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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

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
ALLSTATE FINANCIAL ADVISORS, LLC
EDWARD JONES
INTERACTIVE FINANCIAL ADVISORS
J.P. MORGAN SECURITIES LLC
INTEGRATED FINANCIAL SOLUTIONS, PLLC
WISE WORLD INVESTMENT PLANNING
LPL FINANCIAL LLC
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
WELLS FARGO CLEARING SERVICES, LLC
STATE FARM INVESTMENT MANAGEMENT CORP.
AMERIPRISE FINANCIAL SERVICES, LLC
IMMACULATE WEALTH MANAGEMENT, LLC
NORTHRIM ADVISER, LLC
OVERSON ADVISORY GROUP

Investors

Nicolas Ott
Douglas Paul Johnson
Ryan Jacob Evans
James Thomas North
FRANK RALPH PERRI
Gary Charles Chamberlain
Tyler Johnathan Lietz
DANIEL PAUL SIFFERMANN
GREGORY STERLING GALE
KENNETH WAYNE ZIEGLER
MANJUL CHUGH
Victoria Paddy
George Frederick Randolph
Joseph W. Whitfield
RORIC EUGENE GRIFFITH
JOSEPH A WEBER
ROBERT JOSEPH SMITH
MARIE ANNE BURNS
KALEN RYAN DORSON
KEITH RYAN DORSON
Joseph Robert Collen
ERIC THOMAS WITT
KENNETH CHARLES LAFLEUR
LARRY JOSEPH OSBORNE
JASON JOHN DESWARTE
Thomas Joseph Schott
Olga A Haugland
WILLIAM CROTHERS MC CANCE
CRAIG KENLEY SCRIMPSHIRE
BENJAMIN TODD HAUGLAND
Adam Michael Yekin
Savanna Renee Werner
MASON JAY HAUGLAND
Cord Rockford Crismon
Lauren Huntsman Michelotti
MICHAEL BRIAN MCGINLEY
KEVIN HARDT FOSTER
Colton Jon Kemp
MARK EDWARD RAUGUTH
Jonah Adam Rauguth
LEILAND DAVID OVERSON

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