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Best financial advisors in Catalina, AZ

Registered advisers within 25 miles of Catalina, AZ.

Offices
154
Firms
79
Combined AUM
$12.8T
Firm-wide filings, not assets booked only here
Clients
2.64M
2,643,541 clients when Item 5C has a number
Avg / client
$4.85M
Combined AUM ÷ clients

Nearby offices

Firms

J.P. MORGAN SECURITIES LLC
CETERA INVESTMENT ADVISERS LLC
D SQUARED CAPITAL MANAGEMENT, LLC
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC
JAGUAR INVESTMENT SERVICES, LTD
MML INVESTORS SERVICES, LLC
STATE FARM INVESTMENT MANAGEMENT CORP.
WELLS FARGO CLEARING SERVICES, LLC
EDWARD JONES
NRG WEALTH MANAGEMENT
LPL FINANCIAL LLC

Investors

ADRIAN M ARVAYO
ESTEL LYNN FREESE
DARLA JEAN EAST
DONALD NELSON
Jeffrey A Herndon
Miguel A Cardenas
JOHN D. GAREAU
FRANK NEAL YOUDELMAN
WENDY SUE WISE
MARTIN J PHILPOT
MICHAEL WAYNE WAGNER
Joseph Francis Dylewski
LORI KRISTEN ANDERSON
SARA JANE WRIGHT
Peter Anthony Fugger
MONICA BLAKE SALAZAR
STEFANIE ANN MORGAN
JOHN PAUL DAVIS
Daniel Scott Karlsberg
LUIS DAVID SOTELO
Katrina Bargas
MICHAEL BEAUREGARD MCGLAMERY
ERIC R DUBOSE
Robert M Savage
STANLEY GEORGE JEWELL
MATTHEW ERIC SYME
Peggy Anne Klein
Mark-Christopher B Weiss
Thomas Derickson McConnell
Alberto Molina
DONNA MARY CRAWFORD

Within 25 miles of Catalina, AZ, Best Investors lists 79 registered investment advisory firms with 154 offices nearby, managing about $12.8T in combined regulatory AUM across 2,643,541 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 Catalina

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 EDWARD JONES 28,751 clients · 24.6K advisers $1.01T AUM 5 UBS FINANCIAL SERVICES INC. 18,245 clients · 9,839 advisers $916B AUM 6 LPL FINANCIAL LLC 209,600 clients · 24.4K advisers $819B AUM 7 WELLS FARGO ADVISORS 5,302 clients · 15.3K advisers $671B AUM 8 AMERIPRISE FINANCIAL SERVICES, LLC 124,349 clients · 13.6K advisers $660B AUM