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Best financial advisors in Washington Terrace, UT

Registered advisers within 25 miles of Washington Terrace, UT.

Offices
155
Firms
70
Combined AUM
$7.18T
Firm-wide filings, not assets booked only here
Clients
957K
957,390 clients when Item 5C has a number
Avg / client
$7.50M
Combined AUM ÷ clients

Nearby offices

Firms

RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
KESTRA ADVISORY SERVICES, LLC
AMERIPRISE FINANCIAL SERVICES, LLC
STATE FARM INVESTMENT MANAGEMENT CORP.
LPL FINANCIAL LLC
EDWARD JONES
PETERSON WEALTH SERVICES INC.
CETERA INVESTMENT ADVISERS LLC
OSAIC WEALTH, INC.
SPC
EAGLE STRATEGIES LLC
MOMENTUM INDEPENDENT NETWORK INC.
KOVACK ADVISORS, INC.

Investors

Patrick James McGarry
David Kinkade Lamborn
Trevor Neal Knudtson
Chase Manning Flint
CHRISTOPHER JAMES GURNEE
Nicole J Opie
CHAD JACK WILLSON
JOHN CRAIG WILLSON
Ashley Marie Carrillo
Mina Camille Garner
MICHAEL GLEN MANGUM
Stephen C Monsen
Michael Paul Dyer
Alexander Witkowski
George Jason Duke
Jeffrey Warren Clark
SHAUN ROBERT PETERSON
MARGARET JANE PIGG
CADE S PETERSON
BILLY CADE PETERSON
CLARK FRANCIS ULRICH
RYAN JAN TURNER
DIANE SINGLETON ALLEN
MATTHEW ALLEN TAGGART
ROYCE JACK RICHARDS
Kirk Rolland Johnson
Sharilyn S Gamble
TIMOTHY LEE PEARSON
KENNETH RICKS RICHEY
ANGEL RAMON CHAPARRO
Kalum Raim Chaparro
ALLEN LEE STANSFIELD
JOHN ROLAND TAYLOR
Derek Kim Checketts

Within 25 miles of Washington Terrace, UT, Best Investors lists 70 registered investment advisory firms with 155 offices nearby, managing about $7.18T in combined regulatory AUM across 957,390 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 Washington Terrace

Ranked by regulatory AUM. AUM is firm-wide, not only this area.

1 MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED 16,844 clients · 26.7K advisers $1.78T AUM 2 EDWARD JONES 28,751 clients · 24.6K advisers $1.01T AUM 3 LPL FINANCIAL LLC 209,600 clients · 24.4K advisers $819B AUM 4 WELLS FARGO ADVISORS 5,302 clients · 15.3K advisers $671B AUM 5 AMERIPRISE FINANCIAL SERVICES, LLC 124,349 clients · 13.6K advisers $660B AUM 6 J.P. MORGAN SECURITIES LLC 407,036 clients · 14.8K advisers $430B AUM 7 ROBERT W. BAIRD & CO. INCORPORATED 19,985 clients · 2,677 advisers $394B AUM 8 RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC 5,542 clients · 6,614 advisers $390B AUM