HESS
AARON MICHAEL COPPLE
CADE ROEMMICH
Michael Bradley Pelo
Ryan Atchley
MADELYN ANNEMIEK DOBBE
JASON PHILIP OYLER
Tyler Evans
JOSHUA RAY HEMMING
Spencer N Taggart
JORDAN VAUN SCHWARTZ
DAVID ALAN MELLING
TYLER WILLIAM HANSEN
Bret C Everson
RICHARD ALLEN GRIDER
RYAN JAMES ROBERTSON
RICHARD WAYNE ANDERTON
SCOTT MONS BROADBENT
LOWELL CHARLES CRABB
Joshua Davis Osmond
BRENTON M RIPLEY
ADAM KEELER JONES
James Kirk Hawker
Daniel Mark Wilson
Joshua M Ripley
MICHAEL DANIEL REID
KAIGE BYRON KORTH
JOSHUA PAUL COOMBS
Jeffrey Carl Ingersoll
RICHARD KEELER JONES
MICHAEL JONATHAN WALSH
Elias Stephen Patrick
TODD S SKOUSEN

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