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Best financial advisors in Francis, UT

Registered advisers within 25 miles of Francis, UT.

Offices
36
Firms
30
Combined AUM
$4.15T
Firm-wide filings, not assets booked only here
Clients
669K
669,305 clients when Item 5C has a number
Avg / client
$6.20M
Combined AUM ÷ clients

Nearby offices

Firms

NEW EDGE WEALTH
VALKYRIE VENTURES MANAGEMENT, LLC
EDWARD JONES
MARINER
UBS FINANCIAL SERVICES INC.
RETV MANAGEMENT, LLC
STATE FARM INVESTMENT MANAGEMENT CORP.
BELIEF, LLC
J.P. MORGAN SECURITIES LLC
UNION HEDGE FUNDS, LLC
MCG CAPITAL MANAGEMENT, LLC
MML INVESTORS SERVICES, LLC
KEY INVESTMENT SERVICES LLC
GLADIUS CAPITAL MANAGEMENT LP
LPL FINANCIAL LLC

Investors

MICHAEL SCOTT FOMUKE
GLEN RYAN MINTZ
LAUREEN M BRANDIN
Joseph Thomas Cronley
Veronica Delacruz
THOMAS JAMES GIES
SCOTT UDALL FORTNEY
TIMOTHY SEAN LESKO
DENVER GENE SMITH
GREGORY GOLDING
Brandon Thomas Little
Jess Morgan Knapp
David Shane Finley
Chase Nielsen
John Hubley
Perry Laulu
GREGORY THOMAS CIMMINO

Within 25 miles of Francis, UT, Best Investors lists 30 registered investment advisory firms with 36 offices nearby, managing about $4.15T in combined regulatory AUM across 669,305 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 Francis

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

1 EDWARD JONES 28,751 clients · 24.6K advisers $1.01T AUM 2 UBS FINANCIAL SERVICES INC. 18,245 clients · 9,839 advisers $916B AUM 3 LPL FINANCIAL LLC 209,600 clients · 24.4K advisers $819B AUM 4 WELLS FARGO ADVISORS 5,302 clients · 15.3K advisers $671B AUM 5 J.P. MORGAN SECURITIES LLC 407,036 clients · 14.8K advisers $430B AUM 6 MARINER 216 clients · 1,005 advisers $125B AUM 7 MML INVESTORS SERVICES, LLC 5,244 advisers $116B AUM 8 NEW EDGE WEALTH 37 clients · 139 advisers $19.9B AUM