Best financial advisors in Sedona, AZ

Registered advisers within 25 miles of Sedona, AZ.

Offices

58

Firms

34

Combined AUM

$6.57T

Firm-wide filings, not assets booked only here

Clients

1.03M

1,032,974 clients when Item 5C has a number

Avg / client

$6.36M

Combined AUM ÷ clients

Nearby offices

EDWARD JONES

2530 W STATE ROUTE 89A STE C-1
SEDONA, AZ 86336

WELLS FARGO CLEARING SERVICES, LLC

2201 W HWY 89A
SEDONA, AZ 86336

EDWARD JONES

210 SUNSET DRIVE, SUITE F
SEDONA, AZ 86336

UPTICK PARTNERS, LLC

1785 W STATE ROUTE 89A SUITE 2F
SEDONA, AZ 86336

MAKARIOS INVESTMENTS INC

2085 MOUNTAIN RD STE L
SEDONA, AZ 86336-5813

J.P. MORGAN SECURITIES LLC

1300 W HWY 89A
SEDONA, AZ 86336

EDWARD JONES

1146 W STATE ROUTE 89A STE C-2
SEDONA, AZ 86336

ALLSTATE FINANCIAL ADVISORS, LLC

450 Jordan Rd Ste H
Sedona, AZ 86336-4177

STRATOS WEALTH PARTNERS, LTD

60 BELL ROCK PLAZA
SEDONA, AZ 86351

10.2 miles away

CETERA INVESTMENT ADVISERS LLC

6486 HIGHWAY 179 STE. 111
SEDONA, AZ 86351

10.7 miles away

CETERA INVESTMENT ADVISERS LLC

6486 STATE ROUTE 179 SUITE 107
SEDONA, AZ 86351

10.7 miles away

J.P. MORGAN SECURITIES LLC

6666 HIGHWAY 179
SEDONA, AZ 86351

10.9 miles away

STATE FARM INVESTMENT MANAGEMENT CORP.

101 S Main St Ste D
Cottonwood, AZ 86326

14.4 miles away

EDWARD JONES

707 EAST MINGUS AVENUE SUITE 401
COTTONWOOD, AZ 86326

14.6 miles away

EDWARD JONES

1672 E COTTONWOOD ST STE B
COTTONWOOD, AZ 86326-5479

14.9 miles away

THRIVENT INVESTMENT MANAGEMENT INC.

1756 E Villa Drive
Cottonwood, AZ 86326

14.9 miles away

EDWARD JONES

782 COVE PKWY
COTTONWOOD, AZ 86326

STATE FARM INVESTMENT MANAGEMENT CORP.

879 Cove Pkwy
Cottonwood, AZ 86326

EDWARD JONES

20 E STATE ROUTE 89A SUITE 101
COTTONWOOD, AZ 86326

15.3 miles away

VORA WEALTH MANAGEMENT, PLLC

2500 S. WOODLANDS VILLAGE BOULEVARD SUITE 3
FLAGSTAFF, AZ 86001

21.7 miles away

Firms

WELLS FARGO CLEARING SERVICES, LLC

UPTICK PARTNERS, LLC

MAKARIOS INVESTMENTS INC

J.P. MORGAN SECURITIES LLC

ALLSTATE FINANCIAL ADVISORS, LLC

STRATOS WEALTH PARTNERS, LTD

CETERA INVESTMENT ADVISERS LLC

STATE FARM INVESTMENT MANAGEMENT CORP.

THRIVENT INVESTMENT MANAGEMENT INC.

VORA WEALTH MANAGEMENT, PLLC

Investors

Donna Marie Wiseman

JOHN RUSSELL GRAHAM

Rebecca Lynn Miller

Paul Brian Tibbs

William R Trezise

Matthew Edwin Fitzgerald

Jean Christophe Buillet

Sharon W Striegl

Frank Joseph Leonardi

Mary Sharon Millar

MICHAEL SCOTT GILBERT

DAWNA WESTBERG-WELCH

JASON JAMES FIAL

TREVOR WILLIAM WILDE

ANTHONY JOSEPH COSENTINO

MICHELLE KANE GRIEFENBERG

Brian Joseph Bocchino

Matias D Sandoval

ALAN DEAN NICKERSON

JESS MICHAEL REIMNITZ

AMY CLAIRE ANDREWS

Mark Chambers Carlile

Within 25 miles of Sedona, AZ, Best Investors lists 34 registered investment advisory firms with 58 offices nearby, managing about $6.57T in combined regulatory AUM across 1,032,974 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 Sedona

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

1 MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED 16,844 clients · 26.7K advisers $1.78T AUM 2 EDWARD JONES 28,751 clients · 24.6K advisers $1.01T AUM 3 LPL FINANCIAL LLC 209,600 clients · 24.4K advisers $819B AUM 4 WELLS FARGO ADVISORS 5,302 clients · 15.3K advisers $671B AUM 5 AMERIPRISE FINANCIAL SERVICES, LLC 124,349 clients · 13.6K advisers $660B AUM 6 J.P. MORGAN SECURITIES LLC 407,036 clients · 14.8K advisers $430B AUM 7 RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC 5,542 clients · 6,614 advisers $390B AUM 8 CETERA INVESTMENT ADVISERS LLC 24,019 clients · 10.8K advisers $257B AUM