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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

TZERO CAPITAL PARTNERS, LLC
ALLIANCEBERNSTEIN L.P.
WEALTH FOUNDATIONS PARTNERS, LLC
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
WILSON FINANCIAL ADVISORS, INC.
THE PRUDENT PLANNER, LLC
TBL-VV, LLC
VELVET VENTURES, LLC
ROBERT W. BAIRD & CO. INCORPORATED
SOLTIS INVESTMENT ADVISORS, LLC
MEEDER PUBLIC FUNDS, INC.
WELLS FARGO CLEARING SERVICES, LLC
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
SQUIRE WEALTH ADVISORS
FORVIS MAZARS WEALTH ADVISORS, LLC
LPL FINANCIAL LLC
U.S. BANCORP ADVISORS, LLC

Investors

MATTHEW A BELL
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
LAURA LYNN Callahan
JOHN MICHAEL DIEHL
MARIA CELIA ACRICHE RECTO
Kellen C Robbins
MELISSA RENEE CLAYVILLE
JODI WHEELER
ALEX S WHEELER
JONATHON SCOTT BULT
GREGORY WILFORD AIKEN
Logan Richter Holbrook
RYAN BRADFORD ENNIS
NATHANIEL ROBERT BARTON
Ammon Lee Christensen
Samuel Barth Gardiner
JEDD MORGAN WILSON
MICHAEL DAVID TURVEY
DEREK EZRA TANUVASA
TIMOTHY MATTHEW BRANN
Joshua James Hamblin
Maggie Ryan Scanlon
Benjamin Ray Sehy
Leah Cogguillo
MICHAEL BENJAMIN JONES
CODY TJAS JOHNSON
Wade K. Watkins
Mitchell John Bertrand
ROBYN L MARTINEZ
Amy Lee McKenzie
Barbara Ann Kimball
TAYLOR C PARKIN
Gabe Hamideh
RUSSELL VAUGHN BAIRD
BRANDON MARSHALL BALTZELL

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