Best Investors Account Sign in

Best financial advisors in Phoenix, AZ

Registered advisers within 25 miles of Phoenix, AZ.

Offices
1,873
Firms
721
Combined AUM
$21.8T
Firm-wide filings, not assets booked only here
Clients
3.71M
3,708,944 clients when Item 5C has a number
Avg / client
$5.88M
Combined AUM ÷ clients

Nearby offices

Firms

TRINITY CAPITAL ADVISER LLC
AWM CAPITAL, LLC
BE FUND ADVISORS, LLC
AQUIFER CAPITAL, LLC
J.P. MORGAN SECURITIES LLC
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
CETERA INVESTMENT ADVISERS LLC
TANDEM WEALTH ADVISORS
STATE FARM INVESTMENT MANAGEMENT CORP.
OSAIC WEALTH, INC.
EDWARD JONES
BRIDGEPORT FINANCIAL SOLUTIONS
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.
ARROWROOT FAMILY OFFICE, LLC
WELLS FARGO CLEARING SERVICES, LLC
SIMPLICITY WEALTH
TLG ADVISORS, INC.
LEGACY WEALTH MANAGEMENT, LLC

Investors

Riccardo Kirshun Stewart
ERIK DANIEL AVERILL
ROBERT DON MCCONCHIE
Joshua McAlister
Zachary Joseph Miller
Corbin Davis Bozosi
Jeffrey Ryan Locke
JAMES JOHN KRAGENBRING
Kevin Lewis
Taylor Salberg
MARCUS WILLIAM TECHTMAN
Ryan Moser
AMORETTE VIRGINIA VIERHELLER
David Herrick Robinson
RYAN T BETTELON
LEAH J VANPOELVOORDE
CHESTER ANGUS SCHAAL
COLIN HANS DENKER
Robert Louis Cohen
Amy Elizabeth Bush
Meghan Gillian Mulligan
Kamrey Rynea Boyer
JANE MICHAEL MURPHY
CHRISTOPHER DAVID BOLTON
JENNIFER LYNN DRAHEIM
Aaron Jack Martin
Grant R Autrey
Joey M Ordway
Alexis Schumann
Demetrius Warren
FRANK AUGUST FAIRBANKS
NICHOLAS EDWIN KOLB
Harison Sidhu
ERICA NICOLE MOLINA
Fred Drake
Forrest Martin Holland
AJAY BHARAT SHINGALA
Yichen Sun
Christopher Basque
ASHISH VIJAY PHANSOPKAR
Jessica Michelle Joseph
Donald Steven Garduno
Cameron Hatfield
Eric Scott Peterson
Jordan Johnson
Ignatius Lee Jackson
ADAM DOUGLAS GETTYS
MALACHI EPIFANIO RODRIQUEZ
TANYA SABRINA CASTELLANOS
Sergio Serrano
NICHOLAS KAISER
Taylor Sender
ANTHONY PEREZ

Within 25 miles of Phoenix, AZ, Best Investors lists 721 registered investment advisory firms with 1,873 offices nearby, managing about $21.8T in combined regulatory AUM across 3,708,944 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 Phoenix

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