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Best financial advisors in Mesa, AZ

Registered advisers within 25 miles of Mesa, AZ.

Offices
1,534
Firms
609
Combined AUM
$19.4T
Firm-wide filings, not assets booked only here
Clients
3.51M
3,507,484 clients when Item 5C has a number
Avg / client
$5.52M
Combined AUM ÷ clients

Nearby offices

Firms

LPL FINANCIAL LLC
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.
IHT WEALTH MANAGEMENT LLC
ALLSTATE FINANCIAL ADVISORS, LLC
OSAIC WEALTH, INC.
STATE FARM INVESTMENT MANAGEMENT CORP.
EDWARD JONES
CETERA INVESTMENT ADVISERS LLC
U.S. BANCORP ADVISORS, LLC
AMERIPRISE FINANCIAL SERVICES, LLC
STRATEGIC ADVISERS LLC
WELLS FARGO CLEARING SERVICES, LLC

Investors

PAUL HARRIS BROCK
ERIC THOMAS WITT
KENNETH CHARLES LAFLEUR
ERIC LEE REATAZA
CHAD CARTER SEWELL
Evan Samuel Hartstein
CALVIN WAYNE STRONG
JOHN JOSEPH WIEGENSTEIN
MARK BENNETT WIEGENSTEIN
DANIEL EDWARD KOSISKY
RANDY LAWRENCE MUELLER
Raymond F Tenpenny
PAUL JOHN RIZZO
Benjamin Glenn Disbrow
Christopher Mark Herrera
Mia McKinnon Lappen
RAYMOND SINGH
Thomas Joseph Schott
Olga A Haugland
WILLIAM CROTHERS MC CANCE
CRAIG KENLEY SCRIMPSHIRE
BENJAMIN TODD HAUGLAND
Adam Michael Yekin
Savanna Renee Werner
MASON JAY HAUGLAND
Cord Rockford Crismon
NANCY NGUYEN LE LUC
RICHARD TROY WALSH
JAKE SPEIGHT
CAMDEN PLEWE
SARA S MATHESON
SEAN ARIC BURKE
KAREN Y CHAN
COLLIN WHITTIER
LEVI MAVORHIS
EDGAR RAUDA
AUSTIN SMALL
DARALYN JENNA WARD
AUSTIN STEGE
SABRINA SPITERI
EVAN SMITH
BRODY ASHEIM
TRENT PASVOGEL
JONATHAN W TAYLOR
NATHANIEL B SPANGLER
SHANE P. MONTGOMERY
MATTHEW A AHERN
BRANDON TYLER WHITELEY
BRENDAN RUSH
BRENT C. DAVIDOFF
FRANKIE JO RENEE CEJA
LOGAN HANCOCK
CAROLINE KAYE BROSIOUS
JOSE D. BARRAZA
JOE HUSKINS
JEFFREY TAYLOR
KAREN M SWANSON
PATRICK CONNER DEVLIN
SHAWN Spencer SABIR
MICHELLE E. CANNON
DILLON CAGE
ANDIE JANE ROSE
NOAH DAVID RONNING
DOMINIQUE NICOLE DAVIS
ROLANDO QUINTANA
MAGUIRE VALENTIN PETERSON
Lauren Huntsman Michelotti
MICHAEL BRIAN MCGINLEY
KEVIN HARDT FOSTER
Colton Jon Kemp
Amir Hossein Haddadzadeh Moshaeehaee
Gilbert F Jimenez
Michelle Danielle Ovadia
Joseph Maxwell Kurtz
LARRY JOSEPH OSBORNE
JASON JOHN DESWARTE

Within 25 miles of Mesa, AZ, Best Investors lists 609 registered investment advisory firms with 1,534 offices nearby, managing about $19.4T in combined regulatory AUM across 3,507,484 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 Mesa

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