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Best financial advisors in Millcreek, UT

Registered advisers within 25 miles of Millcreek, UT.

Offices
733
Firms
335
Combined AUM
$17.3T
Firm-wide filings, not assets booked only here
Clients
3.30M
3,297,408 clients when Item 5C has a number
Avg / client
$5.24M
Combined AUM ÷ clients

Nearby offices

Firms

WELLS FARGO CLEARING SERVICES, LLC
J.P. MORGAN SECURITIES LLC
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
EDWARD JONES
WASATCH MANAGEMENT PARTNERS, L.L.C.
LPL FINANCIAL LLC
NAVIGATE FINANCIAL LLC
TINGEY ADVISORS INC
FINANCIAL ADVISORY SERVICES
RAINEY WEALTH MANAGEMENT LLC
CENTAURUS FINANCIAL, INC.
LUNT CAPITAL MANAGEMENT INC.
ATHOS PRIVATE WEALTH LLC
REFINED WEALTH MANAGEMENT
COTTONWOOD ASSET MANAGEMENT LLC
SAX WEALTH ADVISORS, LLC

Investors

CONNOR GARY PIERSON
BLAKE MICHAEL HAMMER
JARED DAY
Alexis Julia Durst Schroeder
Tyler Johnson
TRENTON WADE CHRISTENSEN
Gregory Alan Wise
MARCO ZAFARANA
SPENCER ANDREW ORME
BENJAMIN WEST DRIGGS
DENNIS MILTON BASSETT
Matthew John Phillips
Easton Bennett Allen
Kennedy Copeland-Wilson
Conner Douglas Whipple
TYLER KENT RAINEY
TRAVIS ROBERT CORNETT
NATHAN ROGERS WOODBURY
JOHN LARRY LUNT
RYAN GEORGE HESSENTHALER
JOSEPH J LUNT
ROBERT KENT SHATTUCK
Zachary Bryan Schelin
Alex Shigeta
Haylie Janet Mathis Lahtinen
CHELSEY ANN PACKER
NICHOLAS ALEXANDER SLEIMAN
MARCUS STEELE NELSON
AUSTIN J GREEN
Celia Boyle
LUKE WOODLAND
RYAN ROBERT LARSEN
MATTHEW ROBERT WILLIAMS
Kyle Donald Woodlief
DAREN SPENCER WRIGHT
RYAN CHRISTIAN O'SHEA
ROBIN JAYNE SHULMAN
PAUL NICHOLAS WINTER

Within 25 miles of Millcreek, UT, Best Investors lists 335 registered investment advisory firms with 733 offices nearby, managing about $17.3T in combined regulatory AUM across 3,297,408 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 Millcreek

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