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Best financial advisors in Lindon, UT

Registered advisers within 25 miles of Lindon, UT.

Offices
556
Firms
258
Combined AUM
$15.2T
Firm-wide filings, not assets booked only here
Clients
3.23M
3,225,510 clients when Item 5C has a number
Avg / client
$4.70M
Combined AUM ÷ clients

Nearby offices

Firms

OXFORD WEALTH MANAGEMENT
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
J.P. MORGAN SECURITIES LLC
SYMMETRY PARTNERS
ARTEGIUS CAPITAL INC.
TRIAD WEALTH PARTNERS, LLC
TIMPANOGOS FINANCIAL ADVISORS, INC.
STATE FARM INVESTMENT MANAGEMENT CORP.
BFC PLANNING, INC.
PETERSON WEALTH ADVISORS, LLC
OSAIC WEALTH, INC.
GLOBAL VIEW CAPITAL MANAGEMENT LLC
CETERA INVESTMENT ADVISERS LLC
CHARLES SCHWAB & CO., INC.
PFS INVESTMENTS INC.
LPL FINANCIAL LLC
WELLS FARGO CLEARING SERVICES, LLC
ARKADIOS WEALTH ADVISORS
DIVERSIFY ADVISORY SERVICES, LLC

Investors

TAYLOR M VOWLES
CAMERON JACOB ARCHIBALD
RICHARD WAYNE ANDERTON
Joaquin Zavala
KELLY COFER MALONE
Isaac Bartholomew
Jon Rhen Brown
John Charles Clement
JASON LEE GOOLD
Jennifer Anne Nielsen
JASON FRANCIS PAYNE
John Marshall
Jakob Trent Jeffery
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
TALON M. WEBB
MCKAY MARBLE WARREN
RODNEY WAYNE JOHNSTON
DALE KLINE BLACK
MICHAEL DOUGLAS CORRIGAN
JOSHUA DEAN WRIGHT
WILLIAM JOHN SEFCIK
GLEN EDWARD SJOBERG
MARC D JENSEN
RICHARD WAYNE HARRIS
MICHAEL S. GARDNER
LAURIE GAIL HANCOCK
DANIEL OWEN PALMER
KOHLER G BLACK
Joshua Woodbury
William August Snell
ROCKLINE CHRISTELLE NOYER NGU
Ashley Michelle Malik
TYLER J VONGSAWAD
WILLIAM F BECK
ROBERT HAYCOCK DOWDLE
RYAN S. ERICKSEN
Samuel David Rosen
AARON MICHAEL JOHNSON
JACOB Scott WILLIAMS
MICHAEL CONRAD KUNZLER
TYLER GREGORY STEINKOPF
Austin Kunzler
Joseph Cory Adams
Kelby McMullin

Within 25 miles of Lindon, UT, Best Investors lists 258 registered investment advisory firms with 556 offices nearby, managing about $15.2T in combined regulatory AUM across 3,225,510 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 Lindon

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