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Best financial advisors in Kamas, UT

Registered advisers within 25 miles of Kamas, UT.

Offices
41
Firms
34
Combined AUM
$6.20T
Firm-wide filings, not assets booked only here
Clients
691K
690,556 clients when Item 5C has a number
Avg / client
$8.98M
Combined AUM ÷ clients

Nearby offices

Firms

STATE FARM INVESTMENT MANAGEMENT CORP.
GLOBAL ASSETS ADVISORY, LLC
MEDICUS WEALTH PLANNING, INC.
MERCATUS PARTNERS, LLC
BETA WEALTH GROUP, INC
GRATITUDE RAILROAD
GRATITUDE RAILROAD MANAGEMENT, LLC
ONESEVEN
MADRONA FINANCIAL & CPAS
REDGROVE CAPITAL LLC.
NIBLEY FINANCIAL LLC
EDWARD JONES
WELLS FARGO CLEARING SERVICES, LLC
TREK FINANCIAL
ALPHA WEALTH FUNDS, LLC
ECHELONS CAPITAL, LLC
DRAWDOWN FUND

Investors

Nicole Hutchings
AMY W YOST
ALAN ORLIN HANSEN
MARK THOMAS DURHAM
Braxton James Leicht
EMME Elizabeth PHILLIPS
JOSHUA J FLADE
Morgan Lemaitre
Bohdan Jakob Kanat Hall
DANIELLE MARIE MEISTER
MICHAEL RYAN LEE
CHRISTOPHER NIBLEY
Jared P Jensen
Keven Nielsen
Sook Jung Snyder
KYLE GLENN STEPHENS
Bradley K Graham
Nathan Stewart Cox
Edison Thalman Christofferson
HARVEY WARREN SAX
CHASE RICHARD THOMAS
JENNY LYN BOBER
Karyn Graff
Kody Rand Myers
CAMERON JAMES THOMAS
Evan Zollinger
JUSTIN JAMES ENGLEBRIGHT
William Fuller
BRETT THOMAS LEAHY
John Patrick Rudio
BRYAN RAY DAYBELL

Within 25 miles of Kamas, UT, Best Investors lists 34 registered investment advisory firms with 41 offices nearby, managing about $6.20T in combined regulatory AUM across 690,556 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 Kamas

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

1 STRATEGIC ADVISERS LLC 17,518 clients · 17.7K advisers $1.37T AUM 2 EDWARD JONES 28,751 clients · 24.6K advisers $1.01T AUM 3 UBS FINANCIAL SERVICES INC. 18,245 clients · 9,839 advisers $916B AUM 4 LPL FINANCIAL LLC 209,600 clients · 24.4K advisers $819B AUM 5 WELLS FARGO ADVISORS 5,302 clients · 15.3K advisers $671B AUM 6 RAYMOND JAMES & ASSOCIATES, INC. 2,231 clients · 5,941 advisers $501B AUM 7 J.P. MORGAN SECURITIES LLC 407,036 clients · 14.8K advisers $430B AUM 8 FOCUS PARTNERS WEALTH, LLC 1,500 clients · 1,071 advisers $182B AUM