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Best financial advisors in Provo, UT

Registered advisers within 25 miles of Provo, UT.

Offices
257
Firms
145
Combined AUM
$12.4T
Firm-wide filings, not assets booked only here
Clients
2.54M
2,544,494 clients when Item 5C has a number
Avg / client
$4.89M
Combined AUM ÷ clients

Nearby offices

Firms

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

Investors

ROBERT WILLIAM REID
SCOTT B WHARTON
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
Jayden Alan Epperson
MICHELLE ELIZABETH REEDER
KIMBERLY ANN GRUBER MONK
KEVE EVAN BYBEE
SPENCER RANDY ELLIS
MICHAEL BRYAN STRAIN
NATHAN DAVID ROBERTS
KEVIN MICHAEL HURLEY
Brandon Ball
Michael Charles Bingham
BRUCE MATTHEW CHUGG
DAVID SHIPLEY
MICHAEL H FRANDSEN
CHRISTOPHER DAVID MORRILL
TRAVIS MATTHEW EWELL
DARREN S WALKER
Trent Heber Colledge
TYLER LEE HUNT
Robert Andrew Nelson
Justin S Holt
Bryan K Seastrand
CRAIG LEISHMAN BAUGH
MARK LOTT
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
Nathaniel Eugene Evans
GABRIEL JOHN SMITH
DEREK CARL UNICE
JOHN LEONARD UNICE
Logan Avery
Samantha Rasmussen

Within 25 miles of Provo, UT, Best Investors lists 145 registered investment advisory firms with 257 offices nearby, managing about $12.4T in combined regulatory AUM across 2,544,494 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 Provo

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 LPL FINANCIAL LLC 209,600 clients · 24.4K advisers $819B AUM 7 WELLS FARGO ADVISORS 5,302 clients · 15.3K advisers $671B AUM 8 AMERIPRISE FINANCIAL SERVICES, LLC 124,349 clients · 13.6K advisers $660B AUM