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Best financial advisors in South Ogden, UT

Registered advisers within 25 miles of South Ogden, UT.

Offices
156
Firms
70
Combined AUM
$8.52T
Firm-wide filings, not assets booked only here
Clients
963K
962,790 clients when Item 5C has a number
Avg / client
$8.85M
Combined AUM ÷ clients

Nearby offices

Firms

SPC
OSAIC WEALTH, INC.
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
EDWARD JONES
LPL FINANCIAL LLC
EAGLE STRATEGIES LLC
U.S. BANCORP ADVISORS, LLC
VANTAGE POINT MANAGEMENT, INC.
J.P. MORGAN SECURITIES LLC
KEY INVESTMENT SERVICES LLC
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
WELLS FARGO CLEARING SERVICES, LLC
CETERA INVESTMENT ADVISERS LLC
ASCEND INVESTMENT PARTNERS
AXXCESS WEALTH MANAGEMENT, LLC

Investors

TIMOTHY LEE PEARSON
MATTHEW ALLEN TAGGART
ROYCE JACK RICHARDS
Kirk Rolland Johnson
Sharilyn S Gamble
RYAN JAN TURNER
DIANE SINGLETON ALLEN
KENNETH RICKS RICHEY
Jennifer Lakman
Lisa Anne Wandrey
Dwayne Wright Mitchell
MICHAEL DEE MINNOCH
Denim Wyatt Simper
Bodi Rhees Nageli
MARK THOMAS MCFARLAND
Victor Taylor Caron
Corey James Conway
Scott Ryan Gonzales
Craig F Umbrell
JOHN DAVID GORDON
MARLI J MERRILL
JONATHAN B ADAMS
Richard R Horlacher
Jay D Wamsley
MICHAEL CALL
MICHAEL D ROLLO
Amy Regina Moss
Porter Brenchley
MICAH GRANT SCHEINBERG
LARA DEPPE
Timothy Victor Ludlum
Jordan A Wamsley
Jon S Wilson
MARK PARKER RICKS
REBECCA LYNN SHEA
ROBERT PAUL HENNEBERGER
MICHAEL JAY HANEY
CLARK FRANCIS ULRICH
BLAKE JARED NELSON
TONYA ANN CUMMINGS
BRENT WARD KELLER
CHRISTOPHER DEAN KESLER
DARCY JONES WRIDE
GARRETT GILL SMITH
Thomas Bart Tucker
James S Packard
JACOB EPHIM BROWN
DAVID FORREST MILLHEIM

Within 25 miles of South Ogden, UT, Best Investors lists 70 registered investment advisory firms with 156 offices nearby, managing about $8.52T in combined regulatory AUM across 962,790 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 Ogden

Ranked by regulatory AUM. AUM is firm-wide, not only this area.

1 MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED 16,844 clients · 26.7K advisers $1.78T AUM 2 STRATEGIC ADVISERS LLC 17,518 clients · 17.7K advisers $1.37T AUM 3 EDWARD JONES 28,751 clients · 24.6K advisers $1.01T AUM 4 LPL FINANCIAL LLC 209,600 clients · 24.4K advisers $819B AUM 5 WELLS FARGO ADVISORS 5,302 clients · 15.3K advisers $671B AUM 6 AMERIPRISE FINANCIAL SERVICES, LLC 124,349 clients · 13.6K advisers $660B AUM 7 J.P. MORGAN SECURITIES LLC 407,036 clients · 14.8K advisers $430B AUM 8 ROBERT W. BAIRD & CO. INCORPORATED 19,985 clients · 2,677 advisers $394B AUM