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Best financial advisors in Green Valley, AZ

Registered advisers within 25 miles of Green Valley, AZ.

Offices
33
Firms
19
Combined AUM
$8.07T
Firm-wide filings, not assets booked only here
Clients
1.27M
1,267,332 clients when Item 5C has a number
Avg / client
$6.37M
Combined AUM ÷ clients

Nearby offices

Firms

DAVIS SELECTED ADVISERS LP
EDWARD JONES
STATE FARM INVESTMENT MANAGEMENT CORP.
J.P. MORGAN SECURITIES LLC
CETERA INVESTMENT ADVISERS LLC
COMMONWEALTH FINANCIAL NETWORK
FORTIS CAPITAL ADVISORS, LLC
INTEGRATED WEALTH CONCEPTS LLC
KESTRA ADVISORY SERVICES, LLC
LPL FINANCIAL LLC
MORGAN STANLEY

Investors

Nancy Letarte
Alexa Marie Letarte
MICHAEL MURRY SEVERSON
CARLOS DANIEL FIGUEROA
JERALD FRANCIS GUNN
CHRISTOPHER ROBERT CADIEUX
John Keith Rinehart
JOHN MCDONALD TURMAN
ROBERT ALAN BROWN
THOMAS EARL WILSON
JOHN MARK SOUKUP
JAMES MANNING HANNIGAN
CLAUDIA HANSEN
MARK JOSEPH HELTEMES

Within 25 miles of Green Valley, AZ, Best Investors lists 19 registered investment advisory firms with 33 offices nearby, managing about $8.07T in combined regulatory AUM across 1,267,332 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 Green Valley

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 EDWARD JONES 28,751 clients · 24.6K advisers $1.01T AUM 4 LPL FINANCIAL LLC 209,600 clients · 24.4K advisers $819B AUM 5 WELLS FARGO ADVISORS 5,302 clients · 15.3K advisers $671B AUM 6 AMERIPRISE FINANCIAL SERVICES, LLC 124,349 clients · 13.6K advisers $660B AUM 7 J.P. MORGAN SECURITIES LLC 407,036 clients · 14.8K advisers $430B AUM 8 CETERA INVESTMENT ADVISERS LLC 24,019 clients · 10.8K advisers $257B AUM