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Best financial advisors in Oracle, AZ

Registered advisers within 25 miles of Oracle, AZ.

Offices
28
Firms
19
Combined AUM
$3.87T
Firm-wide filings, not assets booked only here
Clients
737K
736,512 clients when Item 5C has a number
Avg / client
$5.25M
Combined AUM ÷ clients

Nearby offices

Firms

J.P. MORGAN SECURITIES LLC
CETERA INVESTMENT ADVISERS LLC
D SQUARED CAPITAL MANAGEMENT, LLC
MML INVESTORS SERVICES, LLC
STATE FARM INVESTMENT MANAGEMENT CORP.
NRG WEALTH MANAGEMENT
WELLS FARGO CLEARING SERVICES, LLC
EDWARD JONES
LPL FINANCIAL LLC
RIDGE CAPITAL ADVISORS, LLC
GRADIENT ADVISORS, LLC
OPPENHEIMER & CO. INC.
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC
THE WEALTH CONSULTING GROUP
JAGUAR INVESTMENT SERVICES, LTD

Investors

ADRIAN M ARVAYO
ESTEL LYNN FREESE
DARLA JEAN EAST
Jeffrey A Herndon
Miguel A Cardenas
FRANK NEAL YOUDELMAN
WENDY SUE WISE
Peter Anthony Fugger
MONICA BLAKE SALAZAR
STEFANIE ANN MORGAN
JOHN PAUL DAVIS
MARTIN J PHILPOT
MICHAEL WAYNE WAGNER
Joseph Francis Dylewski
Robert M Savage
STANLEY GEORGE JEWELL
MATTHEW ERIC SYME
Peggy Anne Klein
Mark-Christopher B Weiss
Thomas Derickson McConnell
Alberto Molina
LUIS DAVID SOTELO
Katrina Bargas
MICHAEL BEAUREGARD MCGLAMERY
ERIC R DUBOSE
Conner Frederick Kleinsasser
Breckin Clarke Kleinsasser
KELLY RALPH KLEINSASSER
Rachael Lynn LeFave
RYAN ALLEN JACKSON
MICHAEL DOUGLAS EITZEN
JAKE MICHAEL EITZEN
ZACHARY MONROE EITZEN
DONALD NELSON
Christopher Edward Korinek

Within 25 miles of Oracle, AZ, Best Investors lists 19 registered investment advisory firms with 28 offices nearby, managing about $3.87T in combined regulatory AUM across 736,512 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 Oracle

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

1 EDWARD JONES 28,751 clients · 24.6K advisers $1.01T AUM 2 LPL FINANCIAL LLC 209,600 clients · 24.4K advisers $819B AUM 3 WELLS FARGO ADVISORS 5,302 clients · 15.3K advisers $671B AUM 4 J.P. MORGAN SECURITIES LLC 407,036 clients · 14.8K advisers $430B AUM 5 CETERA INVESTMENT ADVISERS LLC 24,019 clients · 10.8K advisers $257B AUM 6 WELLS FARGO ADVISORS 2,990 clients · 4,250 advisers $252B AUM 7 OSAIC WEALTH, INC. 56,660 clients · 8,342 advisers $235B AUM 8 MML INVESTORS SERVICES, LLC 5,244 advisers $116B AUM