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Best financial advisors in Sundance, UT

Registered advisers within 25 miles of Sundance, UT.

Offices
404
Firms
207
Combined AUM
$13.0T
Firm-wide filings, not assets booked only here
Clients
3.07M
3,065,740 clients when Item 5C has a number
Avg / client
$4.25M
Combined AUM ÷ clients

Nearby offices

Firms

DIVERSIFY WEALTH MANAGEMENT, LLC
COLE FINANCIAL ADVISORS, INC.
EDWARD JONES
EAGLE STRATEGIES LLC
SUMMIT WEALTH LLC
DIVERSIFY ADVISORY SERVICES, LLC
J. W. COLE ADVISORS, INC.
CETERA INVESTMENT ADVISERS LLC
TRANSAMERICA FINANCIAL ADVISORS, LLC
STATE FARM INVESTMENT MANAGEMENT CORP.
KEELER THOMAS MANAGEMENT LLC
SQUIRE WEALTH ADVISORS
TUCKER ASSET MANAGEMENT LLC
LPL FINANCIAL LLC
U.S. BANCORP ADVISORS, LLC

Investors

TODD MICHAEL NUTTALL
DAVID B GARDNER
CHRISTOPHER H COLE
EDWARD JOHNSON COLE
Steven Jay Monson
BRADLEY WAYNE COBB
Timothy Paul Barton
JAMES E SPAINHOWER
ADAM NATHAN TAYLOR
KENNETH G. BOWN
Kelby McMullin
Celeste Perian Kennard
Taylor Barry Olsen
Jacob Prior Sybrowsky
JASON LEE MCMULLIN
ALEX CLAYTON LONG
LAUREN ELIZABETH LOUCKS
Landon Wray
Derek Paul Farley
Ana Lilian Jovel
CHRISTIAN ALLEN WARD
Tyler Haskell
Brandon R Hill
Trevor Kuresa
Sarah Hindmarsh
Bryant Armstrong
Robert Eran Shelton
BRITAIN Josh BUEHLER
RONALD GREGORY SMITH
BRADLEY SPENCER WHITTAKER
CAILEN KEITH HAYES
KEVIN LEE GRENKO
DAVID KIM ANDERSON
ANDREW DAVID WELLNER
CARRIE LYNN HUGHES
Nathan Lee Grenko
CRAIG LEISHMAN BAUGH
Nathaniel Eugene Evans
GABRIEL JOHN SMITH
DEREK CARL UNICE
JOHN LEONARD UNICE
JULIE CHRISTINE ANDERSON
WAYNE FREDRICK BARBEN
DWAYNE WHITTLE ASAY
DAVID LEWIS ARCHIBALD
GREGORY OSMOND HYDE
Matthew Thomas Hopkins
Phillip Scott Peine
NATHAN JOHN LARSEN
DAVID DREW BIGLER
Camille Crystal Fox
Kadin Gregory Bullock
TUCKER YOUNG MORIN
DAVID LEE WEST
Christian Covey
Andrew Kenneth Walker
Jordan Michael Palmer
Samantha Rasmussen

Within 25 miles of Sundance, UT, Best Investors lists 207 registered investment advisory firms with 404 offices nearby, managing about $13.0T in combined regulatory AUM across 3,065,740 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 Sundance

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 CAPTRUST 963 advisers $1.24T AUM 4 EDWARD JONES 28,751 clients · 24.6K advisers $1.01T AUM 5 UBS FINANCIAL SERVICES INC. 18,245 clients · 9,839 advisers $916B AUM 6 LPL FINANCIAL LLC 209,600 clients · 24.4K advisers $819B AUM 7 WELLS FARGO ADVISORS 5,302 clients · 15.3K advisers $671B AUM 8 AMERIPRISE FINANCIAL SERVICES, LLC 124,349 clients · 13.6K advisers $660B AUM