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Best financial advisors in Midway, UT

Registered advisers within 25 miles of Midway, UT.

Offices
642
Firms
303
Combined AUM
$15.6T
Firm-wide filings, not assets booked only here
Clients
3.27M
3,265,256 clients when Item 5C has a number
Avg / client
$4.79M
Combined AUM ÷ clients

Nearby offices

Firms

HEADWATERS CAPITAL
TREK FINANCIAL
STATE FARM INVESTMENT MANAGEMENT CORP.
NIBLEY FINANCIAL LLC
EDWARD JONES
WELLS FARGO CLEARING SERVICES, LLC
UNION HEDGE FUNDS, LLC
J.P. MORGAN SECURITIES LLC
REDGROVE CAPITAL LLC.
VALKYRIE VENTURES MANAGEMENT, LLC
RETV MANAGEMENT, LLC
UBS FINANCIAL SERVICES INC.
GLADIUS CAPITAL MANAGEMENT LP
MCG CAPITAL MANAGEMENT, LLC
MML INVESTORS SERVICES, LLC
KEY INVESTMENT SERVICES LLC
BELIEF, LLC

Investors

Bradley K Graham
Jess Morgan Knapp
CHRISTOPHER NIBLEY
Jared P Jensen
Keven Nielsen
Sook Jung Snyder
KYLE GLENN STEPHENS
Nathan Stewart Cox
Edison Thalman Christofferson
David Shane Finley
MICHAEL RYAN LEE
DENVER GENE SMITH
GREGORY GOLDING
Brandon Thomas Little
Chase Nielsen
John Hubley
Perry Laulu
Joseph Thomas Cronley
Veronica Delacruz
THOMAS JAMES GIES

Within 25 miles of Midway, UT, Best Investors lists 303 registered investment advisory firms with 642 offices nearby, managing about $15.6T in combined regulatory AUM across 3,265,256 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 Midway

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