Best financial advisors in MSC, UT

Registered advisers within 25 miles of MSC, UT.

Offices

147

Firms

67

Combined AUM

$7.15T

Firm-wide filings, not assets booked only here

Clients

945K

945,266 clients when Item 5C has a number

Avg / client

$7.57M

Combined AUM ÷ clients

Nearby offices

RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC

298 24TH STREET SUITE 360
OGDEN, UT 84401

J.P. MORGAN SECURITIES LLC

2910 WASHINGTON BOULEVARD
OGDEN, UT 84401

VANTAGE POINT MANAGEMENT, INC.

2727 NORTH WASHINGTON BLVD SUITE 100
NORTH OGDEN, UT 84414

OSAIC WEALTH, INC.

2651 WASHINGTON BLVD SUITE 5
OGDEN, UT 84401

EDWARD JONES

2650 WASHINGTON BLVD #115
OGDEN, UT 84401-3623

U.S. BANCORP ADVISORS, LLC

2590 Washington Blvd
Ogden, UT 84401

KEY INVESTMENT SERVICES LLC

2491 Washington Blvd.
Ogden, UT 84401

WELLS FARGO CLEARING SERVICES, LLC

2389 WASHINGTON BLVD
OGDEN, UT 84401

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

2380 WASHINGTON BLVD
OGDEN, UT 84401

LPL FINANCIAL LLC

2302 WASHINGTON BLVD
OGDEN, UT 84401

ASCEND INVESTMENT PARTNERS

2225 WASHINGTON BLVD. SUITE 110
OGDEN, UT 84401

EDWARD JONES

2225 WASHINGTON BLVD #125
OGDEN, UT 84401-6886

STATE FARM INVESTMENT MANAGEMENT CORP.

3848 Washington Blvd
Ogden, UT 84403-1749

EAGLE STRATEGIES LLC

710 40TH STREET
OGDEN, UT 84403

LPL FINANCIAL LLC

5025 S ADAMS AVENUE
OGDEN, UT 84403

STATE FARM INVESTMENT MANAGEMENT CORP.

555 E 5300 S Ste 2
Ogden, UT 84405

STATE FARM INVESTMENT MANAGEMENT CORP.

555 E. 5300 S. Ste. 1
Ogden, UT 84405

RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC

1104 COUNTRY HILLS DRIVE SUITE 201
OGDEN, UT 84403

EDWARD JONES

1104 COUNTRY HILLS DR STE 205
OGDEN, UT 84403

KEY INVESTMENT SERVICES LLC

175 Harrisville Rd.
Ogden, UT 84404

Firms

RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC

J.P. MORGAN SECURITIES LLC

VANTAGE POINT MANAGEMENT, INC.

OSAIC WEALTH, INC.

U.S. BANCORP ADVISORS, LLC

KEY INVESTMENT SERVICES LLC

WELLS FARGO CLEARING SERVICES, LLC

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

LPL FINANCIAL LLC

ASCEND INVESTMENT PARTNERS

STATE FARM INVESTMENT MANAGEMENT CORP.

EAGLE STRATEGIES LLC

Investors

JAMES SCOTT SMITH

Victor Taylor Caron

Corey James Conway

MICHAEL DEE MINNOCH

Denim Wyatt Simper

Bodi Rhees Nageli

MARK THOMAS MCFARLAND

Jennifer Lakman

Lisa Anne Wandrey

Dwayne Wright Mitchell

Scott Ryan Gonzales

MARK PARKER RICKS

REBECCA LYNN SHEA

ROBERT PAUL HENNEBERGER

MICHAEL JAY HANEY

Craig F Umbrell

JOHN DAVID GORDON

MARLI J MERRILL

JONATHAN B ADAMS

Richard R Horlacher

MICHAEL D ROLLO

Amy Regina Moss

Porter Brenchley

MICAH GRANT SCHEINBERG

Timothy Victor Ludlum

Jordan A Wamsley

BLAKE JARED NELSON

TONYA ANN CUMMINGS

BRENT WARD KELLER

CHRISTOPHER DEAN KESLER

DARCY JONES WRIDE

GARRETT GILL SMITH

Thomas Bart Tucker

James S Packard

ANGEL RAMON CHAPARRO

Kalum Raim Chaparro

KENNETH RICKS RICHEY

Stephen C Monsen

Mina Camille Garner

MICHAEL GLEN MANGUM

ROYCE JACK RICHARDS

Kirk Rolland Johnson

Sharilyn S Gamble

David James Isaacs

Within 25 miles of MSC, UT, Best Investors lists 67 registered investment advisory firms with 147 offices nearby, managing about $7.15T in combined regulatory AUM across 945,266 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 MSC

Ranked by regulatory AUM. AUM is firm-wide, not only this area.

1 MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED 16,844 clients · 26.7K advisers $1.78T AUM 2 EDWARD JONES 28,751 clients · 24.6K advisers $1.01T AUM 3 LPL FINANCIAL LLC 209,600 clients · 24.4K advisers $819B AUM 4 WELLS FARGO ADVISORS 5,302 clients · 15.3K advisers $671B AUM 5 AMERIPRISE FINANCIAL SERVICES, LLC 124,349 clients · 13.6K advisers $660B AUM 6 J.P. MORGAN SECURITIES LLC 407,036 clients · 14.8K advisers $430B AUM 7 ROBERT W. BAIRD & CO. INCORPORATED 19,985 clients · 2,677 advisers $394B AUM 8 RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC 5,542 clients · 6,614 advisers $390B AUM