Best Investors Account Sign in

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

OCOTILLO WEALTH MANAGEMENT LLC
O'CONNOR CAPITAL ADVISORY, LLC
AURORA FINANCIAL PLANNING & INVESTMENT MANAGEMENT LLC
QUANTUMVEST, INC.
LPL FINANCIAL LLC
FAMILY OFFICE INVESTMENT ADVISORY LLC
CAPITAL ASSET ADVISORS LLC.
ALTERNATIVE INVESTMENT ADVISORS, LLC
LIFE STORY WEALTH PLANNING
HARRIS INVESTMENT ADVISORS LLC
YOUR INVESTMENT ADVISOR
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC
OSAIC WEALTH, INC.
INDEPENDENT FINANCIAL GROUP, LLC
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.
CETERA INVESTMENT ADVISERS LLC
CREATIVEONE WEALTH, LLC
COMPASS FINANCIAL MANAGEMENT LLC

Investors

Jessica Marie Mellberg
Jeremy David Mellberg
JAMES HARVEY OCONNOR
KATHLEEN J OWENS
TAYLOR RONCANCIO
AUSTIN LUIS RONCANCIO
MARK DAVID ROSENFELD
SCOTT ROBERT KOESTERER
TIMOTHY LEE MINERT
ALEX MICHAEL HILBERT
DAVID SETH HARRIS
Ryan Haas
BUCK JAMES BANDURA
ALEXANDER CARLO PRICE
LISA LYNN YAWGER
ROCCO BIANCHI
GREGG SUEREZ
MATTHEW ERIC PADILLA
DANIEL NORMAN SABA
LAURA HURST
STEPHEN HENDRIE LEDYARD
MARCO DIVITO
MONTE EDWARD MESSMAN
STEVEN LEWIS
CONNOR MESSMAN
Andrew M Galler
BRUCK HAYDEN HENNE
MARTY RAY HENNE
MATTHEW LUKE SCANLON
ROBERT MURRAY CAIN
JEFFREY JOSEPH BIRO
JOHN LOUIS OXENHANDLER
WILLIAM RYAN ZENK
RONALD REED MCCOOK
Zackery Aaron Mollett
KEVIN DAUPHINEE
Kyle ALAN Ruiter

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