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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

PFS INVESTMENTS INC.
PFG ADVISORS
EPL INVESTMENT ADVISORY LLC
EDWARD JONES
THE AMERIFLEX GROUP
LPL FINANCIAL LLC
J.P. MORGAN SECURITIES LLC
EAGLE STRATEGIES LLC
STATE FARM INVESTMENT MANAGEMENT CORP.
JARIWALA FINANCIAL WELLNESS, LLC
HARBOUR INVESTMENTS, INC.

Investors

SEAN WILLIAM CUBBERLEY
BRYAN ALYN MCCLURE
ELDON CHRISTOPHER ROBINSON
ANN BROGAN MARTIN
PETER LAMONT ELLEFSON
Lyle Zaichkin
James M Hundley
Kate Somerville
Justin J Grimes
Samuel Bert Mills
KRISTY DANIELLE DOSS
Abe Warren Dye
ROLLY RANDOLPH WHITE
MICHAEL WESLEY SAMMONS
Tommie Bonner
KYLE Lemay KRISTICK
CHRISTOPHER DAVID NASH
Carol Jean Ward
Brayden Anthony Hough
AARON EDWARD MCDERMID
Matthew Arnold
Eric McKay
Spencer Daines
Valerie Irene Hansen
JOSHUA MICHAEL RYAN
PAMELA ANN JOHNSON
Joshua Michael Bring
RENO SCOTT BLOMQUIST
Victoria Paddy

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