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Best financial advisors in Tolleson, AZ

Registered advisers within 25 miles of Tolleson, AZ.

Offices
1,077
Firms
413
Combined AUM
$18.3T
Firm-wide filings, not assets booked only here
Clients
3.40M
3,397,994 clients when Item 5C has a number
Avg / client
$5.40M
Combined AUM ÷ clients

Nearby offices

Firms

SUNSTREET SECURITIES, LLC
STATE FARM INVESTMENT MANAGEMENT CORP.
PFS INVESTMENTS INC.
LPL FINANCIAL LLC
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
J.P. MORGAN SECURITIES LLC
EDWARD JONES
CETERA INVESTMENT ADVISERS LLC
ARETE FINANCIAL SOLUTIONS, LLC
SARATOGA CAPITAL MANAGEMENT, LLC
WELLS FARGO CLEARING SERVICES, LLC
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

Investors

MUNIB SAID HADDAD
DERRICK ANDRE SPENCER
STEVEN JAN HECHT
NICHOLAS GEORGE FIELDSON
MITCHELL STANLEY LAYTON
Joanna Ramos Vizcarra
Piankhi S Sykes
ULISES BARRERA
SUMMER LAURA DARKIS
Ashley Marie Rios
Chad Swanson
Mathew Kinser
JUSTIN MILES KAUFFMAN
Blake Welch
EDWIN R ASHTON
Kristine Krahn
JONATHAN PATRICK MUELLER-SCHRADER
Mary Cavanaugh-Marsh
JEREMY STUART DUDLESTON
TAYLOR MARTIN
Miguel Angel Hernandez
KELLY THOMAS RYAN
Eugina Rodriguez
Crystal Angelica Leon
EVELYN Y QUINTANAR

Within 25 miles of Tolleson, AZ, Best Investors lists 413 registered investment advisory firms with 1,077 offices nearby, managing about $18.3T in combined regulatory AUM across 3,397,994 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 Tolleson

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