Best financial advisors in Mobile, AZ

Registered advisers within 25 miles of Mobile, AZ.

Offices

34

Firms

18

Combined AUM

$5.37T

Firm-wide filings, not assets booked only here

Clients

782K

781,782 clients when Item 5C has a number

Avg / client

$6.87M

Combined AUM ÷ clients

Nearby offices

CETERA INVESTMENT ADVISERS LLC

44301 W. Maricopa CG Hwy #5B
Maricopa, AZ 85138

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

20944 N JOHN WAYNE PKWY
MARICOPA, AZ 85139

J.P. MORGAN SECURITIES LLC

21650 N. JOHN WAYNE PKWY
MARICOPA, AZ 85139

STATE FARM INVESTMENT MANAGEMENT CORP.

41600 West Smith Enke Road Building 14, Suite 1
Maricopa, AZ 85138

J.P. MORGAN SECURITIES LLC

9538 E. RIGGS ROAD
SUN LAKES, AZ 85248

22.6 miles away

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

9602 E RIGGS RD
SUN LAKES, AZ 85248

22.7 miles away

EDWARD JONES

9666 E RIGGS RD STE 106
SUN LAKES, AZ 85248-7403

22.7 miles away

EDWARD JONES

442 W KORTSEN RD STE 103B
CASA GRANDE, AZ 85122

22.9 miles away

WELLS FARGO CLEARING SERVICES, LLC

15825 S DESERT FOOTHILLS PKWY
PHOENIX, AZ 85048

22.9 miles away

EDWARD JONES

10325 E RIGGS RD SUITE 107
SUN LAKES, AZ 85248

23.3 miles away

VAL VISTA CAPITAL MANAGEMENT, LLC

10450 E. RIGGS ROAD, STE 101
SUN LAKES, AZ 85248

23.5 miles away

PFS INVESTMENTS INC.

251 E COTTONWOOD LN STE F
CASA GRANDE, AZ 85122

23.6 miles away

J.P. MORGAN SECURITIES LLC

4040 E. CHANDLER BLVD.
PHOENIX, AZ 85048

24.1 miles away

LPL FINANCIAL LLC

4001 E MOUNTAIN SKY AVE., #206
PHOENIX, AZ 85044

24.1 miles away

LPL FINANCIAL LLC

4979 S. ALMA SCHOOL ROAD
CHANDLER, AZ 85248

24.1 miles away

EDWARD JONES

15425 S 40TH PLACE SUITE 2
PHOENIX, AZ 85044

24.2 miles away

REACH ONE TEACH ONE FINANCIAL

4435 E CHANDLER BLVD, SUITE 200
PHOENIX, AZ 85048

24.2 miles away

EDWARD JONES

4505 E CHANDLER BLVD STE 220
PHOENIX, AZ 85048

24.2 miles away

STATE FARM INVESTMENT MANAGEMENT CORP.

4645 E Chandler Blvd Ste 110
Phoenix, AZ 85048

24.3 miles away

CETERA INVESTMENT ADVISERS LLC

4750 E. CHANDLER BLVD.
PHOENIZ, AZ 85226

24.4 miles away

Firms

CETERA INVESTMENT ADVISERS LLC

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

J.P. MORGAN SECURITIES LLC

STATE FARM INVESTMENT MANAGEMENT CORP.

WELLS FARGO CLEARING SERVICES, LLC

VAL VISTA CAPITAL MANAGEMENT, LLC

PFS INVESTMENTS INC.

LPL FINANCIAL LLC

REACH ONE TEACH ONE FINANCIAL

Investors

KIMBERLY FRANCES MYERS

Owen Wayne Jones

William R. Whitworth

COURTNY K TYLER

Michelle C Delgado

Nicholas J Starck

Daniel Jimenez-Fulton

Stephen Robert Phair

Frederick Conner Tucker

MICHAEL JOHN HANSEN

DAVID RODNEY WEBB

Christine Lynne Lobdell Raney

Bradley Seiichi Sonoda

JAMES EDWARD LEE

MICHAEL A TENORE

Danny P. Pagoulatos

RYAN DAVID EVANS

DUSTIN JAMES LESTER

JEREMIAH R BUTOUT

Joshua David Symons

Kristen Marie Marler

Andrew Louis Klein

David Frank Oster

Michael Andrew Smith

Matthew S Harriman

Daphine Willingham

WILLIAM ALBERT WILKES

Within 25 miles of Mobile, AZ, Best Investors lists 18 registered investment advisory firms with 34 offices nearby, managing about $5.37T in combined regulatory AUM across 781,782 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 Mobile

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

1 MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED 16,844 clients · 26.7K advisers $1.78T AUM 2 EDWARD JONES 28,751 clients · 24.6K advisers $1.01T AUM 3 LPL FINANCIAL LLC 209,600 clients · 24.4K advisers $819B AUM 4 WELLS FARGO ADVISORS 5,302 clients · 15.3K advisers $671B AUM 5 J.P. MORGAN SECURITIES LLC 407,036 clients · 14.8K advisers $430B AUM 6 CETERA INVESTMENT ADVISERS LLC 24,019 clients · 10.8K advisers $257B AUM 7 COMMONWEALTH FINANCIAL NETWORK 20,450 clients · 3,161 advisers $213B AUM 8 CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. 68,815 clients · 4,088 advisers $139B AUM