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Best financial advisors in South Jordan, UT

Registered advisers within 25 miles of South Jordan, UT.

Offices
756
Firms
329
Combined AUM
$17.0T
Firm-wide filings, not assets booked only here
Clients
3.29M
3,289,762 clients when Item 5C has a number
Avg / client
$5.17M
Combined AUM ÷ clients

Nearby offices

Firms

IGNITE PLANNERS LLC
JRS WEALTH MANAGEMENT LLC
ASPEN RIDGE WEALTH MANAGEMENT, LLC
VITALITY CAPITAL MANAGEMENT, LLC
LPL FINANCIAL LLC
OSAIC ADVISORY SERVICES, LLC
KOVACK ADVISORS, INC.
AMERIPRISE FINANCIAL SERVICES, LLC
EDWARD JONES
S20 CAPITAL, LLC
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.
COIGN CAPITAL ADVISORS LLC
NAVIGATE PRIVATE WEALTH, LLC

Investors

KWINTONE WADE HOUBERG-LAWTON
Jacob Teancum Allred
JOEL DAVID SLATTER
CHACE TEJLER ADAMS
Stephen Mark Swensen
JEFFREY ROGER SEGELKE
Keaton Secretan
JACOB JEFF OYLER
Todd William Sirrine
SAMUEL T JONES
MATTHEW W ROMNEY
JAMES MARK RIGTRUP
MARIE SEABURY
SHAD MATTHEW EVANS
JONATHAN EDWARD EVANS
ROBERT IVAR SANDBERG
Brett Jon Cushing
ARCHIE REID TANAKA
Melinda Mills Cespedes
Kamron Sanders
Harrison Todd Ward
Samuel Marlow Slaugh
TINA LOUISE HESS
BENJAMIN ARTHUR CLIFFORD
Jordan Carter Allred
Samuel Scott Schofield
Marshall Okerlund
RICHARD H TANNER
Kyler Eric Brooksby
HEATHER MARIE SYRETT
Shirley Crosby Spencer
JAMES MATTHEW ZUNDEL
MICHAEL BRANDON RILEY
ADAM GAYLE LEFLER
STEPHEN MICHAEL SMITH
MARK HAROLD BURGON
DAVID ALEX BUNNELL
DAVID SCOTT BUNNELL
MURRAY JAY PETERS
Riley James Hendrickson

Within 25 miles of South Jordan, UT, Best Investors lists 329 registered investment advisory firms with 756 offices nearby, managing about $17.0T in combined regulatory AUM across 3,289,762 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 South Jordan

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