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Best financial advisors in New River, AZ

Registered advisers within 25 miles of New River, AZ.

Offices
491
Firms
204
Combined AUM
$13.0T
Firm-wide filings, not assets booked only here
Clients
2.82M
2,818,271 clients when Item 5C has a number
Avg / client
$4.63M
Combined AUM ÷ clients

Nearby offices

Firms

EDWARD JONES
LUCAS RETIREMENT GROUP LLC
J. W. COLE ADVISORS, INC.
WELLS FARGO CLEARING SERVICES, LLC
PFG ADVISORS
LPL FINANCIAL LLC
EAGLE STRATEGIES LLC
STATE FARM INVESTMENT MANAGEMENT CORP.
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
CETERA INVESTMENT ADVISERS LLC
FOOTHILLS ADVISORS, LLC
FOOTHILLS WEALTH MANAGEMENT, LLC
COOPER MCMANUS

Investors

Ryan Arthur Rosenmeyer
Sarah Finelli
Crystal Lorrain Barcello
Matthew Dodd
Micheal D Lucas
Jacob Matthew Johns
JOHN ANDREW HASSLACHER
AMOS LINGYUAN YU
ANTHONY ROBERT DASTICE
REBECCA L WYATT
CHARAN J KHURANA
DEVIN REED SOTHAN
Kyle J West
Anthony Jay Hauseman
Jammie Christine Fort
Wendy S Ritchie
CATHERINE LEE SCRIVANO
GARY ALLEN YEAGER
James Van Pelt
AARON Michael COATES
JEFFREY MICHAEL JONES
TIMOTHY ANDREW MAIEFSKI
Scott Allen Holman
LISA PALMER DICKHOLTZ
Gabriel Chagolla Flores
Travis Robert Doyle

Within 25 miles of New River, AZ, Best Investors lists 204 registered investment advisory firms with 491 offices nearby, managing about $13.0T in combined regulatory AUM across 2,818,271 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 New River

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 LPL FINANCIAL LLC 209,600 clients · 24.4K advisers $819B AUM 6 WELLS FARGO ADVISORS 5,302 clients · 15.3K advisers $671B AUM 7 AMERIPRISE FINANCIAL SERVICES, LLC 124,349 clients · 13.6K advisers $660B AUM 8 RAYMOND JAMES & ASSOCIATES, INC. 2,231 clients · 5,941 advisers $501B AUM