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Best financial advisors in Henefer, UT

Registered advisers within 25 miles of Henefer, UT.

Offices
142
Firms
95
Combined AUM
$10.2T
Firm-wide filings, not assets booked only here
Clients
1.27M
1,266,876 clients when Item 5C has a number
Avg / client
$8.02M
Combined AUM ÷ clients

Nearby offices

Firms

BROOKSTONE WEALTH ADVISORS, LLC
BARLOCK CAPITAL MANAGEMENT LLC
NEWPARK WEALTH MANAGEMENT
ROYAL STREET VENTURES MANAGEMENT COMPANY, LLC
DECATHLON CAPITAL MANAGEMENT II, LLC
THE CAPROCK GROUP, LLC
MORGAN STANLEY
WELLS FARGO CLEARING SERVICES, LLC
DW HEALTHCARE PARTNERS
HST VENTURES, LLC
OAKHOUSE PARTNERS, LLC
HUNTER SEARCH MANAGEMENT
KULTURA CAPITAL MANAGEMENT LP
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
STIFEL, NICOLAUS & COMPANY, INCORPORATED
CADINHA & CO LLC
UINTA INVESTMENT PARTNERS LLC
VICTRIX INVESTMENT ADVISORS
J.P. MORGAN SECURITIES LLC
WESTWOOD GLOBAL INVESTMENTS

Investors

Garret H Rees
MATTHEW SEPPANEN
JEFFREY MICHAEL GUMESON
KIERSTEN JANAYE ADLING
MICHAEL ALEXANDER RUZEK
MAX E BURGIN
ALEJANDRO JULIO MALESPIN
ANGELA KARTCHNER PHILLIPS
SANDRA OVENS BERGLUND
DENNIS COLEMAN MADDEN
DANIEL D PLATT
MELANIE L HANNA
Kevin Scott Shields
Alejandro Luis Malespin
MARK JOSEPH BANHOLZER
BRIAN JASON KAHN
TRACY MAREN PATI
JENNIFER ROBERTS RIGBY
DAVID SCOTT PHILLIPS
ERIK MICHAEL TOWER
JACOB CLAY WESTLUND
PARKER BROOKS DENNIS
GARY LYNN HOWARD
ROBERT E BARNARD
BRYAN WILSON LLOYD
CHRISTOPHER ROBERT REYNOLDS
Lisa Rae Schneider
GREGORY DEE CUNNINGHAM
MICHAEL CHRIS NIELSEN
SKYLER STEVEN KEATE
KEVIN DONALD KENNEDY
NICHOLAS JAMES MCBRIDE
Payton Taylor Whalen
FREDERIC HERBERT PARKE

Within 25 miles of Henefer, UT, Best Investors lists 95 registered investment advisory firms with 142 offices nearby, managing about $10.2T in combined regulatory AUM across 1,266,876 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 Henefer

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 EDWARD JONES 28,751 clients · 24.6K advisers $1.01T AUM 4 UBS FINANCIAL SERVICES INC. 18,245 clients · 9,839 advisers $916B AUM 5 LPL FINANCIAL LLC 209,600 clients · 24.4K advisers $819B AUM 6 WELLS FARGO ADVISORS 5,302 clients · 15.3K advisers $671B AUM 7 J.P. MORGAN SECURITIES LLC 407,036 clients · 14.8K advisers $430B AUM 8 ROBERT W. BAIRD & CO. INCORPORATED 19,985 clients · 2,677 advisers $394B AUM