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Best financial advisors in Prescott, AZ

Registered advisers within 25 miles of Prescott, AZ.

Offices
97
Firms
55
Combined AUM
$10.2T
Firm-wide filings, not assets booked only here
Clients
2.48M
2,476,894 clients when Item 5C has a number
Avg / client
$4.10M
Combined AUM ÷ clients

Nearby offices

Firms

INDEPENDENT WEALTH NETWORK, INC.
EDWARD JONES
WELLS FARGO CLEARING SERVICES, LLC
THRIVENT INVESTMENT MANAGEMENT INC.
THE MONEY AND VALUES GROUP
LPL FINANCIAL LLC
PURE FINANCIAL ADVISORS, LLC
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.
J. W. COLE ADVISORS, INC.
AMERIPRISE FINANCIAL SERVICES, LLC
WRIGHT WEALTH MANAGEMENT GROUP
MONTOYA WEALTH MANAGEMENT
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
VICTORY WEALTH SERVICES, LLC

Investors

JAMES MICHAEL POINDEXTER
Adam Jacob DeForge
Dakoda Lamont Peterson
TAYLOR JOSEPH BLAKLEY
Scott W Lang
Brian T Scott
KATHLEEN A NEMETZ
DAVID LEE EDMISTEN
Austin Prescott Farnsworth
MICHAEL RAYMOND BACCI
Alexander Ray Bacci
CINDY LARUE CROSSETT
Daniel Machado
JAMES ALLAN HELFINSTINE
Christopher Warren Wright
Erica Elizabeth Ryberg
BRANDON JOE MONTOYA
THOMAS W REPASS
ROBERT LESTER WARING
KELLY ANN WARING
Coby Heath Baker
Carrie Brumbaugh
Shane Foster
JAMES NATHAN HAIT
Lee A Iredell

Within 25 miles of Prescott, AZ, Best Investors lists 55 registered investment advisory firms with 97 offices nearby, managing about $10.2T in combined regulatory AUM across 2,476,894 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 Prescott

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 EDWARD JONES 28,751 clients · 24.6K advisers $1.01T AUM 5 LPL FINANCIAL LLC 209,600 clients · 24.4K advisers $819B AUM 6 WELLS FARGO ADVISORS 5,302 clients · 15.3K advisers $671B AUM 7 AMERIPRISE FINANCIAL SERVICES, LLC 124,349 clients · 13.6K advisers $660B AUM 8 J.P. MORGAN SECURITIES LLC 407,036 clients · 14.8K advisers $430B AUM