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Best financial advisors in Payson, UT

Registered advisers within 25 miles of Payson, UT.

Offices
97
Firms
62
Combined AUM
$10.2T
Firm-wide filings, not assets booked only here
Clients
1.01M
1,006,306 clients when Item 5C has a number
Avg / client
$10.1M
Combined AUM ÷ clients

Nearby offices

Firms

EDWARD JONES
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
PROMONTORY FINANCIAL PLANNING, LLC
WELLS FARGO CLEARING SERVICES, LLC
LPL FINANCIAL LLC
LIVET WEALTH, LLC
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
FIDUCIARY ORGANIZATION, LLC
SUMMIT RIDGE ADVISORS
STATE FARM INVESTMENT MANAGEMENT CORP.
HOLLOW TREE INVESTMENTS MANAGEMENT
KESTRA PRIVATE WEALTH SERVICES, LLC
CENTAURUS FINANCIAL, INC.
J. W. COLE ADVISORS, INC.
SUNSET RETIREMENT ADVISORS LLC

Investors

Garrett Rick Chesnut
CHERI CLARK MEASOM
RICHARD CHASE WELLER
NANCY JOANNE DONNELLY
JOHN DUDLEY HOUCK
Tyler Mendenhall
Michael Lynn Mendenhall
EDWIN SOLORZANO
TYLER JUSTIN ROMNEY
Wyatt Gordon Livingston
HYRUM LEGRAND SMITH
Quincey Hansen
CHRISTOPHER ANTHONY GREEN
Ewan Morkel
MATTHEW KAY STEWART
Cambria Sue Smith
DAVID ALONZO BUSHMAN
Chad Alan Looman
KOY DAVID JASPERSON
RYAN ANDREW LUNDQUIST
Richard Warren Bird
ADAM OBLAD
Trent Heber Colledge
TYLER LEE HUNT
Robert Andrew Nelson

Within 25 miles of Payson, UT, Best Investors lists 62 registered investment advisory firms with 97 offices nearby, managing about $10.2T in combined regulatory AUM across 1,006,306 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 Payson

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 LPL FINANCIAL LLC 209,600 clients · 24.4K advisers $819B AUM 6 WELLS FARGO ADVISORS 5,302 clients · 15.3K advisers $671B AUM 7 AMERIPRISE FINANCIAL SERVICES, LLC 124,349 clients · 13.6K advisers $660B AUM 8 RAYMOND JAMES & ASSOCIATES, INC. 2,231 clients · 5,941 advisers $501B AUM