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Best financial advisors in Sun City West, AZ

Registered advisers within 25 miles of Sun City West, AZ.

Offices
580
Firms
229
Combined AUM
$15.8T
Firm-wide filings, not assets booked only here
Clients
3.33M
3,334,736 clients when Item 5C has a number
Avg / client
$4.75M
Combined AUM ÷ clients

Nearby offices

Firms

EDWARD JONES
CENTAURUS FINANCIAL, INC.
GRADIENT ADVISORS, LLC
LPL FINANCIAL LLC
PNC WEALTH MANAGEMENT LLC
WELLS FARGO CLEARING SERVICES, LLC
ONESEVEN
LASALLE ST. INVESTMENT ADVISORS, L.L.C.
J.P. MORGAN SECURITIES LLC
BERGER FINANCIAL GROUP
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
DYNAMIC WEALTH ADVISORS
USA FINANCIAL SECURITIES LLC

Investors

Karla Thalman
KariElle Thalman
Braden L Cope
Jeffrey F Hertig
ORION KELLY WILLIS
Dennis M Caufield
Bryan Wayne Heath
Kelly R Miller
BRENDAN LUTHER
Joshua Ryan Butler
Kevin Leigh Hansen
Matthew Kenton McNally
KEITH J MENDIVIL
FRANCISCO ERNANDO PORTILLO
CHRISTOPHER R MARINER
BRIAN DENNIS TRIMBLE
SCOTT LEGRAND SLADE
Suzanne M Crook
Robert Sullivan
ANDREW THOMAS MUNGER
Joanne Dushek
Thomas Tourek
Nicholas A Albert
MELISSA ANNE Piconi
TEVIS RYAN WEST
GARY LYNN LUNA
GRANT STEPHEN HADDEN
Andrew Timothy Gauer
Katherine J Udy
Brian Edward Frick
Jason Peterson

Within 25 miles of Sun City West, AZ, Best Investors lists 229 registered investment advisory firms with 580 offices nearby, managing about $15.8T in combined regulatory AUM across 3,334,736 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 Sun City West

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 CAPTRUST 963 advisers $1.24T AUM 5 EDWARD JONES 28,751 clients · 24.6K advisers $1.01T AUM 6 UBS FINANCIAL SERVICES INC. 18,245 clients · 9,839 advisers $916B AUM 7 LPL FINANCIAL LLC 209,600 clients · 24.4K advisers $819B AUM 8 WELLS FARGO ADVISORS 5,302 clients · 15.3K advisers $671B AUM