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Best financial advisors in Pinetop, AZ

Registered advisers within 25 miles of Pinetop, AZ.

Offices
11
Firms
10
Combined AUM
$4.10T
Firm-wide filings, not assets booked only here
Clients
954K
953,754 clients when Item 5C has a number
Avg / client
$4.30M
Combined AUM ÷ clients

Nearby offices

Firms

THRIVENT INVESTMENT MANAGEMENT INC.
STATE FARM INVESTMENT MANAGEMENT CORP.
MEIXLER INVESTMENT MANAGEMENT, LTD.
LPL FINANCIAL LLC
EDWARD JONES
J.P. MORGAN SECURITIES LLC
BLUE CRAB PARTNERS, LLC
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
PARK AVENUE SECURITIES LLC
SCHWAB WEALTH ADVISORY, INC.

Investors

Anna Lou Soderblom
Carin Niccole Rubin
MICHAEL CHARLES MEIXLER
JOHN ALLEN STONER
David Brian Knox
Nathan Robert Church
Trevor Tinkel
MARY CATHERINE RADKE
Daniel Jozsef Patterson
Jeremy Scott Gottschall
GREGORY ALAN SMITH
Jack S Gunter
WILLIAM C BERGER
KAREN SHERLOCK

Within 25 miles of Pinetop, AZ, Best Investors lists 10 registered investment advisory firms with 11 offices nearby, managing about $4.10T in combined regulatory AUM across 953,754 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 Pinetop

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

1 MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED 16,844 clients · 26.7K advisers $1.78T AUM 2 EDWARD JONES 28,751 clients · 24.6K advisers $1.01T AUM 3 LPL FINANCIAL LLC 209,600 clients · 24.4K advisers $819B AUM 4 J.P. MORGAN SECURITIES LLC 407,036 clients · 14.8K advisers $430B AUM 5 THRIVENT INVESTMENT MANAGEMENT INC. 84,100 clients · 3,259 advisers $20.8B AUM 6 PARK AVENUE SECURITIES LLC 38,649 clients · 2,005 advisers $19.6B AUM 7 STATE FARM INVESTMENT MANAGEMENT CORP. 7,142 advisers $12.9B AUM 8 MEIXLER INVESTMENT MANAGEMENT, LTD. 1 advisers $228M AUM