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Best financial advisors in Anthem, AZ

Registered advisers within 25 miles of Anthem, AZ.

Offices
1,059
Firms
454
Combined AUM
$18.7T
Firm-wide filings, not assets booked only here
Clients
3.48M
3,484,033 clients when Item 5C has a number
Avg / client
$5.36M
Combined AUM ÷ clients

Nearby offices

Firms

EAGLE STRATEGIES LLC
STATE FARM INVESTMENT MANAGEMENT CORP.
EDWARD JONES
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
CETERA INVESTMENT ADVISERS LLC
LPL FINANCIAL LLC
PFG ADVISORS
WELLS FARGO CLEARING SERVICES, LLC
J. W. COLE ADVISORS, INC.
LUCAS RETIREMENT GROUP LLC
LILLIANO CAPITAL MANAGEMENT LLC
USAA INVESTMENT SERVICES COMPANY
J.P. MORGAN SECURITIES LLC

Investors

CHARAN J KHURANA
DEVIN REED SOTHAN
James Van Pelt
Kyle J West
Anthony Jay Hauseman
Jammie Christine Fort
Wendy S Ritchie
CATHERINE LEE SCRIVANO
GARY ALLEN YEAGER
REBECCA L WYATT
ANTHONY ROBERT DASTICE
AMOS LINGYUAN YU
JOHN ANDREW HASSLACHER
Sarah Finelli
Crystal Lorrain Barcello
Matthew Dodd
Micheal D Lucas
Jacob Matthew Johns
Ryan Arthur Rosenmeyer
JACOB N. PACINI
DAVID MICHAEL PARSONS
TIMOTHY ARTHUR KIESOW
NANCY LYNNE REAGAN
CHRISTOPHER ANDREW STOKES
ANTHONY M GARCIA
CATHERINE ANNE LOPEZ
JOHN F. DURHAM
TANYA LYNN HOLMESLEY
MARK RANDALL SHOULTZ
OLUSEUN OSARENREN EKUNWE
Harley Ray Samuelson
MATTHEW SCOTT ANDERSON
JUAN GUADALUPE CERDA
BRANDON LEE SLOTNESS
MARK JAMES ROGERS
DAVID WAYNE YORK
MALIA TRACY TANAKA
BRETT STEFFAN KALBFLEISCH
DANIEL FUENTES
JAY KLAVENE
TRAVIS PATRICK DOYLE
ALEKSANDRA KARAC
RUSSELL LEE TRAPP
DANIEL SANTOS SANTIBANEZ
Carolyn Marie Berenger

Within 25 miles of Anthem, AZ, Best Investors lists 454 registered investment advisory firms with 1,059 offices nearby, managing about $18.7T in combined regulatory AUM across 3,484,033 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 Anthem

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