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Best financial advisors in Laketown, UT

Registered advisers within 50 miles of Laketown, UT.

Offices
52
Firms
30
Combined AUM
$3.91T
Firm-wide filings, not assets booked only here
Clients
458K
458,108 clients when Item 5C has a number
Avg / client
$8.54M
Combined AUM ÷ clients

Nearby offices

Firms

STATE FARM INVESTMENT MANAGEMENT CORP.
ON INVESTMENT MANAGEMENT CO
EDWARD JONES
MML INVESTORS SERVICES, LLC
WELLS FARGO CLEARING SERVICES, LLC
ALLRED JACKSON FINANCIAL PLANNING, LLC
ANDINA ADVISORS
AMERIPRISE FINANCIAL SERVICES, LLC
CETERA INVESTMENT ADVISERS LLC
EP WEALTH ADVISORS
PFS INVESTMENTS INC.
LPL FINANCIAL LLC
TRIAD WEALTH PARTNERS, LLC
RILEY S. CROSBIE ADVISORY, LLC

Investors

RIGOBERTO CHAPARRO
DAVID VINTON LUDWINSKI
Ted Hyde Karren
STERLING GRANT WIDMER
Tyler J Davis
ALEC JAMES NIELSEN
DENNIS WELLS JACKSON
DENNIS SCOTT JACKSON
Quinn Kay Longhurst
Dan Eugene Jessop
John Stephen Pennington
Austin Michael Scott
ERIC STEPHAN BARLOW
RYAN MATHEW BOHM
TANNER TESSMER DANCE
ROGER ZEBULUN LOWE
Alex Phillip Graham
JAMES BRETT BELLISTON
Tyler Marc Thompson
Ginger DeHart Harris
Caleb Franklin Buhr
Adam Don Andersen
TYSON KIM LUTHI
Clayton Cole McMurdie
BRIAN ANDERSON NELSON
Kai Paul Schwartz
PAUL CHARLES SCHWARTZ
Austin Brant Beard
David N Zook
Jeffrey Roy Olsen
JARIN KEVIN MURRAY
BRYCE DEREK HOLLEY
LAUREN ELISE FAIRBANKS
BRAD HESS
DEVIN WARREN CHOULES
Jordan John Castleton
RILEY STEVENS CROSBIE
Jaeden Gonzalez May

Within 50 miles of Laketown, UT, Best Investors lists 30 registered investment advisory firms with 52 offices nearby, managing about $3.91T in combined regulatory AUM across 458,108 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 Laketown

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 WELLS FARGO ADVISORS 5,302 clients · 15.3K advisers $671B AUM 4 AMERIPRISE FINANCIAL SERVICES, LLC 124,349 clients · 13.6K advisers $660B AUM 5 CETERA INVESTMENT ADVISERS LLC 24,019 clients · 10.8K advisers $257B AUM 6 OSAIC WEALTH, INC. 56,660 clients · 8,342 advisers $235B AUM 7 MML INVESTORS SERVICES, LLC 5,244 advisers $116B AUM 8 EP WEALTH ADVISORS 346 advisers $45.1B AUM