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Best financial advisors in Sun City, AZ

Registered advisers within 25 miles of Sun City, AZ.

Offices
1,157
Firms
473
Combined AUM
$19.0T
Firm-wide filings, not assets booked only here
Clients
3.49M
3,485,203 clients when Item 5C has a number
Avg / client
$5.44M
Combined AUM ÷ clients

Nearby offices

Firms

J.P. MORGAN SECURITIES LLC
TRITON WEALTH MANAGEMENT, PLLC
EDWARD JONES
SKYMARK ADVISORS LLC
EAGLE STRATEGIES LLC
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
WESTMINSTER FINANCIAL ADVISORY CORP
CLARUS WEALTH ADVISORS, LLC
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.
CETERA INVESTMENT ADVISERS LLC
AE WEALTH MANAGEMENT, LLC
LPL FINANCIAL LLC
FSG FINANCIAL SERVICES, INC.
PNC WEALTH MANAGEMENT LLC

Investors

Jennifer J Vidaure
Michael C Lyons
Joseph Truscott
Raymond Riveras
WILLIAM CHAD MITTON
Arrah-Wonah Michael Nester
Zachary Aaron MacPhee
Brian Charles Smalley
Nathaniel Duchein
DAVID LEE DORSEY
CODY LEE ASHTON
Eric Charles Bird
MICHAEL CLAWSON BIRD
Steve Fred Shmatko
Jared Scott Farnsworth
DANIEL LEE LINDBLAD
SAMMER MIQBEL
Matthew Robert Macdonald
ERICA DENISE MELISSA
William Vance Freeman
Todd Polley
Benjamin B Israelsen
Nora Angelica Rodriguez
John Edward Fanning
Amy Caroline Jones
BERT ALLEN COOPER
THERESA ANN FANNING
JONATHON ALLEN STAATS
JOSHUA ALLEN COOPER
Kenneth R Hartley
SHERRY ANN HARDIN
Michael Walter Lesniewicz
THOMAS EUGENE MERTENSMEYER
Christopher Michael Thomas
Dayne Anthony Louis Ventrone
Max Bjurlin
William Michael Brooks
LANDON MCRAE RANDALL
AUSTIN J FETCH
MICHAEL RAY OXFORD
CHRIS MICHAEL HOWARD
Gerald Ray Barnes
JoAnn Regan
DEWEY JARED GOUGH
Stephen J. Arntson
MIRZA KEVRIC
Kevin Lee Naef
Paul J Fudurich
HEATHER LYNN TURNER

Within 25 miles of Sun City, AZ, Best Investors lists 473 registered investment advisory firms with 1,157 offices nearby, managing about $19.0T in combined regulatory AUM across 3,485,203 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

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 ALLIANCEBERNSTEIN L.P. 16 clients · 538 advisers $763B AUM