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Best financial advisors in So Salt Lake, UT

Registered advisers within 25 miles of So Salt Lake, UT.

Offices
725
Firms
337
Combined AUM
$17.2T
Firm-wide filings, not assets booked only here
Clients
3.30M
3,296,820 clients when Item 5C has a number
Avg / client
$5.23M
Combined AUM ÷ clients

Nearby offices

Firms

WELLS FARGO CLEARING SERVICES, LLC
LPL FINANCIAL LLC
SPC
THE NORDEN GROUP LLC
CWM, LLC
JHP PLANNING, LLC
J. W. COLE ADVISORS, INC.
LPL ENTERPRISE, LLC
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC
NAVIGATE FINANCIAL LLC
MADDIX CAPITAL LLC

Investors

CHELSEY ANN PACKER
NICHOLAS ALEXANDER SLEIMAN
MARCUS STEELE NELSON
AARON VAL NEUENSWANDER
JOHN BEN NEUENSWANDER
WILLIAM CLAIN JAQUES
DAVID TERRY MACKAY
RYAN LANFORD COLLETTE
JORDAN LLOYD ALMA PRESTWICH
David Joseph Collette
RACHELLE MORRIS
Landon DeCoursey
JOSHUA MARTIN POTTS
AHLIN ROCHELLE HAFEN
BRENT ALAN COCHRAN
SIDNEY SORIA
JARON HEBER POULSON
Lorraine A. Umberger
Quinn Daniel Campbell
Nathan Shelton Jackson
STEPHEN WINSTON NOFFSINGER
KENT MANQING HU
Sidney Groutage
SUSAN C WIECK
DAVID WILLIAM REICHERT
HEIDI LEE FARRELL
BENJAMIN WEST DRIGGS
DENNIS MILTON BASSETT
Matthew John Phillips
Easton Bennett Allen
NATHAN D MURDOCK

Within 25 miles of So Salt Lake, UT, Best Investors lists 337 registered investment advisory firms with 725 offices nearby, managing about $17.2T in combined regulatory AUM across 3,296,820 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 So Salt Lake

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