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Best financial advisors in Davis Monthan AFB, AZ

Registered advisers within 25 miles of Davis Monthan AFB, AZ.

Offices
298
Firms
128
Combined AUM
$13.6T
Firm-wide filings, not assets booked only here
Clients
2.70M
2,697,267 clients when Item 5C has a number
Avg / client
$5.04M
Combined AUM ÷ clients

Nearby offices

Firms

CETERA INVESTMENT ADVISERS LLC
CLOUT INC. ADVISORS
STATE FARM INVESTMENT MANAGEMENT CORP.
J. W. COLE ADVISORS, INC.
MERIDIAN WEALTH MANAGEMENT, LLC
AMERIPRISE FINANCIAL SERVICES, LLC
CLIFTONLARSONALLEN WEALTH ADVISORS, LLC
RAYMOND JAMES & ASSOCIATES, INC.
UBS FINANCIAL SERVICES INC.
WELLS FARGO CLEARING SERVICES, LLC
SUNRISE WEALTH MANAGEMENT, LLC
NOVAK & POWELL FINANCIAL SERVICES, INC.
LPL FINANCIAL LLC
CORECAP ADVISORS
EQUITABLE ADVISORS, LLC
MML INVESTORS SERVICES, LLC
SEQUENT PLANNING, LLC

Investors

Edward Lyle Ethington
MICHAEL FRANCIS CLOUTIER
Peter Franklin Dumas
Nicholas Bodmer
STEVEN ALAN FOSTER
MATTHEW SCOTT EDWARDS
BRUCE DOUGLAS WARD JR
SHAWN ANTHONY BEST
RUBEN GUILLERMO FERNANDEZ
NATALIE ANN FERNANDEZ
Sergio Villa Ortiz
Thomas Antonio Howard
BRUCE RAY IRBY
PATRICIA JENSEN CARNOVALE
REBECCA LUCILLE JOHNSON
Jake H Blumenthal
Adrianne Marie Regrutto
MIGUEL ANGEL QUINONES
IVAN GABRIEL BURROLA
JOEL ANDREW ESTES
STEPHEN CHARLES NEFF
GAIL MOULSON GICLAS
KIM MARIE OHLER
RAMON GABRIEL BURROLA
ALEJANDRO BURROLA HERNANDEZ
JORGE A ROSAS
GUILLERMO ELIAS
SHAWN L BERNHARD
JOSE ALBERTO HERNANDEZ CEVADA
ELROY MASTERS
Luis Alberto Coppel
ANDREW JAMES RUBOYIANES
JESSICA LEIGH HAYES
ALEXIS KUM-LEE DOW
NICHOLAS M HEALY
SAMUEL MICHAEL BLUM
SAMUEL DOUGLAS CORNELL
TIMOTHY JAMES GIACOLETTI
Dimitri Clyde Redwood
Bryan Cordova
Kalila Isla Munoz
James Ramon Padilla
Brandon Steven Schmid
Trey Saylor
Anissa Vasquez
Seth McIvor Johnson
WILLIAM JOSEPH BABICKE
MATTHEW DE LUCA
Celina Ann Jolly

Within 25 miles of Davis Monthan AFB, AZ, Best Investors lists 128 registered investment advisory firms with 298 offices nearby, managing about $13.6T in combined regulatory AUM across 2,697,267 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 Davis Monthan AFB

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