Best Investors Account Sign in

Best financial advisors in Forest Lakes, AZ

Registered advisers within 25 miles of Forest Lakes, AZ.

Offices
3
Firms
3
Combined AUM
$1.10T
Firm-wide filings, not assets booked only here
Clients
412K
412,348 clients when Item 5C has a number
Avg / client
$2.68M
Combined AUM ÷ clients

Nearby offices

Firms

PFG ADVISORS
WELLS FARGO CLEARING SERVICES, LLC
J.P. MORGAN SECURITIES LLC

Investors

Mark Phillip Nickles
JOHN C COLLINS
ZACHARIAH WADE GREENOUGH

Within 25 miles of Forest Lakes, AZ, Best Investors lists 3 registered investment advisory firms with 3 offices nearby, managing about $1.10T in combined regulatory AUM across 412,348 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 Forest Lakes

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

1 WELLS FARGO ADVISORS 5,302 clients · 15.3K advisers $671B AUM 2 J.P. MORGAN SECURITIES LLC 407,036 clients · 14.8K advisers $430B AUM 3 PFG ADVISORS 10 clients · 92 advisers $3.26B AUM