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Best financial advisors in Rockville, UT

Registered advisers within 25 miles of Rockville, UT.

Offices
9
Firms
5
Combined AUM
$2.95T
Firm-wide filings, not assets booked only here
Clients
651K
650,689 clients when Item 5C has a number
Avg / client
$4.53M
Combined AUM ÷ clients

Nearby offices

Firms

WELLS FARGO CLEARING SERVICES, LLC
STATE FARM INVESTMENT MANAGEMENT CORP.
EDWARD JONES
LPL FINANCIAL LLC
J.P. MORGAN SECURITIES LLC

Investors

KYLE TAYLOR MELLING
Daniel Lozano
MARK RICHARD DRAWE
Jason Richardson
CARL ANDREW RUSSELL
JOSEPH AUSTIN ANDRUS
Wayne Evans
STEPHEN WILLIAM SKOKOS
Ryan Bessey

Within 25 miles of Rockville, UT, Best Investors lists 5 registered investment advisory firms with 9 offices nearby, managing about $2.95T in combined regulatory AUM across 650,689 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 Rockville

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 J.P. MORGAN SECURITIES LLC 407,036 clients · 14.8K advisers $430B AUM 5 STATE FARM INVESTMENT MANAGEMENT CORP. 7,142 advisers $12.9B AUM