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Best financial advisors in Salt Lake Cty, UT

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

Offices
731
Firms
328
Combined AUM
$17.2T
Firm-wide filings, not assets booked only here
Clients
2.34M
2,342,859 clients when Item 5C has a number
Avg / client
$7.34M
Combined AUM ÷ clients

Nearby offices

Firms

GLOBAL RETIREMENT PARTNERS LLC
MAXIMUS WEALTH ADVISORS
COTTONWOOD WEALTH STRATEGIES, LLC
PL WEALTH ADVISORS, LLC
TREK FINANCIAL
CREWE ADVISORS
THE PRUDENT PLANNER, LLC
TBL-VV, LLC
VELVET VENTURES, LLC
M3F, INC.
WEALTH FOUNDATIONS PARTNERS, LLC
ELEVATION CAPITAL PARTNERS, LLC
V2 MARKETS
TZERO CAPITAL PARTNERS, LLC
ALLIANCEBERNSTEIN L.P.
DAKOTA PACIFIC GLOBAL MACRO ADVISERS LP
GUARDIAN WEALTH MANAGEMENT
WASATCH HEALTH PARTNERS

Investors

EDWARD JORDAN WERTZ
JERE WADE ELBAKRI
BRAYDEN P EL-BAKRI
Bridger J El-Bakri
MATTHEW VALENTINE
Gary Wayne Pinkerton
BRYAN MICHAEL MCCLOSKEY
PATRICK H DONOHOE
THOMAS WAYNE YOUNG
Eric Patterson
Jennifer Steed
MATTHEW DONALD PAPPAS
THOMAS J PAPPAS
CHESLEY HICKEN ERICKSON
DARCEL DEE STUCKI
RYAN PAUL HALLIDAY
DANIEL DAVID SUDIT
DUSTIN CHAD THACKERAY
NICHOLAS JONES
Joshua Clark Kunzler
JARROD Nicholaus PERRY
JAMES FRANKLIN DAVENPORT
JASON RICHARD MILLER
MICHAEL PATRICK BENNETT
COREY T PEDERSON
MEGAN NIELSEN SLATTER
Travis McCann Peugnet
Marshall Christian Nelson
RYAN JACOB ANDERSON
Jesse Thomas Mitchell
Rylie Michelle Halliday
TANNER JAMES MCQUISTON
John Linel Larsen
ASHLEY ANN LANDON
Joshua Mark Hancock
Darren Jay Siegrist
NICHOLAS OWEN SMITH
Cade Stewart Mellies
JOHN MICHAEL DIEHL
WILLIAM CHESTER WALLER
Joanne Catherine Chapman
JAMES THOR ATCHLEY
WILLIAM WHITSEL BRYANT
JAMES PATRICK GREGG
MICHAEL CORDELL CHAPMAN
CONNOR MICHAEL HUMPHREY
Samuel Priday Walker
Tyler James Fowler
PHILLIP LANCE KOHLER
AARON PHILLIP HAVENS
MATTHEW A BELL
COLBY TODD BERG
EARL TODD BERG
BRIAN ERIC BARTON

Within 25 miles of Salt Lake Cty, UT, Best Investors lists 328 registered investment advisory firms with 731 offices nearby, managing about $17.2T in combined regulatory AUM across 2,342,859 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 Cty

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