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Best financial advisors in Sun, AZ

Registered advisers within 25 miles of Sun, AZ.

Offices
288
Firms
127
Combined AUM
$13.5T
Firm-wide filings, not assets booked only here
Clients
2.70M
2,697,257 clients when Item 5C has a number
Avg / client
$5.02M
Combined AUM ÷ clients

Nearby offices

Firms

ENDURANCE PRIVATE INVESTMENTS MANAGER, LLC
COMMONWEALTH FINANCIAL NETWORK
STATE FARM INVESTMENT MANAGEMENT CORP.
LPL FINANCIAL LLC
SABINO INVESTMENT MANAGEMENT, L.L.C.
FORTHRIGHT FINANCES LLC
ANNECY LLC
TRANSAMERICA FINANCIAL ADVISORS, LLC
EAGLE STRATEGIES LLC
ALLSTATE FINANCIAL ADVISORS, LLC
FOCUS PARTNERS WEALTH, LLC
WELLS FARGO CLEARING SERVICES, LLC
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
KESTRA ADVISORY SERVICES, LLC
PNC WEALTH MANAGEMENT LLC
IRONWOOD FINANCIAL, LLC

Investors

BARRY PAUL BAKER
CHRISTINA LEONA FREY
WILLIAM CLAYTON FREY
Fernando Martinez
STEPHEN MICHEL HORVATH
BRADY JOSEPH DOE
DAVID SCOTT HERMANN
WILLIAM CARL WESTCOTT
JOANNA INGBERG WESTCOTT
ROBERT GERALD KAHL
Scott Newhouse
MICHAEL HOWARD SALOMON
ROBERT MICHAEL ROMAN
Ronald Edward Wilson
RAYMOND WILLIAM SEWARD
Uugantsetseg Bor Atondo
Holly Crystal Brauer
Jeremy Alexander Gonzalez
Sylvester Akpan
David Charles Williams
CRAIG ALAN NOCHUMSON
Kendal Ray McCray
Caleb Bergamini
MATTHEW JOEL MINEHART
SARAH ESCHENBRENNER
LYNN ROSS VAN HOUTEN
SARA SUZANN ALEXANDER
Edwin Ned Hopper
TIMOTHY DUANE WILCOX
DOUGLAS R. ROGERS
HUGH BRADLEY TOLAND
SERGIO ANTONIO MADA VILLA
Fernando K Cubillas
HEIDI LEE OAKLEY
JUDITH ANN TOCCO
JENNIFER LYNN AKINS
Cheyanne Selena Perez
ZACHARY PARKER
Sergio Andrade
Carlos Carranza
JOHN E. RIETZ
Celina Ann Jolly
MARTIN ANTHONY SMITH
ALEXANDER DEVEREAUX PARRS
ROBIN RODGERS DOLEZAL
DARREN GRANT HESSELINK
DANIEL SHAY NENTL
DAVID A. NIICHEL
EMILY MARIE Delgado
DAVID CUNNINGHAM RENZI

Within 25 miles of Sun, AZ, Best Investors lists 127 registered investment advisory firms with 288 offices nearby, managing about $13.5T in combined regulatory AUM across 2,697,257 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

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 EDWARD JONES 28,751 clients · 24.6K advisers $1.01T AUM 5 UBS FINANCIAL SERVICES INC. 18,245 clients · 9,839 advisers $916B AUM 6 LPL FINANCIAL LLC 209,600 clients · 24.4K advisers $819B AUM 7 WELLS FARGO ADVISORS 5,302 clients · 15.3K advisers $671B AUM 8 AMERIPRISE FINANCIAL SERVICES, LLC 124,349 clients · 13.6K advisers $660B AUM