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Best financial advisors in Mapleton, UT

Registered advisers within 25 miles of Mapleton, UT.

Offices
134
Firms
81
Combined AUM
$11.3T
Firm-wide filings, not assets booked only here
Clients
2.38M
2,376,840 clients when Item 5C has a number
Avg / client
$4.76M
Combined AUM ÷ clients

Nearby offices

Firms

FIDUCIARY ORGANIZATION, LLC
SUMMIT RIDGE ADVISORS
STATE FARM INVESTMENT MANAGEMENT CORP.
LIVET WEALTH, LLC
EDWARD JONES
LPL FINANCIAL LLC
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
WELLS FARGO CLEARING SERVICES, LLC
CENTAURUS FINANCIAL, INC.
J. W. COLE ADVISORS, INC.
KESTRA PRIVATE WEALTH SERVICES, LLC
PROMONTORY FINANCIAL PLANNING, LLC
HOLLOW TREE INVESTMENTS MANAGEMENT
SUNSET RETIREMENT ADVISORS LLC
BLUE DIAMOND CAPITAL INVESTMENT ADVISORS
CHUGG WEALTH STRATEGIES, LLC

Investors

Ewan Morkel
MATTHEW KAY STEWART
Cambria Sue Smith
Wyatt Gordon Livingston
HYRUM LEGRAND SMITH
Quincey Hansen
Chad Alan Looman
TYLER JUSTIN ROMNEY
CHRISTOPHER ANTHONY GREEN
EDWIN SOLORZANO
KOY DAVID JASPERSON
Tyler Mendenhall
Michael Lynn Mendenhall
RYAN ANDREW LUNDQUIST
Richard Warren Bird
DAVID ALONZO BUSHMAN
JOHN DUDLEY HOUCK
Trent Heber Colledge
TYLER LEE HUNT
Robert Andrew Nelson
Jayden Alan Epperson
MICHELLE ELIZABETH REEDER
KIMBERLY ANN GRUBER MONK
Brandon Ball
Michael Charles Bingham
BRUCE MATTHEW CHUGG
DAVID SHIPLEY

Within 25 miles of Mapleton, UT, Best Investors lists 81 registered investment advisory firms with 134 offices nearby, managing about $11.3T in combined regulatory AUM across 2,376,840 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 Mapleton

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 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