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Best financial advisors in Glendale, UT

Registered advisers within 50 miles of Glendale, UT.

Offices
14
Firms
10
Combined AUM
$3.44T
Firm-wide filings, not assets booked only here
Clients
392K
392,160 clients when Item 5C has a number
Avg / client
$8.78M
Combined AUM ÷ clients

Nearby offices

Firms

LPL FINANCIAL LLC
HEATON FINANCIAL, PC
STATE FARM INVESTMENT MANAGEMENT CORP.
AMERIPRISE FINANCIAL SERVICES, LLC
CETERA INVESTMENT ADVISERS LLC
LARSON WILLIAMS WEALTH ADVISORS, LLC
GENEOS WEALTH MANAGEMENT, INC.
HA WEALTH ADVISORS INC.
WELLS FARGO CLEARING SERVICES, LLC
EDWARD JONES

Investors

NICHOLAS HENSLEY
KIMBER WENDEL HEATON
SETH RANDY PORTER
Benjamin Ray Huff
AMY JEAN CARTER
Matthew Jesse Cushing
Levi B Larson
DALLEN WADE WILLIAMS
TELTON W HALL
KADEN J KELLER
Weston William Adams
DAVID DANIEL HARRIS
KYLE TAYLOR MELLING
Daniel Lozano
MARK RICHARD DRAWE
Jason Richardson
CARL ANDREW RUSSELL

Within 50 miles of Glendale, UT, Best Investors lists 10 registered investment advisory firms with 14 offices nearby, managing about $3.44T in combined regulatory AUM across 392,160 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 Glendale

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 LPL FINANCIAL LLC 209,600 clients · 24.4K advisers $819B AUM 3 WELLS FARGO ADVISORS 5,302 clients · 15.3K advisers $671B AUM 4 AMERIPRISE FINANCIAL SERVICES, LLC 124,349 clients · 13.6K advisers $660B AUM 5 CETERA INVESTMENT ADVISERS LLC 24,019 clients · 10.8K advisers $257B AUM 6 STATE FARM INVESTMENT MANAGEMENT CORP. 7,142 advisers $12.9B AUM 7 GENEOS WEALTH MANAGEMENT, INC. 139 clients · 192 advisers $9.22B AUM 8 HEATON FINANCIAL, PC 2 advisers $140M AUM