Best Investors Account Sign in

Best financial advisors in San Tan Valley, AZ

Registered advisers within 25 miles of San Tan Valley, AZ.

Offices
467
Firms
181
Combined AUM
$12.7T
Firm-wide filings, not assets booked only here
Clients
3.10M
3,098,108 clients when Item 5C has a number
Avg / client
$4.10M
Combined AUM ÷ clients

Nearby offices

Firms

KESTRA ADVISORY SERVICES, LLC
LPL FINANCIAL LLC
J.P. MORGAN SECURITIES LLC
EDWARD JONES
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
RAYMOND JAMES & ASSOCIATES, INC.
THE IVY LEAGUE ADVISORY GROUP, LLC
PFS INVESTMENTS INC.
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.
GATEWAY WEALTH PARTNERS, LLC

Investors

RICHARD CAREY LYNCH
BRET MATTHEW ANDERSON
Jessica Faith Ogden
Jason D. Oliver
Daniel Whitehouse
Clayton Cunningham
John Robert Hall
Jared Robin Dahline
Gavin Mycle Dollison
Dawson Alverson
BRANDON JOHN HEBERT
Jeffery Patrick Hebert
JOHN MARC HEBERT
JOHN MICHAEL SKELTON
Jacob Michael Hudson
BRIAN SCOTT URIE
ROSEANN STEINMETZ
MICHAEL CHAD ERICKSON
William Monaccio
ERIC MYRE
Connor Riley Olsen
Steven Michael Payne
TRISHA KENNEDY
MEGANN MURPHY
THOMAS LEE WELTON
DOUGLAS WAYNE BROWN
ELLEN OWENS
DOUGLAS JAY SATTLER
Gregory John Bennett
Monte Lynn Zilmer
Timothy M McNaney
Christopher Michael Howell
Alanah Simmons
SHAUN T RICHARDSON
SAMUEL HANKS MANWARING
Matthew Ruppert
Joshua Justun Jones

Within 25 miles of San Tan Valley, AZ, Best Investors lists 181 registered investment advisory firms with 467 offices nearby, managing about $12.7T in combined regulatory AUM across 3,098,108 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 San Tan Valley

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 RAYMOND JAMES & ASSOCIATES, INC. 2,231 clients · 5,941 advisers $501B AUM