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Best financial advisors in Carefree, AZ

Registered advisers within 25 miles of Carefree, AZ.

Offices
995
Firms
444
Combined AUM
$18.6T
Firm-wide filings, not assets booked only here
Clients
3.26M
3,262,559 clients when Item 5C has a number
Avg / client
$5.69M
Combined AUM ÷ clients

Nearby offices

Firms

BEACON POINTE ADVISORS, LLC
OSAIC WEALTH, INC.
RAINTREE CAPITAL MANAGEMENT LLC
STONE ISLAND FINANCIAL PLANNING
HERITAGE FAMILY OFFICES, LLP
JCG CAPITAL
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC
STATE FARM INVESTMENT MANAGEMENT CORP.
GENEOS WEALTH MANAGEMENT, INC.
NETVEST FINANCIAL, L.L.C.
CETERA INVESTMENT ADVISERS LLC
TOTAL INVESTMENT MANAGEMENT, INC.
EDWARD JONES
PFG ADVISORS

Investors

ANDREW RICHARD REINHARDT
ERIC LEE NEWBY
Grant Raymond Lyon
Robyn Michelle Gerke
Jacob R. Heisler
JOHN ARMISTEAD THOMAS
Karlie Diane Achenbach
KENNETH BRIAN KANN
CHRISTOPHER FRANK PALERMO
LANDEN LEON LUNSWAY
ANDREW BRIAN SALTZMAN
BRUCE ALAN MEYER
MATTHEW JOHN ARMISTEAD
BRIAN LAWRENCE COUGHLAN
REBECCA MINCH TORNABENE
COBY CRESS
Hunter Gregory Shaw
BRIAN DAVID PLOWMAN
AZITA JALALI
Mari Isabella Bowidowicz
JACOB ANTHONY LUCCHESE
RYAN EDWARD QUIGLEY
SCOTT MICHAEL HANISH
Adam James Oliver
MICHAEL BRENT FROST
BRIAN LOUIS BOLL
BRENT JAMES EMCH
TYLER ROBERT KARL
JULIE OAKLEY GARCIA
MANON MANOLA TOUNALOM
JAMES CHRISTOPHER MARTIN
CHRISTOPHER STEPHEN MCCOY
JASON C TOLZMAN
JARED C TOLZMAN
CRAIG JOHN TOLZMAN
JACOB WARREN PARISH
JAYSON CALL WALKER
JOHN MICHAEL CARTOLANO
ERIC MARVIN DYE
MICHAEL ROBERT CARTOLANO
MICHAEL CHARLES ORTOLA
JACOB JONATHAN JOHNSON
BRYAN MATTHEW LEE
NICHOLAS ANTHONY PARISI
JOHN WILLIAM GREER
PATRICK S BROCK
JAMES HUGHES
TODD MICHAEL FOSTER
PHILIP EDWARD LOWE
Briana Noel Morris
Mark Woodburn
ANTHONY ROBERT DASTICE

Within 25 miles of Carefree, AZ, Best Investors lists 444 registered investment advisory firms with 995 offices nearby, managing about $18.6T in combined regulatory AUM across 3,262,559 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 Carefree

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