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Best financial advisors in Peoria, AZ

Registered advisers within 25 miles of Peoria, AZ.

Offices
1,303
Firms
513
Combined AUM
$19.5T
Firm-wide filings, not assets booked only here
Clients
3.67M
3,666,484 clients when Item 5C has a number
Avg / client
$5.31M
Combined AUM ÷ clients

Nearby offices

Firms

J.P. MORGAN SECURITIES LLC
LPL FINANCIAL LLC
STATE FARM INVESTMENT MANAGEMENT CORP.
WELLS FARGO CLEARING SERVICES, LLC
CLARUS WEALTH ADVISORS, LLC
EDWARD JONES
IP FINANCIAL ADVISORY SERVICES LLC
AMERIPRISE FINANCIAL SERVICES, LLC
WESTMINSTER FINANCIAL ADVISORY CORP
TACTIVE ADVISORS, LLC
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
KINGDOM FINANCIAL GROUP, LLC
PRINCIPAL SECURITIES, INC.
AZ LEGACY WEALTH LLC
TRITON WEALTH MANAGEMENT, PLLC

Investors

Charles Wesley Belton
DAVID LEE FELLOWS
ANTHONY KEITH BONE
EDGAR ADRIAN LOPEZ
Jorge Eduardo Zavala Mora
John Edward Fanning
Amy Caroline Jones
BERT ALLEN COOPER
THERESA ANN FANNING
JONATHON ALLEN STAATS
JOSHUA ALLEN COOPER
Kenneth R Hartley
SHERRY ANN HARDIN
William Vance Freeman
Todd Polley
Benjamin B Israelsen
Nora Angelica Rodriguez
BRIAN JOSEPH MOCK
Steven TYLER Berryman
Scarlet R Filmore
MATTHEW D MAC LEAN
Thomas Gerboth
GARRETT PIERCE SMITH
John O Snyder
MICHAEL EDWARD GOMBRICH
John Keith Rinehart
ERICA DENISE MELISSA
Casey Cason
DAN DEAN KAUFFMAN
Michael G Ulrich
ROD GLISIC
KAREN L GREEN
Emily C DeFine
NICOLAS B CASTANEDA
BRETT MICHAEL WOODS
MARYSE ANNE MARSHALL
DENNIS W BUTNER
TIMOTHY TANNER LOVELL
CAROL M CROMER
Stephen ALFRED Moran
MARK DAVID NEWCOMB
Jeffrey Alan Beneteau
Jairo J Gomez
Diane Doyle
Matthew F Zuccaro
STEPHANIE ELAINE FULLERTON
Jacob Michael Adams
DALLAS ALLEN FOX
ALLEN Paul BRAUNBECK
JOSHUA RYAN RONALD HOLLIS
Trinity Rain Grace
LUCAS DAVID GRAYBILL
Matthew Austin Tobey
LESLIE ANN WINCHESTER
STEVEN DAVID FULLERTON
JOSHUA PAUL BECKER
ZACHARY RYAN TOBEY
TYLER PRICE
DAVID MICHAEL ELDRIDGE
Brian Harris Kendrick
Brianna M Steffes
ROSS WAYNE LUEKENGA
Howard Luekenga
KENNETH ROBERT GROSSMAN
Steve Fred Shmatko
WILLIAM CHAD MITTON
Arrah-Wonah Michael Nester
Zachary Aaron MacPhee
Brian Charles Smalley
Nathaniel Duchein

Within 25 miles of Peoria, AZ, Best Investors lists 513 registered investment advisory firms with 1,303 offices nearby, managing about $19.5T in combined regulatory AUM across 3,666,484 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 Peoria

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