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Best financial advisors in Payson, AZ

Registered advisers within 25 miles of Payson, AZ.

Offices
10
Firms
8
Combined AUM
$2.62T
Firm-wide filings, not assets booked only here
Clients
537K
537,133 clients when Item 5C has a number
Avg / client
$4.87M
Combined AUM ÷ clients

Nearby offices

Firms

RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
KINGSVIEW WEALTH MANAGEMENT, LLC
EDWARD JONES
THRIVENT INVESTMENT MANAGEMENT INC.
J.P. MORGAN SECURITIES LLC
PFG ADVISORS
WELLS FARGO CLEARING SERVICES, LLC
KESTRA ADVISORY SERVICES, LLC

Investors

Micah Ray Crabdree
John McCausland Chapman
ARTHUR CHRISTOPHER WALSH
Scott Michael Wheeler
PAUL WILLIAM MEIER
Brandan Kelley
ZACHARIAH WADE GREENOUGH
Mark Phillip Nickles
JOHN C COLLINS
Kathleen Michele Barger
SHANE ELI KEITH

Within 25 miles of Payson, AZ, Best Investors lists 8 registered investment advisory firms with 10 offices nearby, managing about $2.62T in combined regulatory AUM across 537,133 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 Payson

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 WELLS FARGO ADVISORS 5,302 clients · 15.3K advisers $671B AUM 3 J.P. MORGAN SECURITIES LLC 407,036 clients · 14.8K advisers $430B AUM 4 RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC 5,542 clients · 6,614 advisers $390B AUM 5 KESTRA ADVISORY SERVICES, LLC 6,392 clients · 1,505 advisers $79.8B AUM 6 THRIVENT INVESTMENT MANAGEMENT INC. 84,100 clients · 3,259 advisers $20.8B AUM 7 KINGSVIEW WEALTH MANAGEMENT, LLC 120 advisers $8.96B AUM 8 PFG ADVISORS 10 clients · 92 advisers $3.26B AUM