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Best financial advisors in W Valley City, UT

Registered advisers within 25 miles of W Valley City, UT.

Offices
669
Firms
299
Combined AUM
$16.7T
Firm-wide filings, not assets booked only here
Clients
3.30M
3,295,630 clients when Item 5C has a number
Avg / client
$5.07M
Combined AUM ÷ clients

Nearby offices

Firms

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
STATE FARM INVESTMENT MANAGEMENT CORP.
LPL FINANCIAL LLC
GO INVEST LLC
ENCORE RETIREMENT PLANNING, LLC
LPL ENTERPRISE, LLC
WELLS FARGO CLEARING SERVICES, LLC
CETERA INVESTMENT ADVISERS LLC
KEY INVESTMENT SERVICES LLC
U.S. BANCORP ADVISORS, LLC

Investors

THOMAS W WITHERS
Tanner Bruce Dorrance
VINCENT ANTHONY CAMPO
TERRELL MICHAEL PICKETT
BENJAMIN THOMAS ARMSTRONG
JEFFREY MICHAEL MEILING
Matthew S Carlson
Nathan J Garner
Kaden McCray Stout
Nathan Donald Beck
Taylor Hall
Clint Gates
Jesse Lugenbeel
OLGA LILIA SERRATO
RONALD TERRY FULLMER
MARCUS STEELE NELSON
STEPHEN ALBERT SHAKE
MICHAEL BENJAMIN BLACKHAM
AARON JAMES DAHLE
WILLIAM EDWARD LLOYD DAHLE
DEAN WALTER BOWEN
SAMUEL DAVID NIELSON
Benjamin James Bird

Within 25 miles of W Valley City, UT, Best Investors lists 299 registered investment advisory firms with 669 offices nearby, managing about $16.7T in combined regulatory AUM across 3,295,630 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 W Valley City

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 CAPTRUST 963 advisers $1.24T AUM 5 EDWARD JONES 28,751 clients · 24.6K advisers $1.01T AUM 6 UBS FINANCIAL SERVICES INC. 18,245 clients · 9,839 advisers $916B AUM 7 LPL FINANCIAL LLC 209,600 clients · 24.4K advisers $819B AUM 8 ALLIANCEBERNSTEIN L.P. 16 clients · 538 advisers $763B AUM