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Best financial advisors in Wellton, AZ

Registered advisers within 25 miles of Wellton, AZ.

Offices
8
Firms
6
Combined AUM
$2.18T
Firm-wide filings, not assets booked only here
Clients
442K
441,851 clients when Item 5C has a number
Avg / client
$4.93M
Combined AUM ÷ clients

Nearby offices

Firms

EDWARD JONES
J.P. MORGAN SECURITIES LLC
CWM, LLC
WELLS FARGO CLEARING SERVICES, LLC
INVICTA FINANCIAL GROUP
UNITED PLANNERS' FINANCIAL SERVICES OF AMERICA A LIMITED PARTNER

Investors

Angela Lea Mitchell
Brian L Compton
Cam N Cong
Brannick Harris
Timothy Avila
KRYSTLE LYNN MAYORGA
Adrian Elder
John Layton Durazo
THOMAS RUSH
Jackson Trey Dewbre
LORETTA FELIX
Sarah Nicole Ramirez
Wendy Steward
Ronald Michael Dennis
BARRY DOUGLAS TODD
Sandi Ilene Goldhamer
Alexander Joseph Chavez
DOYEL NMN PRICE
BENJAMIN ALEXANDER WILLIAMS
RYAN PATRICK DANIELS
SCOTT L HULL
MARSHALL REED LOHRENZ
DANIEL CRAIG PARKS

Within 25 miles of Wellton, AZ, Best Investors lists 6 registered investment advisory firms with 8 offices nearby, managing about $2.18T in combined regulatory AUM across 441,851 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 Wellton

Ranked by regulatory AUM. AUM is firm-wide, not only this area.

1 EDWARD JONES 28,751 clients · 24.6K advisers $1.01T AUM 2 WELLS FARGO ADVISORS 5,302 clients · 15.3K advisers $671B AUM 3 J.P. MORGAN SECURITIES LLC 407,036 clients · 14.8K advisers $430B AUM 4 CWM, LLC 248 clients · 642 advisers $50.6B AUM 5 UNITED PLANNERS' FINANCIAL SERVICES OF AMERICA A LIMITED PARTNER 483 clients · 380 advisers $12.8B AUM 6 INVICTA FINANCIAL GROUP 31 clients · 14 advisers $371M AUM