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Best financial advisors in Lake Havasu City, AZ

Registered advisers within 25 miles of Lake Havasu City, AZ.

Offices
17
Firms
10
Combined AUM
$3.86T
Firm-wide filings, not assets booked only here
Clients
832K
831,700 clients when Item 5C has a number
Avg / client
$4.64M
Combined AUM ÷ clients

Nearby offices

Firms

WELLS FARGO CLEARING SERVICES, LLC
AMERIPRISE FINANCIAL SERVICES, LLC
CENTAURUS FINANCIAL, INC.
J.P. MORGAN SECURITIES LLC
EDWARD JONES
PFS INVESTMENTS INC.
TREK FINANCIAL
OSAIC WEALTH, INC.
LPL FINANCIAL LLC
IMAGINE FINANCIAL SERVICES

Investors

EILEEN MARIE REED
JASON PATRICK VAN TASSEL
JOSHUA K PIERCY
TERI LYNN DEROSA
GEORGE JOSEPH MARTELL
Billie Van Lith
Ryan French
Lucia R Fondano
Laura Jane Prahl
RICHARD JAY MAST
Richard Earl McKone
STEVEN JOSEPH LACEY
LUIS ALFONSO VILLA ROJAS
KATRINA ELISSA HATTER
DEBORAH ELIZABETH AMES
JOHN ANTHONY VAIL
JENNIFER EILEEN HIGGINS
KIMBERLY FONG PENDLETON
RICK HAROLD JONES
David William Combs
Samuel Solomon Springberg
BRIAN FARREL SPRINGBERG
Robert Lane Stephenson
HEATH BURNETT HAYNES
SEAN YOUNT GOLDNEY
Traci Lynn Vaught
Ronald Hawley
Scott M Hartman
JOHN MARK WILLSON
MAURI DUANE HENDRICKSON
Brandon James Warner
Marianne Martini Nolte
KAREN MARIE SAVAGE
JACOB ELIAHU SHULAM
BRANDI LITZKOW

Within 25 miles of Lake Havasu City, AZ, Best Investors lists 10 registered investment advisory firms with 17 offices nearby, managing about $3.86T in combined regulatory AUM across 831,700 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 Lake Havasu City

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

1 EDWARD JONES 28,751 clients · 24.6K advisers $1.01T AUM 2 LPL FINANCIAL LLC 209,600 clients · 24.4K advisers $819B AUM 3 WELLS FARGO ADVISORS 5,302 clients · 15.3K advisers $671B AUM 4 AMERIPRISE FINANCIAL SERVICES, LLC 124,349 clients · 13.6K advisers $660B AUM 5 J.P. MORGAN SECURITIES LLC 407,036 clients · 14.8K advisers $430B AUM 6 OSAIC WEALTH, INC. 56,660 clients · 8,342 advisers $235B AUM 7 PRIMERICA ADVISORS 4,015 advisers $15.5B AUM 8 CENTAURUS FINANCIAL, INC. 436 advisers $9.74B AUM