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Best financial advisors in Syracuse, UT

Registered advisers within 25 miles of Syracuse, UT.

Offices
275
Firms
133
Combined AUM
$13.9T
Firm-wide filings, not assets booked only here
Clients
1.77M
1,765,660 clients when Item 5C has a number
Avg / client
$7.85M
Combined AUM ÷ clients

Nearby offices

Firms

RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
STATE FARM INVESTMENT MANAGEMENT CORP.
LPL FINANCIAL LLC
WELLS FARGO CLEARING SERVICES, LLC
PEAK HORIZONS CAPITAL
TRANSAMERICA FINANCIAL ADVISORS, LLC
TRIAD WEALTH PARTNERS, LLC
EDWARD JONES
CENTAURUS FINANCIAL, INC.
PFS INVESTMENTS INC.
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
AMERIPRISE FINANCIAL SERVICES, LLC
PROSPERITY CAPITAL ADVISORS

Investors

ANDREW JACOB SHERMAN
Jennifer Mae Curtis
GLEN LYNN FORBES
RYAN RAND TINGEY
FRANK H GERECHT
MICHAEL JAY HANEY
DENVER JULIAN MENDOZA
CHRISTOPHER M JANIK
ROYAL C KENNARD
SAMUEL R PAGET
Sheldon Bryce Walker
Deanne Argyle
JANET LISA SILOTTI
JESSICA BONNETT
DEVIN WARREN CHOULES
Stuart Malan
Dan Johnston
STEPHANIE FERN JOHNSTON
MYRON JAY BOUWHUIS
REBECCA ANN KUSSEE
KRISDON LARSON KUSSEE
MICHAEL TODD GARY
BELINDA MARIE STANGER
KELLY FULLER
VALERIE KIMBLE
Kevin T Salvatierra Castillo
JACOB STANLEY MANN
Jared Wayne Davis
KELLY JOHN BARTON
JONATHAN Richard GATES
Coleman Cordero
Jacob Lynn Fredrickson
STACEY LYNN FREDRICKSON
RORY RICHARD PETERSON
Shaun W Scott
Grace Nicholson

Within 25 miles of Syracuse, UT, Best Investors lists 133 registered investment advisory firms with 275 offices nearby, managing about $13.9T in combined regulatory AUM across 1,765,660 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 Syracuse

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 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 ALLIANCEBERNSTEIN L.P. 16 clients · 538 advisers $763B AUM 8 WELLS FARGO ADVISORS 5,302 clients · 15.3K advisers $671B AUM