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Best financial advisors in Waddell, AZ

Registered advisers within 25 miles of Waddell, AZ.

Offices
428
Firms
157
Combined AUM
$14.3T
Firm-wide filings, not assets booked only here
Clients
3.22M
3,217,364 clients when Item 5C has a number
Avg / client
$4.43M
Combined AUM ÷ clients

Nearby offices

Firms

J.P. MORGAN SECURITIES LLC
EVERSOURCE WEALTH ADVISORS, LLC
STATE FARM INVESTMENT MANAGEMENT CORP.
NET WORTH SOLUTIONS LLC
UNIVERSAL WEALTH MANAGEMENT LLC
AE WEALTH MANAGEMENT, LLC
ALPHASTAR CAPITAL MANAGEMENT
EDWARD JONES
TRITON WEALTH MANAGEMENT, PLLC
CETERA INVESTMENT ADVISERS LLC
WELLS FARGO CLEARING SERVICES, LLC
PROSPERA FINANCIAL SERVICES, INC.

Investors

SARA DAVIDSON
ANTHONY SCOTT DOBLE
GUILLERMO WENCESLAO MORALES
Manuel C Hierro
Patrick Salazar
Reed Austin
Cynthia LYNN Hall
TIMOTHY JOHN HORST
CHRISTOPHER ALLEN GRAHAM
MATT JOHN MILOSEVICH
Lance Baxter
Nathaniel Duchein
Joshua Watson
RICKY G RESETAR
Michael Gray
Brent Hodges
Brian David Laurie
MICHAEL JAMES LARKIN
Michael Anthony Golinski
PATRICIA ANN GARCIA
HEATHER NICOLE HUNTLEY
LISA RENEE OMMEN ROSS
Alyssa Murphy
Zachary L. Lichlyter
Jessica Bradley
Lee Robert Bradley
Mircea Ionescu
Jonathan Fuimaono
DAVID NATHANIEL JOHNSON

Within 25 miles of Waddell, AZ, Best Investors lists 157 registered investment advisory firms with 428 offices nearby, managing about $14.3T in combined regulatory AUM across 3,217,364 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 Waddell

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 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