Best Investors Account Sign in

Best financial advisors in Oro Valley, AZ

Registered advisers within 25 miles of Oro Valley, AZ.

Offices
295
Firms
130
Combined AUM
$13.5T
Firm-wide filings, not assets booked only here
Clients
2.70M
2,697,259 clients when Item 5C has a number
Avg / client
$5.02M
Combined AUM ÷ clients

Nearby offices

Firms

JOSEPH WRIGHT INVESTMENTS
PFS INVESTMENTS INC.
EDWARD JONES
THRIVENT INVESTMENT MANAGEMENT INC.
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
OSAIC WEALTH, INC.
LPL FINANCIAL LLC
SCHULZ FINANCIAL GROUP
CAMBRIDGE FINANCIAL GROUP, LLC
PRIVATE ADVISOR GROUP, LLC
EVERSOURCE WEALTH ADVISORS, LLC
PRINCIPAL SECURITIES, INC.

Investors

JOSEPH WRIGHT
FELICIA NICOLE COTA
ERNEST DURAZO ESCARCEGA
CHRISTOPHER LOUIS WOLFE
FRED D BROWN
Larry Mathias
Tyler Kyle Bennett
Deborah Kerr
THOMAS JEREMIAH MOHER
Lavande Shiquro Verhaart
Skyler Kent Richins
Michael Stromenger
Bryn Michael Henderson
MICHAEL SEAN GRABILL
JEFFREY EDWARD BELOKIN
Jazlee Rose Cossio
TAUNYA KAE VILLICANA
Shane Reed
MARY GRACE SCHULZ
Nicholas George Trujillo
Andrea Nicole Atencio
BONNIE CAROLE COURTNEY
BRANDON RAY HODGESON
ALICIA GABRIELLE klein
COLE JUSTIN MCCLARREN
Daniel Nikolai Cossette
TYLER JORDAN SAMKO
HARRY STEPHEN LODGE
ANTHONY JOSEPH LAPORTA
Joseph Williams
David Scott McGee
NICHOLAS ANTHONY MACCARONE
MICHAEL WILLIAM MORRIS
ANDREW CLARK BLEASE
MARK LAWRENCE HELPHINSTINE
Michael Short
Carlos Jacob Poblano
THOMAS RICHARD VETRANO
LISA MARIE ZAK
JOSEPH RICHARD VETRANO
LUKE JAY REILLY

Within 25 miles of Oro Valley, AZ, Best Investors lists 130 registered investment advisory firms with 295 offices nearby, managing about $13.5T in combined regulatory AUM across 2,697,259 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 Oro Valley

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 UBS FINANCIAL SERVICES INC. 18,245 clients · 9,839 advisers $916B AUM 6 LPL FINANCIAL LLC 209,600 clients · 24.4K advisers $819B AUM 7 WELLS FARGO ADVISORS 5,302 clients · 15.3K advisers $671B AUM 8 AMERIPRISE FINANCIAL SERVICES, LLC 124,349 clients · 13.6K advisers $660B AUM