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Best financial advisors in Santaquin, UT

Registered advisers within 25 miles of Santaquin, UT.

Offices
95
Firms
64
Combined AUM
$10.3T
Firm-wide filings, not assets booked only here
Clients
1.02M
1,022,844 clients when Item 5C has a number
Avg / client
$10.0M
Combined AUM ÷ clients

Nearby offices

Firms

EDWARD JONES
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
PROMONTORY FINANCIAL PLANNING, LLC
WELLS FARGO CLEARING SERVICES, LLC
HOLLOW TREE INVESTMENTS MANAGEMENT
LPL FINANCIAL LLC
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
LIVET WEALTH, LLC
KESTRA PRIVATE WEALTH SERVICES, LLC
FIDUCIARY ORGANIZATION, LLC
SUMMIT RIDGE ADVISORS
STATE FARM INVESTMENT MANAGEMENT CORP.
CENTAURUS FINANCIAL, INC.
J. W. COLE ADVISORS, INC.
RETIREMENT SOLUTIONS INVESTMENTS, INC.

Investors

Garrett Rick Chesnut
CHERI CLARK MEASOM
RICHARD CHASE WELLER
NANCY JOANNE DONNELLY
JOHN DUDLEY HOUCK
Tyler Mendenhall
Michael Lynn Mendenhall
EDWIN SOLORZANO
TYLER JUSTIN ROMNEY
CHRISTOPHER ANTHONY GREEN
Wyatt Gordon Livingston
HYRUM LEGRAND SMITH
Quincey Hansen
DAVID ALONZO BUSHMAN
Ewan Morkel
MATTHEW KAY STEWART
Cambria Sue Smith
Chad Alan Looman
KOY DAVID JASPERSON
RYAN ANDREW LUNDQUIST
Richard Warren Bird
ADAM OBLAD
ROBERT WILLIAM REID
SCOTT B WHARTON

Within 25 miles of Santaquin, UT, Best Investors lists 64 registered investment advisory firms with 95 offices nearby, managing about $10.3T in combined regulatory AUM across 1,022,844 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 Santaquin

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 EDWARD JONES 28,751 clients · 24.6K advisers $1.01T AUM 5 LPL FINANCIAL LLC 209,600 clients · 24.4K advisers $819B AUM 6 WELLS FARGO ADVISORS 5,302 clients · 15.3K advisers $671B AUM 7 AMERIPRISE FINANCIAL SERVICES, LLC 124,349 clients · 13.6K advisers $660B AUM 8 RAYMOND JAMES & ASSOCIATES, INC. 2,231 clients · 5,941 advisers $501B AUM