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Best financial advisors in Honeyville, UT

Registered advisers within 25 miles of Honeyville, UT.

Offices
49
Firms
30
Combined AUM
$5.69T
Firm-wide filings, not assets booked only here
Clients
475K
474,952 clients when Item 5C has a number
Avg / client
$12.0M
Combined AUM ÷ clients

Nearby offices

Firms

OSAIC WEALTH, INC.
EDWARD JONES
EAGLE STRATEGIES LLC
ALPHASTAR CAPITAL MANAGEMENT
J. W. COLE ADVISORS, INC.
TRANSAMERICA FINANCIAL ADVISORS, LLC
TRIVIUM CAPITAL PARTNERS, LLC
WELLS FARGO CLEARING SERVICES, LLC
ADAMS WEALTH ADVISORS
CACHETECH
BEACON FINANCIAL PLANNING, LLC
PROMONTORY FINANCIAL PLANNING, LLC
PEAK INVESTMENT COACHING, LLC
DIVERSIFY ADVISORY SERVICES, LLC

Investors

DUSTY CHRIS ROCHE
Rilee L. Summers
Spencer Dow
Tiffany Schultz
SAMUEL THOMAS WINWARD
Peter Cameron Stratford
Ken Frank Kennedy
Matthew Kennedy
Tyler Neil Anderson
Dylan I T Anderson
Haleigh Joy Austin
SCOTT L NELSON
David J Owen
Hilary Dawn Wood
Daniel LeMoyne Kennedy
Jason Kimber
JEFFREY CARVIN ANDERSON
Michael Douglas Jewell
RANDY BRACKEN BERGER
PATRICK CORMAC MURPHY
Robert Bruce Reay
Douglas Bradley Peterson
Brooklyn Stevenson
DAVID PATRICK KASTNER
STEVEN CRAIG ADAMS
Scott Edward Leavitt
Braydon Barlow
Mitchell James Greene
MITCHELL R MONCUR
TREY J FARRER
Connor Francis Murphy
Daryl Dallas Arnell
Josh Alan Burningham
Brittany Chambers
Zachary B Arnell
MARK DAVID WEAVER
Nathan Thomas Salisbury
E. VANCE GRANGE
JON RYAN SHAFFER
JEFFREY DALE SALISBURY
ROSS MORRELL BOWEN
SHANE ALLEN ROBBINS
DAVID MORRIS SHAPIRO
CHARLES ELMER SORENSEN

Within 25 miles of Honeyville, UT, Best Investors lists 30 registered investment advisory firms with 49 offices nearby, managing about $5.69T in combined regulatory AUM across 474,952 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 Honeyville

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

1 MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED 16,844 clients · 26.7K advisers $1.78T AUM 2 EDWARD JONES 28,751 clients · 24.6K advisers $1.01T 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 AMERIPRISE FINANCIAL SERVICES, LLC 124,349 clients · 13.6K advisers $660B AUM 6 CETERA INVESTMENT ADVISERS LLC 24,019 clients · 10.8K advisers $257B AUM 7 OSAIC WEALTH, INC. 56,660 clients · 8,342 advisers $235B AUM 8 MML INVESTORS SERVICES, LLC 5,244 advisers $116B AUM