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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

EDWARD JONES
J.P. MORGAN SECURITIES LLC
ALLWORTH FINANCIAL, L.P.
AMERIPRISE FINANCIAL SERVICES, LLC
STRATEGIC ADVISERS LLC
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.
IHT WEALTH MANAGEMENT LLC
REACH ONE TEACH ONE FINANCIAL
INDEPENDENT FINANCIAL GROUP, LLC
THE PLANNING ASSOCIATES, INC.
KRUEGER FINANCIAL
COMMONWEALTH FINANCIAL NETWORK
AE WEALTH MANAGEMENT, LLC
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
STATE FARM INVESTMENT MANAGEMENT CORP.
THE COLERIDGE GROUP LLC

Investors

Joyce T Barden
Carina Emilie Burtell
Julia Marie Gunn
KIT S DANG
MICHAEL A TENORE
ZHANXIAO PAN
Danny P. Pagoulatos
Brent Michael Sayler
MIGUEL MAYAGOITIA
MARY BETH BARON
NANCY NGUYEN LE LUC
RICHARD TROY WALSH
JAKE SPEIGHT
CAMDEN PLEWE
SARA S MATHESON
SEAN ARIC BURKE
KAREN Y CHAN
COLLIN WHITTIER
LEVI MAVORHIS
EDGAR RAUDA
AUSTIN SMALL
DARALYN JENNA WARD
AUSTIN STEGE
SABRINA SPITERI
EVAN SMITH
BRODY ASHEIM
TRENT PASVOGEL
JONATHAN W TAYLOR
NATHANIEL B SPANGLER
SHANE P. MONTGOMERY
MATTHEW A AHERN
BRANDON TYLER WHITELEY
BRENDAN RUSH
BRENT C. DAVIDOFF
FRANKIE JO RENEE CEJA
LOGAN HANCOCK
CAROLINE KAYE BROSIOUS
JOSE D. BARRAZA
JOE HUSKINS
JEFFREY TAYLOR
KAREN M SWANSON
PATRICK CONNER DEVLIN
SHAWN Spencer SABIR
MICHELLE E. CANNON
DILLON CAGE
ANDIE JANE ROSE
NOAH DAVID RONNING
DOMINIQUE NICOLE DAVIS
ROLANDO QUINTANA
MAGUIRE VALENTIN PETERSON
ERIC LEE REATAZA
CHAD CARTER SEWELL
George Kao
CHRISTEL MARIE COVERT
KERRY WESLEY TANNER
MICHAEL CARL FUROIS
TIMOTHY DANIEL HILL
KIMBERLY ANNE KRUEGER
ERIC JOHN KRUEGER
Andrew Louis Klein
David Frank Oster
Michael Andrew Smith
Dave Bealer
Matthew S Harriman
ROBERT FARRIL HOLMAN
Nicholas Goode
Andrew E Damour
Edward Ryan Buechting
Stephanie Renee Buechting
Robb Ryan Stocks
Justin Patrick Timm
Daphine Willingham
Samuel Hurtado
FRANCISCO JAVIER AYALA

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