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Best financial advisors in West Bountiful, UT

Registered advisers within 25 miles of West Bountiful, UT.

Offices
709
Firms
305
Combined AUM
$15.9T
Firm-wide filings, not assets booked only here
Clients
2.34M
2,341,953 clients when Item 5C has a number
Avg / client
$6.81M
Combined AUM ÷ clients

Nearby offices

Firms

WELLS FARGO CLEARING SERVICES, LLC
WEALTH MODE
SG TRADING SOLUTIONS, LLC
SUMMIT GLOBAL INVESTMENTS, LLC
LPL FINANCIAL LLC
LEGACY WEALTH MANAGEMENT, LLC
STATE FARM INVESTMENT MANAGEMENT CORP.
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
PFS INVESTMENTS INC.
BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC.
CETERA INVESTMENT ADVISERS LLC
STRATEGIC PLANNING GROUP
MAXIMUS WEALTH ADVISORS
BROOKSTONE WEALTH ADVISORS, LLC
EDWARD JONES
ABLE & STRONG ADVISORS, INC.

Investors

MICHAEL ADAM PACE
GREGORY CLYDE RUDD
Justin Richard Chidester
SYLVAIN DAVID TEMPLEMAN
JANET LEE
RONALD SCOTT MEANS
PAUL FRANKLIN PAXTON
JEREMY BRIAN EVANS
CHRISTOPHER LAYTON CLARIDGE
TREVOR BLAINE THOMPSON
NATHAN ELDON TANNER DRIGGS
Lina Kuang-Chan
Aash Michael Shah
JEREMY TODD LYTLE
Bret Thomas Crowe
IZABELA BETLINSKA
David Lawrence
ALICIA C CRUZ JONES
Terry Samuel Hatch
Matthew Harden
James Golden Moore
Joseph Christopher Smith
TRAVIS RAY CHRISTIANSEN
HEATHER MARIE CHURCH
Daniel PATRICK Congram
SHARALEE ELIZABETH PEDERSON
KRISTI LEE SORENSEN
MARLOW LYNN FELTON
ROBERT SCOTT OLAH
SHIRLEY SI CHENG
MARLYS ANN NASH
KEITH MILTON CROGAN
JEFFREY ALAN TAYLOR
Seth Michael Griffin
Jeremy Alan Nansen
Dallas S Davies
JOHN WESLEY MCGEHEE
TIMOTHY IRVING SHUMWAY
DAVID LEE HARDEN
ROBIN MECHLOWITZ KAUKONEN
ROBERT STEVEN FARRELL
JEFFREY JOHN COX
CHRISTOPHER PHILIP ERVIN
RICHARD LEE THAWLEY
ANTHONY SCOTT KNAUBERT
MARK DOUGLAS JONES
Nathan Elijah de la Cruz
ADAM B WRIGHT
AMY MELISSA BROWN
KELLY ANNE SAUDER
ANDREW CHILD
CHRISTOPHER JOSEPH MANNING
RICHARD LESLIE CUNNINGHAM
LEONARD LAMAR TAYLOR
Louis CHRISTIAN Stradling
HEIDI KAY CLARK
TOMMY CALL JENSEN
RICHARD PAUL CUNNINGHAM
SHERMAN PETERS JONES
JUSTIN J. WHEELER
JAMES STEWART STAATS
LAYNE CURTIS JENSEN
THIENSA T. NGUYEN
TERRY ELBERT WENGERT
Christopher Wayne Losey
ROBERT ANTHONY SALE
KERRI LEIGH FARREN
RICHARD KEITH BROWN
LINDSAY NELSON
LANCE K PACKER
Tamara Carbajal
Michael Allen Bloomer
Raymond HAO Wong
RONALD EDWARD GROVES
MINNY MOY HUNT
JORDAN ROMNEY CURTIS
Austin Orr
Lincoln Michael West
Joseph Fisher
James Matthew Culligan
JOLYN HACKING ELLIS
MARVIN TODD ELLIS
DOUGLAS KENT MABEY
LINDA SUE GEARY
RITA HEAGREN
JEFFREY J CASTOLENE
MICHAEL HESTNESS
BRIAN WILLIAM HUGHES
EARL LEE KERNS
CRAIG M FREDRICKSON
RYAN JOSEPH BOSWELL
WILLIAM JEFFREY DRAPER
RYAN EUGENE CRANER
THOMAS JAMES CRANER
ETHAN LATHAIR CALL
ALEXANDER GORDON CRANER
Mathew A. Park
JOHN MICHAEL PARK
JORDAN C BAILEY
Jeffrey David Shrives
MATTHEW SCOTT NEVE
CARL DAVID WOOLSTON
Seth Spencer Woolston
DAVID ROBERT PETERSEN
Erik B. Knutsen
MICHAEL BRETT SUTHERLAND
GREGORY REID MISENER
Sarah Kae Cox
KENT ARNOLD MISENER

Within 25 miles of West Bountiful, UT, Best Investors lists 305 registered investment advisory firms with 709 offices nearby, managing about $15.9T in combined regulatory AUM across 2,341,953 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 West Bountiful

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