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Best financial advisors in Surprise, AZ

Registered advisers within 25 miles of Surprise, AZ.

Offices
605
Firms
237
Combined AUM
$16.1T
Firm-wide filings, not assets booked only here
Clients
3.34M
3,337,135 clients when Item 5C has a number
Avg / client
$4.83M
Combined AUM ÷ clients

Nearby offices

Firms

EDWARD JONES
CETERA INVESTMENT ADVISERS LLC
GRADIENT ADVISORS, LLC
WELLS FARGO CLEARING SERVICES, LLC
J.P. MORGAN SECURITIES LLC
CENTAURUS FINANCIAL, INC.
BERGER FINANCIAL GROUP
LPL FINANCIAL LLC
PNC WEALTH MANAGEMENT LLC
LASALLE ST. INVESTMENT ADVISORS, L.L.C.
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
STATE FARM INVESTMENT MANAGEMENT CORP.

Investors

Katherine J Udy
EDWARD J CHURRAY
Bryan Wayne Heath
Andrew Timothy Gauer
PATRICIA ANN GARCIA
HEATHER NICOLE HUNTLEY
Jessica Bradley
Lee Robert Bradley
Mircea Ionescu
Alyssa Murphy
Zachary L. Lichlyter
ORION KELLY WILLIS
Dennis M Caufield
Nicholas A Albert
MELISSA ANNE Piconi
Suzanne M Crook
Robert Sullivan
ANDREW THOMAS MUNGER
Joanne Dushek
Thomas Tourek
Kelly R Miller
BRENDAN LUTHER
Matthew Kenton McNally
SCOTT LEGRAND SLADE
David Allen Carter
Karla Thalman
KariElle Thalman
Joshua Watson
Michael Gray
Brent Hodges
Brian David Laurie
RICKY G RESETAR

Within 25 miles of Surprise, AZ, Best Investors lists 237 registered investment advisory firms with 605 offices nearby, managing about $16.1T in combined regulatory AUM across 3,337,135 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 Surprise

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