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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

FIRST COMMAND ADVISORY SERVICES
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
EDWARD JONES
TRIAD WEALTH PARTNERS, LLC
AMERIPRISE FINANCIAL SERVICES, LLC
PROSPERITY CAPITAL ADVISORS
CENTAURUS FINANCIAL, INC.
PFS INVESTMENTS INC.
LPL FINANCIAL LLC
PEAK HORIZONS CAPITAL
TRANSAMERICA FINANCIAL ADVISORS, LLC
STATE FARM INVESTMENT MANAGEMENT CORP.
PROMONTORY FINANCIAL PLANNING, LLC
ONEAMERICA SECURITIES, INC.
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
J.P. MORGAN SECURITIES LLC

Investors

Michael Adam Lyon
Nathan Deone Perschon
Michael David Bunting
DALLIN JAMES WILCOX
RYAN GARY POLL
Skyler R Hardman
JON THOMAS HOOIMAN
Kelly E Dobson
JESSICA BONNETT
DEVIN WARREN CHOULES
Coleman Cordero
Jacob Lynn Fredrickson
STACEY LYNN FREDRICKSON
RORY RICHARD PETERSON
Shaun W Scott
Grace Nicholson
MYRON JAY BOUWHUIS
KELLY JOHN BARTON
JONATHAN Richard GATES
CHRISTOPHER M JANIK
ROYAL C KENNARD
SAMUEL R PAGET
Sheldon Bryce Walker
Deanne Argyle
JANET LISA SILOTTI
Spencer N Taggart
ROBYN D SIMONS
RON ROBERTSON VALENTINE
JACOB STANLEY MANN
JASON PHILIP OYLER
TROY BLAKE MATHEWS
ROBERT CROCKETT
Royal J Madison
Alexander G Lawrence
Ryan Dennis Peterson
Kevin T Salvatierra Castillo
TYSON S CAVE

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