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Best financial advisors in Midvale, UT

Registered advisers within 25 miles of Midvale, UT.

Offices
760
Firms
350
Combined AUM
$17.3T
Firm-wide filings, not assets booked only here
Clients
3.30M
3,296,915 clients when Item 5C has a number
Avg / client
$5.26M
Combined AUM ÷ clients

Nearby offices

Firms

NORTH CAPITAL
CETERA INVESTMENT ADVISERS LLC
FINANCIAL NETWORK WEALTH ADVISORS LLC
REALTA INVESTMENT ADVISORS, INC
CAMBRIA CAPITAL LLC
LPL FINANCIAL LLC
J.P. MORGAN SECURITIES LLC
KESTRA PRIVATE WEALTH SERVICES, LLC
TERRION ADVISORS, INC.
PRESIDIO WEALTH MANAGEMENT
E6 PORTFOLIOS
EVERSPIRE
MHL TAMP
AMERITAS ADVISORY SERVICES, LLC
MORGAN STANLEY

Investors

PAUL DONALD BOWERS
SCOTT MICHAEL SAMS
JOSEPH CARL ANDERSON
RICHARD GRANT NELSON
Minh Le
JAMES PATRICK DOWD
JAMES Theodore CELICO
SARA GRAYCE JUDD
Bailee Tate
John Kiernan Figge
Kent Stone
MARK LEE NEUENSWANDER
PAUL EVAN HILL
DAVID S PEARSON
LYNN LEROY JACKSON
DAVID ODELL BURNS
JUSTIN LEVI HANSEN
DARIN DELLOYD ARNELL
Kathleen Diane Greer Willham
THERESE JANE MILAD
Aldo John Arnone
RAYMOND CRIPPS DE WITT
CRAIG M PAULSON
Tyler Rock Hadley
JAMIE DAVID BENNETT
Michael Obadiah Bennett
MICHAEL DAVID BENNETT
JOEL JAY CROMAR
TAYLOR LEE BOTTOM
CHASE KENT SMITH
ISAAC DALE KLINE
BENTON CHARLES BLAKE
KASEY LEANNE RING
HEIDI LEE FARRELL
COLTER RANDLE WILCOCK
Andrew Marx
JEREMY DON WOOD
JOHN MICHAEL TERRION
CHAD D ANDERSON
SHANE PARKER CHRISTIANSEN
ELIJAH CHRISTENSEN
Gerilyn Beck Merrill
Devin Paul Frampton
Adam Robert Cook
Andrew Michael Gregor
ALAN BRADLEY FAERBER
JEREMIAH WAYNE HUGHES
Ryan Tucker
EVAN S GREEN
Thomas Melburn
Adam Russell Lazaro
KEVIN R PETT
CHRISTOPHER BRIAN PELLEY
BENJAMIN LYNN CANNON
Nicholas Lee Elrod
ROY RUSSELL JONES
JOSHUA PAUL EDWARD DALE RAY JONES
Steven Leon Wikstrom
KRISTINE DENISE MAXFIELD
Robert Andrew Bakker
Tyler Christian Roberts

Within 25 miles of Midvale, UT, Best Investors lists 350 registered investment advisory firms with 760 offices nearby, managing about $17.3T in combined regulatory AUM across 3,296,915 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 Midvale

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 ALLIANCEBERNSTEIN L.P. 16 clients · 538 advisers $763B AUM