Best Investors Account Sign in

Best financial advisors in Phoeniz, AZ

Registered advisers within 25 miles of Phoeniz, AZ.

Offices
5
Firms
4
Combined AUM
$680B
Firm-wide filings, not assets booked only here
Clients
29.7K
29,662 clients when Item 5C has a number
Avg / client
$22.9M
Combined AUM ÷ clients

Nearby offices

Firms

CETERA INVESTMENT ADVISERS LLC
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
SEARCY FINANCIAL SERVICES, INC.
SEQUOIA FINANCIAL GROUP, L.L.C.

Investors

MATTHEW JACOB JULIAN
WILLIAM ALBERT WILKES
Christopher Wyman Smith
JESSICA ANN KMETTY
Brady Ryan Marlow

Within 25 miles of Phoeniz, AZ, Best Investors lists 4 registered investment advisory firms with 5 offices nearby, managing about $680B in combined regulatory AUM across 29,662 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 Phoeniz

Ranked by regulatory AUM. AUM is firm-wide, not only this area.

1 RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC 5,542 clients · 6,614 advisers $390B AUM 2 CETERA INVESTMENT ADVISERS LLC 24,019 clients · 10.8K advisers $257B AUM 3 SEQUOIA FINANCIAL GROUP, L.L.C. 100 clients · 247 advisers $32.2B AUM 4 SEARCY FINANCIAL SERVICES, INC. 1 clients · 10 advisers $514M AUM