Best Investors Account Sign in

Best financial advisors in Park City, UT

Registered advisers within 25 miles of Park City, UT.

Offices
662
Firms
326
Combined AUM
$18.3T
Firm-wide filings, not assets booked only here
Clients
3.29M
3,288,809 clients when Item 5C has a number
Avg / client
$5.56M
Combined AUM ÷ clients

Nearby offices

Firms

J.P. MORGAN SECURITIES LLC
RETV MANAGEMENT, LLC
UBS FINANCIAL SERVICES INC.
BELIEF, LLC
EDWARD JONES
MCG CAPITAL MANAGEMENT, LLC
MML INVESTORS SERVICES, LLC
NEW EDGE WEALTH
VALKYRIE VENTURES MANAGEMENT, LLC
DRAWDOWN FUND
KEY INVESTMENT SERVICES LLC
MARINER
ECHELONS CAPITAL, LLC
ALPHA WEALTH FUNDS, LLC
STATE FARM INVESTMENT MANAGEMENT CORP.
GLADIUS CAPITAL MANAGEMENT LP
MERCATUS PARTNERS, LLC
BETA WEALTH GROUP, INC
GRATITUDE RAILROAD

Investors

Chase Nielsen
DENVER GENE SMITH
GREGORY GOLDING
Brandon Thomas Little
Joseph Thomas Cronley
Veronica Delacruz
THOMAS JAMES GIES
John Hubley
MICHAEL SCOTT FOMUKE
GLEN RYAN MINTZ
LAUREEN M BRANDIN
Perry Laulu
SCOTT UDALL FORTNEY
TIMOTHY SEAN LESKO
BRETT THOMAS LEAHY
John Patrick Rudio
HARVEY WARREN SAX
CHASE RICHARD THOMAS
JENNY LYN BOBER
Karyn Graff
Kody Rand Myers
CAMERON JAMES THOMAS
Evan Zollinger
JUSTIN JAMES ENGLEBRIGHT
William Fuller
BRYAN RAY DAYBELL
Braxton James Leicht

Within 25 miles of Park City, UT, Best Investors lists 326 registered investment advisory firms with 662 offices nearby, managing about $18.3T in combined regulatory AUM across 3,288,809 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 Park City

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