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Best financial advisors in Paradise Valley, AZ

Registered advisers within 25 miles of Paradise Valley, AZ.

Offices
1,635
Firms
620
Combined AUM
$19.8T
Firm-wide filings, not assets booked only here
Clients
3.50M
3,502,746 clients when Item 5C has a number
Avg / client
$5.66M
Combined AUM ÷ clients

Nearby offices

Firms

CHARLES SCHWAB & CO., INC.
PANGAEA VENTURES US INC.
LAFFER TENGLER INVESTMENTS, INC.
GI PARTNERS
HIRTLE & CO., LLC
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
CETERA INVESTMENT ADVISERS LLC
LPL FINANCIAL LLC
WINTHROP WEALTH
MOSAIC WEALTH
EDWARD JONES
EAGLE STRATEGIES LLC
RBC CAPITAL MARKETS, LLC

Investors

JASON HARRIS BLUM
Roy Alejandro Chavez-Guerra
Dean J Martines
Steven A Krane
Adrian F Vancamper
Madison Celene Ortmeyer
Glenda Rubi Valenzuela
Zackary Thomas Meier
LESLIE CAROLYN KILLGORE
MICHAEL DAVID SCHMIDT
CATHLEEN A STRONG
MARK DAMEN KIZER
Richard S Pareti
STEVEN THORNTON
Hailey Rose Nordstrom-Moffat
KRISTEN LEAH GINZEL
ANDREW E DAVAULT
GABRIEL PUENTES
DOMINICK J SARDELLA
Andrew Lucian Bing
Patrick Jon Serrano
Josiah Corey
Samuel Carney Mitchell
Alex Van Iderstine
LAUREN MELISSA WEST
Austin Mitchell Filiere
BYRON DUANE ANDERSON
James Kirk Meyers
Gavin Edward Grabowski
CATHERINE LORIE LAFEE
RICK OWEN RENTSCHLER
Denise Ellen McClain
Michael Franklin Casey
Johnny Christian Arnold
Raymond Peter Dimuzio
Jeromiah Joseph Scott
DEBORAH GILREATH MARTINEZ
Christopher Scott Lanier
Mark Edward Asher
Sean Patrick Burke
Jacob Alexander Tavrytzky
STEPHANIE YUEN HWEI TSANG
MCKENNA LYN STEPHENS
Hannah Marie Flodin
Tyler Graham Laurentius
Joshua Michael Maruca
ERIC TENNESON SEYBERT
ADAM PAUL BISHOP
SHEENA ANNE OBEROI
RICHARD ANDREW BOEHM
BENJAMIN AARON MILES
MICHAEL GABRIEL FOLEY
Abraham Tenneson Seybert
Neil Patrick Johnson
EVAN SMITH
Sean C Nicol
George Hodges James
Kelly Marie Akil
Timothy Ryan Smith
CARRIE LYNN HALL
THEODORE JOHN CROWLEY
SYDNEY DAWN FOX
CHARLES JOSEPH PISONI
DANIEL RICHARD FOX
DEAN EDWIN JOHNSON
DEBORAH S PAPA
WILLIAM REILLEY HERF
SPENCER CHRISTIAN ROE
Matthew A Jackson
KATHY ANN SALCIDO
TIMOTHY DUFFY COWDREY
KRIS STEPHEN DAHL
DAVID MICHAEL DI VITO
LEANNE ARLENE CHAVEZ
Drake Calvin Berkeley Evans
CHARLES ARTHUR TUCKER

Within 25 miles of Paradise Valley, AZ, Best Investors lists 620 registered investment advisory firms with 1,635 offices nearby, managing about $19.8T in combined regulatory AUM across 3,502,746 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 Paradise 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 CAPTRUST 963 advisers $1.24T AUM 5 EDWARD JONES 28,751 clients · 24.6K advisers $1.01T AUM 6 UBS FINANCIAL SERVICES INC. 18,245 clients · 9,839 advisers $916B AUM 7 LPL FINANCIAL LLC 209,600 clients · 24.4K advisers $819B AUM 8 ALLIANCEBERNSTEIN L.P. 16 clients · 538 advisers $763B AUM