Best Investors Account Sign in

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

WELLS FARGO CLEARING SERVICES, LLC
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
BLUE DIAMOND CAPITAL INVESTMENT ADVISORS
CHUGG WEALTH STRATEGIES, LLC
LPL FINANCIAL LLC
HURLEY INVESTMENTS, LLC
RETIREMENT SOLUTIONS INVESTMENTS, INC.
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.
EDWARD JONES
STATE FARM INVESTMENT MANAGEMENT CORP.
STRATEGIA INVESTMENTS, LLC
SANCTUARY ADVISORS, LLC
TUCKER ASSET MANAGEMENT LLC
SQUIRE WEALTH ADVISORS
AMERIPRISE FINANCIAL SERVICES, LLC
KEELER THOMAS MANAGEMENT LLC
U.S. BANCORP ADVISORS, LLC
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC

Investors

Jayden Alan Epperson
MICHELLE ELIZABETH REEDER
KIMBERLY ANN GRUBER MONK
JEFFREY VAUGHN RASBAND
NEIL HIATT HULLINGER
SPENCER L OMAN
Nicholas Langley Nadauld
Cooper Grant Sutton
Austin Jacob Seegmiller
KENNETH REID CUTHBERT
ROBERT SAULS COLLINS
DONALD R BENTLEY
MIRIAM VERENA RUSHTON
Randy ROGER Reid
DAVID S HULLINGER
MICHELLE Lee BENNETT
ZACHARY MECHAM
AISHA Lee YOUNG
Bennett Scott Hullinger
Cynthia Llewelyn
Neilson S Hullinger
CARTER MOFFITT
Jacob Gordon Turley
Brandon Ball
Michael Charles Bingham
BRUCE MATTHEW CHUGG
DAVID SHIPLEY
KEVE EVAN BYBEE
SPENCER RANDY ELLIS
MICHAEL BRYAN STRAIN
NATHAN DAVID ROBERTS
KEVIN MICHAEL HURLEY
ROBERT WILLIAM REID
SCOTT B WHARTON
MICHAEL H FRANDSEN
CHRISTOPHER DAVID MORRILL
TRAVIS MATTHEW EWELL
DARREN S WALKER
Justin S Holt
Bryan K Seastrand
CRAIG LEISHMAN BAUGH
Logan Avery
DAVID LEE WEST
JULIE CHRISTINE ANDERSON
WAYNE FREDRICK BARBEN
DWAYNE WHITTLE ASAY
DAVID LEWIS ARCHIBALD
GREGORY OSMOND HYDE
Matthew Thomas Hopkins
Phillip Scott Peine
NATHAN JOHN LARSEN
DAVID DREW BIGLER
Camille Crystal Fox
Kadin Gregory Bullock
TUCKER YOUNG MORIN
MARK LOTT
Nathaniel Eugene Evans
GABRIEL JOHN SMITH
DEREK CARL UNICE
JOHN LEONARD UNICE
Samantha Rasmussen
MARK EARNEST MYERS
MEGAN LYNN MYERS

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