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Best financial advisors in Kingston, UT

Registered advisers within 50 miles of Kingston, UT.

Offices
8
Firms
7
Combined AUM
$2.50T
Firm-wide filings, not assets booked only here
Clients
268K
267,914 clients when Item 5C has a number
Avg / client
$9.33M
Combined AUM ÷ clients

Nearby offices

Firms

AVANTAX PLANNING PARTNERS, INC.
PORTFOLIO MEDICS, LLC
CETERA INVESTMENT ADVISERS LLC
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
STATE FARM INVESTMENT MANAGEMENT CORP.
EDWARD JONES
LPL FINANCIAL LLC

Investors

Hunter Jay Holt
Rowdee Jonathan Taylor
ROSS DAVID TAYLOR
Jaden S Gurney
DEREK CHRISTOPHER STOKES
Hank Morrill Robins
Lisa Renee Jensen
COLBY J YOUNG
NATALIE SORENSEN
LANDON JACK WINN

Within 50 miles of Kingston, UT, Best Investors lists 7 registered investment advisory firms with 8 offices nearby, managing about $2.50T in combined regulatory AUM across 267,914 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 Kingston

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

1 EDWARD JONES 28,751 clients · 24.6K advisers $1.01T AUM 2 LPL FINANCIAL LLC 209,600 clients · 24.4K advisers $819B AUM 3 RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC 5,542 clients · 6,614 advisers $390B AUM 4 CETERA INVESTMENT ADVISERS LLC 24,019 clients · 10.8K advisers $257B AUM 5 STATE FARM INVESTMENT MANAGEMENT CORP. 7,142 advisers $12.9B AUM 6 AVANTAX PLANNING PARTNERS, INC. 2 clients · 169 advisers $7.57B AUM 7 PORTFOLIO MEDICS, LLC 89 advisers $780M AUM