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Best financial advisors in Tucson, AZ

Registered advisers within 25 miles of Tucson, AZ.

Offices
408
Firms
176
Combined AUM
$14.6T
Firm-wide filings, not assets booked only here
Clients
3.07M
3,070,243 clients when Item 5C has a number
Avg / client
$4.77M
Combined AUM ÷ clients

Nearby offices

Firms

KOLO CAPITAL
PFG ADVISORS
LPL ENTERPRISE, LLC
ADVISOR SERVICES, INC.
CENTAURUS FINANCIAL, INC.
EAGLE STRATEGIES LLC
WELLS FARGO CLEARING SERVICES, LLC
KESTRA ADVISORY SERVICES, LLC
LAZAROW WEALTH MANAGEMENT
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
FORTHRIGHT FINANCES LLC
FOCUS PARTNERS WEALTH, LLC
LPL FINANCIAL LLC
STATE FARM INVESTMENT MANAGEMENT CORP.
SABINO INVESTMENT MANAGEMENT, L.L.C.
TRANSAMERICA FINANCIAL ADVISORS, LLC

Investors

Angela Marie Caballero
Walter Henry Smith
Amir John Kiani
SAMUEL LESLIE SUTTERFIELD
DAVID ANTHONY MARTINEZ
Alyssa Dawn Martinez
AIDA SANCHEZ CASTRO
SUPRIYA BAKSHI
ERNESTO VARGAS TRUQUI
WENDY K. OLIVER
MICHAEL S. RADCLIFF
JASON MATTHEW LAZAROW
Michael L Mansour
Scott Newhouse
SARA SUZANN ALEXANDER
Edwin Ned Hopper
TIMOTHY DUANE WILCOX
DOUGLAS R. ROGERS
HUGH BRADLEY TOLAND
STEPHEN MICHEL HORVATH
BRADY JOSEPH DOE
DAVID SCOTT HERMANN
WILLIAM CARL WESTCOTT
JOANNA INGBERG WESTCOTT
Fernando Martinez
MATTHEW JOEL MINEHART
SARAH ESCHENBRENNER
ROBERT GERALD KAHL
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
SANDRA GAYLE THOMPKINS

Within 25 miles of Tucson, AZ, Best Investors lists 176 registered investment advisory firms with 408 offices nearby, managing about $14.6T in combined regulatory AUM across 3,070,243 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 Tucson

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