Best Investors Account Sign in

Best financial advisors in West Haven, UT

Registered advisers within 25 miles of West Haven, UT.

Offices
151
Firms
71
Combined AUM
$8.76T
Firm-wide filings, not assets booked only here
Clients
1.13M
1,134,456 clients when Item 5C has a number
Avg / client
$7.72M
Combined AUM ÷ clients

Nearby offices

Firms

LEE MILES LLC
LPL FINANCIAL LLC
THE KARRAS COMPANY, INC.
BEAM WEALTH ADVISORS, INC.
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
STATE FARM INVESTMENT MANAGEMENT CORP.
TREK FINANCIAL
VON COLLN FINANCIAL GROUP
KOVACK ADVISORS, INC.
MOMENTUM INDEPENDENT NETWORK INC.
EDWARD JONES
AXXCESS WEALTH MANAGEMENT, LLC
AMERIPRISE FINANCIAL SERVICES, LLC

Investors

Mason Buck Miles
LEE LINDSAY MILES
Lance D Jacobsen
WILLIAM BRETT MERRELL
NOLAN ELDON KARRAS
BOYD RAYMOND HANSEN
BRETT NOLAN KARRAS
Nathan Cade Odette
JOSEPH ANDREW DAVIS
AARON WAYNE SCHULER
TRENT GLEN CHRISTOFFERSON
KALLEE GENTA
DAVID PAUL ANDERSEN
JEFFREY KARL VON COLLN
GRANT Gammon ARCHER
Derek Kim Checketts
JOHN ROLAND TAYLOR
ALLEN LEE STANSFIELD
JACOB EPHIM BROWN
Jessica Marie Boyer
DARREN CRAIG BOYER
Benjamin Dennis Rowley
Michael Jared Frandsen
Susan Elizabeth Wade
DAVID FORREST MILLHEIM
MCKAYLIN ERYNN CROWLEY
Michael J Maddocks

Within 25 miles of West Haven, UT, Best Investors lists 71 registered investment advisory firms with 151 offices nearby, managing about $8.76T in combined regulatory AUM across 1,134,456 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 Haven

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 STRATEGIC ADVISERS LLC 17,518 clients · 17.7K advisers $1.37T 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