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Best financial advisors in Tempe, AZ

Registered advisers within 25 miles of Tempe, AZ.

Offices
1,600
Firms
605
Combined AUM
$19.5T
Firm-wide filings, not assets booked only here
Clients
3.50M
3,502,366 clients when Item 5C has a number
Avg / client
$5.56M
Combined AUM ÷ clients

Nearby offices

Firms

MORGAN STANLEY
PFS INVESTMENTS INC.
3ROOTS WEALTH PARTNERS LLC
LPL FINANCIAL LLC
BAYNTREE WEALTH ADVISORS, LLC
EXETER FINANCIAL, LLC
ALKEME INVESTMENTS LLC
CETERA INVESTMENT ADVISERS LLC
BILTMORE WEALTH MANAGEMENT, LLC

Investors

Amy H Barchini
Madeline Elizabeth-Marie Julian
Troy L McSwain
Carter J Lake
JUSTIN RENNHACK
Ryan Mark Vanderway
Grant Gunderson
DAVIS W STEWART
Tariq Shaikh
Robert Marcelo Urbano
NICHOLAS JAY HANSEN
ROBERT ANDREW HENEGAR
Jack N Alexander
Dalan D Smith
Paul R Marsillo
Alexander J Gallup
John Beaumont Sanborne
Jax Osiris Liescheidt
CHRIS KAWASHIMA
Casey Allen Hall
Daniel Joseph Levy
SIMON NORMAN
MEAGAN RAE ICE
BRADLEY JOSEPH HECKER
CODY STERN
Adam C Pigott
Joshua Paone
AMIT VALMIKI MAHARAJ
CHRISTOPHER BRIAN ROWAN
JUANITA RUTH WILLIAMS
GARRON KEITH BOND
TRACI TRUEHILL VAUGHAN
NICHOLAS MAES
KEVIN SCOTT ZIRK
RUSSELL FRANK FOSTER
STEVE BARRY SILVERMAN
Alexander M Cohen
Jacob Tyler Hall
BRANDON MICHAEL SCOTT
MICHAEL ANTHONY KINCAID
Jonathan William Brant
JONATHAN MICHAEL GENGLE
Andrue Jorgensen
Ezra Max Alpert
BRIAN DAVID HARTSTEIN
ANDREW SCOTT RAFAL
PETER WESTOVER HELMS
STEPHEN LEON HARRISON
CHRISTOPHER PAUL KLEIN
KURT NORMAN GUSINDE
GREGORY DALE HUNTER
ERIC BESWICK
Jordan Christopher Klein
ANDREW BAIN ROGERS
LEAH AUTUMN CLANCY
Shane P. O'Keefe
LAUREN C ROGERS
JACOB ANTHONY CHAPMAN
Andrew Wong
ANTHONY CALHOUN
CHRISTIAN JOEL DIEGEL
MICHAEL OBENAUF
Lawrence George Ritter
JASON CHARLES BENEDETTI
BENJAMIN D ZAMORA
Tommy Stovall
MICHAEL KENNETH SELF
SCOTT ALLEN HITCHLER
ANDRES ANTONIO FAVELA
Christopher Millar
Lionel V Evans
KIRTUS GREGORY BRUTSMAN
David Jazo
Alexandra Lynn Whitcher
Shawn Perona
TARA J HANSON
ANTHONY CHAPMAN WILLIAMS
MARCUS EUGENE ORTEGA
Chadi Majed
DAVID HICKSON
ETHAN MOORE
KEVIN JOHN SWEENEY
MAX DAVID ROSSITER
TIMOTHY ALAN CARPENTER

Within 25 miles of Tempe, AZ, Best Investors lists 605 registered investment advisory firms with 1,600 offices nearby, managing about $19.5T in combined regulatory AUM across 3,502,366 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 Tempe

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