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Best financial advisors in Woodland Hills, UT

Registered advisers within 25 miles of Woodland Hills, UT.

Offices
106
Firms
69
Combined AUM
$9.43T
Firm-wide filings, not assets booked only here
Clients
2.35M
2,353,095 clients when Item 5C has a number
Avg / client
$4.01M
Combined AUM ÷ clients

Nearby offices

Firms

RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
PROMONTORY FINANCIAL PLANNING, LLC
EDWARD JONES
WELLS FARGO CLEARING SERVICES, LLC
FIDUCIARY ORGANIZATION, LLC
LIVET WEALTH, LLC
SUMMIT RIDGE ADVISORS
LPL FINANCIAL LLC
STATE FARM INVESTMENT MANAGEMENT CORP.
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
KESTRA PRIVATE WEALTH SERVICES, LLC
HOLLOW TREE INVESTMENTS MANAGEMENT
CENTAURUS FINANCIAL, INC.
J. W. COLE ADVISORS, INC.
SUNSET RETIREMENT ADVISORS LLC

Investors

CHERI CLARK MEASOM
RICHARD CHASE WELLER
NANCY JOANNE DONNELLY
JOHN DUDLEY HOUCK
Tyler Mendenhall
Michael Lynn Mendenhall
EDWIN SOLORZANO
Ewan Morkel
Wyatt Gordon Livingston
HYRUM LEGRAND SMITH
Quincey Hansen
MATTHEW KAY STEWART
TYLER JUSTIN ROMNEY
Cambria Sue Smith
CHRISTOPHER ANTHONY GREEN
Garrett Rick Chesnut
DAVID ALONZO BUSHMAN
Chad Alan Looman
KOY DAVID JASPERSON
RYAN ANDREW LUNDQUIST
Richard Warren Bird
Trent Heber Colledge
TYLER LEE HUNT
Robert Andrew Nelson
Jayden Alan Epperson
MICHELLE ELIZABETH REEDER
KIMBERLY ANN GRUBER MONK

Within 25 miles of Woodland Hills, UT, Best Investors lists 69 registered investment advisory firms with 106 offices nearby, managing about $9.43T in combined regulatory AUM across 2,353,095 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 Woodland Hills

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 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