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Best financial advisors in Highland, UT

Registered advisers within 25 miles of Highland, UT.

Offices
781
Firms
364
Combined AUM
$17.1T
Firm-wide filings, not assets booked only here
Clients
3.29M
3,286,423 clients when Item 5C has a number
Avg / client
$5.21M
Combined AUM ÷ clients

Nearby offices

Firms

LYMANWEALTH LLC
CURVE PARTNERS MANAGEMENT LLC
EDWARD JONES
BIG SKY INVESTMENT MANAGER, LLC
OSAIC WEALTH, INC.
STATE FARM INVESTMENT MANAGEMENT CORP.
LONE PEAK GLOBAL INVESTORS, LLC
AMERIPRISE FINANCIAL SERVICES, LLC
WELLS FARGO CLEARING SERVICES, LLC
GYGI CAPITAL MANAGEMENT
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
J.P. MORGAN SECURITIES LLC
JASMIJN CAPITAL MANAGEMENT, LLC
INTEGRITY ALLIANCE, LLC.
EMOTIONALLY INVESTED
LPL FINANCIAL LLC
MERIT FINANCIAL ADVISORS
BFC PLANNING, INC.

Investors

Brett J Lyman
Benjamin M Lyman
MARK ESDRAS LYMAN
Curt Doty Peterson
Jordan Wilkins
Elijah T Lane
RAYMOND MICHAEL WHITTENBURG
JORDAN M WHITTENBURG
ELI SLESK
ROGER ALLEN HILL
DAVID WEBB PASSEY
RYAN PAGE BATCHELOR
LOUIS JAMES FETCH
WAYNE GEORGE PIERSON
ALLAN CANNON NICHOLS
JAMES PETTY SHIPP
JOSHUA RAY HEMMING
GARY R GYGI
Tyler Evans
Sam Young Moody
Scott Taylor Ririe
JORDAN VAUN SCHWARTZ
DAVID ALAN MELLING
KENNETH GEORGE GIBSON
LUKE MCKAY GUNTHER
DAVID R GUNTHER
SCOTT ALLEN
Morgan Allen
James Houston
CAMERON WESLEY FOSTER
Craig Riggs
Jay Anthony Riggs
Jakob Trent Jeffery
Jonathan Morris Clegg

Within 25 miles of Highland, UT, Best Investors lists 364 registered investment advisory firms with 781 offices nearby, managing about $17.1T in combined regulatory AUM across 3,286,423 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 Highland

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