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Best financial advisors in S Salt Lake, UT

Registered advisers within 25 miles of S Salt Lake, UT.

Offices
721
Firms
330
Combined AUM
$17.3T
Firm-wide filings, not assets booked only here
Clients
2.34M
2,341,608 clients when Item 5C has a number
Avg / client
$7.37M
Combined AUM ÷ clients

Nearby offices

Firms

LPL FINANCIAL LLC
J.P. MORGAN SECURITIES LLC
FINANCIAL ADVISORY SERVICES
RAINEY WEALTH MANAGEMENT LLC
CENTAURUS FINANCIAL, INC.
TINGEY ADVISORS INC
LUNT CAPITAL MANAGEMENT INC.
ATHOS PRIVATE WEALTH LLC
WELLS FARGO CLEARING SERVICES, LLC
COTTONWOOD ASSET MANAGEMENT LLC
SAX WEALTH ADVISORS, LLC
EDWARD JONES
LPL ENTERPRISE, LLC
COMMONWEALTH FINANCIAL NETWORK
RPG FAMILY WEALTH ADVISORY, LLC
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
MADDIX CAPITAL LLC
SOLITUDE WEALTH ADVISORS, LLC.
SPC

Investors

SPENCER ANDREW ORME
Kennedy Copeland-Wilson
TYLER KENT RAINEY
TRAVIS ROBERT CORNETT
NATHAN ROGERS WOODBURY
Conner Douglas Whipple
JOHN LARRY LUNT
RYAN GEORGE HESSENTHALER
JOSEPH J LUNT
ROBERT KENT SHATTUCK
Zachary Bryan Schelin
Alex Shigeta
Haylie Janet Mathis Lahtinen
CHELSEY ANN PACKER
NICHOLAS ALEXANDER SLEIMAN
MARCUS STEELE NELSON
DAREN SPENCER WRIGHT
RYAN CHRISTIAN O'SHEA
ROBIN JAYNE SHULMAN
PAUL NICHOLAS WINTER
Joshua Stephen Marx
DEREK JON ADAMS
JOHN ROBERT RAYBOULD
JARED SHELTON HORNER
TRAVIS WINDER NORDGREN
BRECK MARK FULLMER
Zachary Brian Bitner
CONNOR TERRY NORDGREN
MARCUS GIL PINNOCK
JONATHAN HAWKINS PINNOCK
PAUL NATHAN MATHEWSON
ERIC DAVIS WILLIAMS
SEAN T HOFFECKER
KAITLIN W COCHRAN
FRED G SCHEFFNER
JUSTIN GOFF BITNER
Tyler Austin Jones
Lamar Daniel Breshears
Tyler M Bishop
GREGORY NONDAS ROUMPOS
GEORGE ROUMPOS
KENT MANQING HU
Sidney Groutage
RYAN LANFORD COLLETTE
JORDAN LLOYD ALMA PRESTWICH

Within 25 miles of S Salt Lake, UT, Best Investors lists 330 registered investment advisory firms with 721 offices nearby, managing about $17.3T in combined regulatory AUM across 2,341,608 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 S Salt Lake

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 UBS FINANCIAL SERVICES INC. 18,245 clients · 9,839 advisers $916B AUM 7 LPL FINANCIAL LLC 209,600 clients · 24.4K advisers $819B AUM 8 ALLIANCEBERNSTEIN L.P. 16 clients · 538 advisers $763B AUM