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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

JCG CAPITAL
GENEOS WEALTH MANAGEMENT, INC.
STATE FARM INVESTMENT MANAGEMENT CORP.
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC
ACRYLIC FINANCIAL, INC.
HERITAGE FAMILY OFFICES, LLP
RAINTREE CAPITAL MANAGEMENT LLC
STONE ISLAND FINANCIAL PLANNING
SIERRA LEGACY GROUP
KROZEL CAPITAL MANAGEMENT, LLC
LPL FINANCIAL LLC
FOCUS PARTNERS WEALTH, LLC
CREWE ADVISORS
J.P. MORGAN SECURITIES LLC
OSAIC WEALTH, INC.
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC
DANA WHITING FINANCIAL, LLC
BEACON POINTE ADVISORS, LLC

Investors

JACOB JONATHAN JOHNSON
JASON C TOLZMAN
JARED C TOLZMAN
CRAIG JOHN TOLZMAN
JACOB WARREN PARISH
CHRISTOPHER STEPHEN MCCOY
JULIE OAKLEY GARCIA
MANON MANOLA TOUNALOM
JAMES CHRISTOPHER MARTIN
John Michael Cox
CHARLES ANTHONY TRUHLAR
JOSEPH JAMES PUETZ
David Lewis Horseman
GURUATMA KHALSA
SCOTT MCLAINE
Amy Esplin White
Michael W Parker
Aram Tony Urfalyan
Louis Steven Messina
MICHAEL BRENT FROST
BRIAN LOUIS BOLL
BRENT JAMES EMCH
TYLER ROBERT KARL
Adam James Oliver
GEOFFREY ALLEN GRENERT
Garrett Franklin Grenert
KAITLIN MICHELE KROZEL
NICHOLAS ALLEN SCHUMACHER
Keith Davis
DAVID J. DOBRUSIN
Witta Payackapan
MICHAEL H ARKO
Noah S Putnam
Ebersole C Gaines
ALEX W NIELSEN
JED MATHIAS BRODY
RYAN M GARGOL
LUDWELL GRAHAM GAINES
LOUISE GOUDY WILLMERING
Ryan Schlappi
KRISTEN MARIE BECKBISSINGER
AGUSTIN MARCOS SILVA
SCOTT MICHAEL HANISH
Tucker Sahnow
SCOTT HOUSEHOLDER
MATTHEW SCOTT DANA
ANDREW RICHARD REINHARDT
ERIC LEE NEWBY
Grant Raymond Lyon
Robyn Michelle Gerke
Jacob R. Heisler
JOHN ARMISTEAD THOMAS
Karlie Diane Achenbach
KENNETH BRIAN KANN
CHRISTOPHER FRANK PALERMO
LANDEN LEON LUNSWAY
ANDREW BRIAN SALTZMAN
BRUCE ALAN MEYER
MATTHEW JOHN ARMISTEAD
BRIAN LAWRENCE COUGHLAN
REBECCA MINCH TORNABENE
COBY CRESS
Hunter Gregory Shaw
BRIAN DAVID PLOWMAN
AZITA JALALI

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