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Best financial advisors in Lehi, UT

Registered advisers within 25 miles of Lehi, UT.

Offices
573
Firms
270
Combined AUM
$15.1T
Firm-wide filings, not assets booked only here
Clients
3.14M
3,142,645 clients when Item 5C has a number
Avg / client
$4.81M
Combined AUM ÷ clients

Nearby offices

Firms

SEQUOIA FINANCIAL GROUP, L.L.C.
STATE FARM INVESTMENT MANAGEMENT CORP.
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
KOHLER CAPITAL MANAGEMENT, LLC
REEF INVESTMENT MANAGEMENT LLC
AMICUS FINANCIAL ADVISORS, LLC
LPL FINANCIAL LLC
MY PROSPER TEAM
CAPITAL WEALTH, LLC
MWA FINANCIAL SERVICES INC.
STONEBRIAR WEALTH, LLC
SOLTIS INVESTMENT ADVISORS, LLC
BRIGHTER RETIREMENT ADVISORS LLC
GLOBAL RETIREMENT PARTNERS LLC

Investors

Austin T Fields
Landon Eatough
Taylor Dennis Johnson
Shoya Magomedowa
RYAN BLOHM
KYLE ANDREW HUTCHINS
GREGORY BEESLEY MAXWELL
DANIEL BEESLEY MAXWELL
Nicholas Vance Bodily
LARRY HOWLAND PETERSON
Marco Antonio Figueroa
DORNE J HALL
TYLER WILLIAM HANSEN
Bret C Everson
RICHARD ALLEN GRIDER
RYAN JAMES ROBERTSON
RICHARD WAYNE ANDERTON
MICHAEL JOHN STEVENS
CHAD BRIAN AUSTIN
BRENT CASEY THOMPSON
CORY PAUL CARLING
Samuel Alejandro Rios-Lazo
RYAN CLARK ANDERSON
Jordan Roy Watts
Joe Strom
GARY JOSEPH PREISSER
Selby Moleli Fauatea
Jacob Michael Taggart
Taylor David Acevedo
Karl David Tresner
Tyler Alec Jackson
JAY LAMARR WELLS
DEVIN RAY PETERSON
Mary Amelia Carbine
TODD MATHEW SCHLAPPI

Within 25 miles of Lehi, UT, Best Investors lists 270 registered investment advisory firms with 573 offices nearby, managing about $15.1T in combined regulatory AUM across 3,142,645 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 Lehi

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 STRATEGIC ADVISERS LLC 17,518 clients · 17.7K advisers $1.37T AUM 4 CAPTRUST 963 advisers $1.24T AUM 5 EDWARD JONES 28,751 clients · 24.6K advisers $1.01T AUM 6 UBS FINANCIAL SERVICES INC. 18,245 clients · 9,839 advisers $916B AUM 7 LPL FINANCIAL LLC 209,600 clients · 24.4K advisers $819B AUM 8 WELLS FARGO ADVISORS 5,302 clients · 15.3K advisers $671B AUM