Best Investors Account Sign in

Best financial advisors in Morgan, UT

Registered advisers within 25 miles of Morgan, UT.

Offices
347
Firms
165
Combined AUM
$14.2T
Firm-wide filings, not assets booked only here
Clients
1.45M
1,446,055 clients when Item 5C has a number
Avg / client
$9.82M
Combined AUM ÷ clients

Nearby offices

Firms

BROOKSTONE WEALTH ADVISORS, LLC
ROBERT W. BAIRD & CO. INCORPORATED
LANDMARK WEALTH ADVISORS, LLC
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC
FAMILY WEALTH ADVISORS
DAVID RUSSELL FJELDSTED
TLG ADVISORS, INC.
WMW MANAGEMENT, INC.
EDWARD JONES
OSAIC WEALTH, INC.
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC
WELLS FARGO CLEARING SERVICES, LLC
VANDERBILT ADVISORY SERVICES
THE NORDEN GROUP LLC
STATE FARM INVESTMENT MANAGEMENT CORP.
LPL FINANCIAL LLC
STEWARD PARTNERS INVESTMENT ADVISORY, LLC

Investors

Garret H Rees
Michael L Mindes
LANCE KEITH TEMPEST
TIMOTHY G BANGERTER
Antonio Luis Montes De Oca
Max Hyrum Hanks
Robert Paul Aamodt
Nicole Louise Roberts
Cody Matthew Thomas
JAMES RODNEY KNIGHT
DAVID RUSSELL FJELDSTED
CRAIG WILLARD JEWETT
JAMES RODNEY KNIGHT
CHRISTOPHER MACK WATKINS
David Alan Burns
Braden K Burns
KYLE KALEILUAKILIOPU FUKUCHI
BRIGHTON JOHN
JONATHAN LEE GROBERG
Bridger William Jefferies
Chad Woodruff Di Stefano
AUSTIN MCCABE GARDINER
ADAM WOOLSTON
John Robert Elliott Redd
Whitney Charles
Rachelle Dillingham
PAUL DANIEL HOWELL
Caleb Matthew McFarland
Ryan Major
JED DEWSNUP
STEPHEN DOUGLAS CALDER

Within 25 miles of Morgan, UT, Best Investors lists 165 registered investment advisory firms with 347 offices nearby, managing about $14.2T in combined regulatory AUM across 1,446,055 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 Morgan

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 UBS FINANCIAL SERVICES INC. 18,245 clients · 9,839 advisers $916B AUM 6 LPL FINANCIAL LLC 209,600 clients · 24.4K advisers $819B AUM 7 ALLIANCEBERNSTEIN L.P. 16 clients · 538 advisers $763B AUM 8 WELLS FARGO ADVISORS 5,302 clients · 15.3K advisers $671B AUM