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Best financial advisors in Sandy, UT

Registered advisers within 25 miles of Sandy, UT.

Offices
827
Firms
369
Combined AUM
$17.4T
Firm-wide filings, not assets booked only here
Clients
3.30M
3,296,886 clients when Item 5C has a number
Avg / client
$5.27M
Combined AUM ÷ clients

Nearby offices

Firms

DIVERSIFY WEALTH MANAGEMENT, LLC
CASULL FINANCIAL ADVISORY, LLC
STONECREEK WEALTH ADVISORS
EAGLE STRATEGIES LLC
LPL FINANCIAL LLC
J.P. MORGAN SECURITIES LLC
ONEDIGITAL
LPG CAPITAL MANAGEMENT
OSAIC WEALTH, INC.
PORTSIDE WEALTH GROUP, LLC
DIVERGENT WEALTH ADVISORS, LLC
WEALTHSPIRE RETIREMENT ADVISORY
D.A. DAVIDSON & CO.

Investors

Matthew Cordery Rigby
Robin Leon Andersen
GARY CURTIS WARNICA
KRISTA B BAKER
STEVEN JAMES CASULL
MARK KELLER LUND
Clinton Van Stosich
COLTON WOLFF READING
BARRETT LUND ETHINGTON
Benjamin Harold Pettit
ROBERT PAUL HARRINGTON
BERKLEY JOHN HANKS
Elias Hanks
Aryn Nelson
JOHN L HUTCHINGS
Ryan McLean Wilson
MICHAEL J RAWLINGS
Brayden DEXTER DALL
MICHAEL NEPHI ESSELMAN
Bradley Lloyd Davis
LEXIE ELISE Kershaw
SEAN JEFFREY FLETCHER
JERRY WAYNE ERICSON
Michael L Child
Michael Phillip Owen
Melissa Ann Child
Robert Merrill Lym
Matthew Edward Elson
ROBERT RANDALL GOGGINS
BRIAN NEIL SLADE
LEX JOHN DROLLINGER
JEFFREY CURTIS ROSKELLEY
BRADLEY JAY ALLEN
LARRY LIONEL KENDRICK
ALEXIS B SLADE
JOSHUA PAUL HARPER
Quinn Ringer
MANA ANGILAU
STEVEN CLAIRE FULLMER
CASEY DEWAYNE KOTTER
CORTNEY JAMES ALBANESE
SAMUEL CABOT CLARK
LES LEROY BARBER
Tyler Martin Ehninger
BROOKS EATON RINGER
RANDALL GREER SPARKS
Geoffrey Clarke Reeves
JORDAN RICHARD COLLINS
EASTON JEFFREY DICKSON
MICHAEL JARED BENSON
MICHAEL JOHN COAKLEY
TYLER JOSEPH PETTIT
STOCKTON MICHAEL SHAWN ENGER
RYAN DUNCAN
Melody Anne Ream
KYRA Ivania MONTES
KADEN MCKELL
Rizek Housari
DALLIN DELOY GRIFFIN
WILLIAM STREET
Brielle Renae Parkinson

Within 25 miles of Sandy, UT, Best Investors lists 369 registered investment advisory firms with 827 offices nearby, managing about $17.4T in combined regulatory AUM across 3,296,886 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 Sandy

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