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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

STATE FARM INVESTMENT MANAGEMENT CORP.
BRIDGE FINANCIAL STRATEGIES
SMEAD CAPITAL MANAGEMENT, INC.
LPL FINANCIAL LLC
CBIZ INVESTMENT ADVISORY SERVICES, LLC
INTRINSIC VALUE PARTNERS, LLC
TEHRANI WEALTH MANAGEMENT, LLC
EDELMAN FINANCIAL ENGINES
COLLECTIVE WEALTH ADVISORS LLC
WELLS FARGO CLEARING SERVICES, LLC
ROBERT W. BAIRD & CO. INCORPORATED
MARINER
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC
DYNAMIC
FARNAM FINANCIAL
OSAIC WEALTH, INC.

Investors

Matthew Arnold
JULIE ANN KERN
MARTHA GABRIELA PRIETO HERNANDEZ
Anabelle Nicole Sanko
YELENA ANATOLYEVNA SCHUBERT
STEVEN JOSEPH LEMIRE
WILLIAM WALLACE SMEAD
AARON M GORDON
RICHARD SAMUEL LIBERANTE
Danny Thomas
RONALD THOMAS DAVIES
JACOB GUY CERCONE
Colin Gregory Fine
JAMES LEE BRUCE
Mariah Lynn Hess
CARMEN GUY CERCONE
KEVIN WILLIAM HOSTERT
TREVOR WADE TURNER
Ricardo Gardea
MICHAEL JOSEPH HEIL
DANIEL STEVEN FLACK
CARTER ALLEN PEARL
SHAWN HASAN TEHRANI
CHRISTOPHER PAUL MCDERMOTT
MARK BRONISLAW KOWALEK
JAMES LEE COOK
CLINTON MATTHEW STANLEY
JAMES DANIEL HALLORAN
JAVAN J PARKS
MATTHEW LEONARD ERB
MITCHEL WANALISTA
SUSAN MIRIAM BROWN
GERALD WILLIAM PENEGOR
KAREN SUE KRUSMARK
LYNN ANN LATHROP
RYAN CHRISTOPHER ZEIFERT
HEATH A HANCHEY
CHRISTOPHER CARL CAPOSEY
JULIAN FORREST PETERS
ROBERT MATTHEW KINSELLA
NATHAN PAUL BARDIN
LANDON DEVERE PERRY
MATTHEW JAMES KOVARIK
Kile Conley Weaver
KURT MADISON FINCHUM
MICHAEL STEVEN MORRISON
RYAN MCCONNELL
SEAN M BOWERS
BLAKE E. JONES
JONATHAN S. SCHNERINGER
MITCHEL ZEV KATZ-WINNICK
NICHOLAS JOHN LUITGAARDEN
JOHN RICHARD CZELUSNIAK
MARIOUS DONOVAN YANCHESON
CHRISTOPHER CAMPBELL KELEMEN
GABRIEL ALEJANDRO BENAVIDES
KARSON KOBASHI
Thomas Jeffrey Shull
STEWART DEREGT
ERIC JEFFREY TANITA
DAVID ROBERT ANKROM
OCTAVIO SAENZ TORRES
DAVID PAUL BLACK
KYLE JOSEPH EVANS
DAVID MARC SHACHORY
JASON L VAJDA
JOSHUA A TANATA
WILLIAM GRADY MCELROY
TAYLOR ELIZABETH HARGETT
LUIGI DEROSE
JONATHAN D NIDA
TRENT LOWELL DAVIDSON
LUKE JAMES SNYDER
CHRISTOPHER I. KRZNARICH
RYAN P. BECERRA
MARK DANIEL LIGESKI
JORDAN ISBELL
ZACHARY JAMES DEVINE
CAROL DENISE WEDEPOHL
JUSTINE E GIDARO
JOSEPH LOUIS SALCIDO
ROBERT ALEXANDER REYNOLDS
JOEL ANDREW KOELPIN
TYLER JOHN BINGHAM
RUI MAO
DREW R GIBSON
DEWAYNE RAY NELSON
TYLER R SCHROEDER
ADAM RICHARD HEDBERG
JOSHUA DAVID PETERSON
KRISTIN I CHADWICK
MAXWELL DREXLER
GERALD LEE PERA
MICHAEL S PACE
ANTHONY SCOTT MCMAHAN
TERRY GEORGIANA BARBER
MARVELLA CUBIT
DANIEL JOSEPH KINNEAR
KYLE Jacob HARRISON
DAVID ANDREW SIMON
BARRY LYNN HARRISON
JEFFREY LAWRENCE WHITE
JOYCE ANN SMITH
JOHN LANCE WENTWORTH
NATHALIE MARIE THERESE POTVIN
GEORGE T HENDERSON
LORI CAROLYN HENNESY
Mark Longa
MAXWELL Harrison FIELDS
MICHAEL RAY WAGNER
Jeffrey Mitchell Johnston
Wesley A Hopkins
DREW BARRETT ARMAO
Dylan Wyatt Shendell
Michael H Antonelli
Amiri H Johnson
MICHAEL BRADLEY EAST
LANA ELIZABETH HOCK
AnaCristina S Sipos-Convery
Malaya Blue Watanabe
VIRGIL SHANE WIMBERLY
MATTHEW DOUGLAS NEVINS
DAVID STANLEY ROBINSON, JR.
KEITH MICHAEL TIGUE
MICHAEL ANTHONY SWENSON
THERESA COLETTE STANDART
SARA MARSHALL DI RUSCIO
MICHELLE ANNE KAUFMAN GULKO
Mark Edward Weil
Sundip "Sonny" Rai
Derek Samuel Pantele
alecsander Angeles Zari
David Russell Hoffman
Ryan Timothy Rippy
JAMES RICHARD CANNON
DAVID JEFFERY MARQUES MATUSZAK
CHERIE JEAN JOLLY
Jay Rabins
Brian C Bowen
THERESA ANNE KRUEG
JUSTIN BROOKS HARDESTY
MARGOT SUZANNE DAVIS
RYAN C OLDS
STEPHEN MORGAN PEASE
DAVID ANTHONY HUGHES
KONSTANTIN GRIGORYEVICH ETUS
CRAIG ALAN NIESCHWIETZ
THOMAS SCOTT MCCANN
BRIAN MICHAEL BUCELL
STEFAN J WOLF
JOHN ALLEN DAVIS
MATTHEW MICHAEL HOAGLIN
Michael Niewiadomski
Andrew J. Sekula
JONAS M ZAMORA
EDWARD JONATHON LEBEAU
ALANO DAVID MASSI
Riley Stephen Johnson
PARKER ELLIOTT DUBREUIL
Michael Richard Mazzella
JOHN GRATON GILLESPIE
ROGER NUSBAUM
TIMOTHY M GARRETSON
LUKE JESS SUTTON
TOMAS MCMILLAN
MELISSA J STEWART
MARINA HERNANDEZ
Curtis M. Simmons
Trent Sadler
Kelly Lane McCann
VINCENT JAMES ASARO
JEFFREY EDWARD KRUEG
Melinda Ann Agosta
JONATHAN DAVID BIRD
Ryan David Chivington
HENRY GALLARDO
ROBERTO ALEXANDRO BLANCO
Thomas Henry Gallardo

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