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Best financial advisors in Spanish Fork, UT

Registered advisers within 25 miles of Spanish Fork, UT.

Offices
184
Firms
115
Combined AUM
$11.1T
Firm-wide filings, not assets booked only here
Clients
2.54M
2,542,762 clients when Item 5C has a number
Avg / client
$4.38M
Combined AUM ÷ clients

Nearby offices

Firms

PROMONTORY FINANCIAL PLANNING, LLC
EDWARD JONES
WELLS FARGO CLEARING SERVICES, LLC
HOLLOW TREE INVESTMENTS MANAGEMENT
LPL FINANCIAL LLC
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
KESTRA PRIVATE WEALTH SERVICES, LLC
LIVET WEALTH, LLC
STATE FARM INVESTMENT MANAGEMENT CORP.
FIDUCIARY ORGANIZATION, LLC
SUMMIT RIDGE ADVISORS
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
CENTAURUS FINANCIAL, INC.
J. W. COLE ADVISORS, INC.
SUNSET RETIREMENT ADVISORS LLC

Investors

JOHN DUDLEY HOUCK
Tyler Mendenhall
Michael Lynn Mendenhall
EDWIN SOLORZANO
TYLER JUSTIN ROMNEY
CHRISTOPHER ANTHONY GREEN
DAVID ALONZO BUSHMAN
Wyatt Gordon Livingston
HYRUM LEGRAND SMITH
Quincey Hansen
Cambria Sue Smith
Ewan Morkel
MATTHEW KAY STEWART
Chad Alan Looman
KOY DAVID JASPERSON
CHERI CLARK MEASOM
RICHARD CHASE WELLER
NANCY JOANNE DONNELLY
RYAN ANDREW LUNDQUIST
Richard Warren Bird
Jayden Alan Epperson
MICHELLE ELIZABETH REEDER
KIMBERLY ANN GRUBER MONK
Trent Heber Colledge
TYLER LEE HUNT
Robert Andrew Nelson
JEFFREY VAUGHN RASBAND
NEIL HIATT HULLINGER
SPENCER L OMAN
Nicholas Langley Nadauld
Cooper Grant Sutton
Austin Jacob Seegmiller
KENNETH REID CUTHBERT
ROBERT SAULS COLLINS
DONALD R BENTLEY
MIRIAM VERENA RUSHTON
Randy ROGER Reid
DAVID S HULLINGER
MICHELLE Lee BENNETT
ZACHARY MECHAM
AISHA Lee YOUNG
Bennett Scott Hullinger
Cynthia Llewelyn
Neilson S Hullinger
CARTER MOFFITT
Jacob Gordon Turley

Within 25 miles of Spanish Fork, UT, Best Investors lists 115 registered investment advisory firms with 184 offices nearby, managing about $11.1T in combined regulatory AUM across 2,542,762 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 Spanish Fork

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 EDWARD JONES 28,751 clients · 24.6K advisers $1.01T AUM 5 LPL FINANCIAL LLC 209,600 clients · 24.4K advisers $819B AUM 6 WELLS FARGO ADVISORS 5,302 clients · 15.3K advisers $671B AUM 7 AMERIPRISE FINANCIAL SERVICES, LLC 124,349 clients · 13.6K advisers $660B AUM 8 RAYMOND JAMES & ASSOCIATES, INC. 2,231 clients · 5,941 advisers $501B AUM