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Best financial advisors in Safford, AZ

Registered advisers within 25 miles of Safford, AZ.

Offices
11
Firms
7
Combined AUM
$2.27T
Firm-wide filings, not assets booked only here
Clients
645K
645,441 clients when Item 5C has a number
Avg / client
$3.52M
Combined AUM ÷ clients

Nearby offices

Firms

EDWARD JONES
LPL FINANCIAL LLC
J.P. MORGAN SECURITIES LLC
THEPARTNERS WEALTH MANAGEMENT
SUMMIT GLOBAL INVESTMENTS, LLC
GWN SECURITIES INC.
UNITED ADVISOR GROUP

Investors

Tyson Melbourn Richins
TAMMY TENNEY PAQUETTE
Clancy Schmidt
Derek Curtis Kartchner
Lucas Gordon Hoopes
Tara Shae Waggoner
Teonna Lin Hoopes
Dusti Marie Brantner
Thomas M Frost
LAYNE CURTIS JENSEN
TOMMY CALL JENSEN
PHILLIP JOSEPH PALMER
BRUCE J BRYCE
DANIEL ADAIR MORRIS
TANYA J BISHOP
Sydney Lynn Johnson

Within 25 miles of Safford, AZ, Best Investors lists 7 registered investment advisory firms with 11 offices nearby, managing about $2.27T in combined regulatory AUM across 645,441 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 Safford

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

1 EDWARD JONES 28,751 clients · 24.6K advisers $1.01T AUM 2 LPL FINANCIAL LLC 209,600 clients · 24.4K advisers $819B AUM 3 J.P. MORGAN SECURITIES LLC 407,036 clients · 14.8K advisers $430B AUM 4 GWN SECURITIES INC. 54 clients · 454 advisers $4.75B AUM 5 SUMMIT GLOBAL INVESTMENTS, LLC 101 advisers $2.29B AUM 6 UNITED ADVISOR GROUP 52 advisers $1.43B AUM 7 THEPARTNERS WEALTH MANAGEMENT 36 advisers $1.18B AUM