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Best financial advisors in Gilbert, AZ

Registered advisers within 25 miles of Gilbert, AZ.

Offices
1,487
Firms
598
Combined AUM
$19.4T
Firm-wide filings, not assets booked only here
Clients
3.74M
3,742,234 clients when Item 5C has a number
Avg / client
$5.18M
Combined AUM ÷ clients

Nearby offices

Firms

OSAIC WEALTH, INC.
LPL FINANCIAL LLC
COATS WEALTH MANAGEMENT
CENTAURUS FINANCIAL, INC.
VERUS CAPITAL PARTNERS, LLC
EDWARD JONES
CWM, LLC
AE WEALTH MANAGEMENT, LLC
CETERA INVESTMENT ADVISERS LLC
EAST VALLEY WEALTH LLC
MPI INFINITE INVESTORS, LLC
ARETE WEALTH ADVISORS, LLC
HALES TAX SOLUTIONS PLLC
MARIDEA WEALTH MANAGEMENT
WELLS FARGO CLEARING SERVICES, LLC
COX ADVISORS, LLC
J.P. MORGAN SECURITIES LLC

Investors

Vince Lagatta
MATTHEW JON MICHAEL
Benjamin Coats
Steven LaMar Nielsen
STEVEN RUSSELL DEANGELIS
Peter Schraufnagel
Daniel Moyer
Ryan Efren Lynch
ISAAC ALEXANDER BOLL
Charles Arthur Mills
Joshua Michael Blaker
Colin Matthew Ruttinger
JOSHUA WARREN RAYHONS
JOSHUA RICHARD ZAHN
LESLIE LYLE STEPHEN
ANDREA BEREZNAK
Kyle A Singer
Jaxon Reinhardt
KENNETH DOUGLAS KILDAY
David Lee Roberts
Andrew Brennan Hales
Alden Emerson Rowe
WILLIAM ROBERT RUBIN
PAUL ANTHONY COX
ERIC LEE UTESCH
Scottie Bayles

Within 25 miles of Gilbert, AZ, Best Investors lists 598 registered investment advisory firms with 1,487 offices nearby, managing about $19.4T in combined regulatory AUM across 3,742,234 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 Gilbert

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 CAPTRUST 963 advisers $1.24T AUM 5 EDWARD JONES 28,751 clients · 24.6K advisers $1.01T AUM 6 UBS FINANCIAL SERVICES INC. 18,245 clients · 9,839 advisers $916B AUM 7 LPL FINANCIAL LLC 209,600 clients · 24.4K advisers $819B AUM 8 ALLIANCEBERNSTEIN L.P. 16 clients · 538 advisers $763B AUM