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Best financial advisors in Lakeview, UT

Registered advisers within 25 miles of Lakeview, UT.

Offices
466
Firms
221
Combined AUM
$12.4T
Firm-wide filings, not assets booked only here
Clients
3.10M
3,100,702 clients when Item 5C has a number
Avg / client
$4.00M
Combined AUM ÷ clients

Nearby offices

Firms

ETHOS INVESTMENT MANAGEMENT LP
AFA FUND MANAGEMENT, LLC
SANCTUARY ADVISORS, LLC
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
THE PROFESSIONAL FINANCIAL COMPANY LLC
BLUE BARN WEALTH
SAVVY
XCHANGEFUND LLC
TIMPANOGOS FINANCIAL ADVISORS, INC.
STATE FARM INVESTMENT MANAGEMENT CORP.
TRANSAMERICA FINANCIAL ADVISORS, LLC
TRIAD WEALTH PARTNERS, LLC
LPL FINANCIAL LLC
AMERIPRISE FINANCIAL SERVICES, LLC
OSAIC WEALTH, INC.
EDWARD JONES
CETERA INVESTMENT ADVISERS LLC
PETERSON WEALTH ADVISORS, LLC
WELLS FARGO CLEARING SERVICES, LLC

Investors

Logan Avery
Rachel Moss
Robert Woodhead Winder
LUKE MERRELL WONNACOTT
Ethan Reeves Gividen
WILLIAM BRUCE MILLER
Siria Daniela Terry
MARK THOMAS SUMSION
Jeffrey Todd Brimhall
Leland Stanford McCullough
Nathan M Mirizzi
Karsten Walker
Justin Kordell Ericksen
SCOTT HUNTER GARBUTT
LINDSEY CAROLYN LEWIS
Jennifer Anne Nielsen
JASON FRANCIS PAYNE
John Marshall
Gary Adam Davis
MARSHALL MCKAY NIELSON
Steven PHILIP Kingrey
Chuk Nyion Che
Logan Seth ReidReynoso
WILLARD LANCE SCOTT
TARL CRUZ REYNOSO
Jon Rhen Brown
John Charles Clement
JASON LEE GOOLD
Jordan Michael Palmer
MARK LOTT
TALON M. WEBB
MCKAY MARBLE WARREN
Christian Covey
Andrew Kenneth Walker
Lucille Ellen Lambert
DANIEL OWEN PALMER
Thomas Grant Challis
SCOTT MARTIN PETERSON
JEFFREY DEAN LINDSAY
KADEN VERL WATERS
CARSON DALE JOHNSON
Daniel Mark Ruske
Alek Reid Johnson
Jeffrey Alan Sevy
Alison Marie McFadden
Scott Muhlestein
ALEXANDER PARKINSON CALL
Zachary Lee Swenson
KRISTEN HUDSPETH
AARON MICHAEL JOHNSON
JACOB Scott WILLIAMS

Within 25 miles of Lakeview, UT, Best Investors lists 221 registered investment advisory firms with 466 offices nearby, managing about $12.4T in combined regulatory AUM across 3,100,702 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 Lakeview

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 CAPTRUST 963 advisers $1.24T AUM 4 EDWARD JONES 28,751 clients · 24.6K advisers $1.01T AUM 5 LPL FINANCIAL LLC 209,600 clients · 24.4K advisers $819B AUM 6 WELLS FARGO ADVISORS 5,302 clients · 15.3K advisers $671B AUM 7 AMERIPRISE FINANCIAL SERVICES, LLC 124,349 clients · 13.6K advisers $660B AUM 8 RAYMOND JAMES & ASSOCIATES, INC. 2,231 clients · 5,941 advisers $501B AUM