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Best financial advisors in Mammoth, AZ

Registered advisers within 50 miles of Mammoth, AZ.

Offices
295
Firms
129
Combined AUM
$13.5T
Firm-wide filings, not assets booked only here
Clients
2.70M
2,697,257 clients when Item 5C has a number
Avg / client
$5.02M
Combined AUM ÷ clients

Nearby offices

Firms

J.P. MORGAN SECURITIES LLC
CETERA INVESTMENT ADVISERS LLC
MML INVESTORS SERVICES, LLC
NRG WEALTH MANAGEMENT
STATE FARM INVESTMENT MANAGEMENT CORP.
D SQUARED CAPITAL MANAGEMENT, LLC
EDWARD JONES
WELLS FARGO CLEARING SERVICES, LLC
LPL FINANCIAL LLC
RD KELLEY FINANCIAL GROUP
FACTOR INVESTMENT SOLUTIONS, LLC
RIDGE CAPITAL ADVISORS, LLC
GRADIENT ADVISORS, LLC

Investors

ADRIAN M ARVAYO
ESTEL LYNN FREESE
Jeffrey A Herndon
Miguel A Cardenas
FRANK NEAL YOUDELMAN
Peter Anthony Fugger
MONICA BLAKE SALAZAR
STEFANIE ANN MORGAN
JOHN PAUL DAVIS
WENDY SUE WISE
DARLA JEAN EAST
Joseph Francis Dylewski
MARTIN J PHILPOT
MICHAEL WAYNE WAGNER
Robert M Savage
STANLEY GEORGE JEWELL
MATTHEW ERIC SYME
RICKY DEAN KELLEY
Peggy Anne Klein
Mark-Christopher B Weiss
Thomas Derickson McConnell
Alberto Molina
Conner Frederick Kleinsasser
Breckin Clarke Kleinsasser
KELLY RALPH KLEINSASSER
Rachael Lynn LeFave
RYAN ALLEN JACKSON
RICHARD DAVID BLYTHE
Carl Robert Stauss
THOMAS JEREMIAH MOHER
Aaron Murray

Within 50 miles of Mammoth, AZ, Best Investors lists 129 registered investment advisory firms with 295 offices nearby, managing about $13.5T in combined regulatory AUM across 2,697,257 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 Mammoth

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 EDWARD JONES 28,751 clients · 24.6K advisers $1.01T AUM 5 UBS FINANCIAL SERVICES INC. 18,245 clients · 9,839 advisers $916B AUM 6 LPL FINANCIAL LLC 209,600 clients · 24.4K advisers $819B AUM 7 WELLS FARGO ADVISORS 5,302 clients · 15.3K advisers $671B AUM 8 AMERIPRISE FINANCIAL SERVICES, LLC 124,349 clients · 13.6K advisers $660B AUM