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Best financial advisors in Salt Lake City, UT

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

Offices
763
Firms
341
Combined AUM
$19.8T
Firm-wide filings, not assets booked only here
Clients
3.30M
3,300,508 clients when Item 5C has a number
Avg / client
$6.00M
Combined AUM ÷ clients

Nearby offices

Firms

NIEMANN INVESTMENTS LLC
LPL FINANCIAL LLC
SIMPLE FINANCIAL, LLC
ELYSIUM WEALTH MANAGEMENT, LLC
PFS INVESTMENTS INC.
PORTFOLIO MEDICS, LLC
CETERA INVESTMENT ADVISERS LLC
EDWARD JONES
DIVERSIFY ADVISORY SERVICES, LLC
STEWARD FINANCIAL SERVICES, LLC
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
COLWYN INVESTMENTS LC

Investors

Todd Aaron Niemann
KAMRON PAUL JENSEN
NATHAN HATCH BILLETER
Justin Carlos Lizama
Marcus Jay Erwin
Gerald Olsen
LAWRENCE WAYNE GRAY
Kristopher Robert Wilson
Ryan K Anderson
Dylan Jesse Ricord
KYLE SNOW FITZGERALD
JOHN WESLEY CARRINGTON
Alan Paul Fletcher
JOHN STEVEN BERGQUIST
JEFFREY SCOTT WOOD
TYLER ALLEN THOMAS
JEFF E BUSCH
Ryan Thomas Weigel
Anthony James Schwab
Colby Mallett
Taylor Judy Waldron
Kevin Shane Golding
JOHN KARL RICE
Elliot Porter Smith
Jason Haymore
Jason Sterzer
JILL NAOMI FLODEN
WARREN DOUGLAS READER
ROBERT C MADSEN
TIMOTHY ALAN HEATON
CASEY DALE REES
PAUL WILLIAM NEUENSWANDER
ZANE P HANZON
Chance Lynn Hiskey
Amy Jo Archibald
Brayden T Campbell
Alicia Tolley Allen
RUSSELL BOYD BUTLER
MITCHELL George PLANT
DAVID T NOBLE
BRANDEN BLAKE VERNON
RANDOLPH ALLEN FINNEMAN
Braydon McArthur
STERLING CHRISTEN JACK
Megan Jeanne Bennett
KIM MABEY BURGON

Within 25 miles of Salt Lake City, UT, Best Investors lists 341 registered investment advisory firms with 763 offices nearby, managing about $19.8T in combined regulatory AUM across 3,300,508 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 Salt Lake City

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

1 T. ROWE PRICE ASSOCIATES, INC. 83 clients · 235 advisers $2.20T AUM 2 MORGAN STANLEY 416,984 clients · 24.0K advisers $1.96T AUM 3 MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED 16,844 clients · 26.7K advisers $1.78T AUM 4 STRATEGIC ADVISERS LLC 17,518 clients · 17.7K advisers $1.37T AUM 5 CAPTRUST 963 advisers $1.24T AUM 6 EDWARD JONES 28,751 clients · 24.6K advisers $1.01T AUM 7 UBS FINANCIAL SERVICES INC. 18,245 clients · 9,839 advisers $916B AUM 8 LPL FINANCIAL LLC 209,600 clients · 24.4K advisers $819B AUM