Best Investors Account Sign in

Best financial advisors in Saratoga Springs, UT

Registered advisers within 25 miles of Saratoga Springs, UT.

Offices
729
Firms
325
Combined AUM
$16.7T
Firm-wide filings, not assets booked only here
Clients
3.29M
3,287,717 clients when Item 5C has a number
Avg / client
$5.09M
Combined AUM ÷ clients

Nearby offices

Firms

BRIGHTER RETIREMENT ADVISORS LLC
SWELL COLLECTIVE MANAGEMENT
TECH WEALTH, LLC
CAPITAL WEALTH, LLC
THISTLE CREEK CAPITAL, LLC
WEST RIM CAPITAL ASSOCIATES II, L.P.
REEF INVESTMENT MANAGEMENT LLC
KOHLER CAPITAL MANAGEMENT, LLC
B.O.S.S. RETIREMENT ADVISORS, LLC
STONEBRIAR WEALTH, LLC
SOLTIS INVESTMENT ADVISORS, LLC
FRAZIER GROUP MANAGEMENT, LLC
DRIVE WEALTH ADVISERS
M HOLDINGS SECURITIES, INC.
AMICUS FINANCIAL ADVISORS, LLC

Investors

DEVIN RAY PETERSON
Mary Amelia Carbine
Riley Hale
MICHAEL JOHN STEVENS
CHAD BRIAN AUSTIN
BRENT CASEY THOMPSON
CORY PAUL CARLING
Samuel Alejandro Rios-Lazo
KYLE ANDREW HUTCHINS
JOHN RYAN BROUGH
BRADY JAKE FULLER
CHRISTOPHER JOEL DOLAN
KELLY LISA HOLTMAN
David Whitworth
Melanie Colleen Tingey
Cameron Travis Rankin
Shay Nicole Nelson
Jonathan Albrethsen
Spencer Leon Felkins
JASON PATRICK WEAVER
CHARLES A MAYNES
BRENT RICHARD DEWSNUP
Robert Nelson Brantley
RYAN M LANDVATTER
Landry Leach
BRIAN WARD
BRANDON PHILIP OLSON
David James Boyd
Dennis W Larson
NATHAN SCOTT VOUGHT
Scott M Swanson
ANDREW JAMES WILLIAMS
John Stephan Gehrke
JULIA KATHRYN STEPPAN
TYLER REED SNOW
Adam Michael Lallas
WESTON HUBER
Cassidy Ann O'Brien
Adam David Mortensen
Gabriel Christian Baldonado
EDWARD DENNIS GRIFFIN
TYSON PAUL THACKER
KARLA GLOVER CHURCH
SKYLER CRAIG FREDRICKSON
RYAN THACKER
Austin Reed Thacker
HAYDEN RENNO ADAMS
Zachary Brett Mortensen
Garrett C Wozniak
JORDAN REED BROWN
Tyler David Huband
BORIS MANDICH
Kyler Krieg
Rachael Scott
Lisa Keleigh George
RYAN WILLIAMS
JOHN PRESTON BROUGH
Jordan Roy Watts
Joe Strom
GARY JOSEPH PREISSER
Selby Moleli Fauatea
Jacob Michael Taggart
Taylor David Acevedo
Karl David Tresner
Tyler Alec Jackson
JAY LAMARR WELLS
SCOTT MONS BROADBENT
LOWELL CHARLES CRABB
Joshua Davis Osmond
BRENTON M RIPLEY
ADAM KEELER JONES
James Kirk Hawker
Daniel Mark Wilson
Joshua M Ripley
MICHAEL DANIEL REID
KAIGE BYRON KORTH
JOSHUA PAUL COOMBS
Jeffrey Carl Ingersoll
RICHARD KEELER JONES
MICHAEL JONATHAN WALSH
Elias Stephen Patrick
TODD S SKOUSEN
GREGORY BEESLEY MAXWELL
DANIEL BEESLEY MAXWELL
Nicholas Vance Bodily
LARRY HOWLAND PETERSON
Marco Antonio Figueroa

Within 25 miles of Saratoga Springs, UT, Best Investors lists 325 registered investment advisory firms with 729 offices nearby, managing about $16.7T in combined regulatory AUM across 3,287,717 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 Saratoga Springs

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