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Best financial advisors in Pleasant View, UT

Registered advisers within 25 miles of Pleasant View, UT.

Offices
124
Firms
55
Combined AUM
$8.48T
Firm-wide filings, not assets booked only here
Clients
953K
953,075 clients when Item 5C has a number
Avg / client
$8.89M
Combined AUM ÷ clients

Nearby offices

Firms

TREK FINANCIAL
EDWARD JONES
LPL FINANCIAL LLC
PRAESIDEO MANAGEMENT, LLC
LEE MILES LLC
BEAM WEALTH ADVISORS, INC.
KEY INVESTMENT SERVICES LLC
HORACE MANN INVESTORS, INC.
THE KARRAS COMPANY, INC.
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
STATE FARM INVESTMENT MANAGEMENT CORP.
VON COLLN FINANCIAL GROUP
AXXCESS WEALTH MANAGEMENT, LLC

Investors

DAVID PAUL ANDERSEN
Benjamin Dennis Rowley
Michael Jared Frandsen
Susan Elizabeth Wade
Nathan Cade Odette
JEFFREY DON CLARK
Mason Buck Miles
LEE LINDSAY MILES
JOSEPH ANDREW DAVIS
AARON WAYNE SCHULER
Lance D Jacobsen
MATTHEW LAYNE MCFARLAND
RYAN RAND TINGEY
David James Isaacs
NATHAN JEFFREY CRESSALL
WILLIAM BRETT MERRELL
NOLAN ELDON KARRAS
BOYD RAYMOND HANSEN
BRETT NOLAN KARRAS
TRENT GLEN CHRISTOFFERSON
Griffen T MacLeod
KALLEE GENTA
JEFFREY KARL VON COLLN
GRANT Gammon ARCHER
Jessica Marie Boyer
DARREN CRAIG BOYER
DAVID FORREST MILLHEIM
MCKAYLIN ERYNN CROWLEY

Within 25 miles of Pleasant View, UT, Best Investors lists 55 registered investment advisory firms with 124 offices nearby, managing about $8.48T in combined regulatory AUM across 953,075 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 Pleasant View

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 STRATEGIC ADVISERS LLC 17,518 clients · 17.7K advisers $1.37T AUM 3 EDWARD JONES 28,751 clients · 24.6K advisers $1.01T AUM 4 LPL FINANCIAL LLC 209,600 clients · 24.4K advisers $819B AUM 5 WELLS FARGO ADVISORS 5,302 clients · 15.3K advisers $671B AUM 6 AMERIPRISE FINANCIAL SERVICES, LLC 124,349 clients · 13.6K advisers $660B AUM 7 J.P. MORGAN SECURITIES LLC 407,036 clients · 14.8K advisers $430B AUM 8 ROBERT W. BAIRD & CO. INCORPORATED 19,985 clients · 2,677 advisers $394B AUM