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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

RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
J. W. COLE ADVISORS, INC.
CETERA INVESTMENT ADVISERS LLC
TRANSAMERICA FINANCIAL ADVISORS, LLC
EDWARD JONES
EAGLE STRATEGIES LLC
COLE FINANCIAL ADVISORS, INC.
LPL FINANCIAL LLC
PORTSIDE WEALTH GROUP, LLC
JOSEPH M. LARSEN, C.P.A., P.C.
COMMONWEALTH FINANCIAL NETWORK
RAYMOND JAMES & ASSOCIATES, INC.
ACCUVEST GLOBAL ADVISORS, INC.
PARAGON WEALTH MANAGEMENT
ETHOS INVESTMENT MANAGEMENT LP
AFA FUND MANAGEMENT, LLC
HOLLOW TREE INVESTMENTS MANAGEMENT

Investors

MARK EARNEST MYERS
MEGAN LYNN MYERS
Robert Eran Shelton
BRITAIN Josh BUEHLER
RONALD GREGORY SMITH
BRADLEY SPENCER WHITTAKER
CAILEN KEITH HAYES
KEVIN LEE GRENKO
DAVID KIM ANDERSON
ANDREW DAVID WELLNER
CARRIE LYNN HUGHES
Nathan Lee Grenko
Lucille Ellen Lambert
BRADLEY WAYNE COBB
Steven Jay Monson
CHRISTOPHER H COLE
EDWARD JOHNSON COLE
Christian Covey
Andrew Kenneth Walker
Jason Robert Jones
KURT HAROLD BROWN
RODNEY AUSTIN WALKER
Eric Dean Stuart
Jeffrey Robert Hurst
Catherine Audrey White
JACOB PERRY CAZIER
Eric Barnes
Randy Chance Hyer
Jeffrey Ray Wangsgard
WARREN CRAIG JUDD
ADAM SCOTT GRAVES
STACI ANN COMPAGNO
CHARLES RYAN DUNN
CHRISTOPHER SEAN COX
JACOB ANTHONY RUST
KYLER J REDDER
PAUL WESTON SAUNDERS
ISAAC JESS HUETHER
Adam Keith McKell
Joshua Ian Thayne
Timothy Warren Whipple
ALYSSA MOORE
Melinda Kaye Perez
Treyton W Walker
SCOTT MARTIN STEPHAN
JASON CARLYLE SEYMOUR
Jeremy Rich Johnston
Sean Patrick Heney
WILLIAM TRAVIS SNIDER
Aaron Mark McKell
Aaron Bradley Larson
PAUL GORDON EWELL
Jeffrey Brent Johnson
Bret Philip Bryce
KIMBERLY KAY DOLEMAN
RICHARD GORDON ROGERS
Robert Edward Huett
Marissa Emily Smith
Scott Davis
Gary Adam Davis
MARSHALL MCKAY NIELSON
Steven PHILIP Kingrey
Chuk Nyion Che
Logan Seth ReidReynoso
WILLARD LANCE SCOTT
TARL CRUZ REYNOSO
JOSEPH MARTIN LARSEN
GREGORY S MERRILL
Treven Anderson
Scott Peck
Zander Alvin Coombs
ROGER LYNN MERRILL
Michael Garrett
RICK KARL SKOUSEN
Matthew Cole Evans
Jens Jensen
MAX RUSSO
TODD ALAN MOULTON
SHERIANN JARRETT HULET
DAVID ALLEN YOUNG
NATHAN DALE WHITE
KANEIL MENLOVE

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