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Best financial advisors in Springville, UT

Registered advisers within 25 miles of Springville, UT.

Offices
158
Firms
91
Combined AUM
$10.8T
Firm-wide filings, not assets booked only here
Clients
2.37M
2,371,116 clients when Item 5C has a number
Avg / client
$4.54M
Combined AUM ÷ clients

Nearby offices

Firms

STATE FARM INVESTMENT MANAGEMENT CORP.
EDWARD JONES
SUMMIT RIDGE ADVISORS
FIDUCIARY ORGANIZATION, LLC
J. W. COLE ADVISORS, INC.
CENTAURUS FINANCIAL, INC.
LIVET WEALTH, LLC
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
LPL FINANCIAL LLC
KESTRA PRIVATE WEALTH SERVICES, LLC
WELLS FARGO CLEARING SERVICES, LLC
SUNSET RETIREMENT ADVISORS LLC
BLUE DIAMOND CAPITAL INVESTMENT ADVISORS
CHUGG WEALTH STRATEGIES, LLC
HURLEY INVESTMENTS, LLC
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.

Investors

KOY DAVID JASPERSON
Chad Alan Looman
MATTHEW KAY STEWART
Ewan Morkel
Cambria Sue Smith
Richard Warren Bird
RYAN ANDREW LUNDQUIST
Wyatt Gordon Livingston
HYRUM LEGRAND SMITH
Quincey Hansen
CHRISTOPHER ANTHONY GREEN
TYLER JUSTIN ROMNEY
DAVID ALONZO BUSHMAN
EDWIN SOLORZANO
Tyler Mendenhall
Michael Lynn Mendenhall
Trent Heber Colledge
TYLER LEE HUNT
Robert Andrew Nelson
Jayden Alan Epperson
MICHELLE ELIZABETH REEDER
KIMBERLY ANN GRUBER MONK
Brandon Ball
Michael Charles Bingham
BRUCE MATTHEW CHUGG
DAVID SHIPLEY
KEVE EVAN BYBEE
SPENCER RANDY ELLIS
MICHAEL BRYAN STRAIN
NATHAN DAVID ROBERTS
KEVIN MICHAEL HURLEY
MICHAEL H FRANDSEN
CHRISTOPHER DAVID MORRILL
TRAVIS MATTHEW EWELL
DARREN S WALKER

Within 25 miles of Springville, UT, Best Investors lists 91 registered investment advisory firms with 158 offices nearby, managing about $10.8T in combined regulatory AUM across 2,371,116 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 Springville

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