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Best financial advisors in West Point, UT

Registered advisers within 25 miles of West Point, UT.

Offices
164
Firms
72
Combined AUM
$9.32T
Firm-wide filings, not assets booked only here
Clients
968K
968,105 clients when Item 5C has a number
Avg / client
$9.62M
Combined AUM ÷ clients

Nearby offices

Firms

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

Investors

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

Within 25 miles of West Point, UT, Best Investors lists 72 registered investment advisory firms with 164 offices nearby, managing about $9.32T in combined regulatory AUM across 968,105 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 Point

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 RAYMOND JAMES & ASSOCIATES, INC. 2,231 clients · 5,941 advisers $501B AUM 8 J.P. MORGAN SECURITIES LLC 407,036 clients · 14.8K advisers $430B AUM