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Best financial advisors in Sunset, UT

Registered advisers within 25 miles of Sunset, UT.

Offices
161
Firms
70
Combined AUM
$9.37T
Firm-wide filings, not assets booked only here
Clients
1.37M
1,365,218 clients when Item 5C has a number
Avg / client
$6.86M
Combined AUM ÷ clients

Nearby offices

Firms

CENTAURUS FINANCIAL, INC.
PROSPERITY CAPITAL ADVISORS
BEAM WEALTH ADVISORS, INC.
THE KARRAS COMPANY, INC.
ONEAMERICA SECURITIES, INC.
EDWARD JONES
FINANCIAL NETWORK WEALTH ADVISORS LLC
FIRST COMMAND ADVISORY SERVICES
TRANSAMERICA FINANCIAL ADVISORS, LLC
LPL FINANCIAL LLC
STATE FARM INVESTMENT MANAGEMENT CORP.
J.P. MORGAN SECURITIES LLC
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
AMATEMINT GROUP, LLC
TREK FINANCIAL

Investors

JOHN ALLAN BRINKERHOFF
John Allan Taylor Brinkerhoff
Kimberly Ann Robinson
Grace Nicholson
JOSEPH ANDREW DAVIS
AARON WAYNE SCHULER
WILLIAM BRETT MERRELL
NOLAN ELDON KARRAS
BOYD RAYMOND HANSEN
BRETT NOLAN KARRAS
TROY BLAKE MATHEWS
ROBERT CROCKETT
Royal J Madison
Alexander G Lawrence
Ryan Dennis Peterson
Kelly E Dobson
SCOTT DOUGLAS CHESHIRE
Stephen David Thaeler
Bret Kelley
WILLIAM JOSEPH REYNOLDS
Michael Adam Lyon
Nathan Deone Perschon
Michael David Bunting
BOYD FREDERICK CURTIS
STEVEN JACE GARSIDE
JEFFREY LYNN BUNDERSON
DANIEL TRUJILLO
KRIS LAVAR STEVENSON
DARREN LOY PETERSON
JAMES EUGENE ORMSBEE
KEVIN JAMES LARSEN
Lance D Jacobsen
Spencer N Taggart
JASON PHILIP OYLER
TYSON S CAVE
DALLIN JAMES WILCOX
RYAN GARY POLL
Skyler R Hardman
JON THOMAS HOOIMAN
DAVID PAUL ANDERSEN
Mina Camille Garner

Within 25 miles of Sunset, UT, Best Investors lists 70 registered investment advisory firms with 161 offices nearby, managing about $9.37T in combined regulatory AUM across 1,365,218 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 Sunset

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 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