Advisor directory / Utah

Financial advisors in Santa Clara, UT

2 active registered advisors in Santa Clara, UT — part of 3,859 across Utah.

The largest firms in Santa Clara

Ranked by the assets they manage.

T. Rowe Price Associates, Inc.1 advisor · $2.2T
Morgan Stanley394 advisors · $2.0T
Merrill Lynch, Pierce, Fenner & Smith Incorporated130 advisors · $1.8T
Strategic Advisers LLC1,208 advisors · $1.4T
Captrust10 advisors · $1.2T
Edward Jones161 advisors · $1.0T
UBS Financial Services Inc.25 advisors · $916B
LPL Financial LLC251 advisors · $819B
Alliancebernstein L.P.2 advisors · $763B
Wells Fargo Advisors311 advisors · $671B
Ameriprise Financial Services, LLC79 advisors · $660B
Raymond James & Associates, Inc.43 advisors · $501B

Advisors on file

Gavin Brent LambethLPL Financial LLC · Santa Clara
Lester Gay WestGeneos Wealth Management, Inc. · Santa Clara

Research the advisor and the investments

Source: SEC Investment Adviser Public Disclosure.

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