Best Investors Account Sign in

Best financial advisors in West Valley, UT

Registered advisers within 25 miles of West Valley, UT.

Offices
671
Firms
300
Combined AUM
$16.9T
Firm-wide filings, not assets booked only here
Clients
3.30M
3,295,654 clients when Item 5C has a number
Avg / client
$5.13M
Combined AUM ÷ clients

Nearby offices

Firms

SEPIO CAPITAL, LP
EDELMAN FINANCIAL ENGINES
WELLS FARGO CLEARING SERVICES, LLC
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC
AG FINANCIAL
TWIN PEAKS WEALTH MANAGEMENT LLC
EMPIRICAL WEALTH MANAGEMENT
EQUITABLE ADVISORS, LLC
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
NILSINE PARTNERS, LLC
MERCER GLOBAL ADVISORS INC.
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.
LUNT CAPITAL MANAGEMENT INC.

Investors

DONALD BRADFORD EDGREN
Hyuk Sun Kwon
CHRISTOPHER DAVID BARLOW
JOHN HERBERT BEATSON
JOSHUA ROGER CARTER
STEVEN WILLIAM EDGREN
KING CHUN HUNG
HANSEN N RINGER
Supreet Subodh Shah
Mitchell John Rencher
Joseph Robert Harvey
Alexander Rahm
Anna Call
Blair Briggs Neeleman
BONNIE JEAN BAKALAR
GARRETT BENJAMIN HILL
Jackson Phillip Casper
ROGER ASHTON CARTER
GABRIEL M MAIRES
AMY CLINGENPEEL DIAMOND
TRAVIS OWENS GRAY
ROBERT William INGLES
CHRISTOPHER WILLIAM LUCKY
JEREMY KIRK LARSON
PAUL BITHELL
STEVEN G SIMON
JASON BEAL
RYAN PAUL WITHERS
YUSIF SEYIDOV
JEREMY ARAGON
DUSTIN THATCHER
JACK VANGEMERT
ZERYCK RUSSON
JEFFREY WARNE
ROBERT LANCE EDDINGTON
BRENT ALAN FRANK
WESLEY JAY MICHAELSON
MARY LYNN DALTON ALLRED
MICHAEL OLSEN
JOHN R PAULUS
SHERYL STONEKING
BRUCE WILLIAM CHAPMAN
SUANN JORGENSEN POTTER
RUSSELL G PIERCE
TYLER NELSON
REBEKAH KEMP
BRADY NELSON
WESLEY KELSEY
JAMES LATA
BRANDON WATSON
VIRGIL BURCH
ERIC PARKER CHIDESTER
CHRISTOPHER JOHN HOWARD
COLE JAMES BARBER
CONNOR JUDSON DEUEL
MATTHEW KUSTO
Carlos Andres Nunez
TREVIN DORIUS
FORREST R MARCHMAN
RICHARD DONALD STOUT
MARCOS JARQUIEN MCCORRISTIN
JOSHUA DENNIS PETERSEN
KEVIN MICHAEL DICIANNA
DOUGLAS SHAWN MCLEAN
R CHRISTIE SIDDOWAY
JOHN M HALL
JEFFREY BOYD HURST
JOHN CHRISTIAN WEIDNER
NADEZHDA VLADLENOVNA LEAKE
CURTIS S. LEASURE
STEVEN KEDDINGTON DAVIS
DOUGLAS P BOWER
JAMES LOOMIS
RANDALL LEE TERRELL
JASON ADAM MATTHEWS
JASON TWITCHELL
TYREL FAWSON
ADAM DAVID PACE
WAEL SHREIBA
MILAD HABIB
KYLE GRIFFITHS
JEFFREY WILLARD
KEN HO
KELLY PARKINSON
JEFFREY KIRK HORMAN
KEVIN JAMES CIHLAR
ALLEN MARTIN
ANDRES O ACOSTA
JONATHAN RESABALA
Nathan P Farnsworth
NATHAN YORK
KOLTON CHATO
RYAN WILLIAMS
MATTHEW IROKU
MEGAN HEWETT
AIDAN MCCARTHY
JOSEPH NOVICK
ADAM DUNCAN
AUBREE N PENDLETON
MADELINE RODRIGUEZ
ALYSSA AUTUMN HUNGATE
GABRIEL ARRAK
KEANON LEE
KEVIN ANDELIN
MATTHEW BRAUN
BRADEN DANISE
BRANDON HOLSHOUSER
TIMOTHY VANAUSDAL
GABRIEL AMARAL
TRENT Joseph WHITE
HARRISON HOLMES
ANDREW MAXWELL ROGERS
JOSHUA HAGBERG
GLEB BELYY
Bryant Glen Saunders
SPENCER COX
SAMUEL Cholley STOVER
AERIEN DONN CONNELLEY
JOHN THOMAS FERRIER
GUY ALBERT THALLER
CYNTHIA EDNA MCHENRY
CURTIS C HANCOCK
CHARLEE L SHADOAN
MARIA GAIL GARNER
ALEJANDRO CHRISTOPHER CANTU-EATMON
THY DEW YAN
JUAN WILLIS
SPENCER HOPSON
SCYANNE FULLER
JACOB ZANDER
JOHN CISCO DIGIOVANNA
ALEX DEWEY
CHRISTIAN MORENO
DAVID REDDING
Kyle Donald Keim
JEREMY JAMES DEARDEN
JAKE SCOTT
PAULO LEDESMA
JACOB HAWKINS
MARK B WILSON
COLTON SNELLING
JESSE L AMAYA
BRUCE JOSEPH FENN
ANTHONY VADURRO
PAUL SEIBT
JAMES RILEY CASE MARTINEZ
MOSES GODWIN IBE
JOHN RYL-KUCHAR
NOHE MEZABAHENA
PETER FRICKE
ANGEL MARY MONTOYA
ANN LOUISE BARRUS
SUZANNE EYRE
GEORGE A ROBLES
CARY MICHAEL DALY
HUGO PALLARES
PARKER HENDRICKSON
THEOPHILUS ANIM
Tanner J Stoddard
Moises A Henriquez
DAVID ROYCE HANSEN
PETER W DONNELLON
GREYSON KALISA
Robert Lynn Bowen
GABRIELLE RIBAS
REAGAN MAE YOUNG
JEFFREY ALAN BROWN
DANIEL LITCHFIELD
CORBIN BRUCE BECKSTRAND
CHAD BAKER
TYLER KEYES
RHETT B BAILEY
AARON BRIAN GRAHAM
GREGORY INOUYE ODA
CHRISTOPHER S CHENEY
CAMERON D COLE
MICHAEL D HILL
MARC DAVID DREW
WILLIAM STEELE CROSWHITE
JOSEPH MARRINER NIELSON
Jake Robert Nelson
Bryan Dirk Debbink
Robert Walter Whiteley
Devin Jones
KYLE BRENT CHRISTENSEN
DANIEL WILLIAM MURDOCK
Cameron Wesley Leavitt
Joshua John Ames
RYAN KRISTOFER THRASHER
Daniel Brock Serdar
LUKE LATHAEL FRYER
Jeffery William Holmes
DEVIN B POPE
Riley Don Montague
Victoria E Ferguson
SAMUEL GUY PETERSON
JOHN LARRY LUNT
RYAN GEORGE HESSENTHALER
JOSEPH J LUNT

Within 25 miles of West Valley, UT, Best Investors lists 300 registered investment advisory firms with 671 offices nearby, managing about $16.9T in combined regulatory AUM across 3,295,654 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 Valley

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