Best Investors Account Sign in

Best financial advisors in Holladay, UT

Registered advisers within 25 miles of Holladay, UT.

Offices
749
Firms
351
Combined AUM
$17.5T
Firm-wide filings, not assets booked only here
Clients
3.30M
3,298,090 clients when Item 5C has a number
Avg / client
$5.30M
Combined AUM ÷ clients

Nearby offices

Firms

SOLITUDE WEALTH ADVISORS, LLC.
J.P. MORGAN SECURITIES LLC
TINGEY ADVISORS INC
FORTIUS FINANCIAL ADVISORS, LLC
FINANCIAL ADVISORY SERVICES
RAINEY WEALTH MANAGEMENT LLC
CENTAURUS FINANCIAL, INC.
WELLS FARGO CLEARING SERVICES, LLC
LUNT CAPITAL MANAGEMENT INC.
ATHOS PRIVATE WEALTH LLC
DURRANT ASSET MANAGEMENT, LLC
LPL FINANCIAL LLC
STATE FARM INVESTMENT MANAGEMENT CORP.
INTERACTIVE FINANCIAL ADVISORS
THRIVENT INVESTMENT MANAGEMENT INC.
TRUENORTH WEALTH
NAVIGATE FINANCIAL LLC
LPL ENTERPRISE, LLC

Investors

GREGORY NONDAS ROUMPOS
GEORGE ROUMPOS
Kennedy Copeland-Wilson
Conner Douglas Whipple
JARED MARSHALL CLAYTON
JEANNE MARIE DEITZ
TYLER KENT RAINEY
TRAVIS ROBERT CORNETT
NATHAN ROGERS WOODBURY
CONNOR GARY PIERSON
BLAKE MICHAEL HAMMER
JOHN LARRY LUNT
RYAN GEORGE HESSENTHALER
JOSEPH J LUNT
ROBERT KENT SHATTUCK
Zachary Bryan Schelin
Alex Shigeta
Haylie Janet Mathis Lahtinen
SPENCER ANDREW ORME
ANTONIO JESUS VALENZUELA
WARREN OLCOTT CURTIS
GARY M TSUJIMOTO
Logan D Burrell
TRAVIS WADE BREITLING
DARREN DALE MORRISON
Thomas Allen Reed
Zachary Thomas Whitlock
MICHAEL Davis ESPINOSA
Richard Minda Lee
Devon Duffy
Carter John Larsen
Jacob Matthew Watkins
C Richard Hopkins
Samuel Martin Watkins
Jared Charles Empey
MARTIN ARTHUR WATKINS
BENJAMIN WEST DRIGGS
DENNIS MILTON BASSETT
Matthew John Phillips
Easton Bennett Allen
KENT MANQING HU
Sidney Groutage

Within 25 miles of Holladay, UT, Best Investors lists 351 registered investment advisory firms with 749 offices nearby, managing about $17.5T in combined regulatory AUM across 3,298,090 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 Holladay

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