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Best financial advisors in Logan, UT

Registered advisers within 25 miles of Logan, UT.

Offices
63
Firms
40
Combined AUM
$5.96T
Firm-wide filings, not assets booked only here
Clients
550K
550,359 clients when Item 5C has a number
Avg / client
$10.8M
Combined AUM ÷ clients

Nearby offices

Firms

LPL FINANCIAL LLC
TRIAD WEALTH PARTNERS, LLC
PFS INVESTMENTS INC.
EDWARD JONES
EP WEALTH ADVISORS
TRANSAMERICA FINANCIAL ADVISORS, LLC
CETERA INVESTMENT ADVISERS LLC
ANDINA ADVISORS
AMERIPRISE FINANCIAL SERVICES, LLC
STATE FARM INVESTMENT MANAGEMENT CORP.
WELLS FARGO CLEARING SERVICES, LLC
ALLRED JACKSON FINANCIAL PLANNING, LLC
MML INVESTORS SERVICES, LLC
EAGLE STRATEGIES LLC

Investors

NATHAN ANDERSON BLOTTER
BRYCE DEREK HOLLEY
LAUREN ELISE FAIRBANKS
DEVIN WARREN CHOULES
JARIN KEVIN MURRAY
David N Zook
Jeffrey Roy Olsen
Austin Brant Beard
JEFFREY CARVIN ANDERSON
Kai Paul Schwartz
PAUL CHARLES SCHWARTZ
Clayton Cole McMurdie
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
Tyler J Davis
ALEC JAMES NIELSEN
BRIAN ANDERSON NELSON
DENNIS WELLS JACKSON
DENNIS SCOTT JACKSON
STERLING GRANT WIDMER
Ted Hyde Karren
SAMUEL THOMAS WINWARD
RIGOBERTO CHAPARRO

Within 25 miles of Logan, UT, Best Investors lists 40 registered investment advisory firms with 63 offices nearby, managing about $5.96T in combined regulatory AUM across 550,359 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 Logan

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

1 STRATEGIC ADVISERS LLC 17,518 clients · 17.7K advisers $1.37T AUM 2 EDWARD JONES 28,751 clients · 24.6K advisers $1.01T AUM 3 LPL FINANCIAL LLC 209,600 clients · 24.4K advisers $819B AUM 4 WELLS FARGO ADVISORS 5,302 clients · 15.3K advisers $671B AUM 5 AMERIPRISE FINANCIAL SERVICES, LLC 124,349 clients · 13.6K advisers $660B AUM 6 RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC 5,542 clients · 6,614 advisers $390B AUM 7 CETERA INVESTMENT ADVISERS LLC 24,019 clients · 10.8K advisers $257B AUM 8 OSAIC WEALTH, INC. 56,660 clients · 8,342 advisers $235B AUM