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Best financial advisors in River Heights, UT

Registered advisers within 25 miles of River Heights, UT.

Offices
48
Firms
29
Combined AUM
$3.90T
Firm-wide filings, not assets booked only here
Clients
458K
458,108 clients when Item 5C has a number
Avg / client
$8.52M
Combined AUM ÷ clients

Nearby offices

Firms

WELLS FARGO CLEARING SERVICES, LLC
ADAMS WEALTH ADVISORS
CACHETECH
TRIVIUM CAPITAL PARTNERS, LLC
EDWARD JONES
J. W. COLE ADVISORS, INC.
PROMONTORY FINANCIAL PLANNING, LLC
ASCEND INVESTMENT PARTNERS
BEACON FINANCIAL PLANNING, LLC
LPL FINANCIAL LLC
PEAK INVESTMENT COACHING, LLC
DIVERSIFY ADVISORY SERVICES, LLC
HAROLD DANCE INVESTMENTS
RILEY S. CROSBIE ADVISORY, LLC

Investors

RANDY BRACKEN BERGER
PATRICK CORMAC MURPHY
Robert Bruce Reay
Douglas Bradley Peterson
Brooklyn Stevenson
DAVID PATRICK KASTNER
STEVEN CRAIG ADAMS
Scott Edward Leavitt
Braydon Barlow
Mitchell James Greene
MITCHELL R MONCUR
TREY J FARRER
Connor Francis Murphy
Michael Douglas Jewell
Daryl Dallas Arnell
Josh Alan Burningham
Brittany Chambers
Zachary B Arnell
Jason Kimber
ROSS MORRELL BOWEN
PAUL M. NORMAN
GARRETT GILL SMITH
MARK DAVID WEAVER
Nathan Thomas Salisbury
E. VANCE GRANGE
JON RYAN SHAFFER
JEFFREY DALE SALISBURY
MICHAEL ALLYN CARMICHAEL
Ryker Jason Woolsey
Whitney Hyer
Jeremy Andrew Day
SHANE ALLEN ROBBINS
DAVID MORRIS SHAPIRO
CHARLES ELMER SORENSEN
JACK W PETERSON
STEPHEN F NEELEY
AARON JAMES NEELEY
Patty Sui Bartholomew
GARRETT T ELLIS
DANIEL JOSEPH NEELEY
KristiLyn Wilkinson
KENT B HAUETER
Tron Michael Arnold
Eun Joo Kim Hamblin
Jordan John Castleton
RILEY STEVENS CROSBIE
Jaeden Gonzalez May
BRAD HESS

Within 25 miles of River Heights, UT, Best Investors lists 29 registered investment advisory firms with 48 offices nearby, managing about $3.90T in combined regulatory AUM across 458,108 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 River Heights

Ranked by regulatory AUM. AUM is firm-wide, not only this area.

1 EDWARD JONES 28,751 clients · 24.6K advisers $1.01T AUM 2 LPL FINANCIAL LLC 209,600 clients · 24.4K advisers $819B AUM 3 WELLS FARGO ADVISORS 5,302 clients · 15.3K advisers $671B AUM 4 AMERIPRISE FINANCIAL SERVICES, LLC 124,349 clients · 13.6K advisers $660B AUM 5 CETERA INVESTMENT ADVISERS LLC 24,019 clients · 10.8K advisers $257B AUM 6 OSAIC WEALTH, INC. 56,660 clients · 8,342 advisers $235B AUM 7 MML INVESTORS SERVICES, LLC 5,244 advisers $116B AUM 8 EP WEALTH ADVISORS 346 advisers $45.1B AUM