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Best financial advisors in Cave Creek, AZ

Registered advisers within 25 miles of Cave Creek, AZ.

Offices
695
Firms
327
Combined AUM
$15.2T
Firm-wide filings, not assets booked only here
Clients
2.93M
2,929,588 clients when Item 5C has a number
Avg / client
$5.17M
Combined AUM ÷ clients

Nearby offices

Firms

FOOTHILLS ADVISORS, LLC
FOOTHILLS WEALTH MANAGEMENT, LLC
COOPER MCMANUS
ABSILIO PARTNERS LLC
LIFEMARK SECURITIES CORP.
EDWARD JONES
BROOKSTONE CAPITAL MANAGEMENT LLC
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
J.P. MORGAN SECURITIES LLC
BIG CEDAR INVESTMENT ADVISORS
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
DIVERSIFY ADVISORY SERVICES, LLC
LPL FINANCIAL LLC
WELLS FARGO CLEARING SERVICES, LLC
C2C WEALTH MANAGEMENT, LLC

Investors

JEFFREY MICHAEL JONES
TIMOTHY ANDREW MAIEFSKI
LISA PALMER DICKHOLTZ
AARON Michael COATES
Camille Elizabeth Toschi
Nathan Breese
FRANCIS ANTHONY HIGGINS
Gabriel Chagolla Flores
Travis Robert Doyle
Nashwan Bahoura
Joe Carter
MICHAEL ANTON SZABADOS
Gregg Andrew Tushaus
David Thomas May
Nicole C Rimsza
Natasha Hundman Palmatier
Bridget Marie Miyauchi
THOMAS HANEMAN SHANLEY
Barry David Barton Silver
DEA ANNE KIRSCHMAN
NICHOLAS MATTHEW GROOM
Scott Allen Holman
Scott Marinus Baker
LOUIS FRANK CHEREGOTIS

Within 25 miles of Cave Creek, AZ, Best Investors lists 327 registered investment advisory firms with 695 offices nearby, managing about $15.2T in combined regulatory AUM across 2,929,588 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 Cave Creek

Ranked by regulatory AUM. AUM is firm-wide, not only this area.

1 MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED 16,844 clients · 26.7K advisers $1.78T AUM 2 STRATEGIC ADVISERS LLC 17,518 clients · 17.7K advisers $1.37T AUM 3 CAPTRUST 963 advisers $1.24T 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