Best financial advisors in Roy, UT

Registered advisers within 25 miles of Roy, UT.

Offices

156

Firms

71

Combined AUM

$8.72T

Firm-wide filings, not assets booked only here

Clients

963K

962,814 clients when Item 5C has a number

Avg / client

$9.06M

Combined AUM ÷ clients

Nearby offices

BEAM WEALTH ADVISORS, INC.

4640 SOUTH 3500 WEST SUITE 2
WEST HAVEN, UT 84401

THE KARRAS COMPANY, INC.

4695 SOUTH 1900 WEST SUITE 3
ROY, UT 84067

THE KARRAS COMPANY, INC.

4695 SOUTH 1900 WEST
ROY, UT 84067

LPL FINANCIAL LLC

4051 S 1900 W
ROY, UT 84067

LPL FINANCIAL LLC

1727 W 1800 N
CLINTON, UT 84015-8304

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

1917 W. 1800 N
CLINTON, UT 84015

EDWARD JONES

1448 N 2000 W STE 8
CLINTON, UT 84015

LEE MILES LLC

3084 S 1900 W SUITE A2
OGDEN, UT 84401

TREK FINANCIAL

3515 SOUTH 4625 WEST
WEST HAVEN, UT 84401

WELLS FARGO CLEARING SERVICES, LLC

279 N 2000 W
WEST POINT, UT 84015

TRIAD WEALTH PARTNERS, LLC

49 W 300 N
Clearfield, UT 84015

LPL FINANCIAL LLC

5025 S ADAMS AVENUE
OGDEN, UT 84403

MOMENTUM INDEPENDENT NETWORK INC.

3564 LINCOLN AVE SUITE 3B
OGDEN, UT 84401

LPL FINANCIAL LLC

3544 LINCOLN AVE STE 8
OGDEN, UT 84401

KOVACK ADVISORS, INC.

3520 Lincoln Ave. Suite 1
Ogden, UT 84401

STATE FARM INVESTMENT MANAGEMENT CORP.

555 E 5300 S Ste 2
Ogden, UT 84405

STATE FARM INVESTMENT MANAGEMENT CORP.

555 E. 5300 S. Ste. 1
Ogden, UT 84405

STATE FARM INVESTMENT MANAGEMENT CORP.

3848 Washington Blvd
Ogden, UT 84403-1749

PEAK HORIZONS CAPITAL

189 S STATE STREET 200-F
CLEARFIELD, UT 84015

TRANSAMERICA FINANCIAL ADVISORS, LLC

189 S STATE STREET STE 200
CLEARFIELD, UT 84015

Firms

BEAM WEALTH ADVISORS, INC.

THE KARRAS COMPANY, INC.

LPL FINANCIAL LLC

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

WELLS FARGO CLEARING SERVICES, LLC

TRIAD WEALTH PARTNERS, LLC

MOMENTUM INDEPENDENT NETWORK INC.

KOVACK ADVISORS, INC.

STATE FARM INVESTMENT MANAGEMENT CORP.

PEAK HORIZONS CAPITAL

TRANSAMERICA FINANCIAL ADVISORS, LLC

Investors

JOSEPH ANDREW DAVIS

AARON WAYNE SCHULER

WILLIAM BRETT MERRELL

NOLAN ELDON KARRAS

BOYD RAYMOND HANSEN

BRETT NOLAN KARRAS

Lance D Jacobsen

JACOB STANLEY MANN

Kevin T Salvatierra Castillo

STEPHANIE FERN JOHNSTON

Mason Buck Miles

LEE LINDSAY MILES

DAVID PAUL ANDERSEN

MICHAEL JAY HANEY

DENVER JULIAN MENDOZA

JESSICA BONNETT

DEVIN WARREN CHOULES

Stephen C Monsen

ALLEN LEE STANSFIELD

JOHN ROLAND TAYLOR

Derek Kim Checketts

Mina Camille Garner

MICHAEL GLEN MANGUM

ANGEL RAMON CHAPARRO

Kalum Raim Chaparro

CHRISTOPHER M JANIK

ROYAL C KENNARD

Sheldon Bryce Walker

Within 25 miles of Roy, UT, Best Investors lists 71 registered investment advisory firms with 156 offices nearby, managing about $8.72T in combined regulatory AUM across 962,814 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 Roy

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