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Best financial advisors in Scottsdale, AZ

Registered advisers within 25 miles of Scottsdale, AZ.

Offices
1,926
Firms
758
Combined AUM
$23.8T
Firm-wide filings, not assets booked only here
Clients
3.78M
3,778,654 clients when Item 5C has a number
Avg / client
$6.30M
Combined AUM ÷ clients

Nearby offices

Firms

FORTITUDE FAMILY OFFICE
STATE FARM INVESTMENT MANAGEMENT CORP.
GENEOS WEALTH MANAGEMENT, INC.
CETERA INVESTMENT ADVISERS LLC
J.P. MORGAN SECURITIES LLC
ABLE FINANCIAL GROUP, LLC
JUNCTURE WEALTH STRATEGIES, LLC
WITNAUER SLOAN & ASSOCIATES LLC
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC
CS PLANNING CORP
SIMPLICITY WEALTH
IDX ADVISORS
LPL FINANCIAL LLC
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.
EAGLE STRATEGIES LLC
ANDORRA CAPITAL

Investors

Sam Tryhus Winter
KRISTIN MARIE GREENLEAF
COREY MARSHALL BIRD
MATTHEW GENE WALKER
MATTHEW PAUL LUCAS
Matthew Brent Brower
Remy Yves Solves
Emily Elizabeth Gall
DALE ANDREW PHILLIPS
GEOFFREY CONG KHANH TRAN
TREVOR DARRELL MOORE
Atticus Paul Lavelle
CHRISTY ANN PATER SCHMITT
Joseph Senczakowicz-Gibo
Jessica Taylor Schuster
MICHAEL JOHN OSLAND
FREDERICK OWSLEY
KATRINA ANN BARRETT
Skene Black
DAVID M WENTLAND
Joseph Daniel Smith
Simon H Zahrbock
Michael D McDonald
David S Hummel
Tanya Thompson Zavala
PETER EICKELBERG
LAUREL PAIGE KUTLER
BRANDON DAVID PERLOW
LANE LARON REYNOLDS
ADAM MICHAEL BROOKS
LAWRENCE VAN QUATHEM
MATTHEW PAUL CHERRY
Jacob Alexander Cavaleri
DEBORAH DUTTON BALDINI
WANDA LEE STAPLEY
BARRY SCOTT RHONEMUS
Daniel Evan Owens
HANNAH ROSE CHAPMAN
ALLISON GRAHAM SPANGLER
CONNOR PIERCE SMITH
JACK ANDREW BARKER
BRADLEY JAMES HAINES
JANA LAVANWAY
DREW THOMAS PETERSON
JEFFREY CRAIG SLOAN
RANDY DALE WAGNER
GRANT CRANE
RICHARD E BINGAMAN
Michael John Goyarts
LEVI MARTIN EARHART
JEFFREY DAVID JUNIPER
DAVID BENJAMIN JACOBSON
BRIAN JOSEPH WEST
BOYD L. SOREM
Jacob August Ceschin
STANLEY EARL WALDROP
KORY LICHT BUDINGER
MICHAEL R OTRADOVEC
ERIC BLACK
SCOTT L BERGAN
BRUCE JAY FRANK
MARGARET DEBORAH BERGAN
SCOTT MATTHEW SANDELL
GREYSON WHITNEY GEILER

Within 25 miles of Scottsdale, AZ, Best Investors lists 758 registered investment advisory firms with 1,926 offices nearby, managing about $23.8T in combined regulatory AUM across 3,778,654 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 Scottsdale

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

1 T. ROWE PRICE ASSOCIATES, INC. 83 clients · 235 advisers $2.20T AUM 2 MORGAN STANLEY 416,984 clients · 24.0K advisers $1.96T AUM 3 MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED 16,844 clients · 26.7K advisers $1.78T AUM 4 STRATEGIC ADVISERS LLC 17,518 clients · 17.7K advisers $1.37T AUM 5 CAPTRUST 963 advisers $1.24T AUM 6 EDWARD JONES 28,751 clients · 24.6K advisers $1.01T AUM 7 UBS FINANCIAL SERVICES INC. 18,245 clients · 9,839 advisers $916B AUM 8 LPL FINANCIAL LLC 209,600 clients · 24.4K advisers $819B AUM