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Best financial advisors in SLC, UT

Registered advisers within 25 miles of SLC, 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

LPL ENTERPRISE, LLC
LUNT CAPITAL MANAGEMENT INC.
ATHOS PRIVATE WEALTH LLC
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
LPL FINANCIAL LLC
JHP PLANNING, LLC
J. W. COLE ADVISORS, INC.
COTTONWOOD ASSET MANAGEMENT LLC
SAX WEALTH ADVISORS, LLC
EDWARD JONES
COMMONWEALTH FINANCIAL NETWORK
RPG FAMILY WEALTH ADVISORY, LLC
SOLITUDE WEALTH ADVISORS, LLC.
STEWARD FINANCIAL SERVICES, LLC
PFS INVESTMENTS INC.

Investors

KENT MANQING HU
Sidney Groutage
JOHN LARRY LUNT
RYAN GEORGE HESSENTHALER
JOSEPH J LUNT
ROBERT KENT SHATTUCK
Zachary Bryan Schelin
Alex Shigeta
Haylie Janet Mathis Lahtinen
Michael Tibbitts
DAVID TERRY MACKAY
AARON VAL NEUENSWANDER
JOHN BEN NEUENSWANDER
WILLIAM CLAIN JAQUES
JARON HEBER POULSON
Lorraine A. Umberger
Quinn Daniel Campbell
Nathan Shelton Jackson
DAREN SPENCER WRIGHT
RYAN CHRISTIAN O'SHEA
ROBIN JAYNE SHULMAN
PAUL NICHOLAS WINTER
Joshua Stephen Marx
DEREK JON ADAMS
JOHN ROBERT RAYBOULD
JARED SHELTON HORNER
TRAVIS WINDER NORDGREN
BRECK MARK FULLMER
Zachary Brian Bitner
CONNOR TERRY NORDGREN
MARCUS GIL PINNOCK
JONATHAN HAWKINS PINNOCK
PAUL NATHAN MATHEWSON
ERIC DAVIS WILLIAMS
SEAN T HOFFECKER
KAITLIN W COCHRAN
FRED G SCHEFFNER
JUSTIN GOFF BITNER
Tyler Austin Jones
Lamar Daniel Breshears
GREGORY NONDAS ROUMPOS
GEORGE ROUMPOS
KAMRON PAUL JENSEN
BRANDEN BLAKE VERNON
DAVID T NOBLE

Within 25 miles of SLC, 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 SLC

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