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Best financial advisors in Northern Arizona University, AZ

Registered advisers within 25 miles of Northern Arizona University, AZ.

Offices
31
Firms
24
Combined AUM
$6.22T
Firm-wide filings, not assets booked only here
Clients
829K
829,414 clients when Item 5C has a number
Avg / client
$7.50M
Combined AUM ÷ clients

Nearby offices

Firms

KESTRA ADVISORY SERVICES, LLC
WELLS FARGO CLEARING SERVICES, LLC
DWYER FINANCIAL, LLC
OASIS ADVISORS
CETERA INVESTMENT ADVISERS LLC
STATE FARM INVESTMENT MANAGEMENT CORP.
LPL FINANCIAL LLC
EDWARD JONES
SOWELL MANAGEMENT
AMERITAS ADVISORY SERVICES, LLC
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
TCI WEALTH ADVISORS, INC.
INDEPENDENT FINANCIAL GROUP, LLC
RFG ADVISORY, LLC
INDEPENDENT WEALTH NETWORK, INC.
BABB WEALTH ADVISORS LLC

Investors

Roxanne Malvina Kirk
Elijah Desmond
OSCAR HUYNH
Gabrielle Isabeau Fitzwater
THEODORE EDWARD DWYER
KOREY JOHN DOUCETTE
Melissa S Rainwater-Fleming
BRANDON BINGHAM REDFERN
Sabrina Carlson
Mark Edward Frank
COLIN JOSEPH HUGHES
MATTHEW THOMAS MCMAHON
Ben Thomas Brewster
Samuel Proctor
COREY JEFF RATHS
MICHAEL DALE SHERWOOD
Tayton Allan Bair
JAMES M STRAIGHT
Andy B Phillips
WILLIAM GLENN MORRISON
JOSHUA JOSEPH STACKHOUSE
Stephanie Megan Austin Stackhouse
Adrienne Nicole Dubois
MICHAEL ABESHAUS
JOHN KOLODY
MARY C HUNTLEY
Danielle Mae Williams
JOSHUA LAWRENCE SZYMAN
Marc Bernard Cooper
PAUL W SOLIE
KAITLYN ELAINE WIGMAN CHILDERS
DONALD F ROSALEZ
Spencer Head
MICHAEL WALSH GORMAN
TRAVIS CHRISTOPHER BABB
KATHLEEN MARIE SCHROEDER

Within 25 miles of Northern Arizona University, AZ, Best Investors lists 24 registered investment advisory firms with 31 offices nearby, managing about $6.22T in combined regulatory AUM across 829,414 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 Northern Arizona University

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 AMERIPRISE FINANCIAL SERVICES, LLC 124,349 clients · 13.6K advisers $660B AUM 6 J.P. MORGAN SECURITIES LLC 407,036 clients · 14.8K advisers $430B AUM 7 RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC 5,542 clients · 6,614 advisers $390B AUM 8 CETERA INVESTMENT ADVISERS LLC 24,019 clients · 10.8K advisers $257B AUM