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Best financial advisors in Dolan Springs, AZ

Registered advisers within 50 miles of Dolan Springs, AZ.

Offices
46
Firms
22
Combined AUM
$5.22T
Firm-wide filings, not assets booked only here
Clients
757K
757,491 clients when Item 5C has a number
Avg / client
$6.89M
Combined AUM ÷ clients

Nearby offices

Firms

PRESTON INVESTMENTS
WELLS FARGO CLEARING SERVICES, LLC
EDWARD JONES
J.P. MORGAN SECURITIES LLC
PNC WEALTH MANAGEMENT LLC
THRIVENT INVESTMENT MANAGEMENT INC.
STATE FARM INVESTMENT MANAGEMENT CORP.
INDEPENDENT FINANCIAL GROUP, LLC
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

Investors

SCOTT DAVID PRESTON
SHAY DEAN STIERS
Anthony John Castillo
KELLY DAWN SHUFFLER
ANGELA DENISE STUART
BRENDA G CAZARES
Mathew James Ladendecker
Margaret A Bennett
RICKY LAWSON CARROLL
Kimberly Jean Bilbrey
Kelly Michael Pickering
Christopher Akers
Lawrence Alan Carver
MARK DAVID LARSON
Tracy Rene Blackwell
Dominique M Moore
Amanda Lynne Carling
David Spak
Shereen Michell Voelker
Jared Andrew Crow
CHELSEA DANIELLE PETRIZZO
JAMES PETRIZZO
Wendell Warren Whitman
Karen Ann Alexander
Heather Lynn Sabatello
RYAN PHAN TRUONG
David Allen Patten
Christopher Drake
SAMMY C. CHANG
PHAAHNA ALYSSA LOUDER-YOUNG
RODOLFO ACOSTA

Within 50 miles of Dolan Springs, AZ, Best Investors lists 22 registered investment advisory firms with 46 offices nearby, managing about $5.22T in combined regulatory AUM across 757,491 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 Dolan Springs

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 EDWARD JONES 28,751 clients · 24.6K advisers $1.01T AUM 3 LPL FINANCIAL LLC 209,600 clients · 24.4K advisers $819B AUM 4 WELLS FARGO ADVISORS 5,302 clients · 15.3K advisers $671B AUM 5 J.P. MORGAN SECURITIES LLC 407,036 clients · 14.8K advisers $430B AUM 6 RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC 5,542 clients · 6,614 advisers $390B AUM 7 PNC WEALTH MANAGEMENT 1,226 advisers $30.3B AUM 8 &PARTNERS 535 advisers $30.3B AUM