Best financial advisors in Williams, AZ

Registered advisers within 50 miles of Williams, AZ.

Offices

51

Firms

29

Combined AUM

$6.26T

Firm-wide filings, not assets booked only here

Clients

914K

913,891 clients when Item 5C has a number

Avg / client

$6.85M

Combined AUM ÷ clients

Nearby offices

INDEPENDENT WEALTH NETWORK, INC.

Preferred Wealth Management 121 E. Birch Ave, Suite 404
Flagstaff, AZ 86001

30.8 miles away

OAK ASSET MANAGEMENT, LLC

123 So. San Francisco St. #15
Flagstaff, AZ 86001

30.8 miles away

LPL FINANCIAL LLC

305 E CHERRY AVE
FLAGSTAFF, AZ 86001

30.9 miles away

EDWARD JONES

9 N ELDEN ST STE 103
FLAGSTAFF, AZ 86001

EDWARD JONES

751 E PINE KNOLL DR SUITE 1203
FLAGSTAFF, AZ 86001

31.5 miles away

WELLS FARGO CLEARING SERVICES, LLC

2625 N 4TH ST
FLAGSTAFF, AZ 86004

DWYER FINANCIAL, LLC

2615 N. FOURTH ST. #5
FLAGSTAFF, AZ 86004

OASIS ADVISORS

2501 North 4th Street Suite 9
Flagstaff, AZ 86004

32.1 miles away

CETERA INVESTMENT ADVISERS LLC

2519 E. Seventh Ave
Flaggstaff, AZ 86004

32.2 miles away

STATE FARM INVESTMENT MANAGEMENT CORP.

2677 E 7th Ave Ste 3
Flagstaff, AZ 86004

32.3 miles away

KESTRA ADVISORY SERVICES, LLC

9500 Offenhauser Dr
Flagstaff, AZ 86004

33.6 miles away

EDWARD JONES

2530 W STATE ROUTE 89A STE C-1
SEDONA, AZ 86336

42.3 miles away

WELLS FARGO CLEARING SERVICES, LLC

2201 W HWY 89A
SEDONA, AZ 86336

42.4 miles away

UPTICK PARTNERS, LLC

1785 W STATE ROUTE 89A SUITE 2F
SEDONA, AZ 86336

42.5 miles away

EDWARD JONES

210 SUNSET DRIVE, SUITE F
SEDONA, AZ 86336

42.6 miles away

ALLSTATE FINANCIAL ADVISORS, LLC

450 Jordan Rd Ste H
Sedona, AZ 86336-4177

42.7 miles away

J.P. MORGAN SECURITIES LLC

1300 W HWY 89A
SEDONA, AZ 86336

42.8 miles away

EDWARD JONES

1146 W STATE ROUTE 89A STE C-2
SEDONA, AZ 86336

42.9 miles away

MAKARIOS INVESTMENTS INC

2085 MOUNTAIN RD STE L
SEDONA, AZ 86336-5813

43.1 miles away

EDWARD JONES

707 EAST MINGUS AVENUE SUITE 401
COTTONWOOD, AZ 86326

47.1 miles away

Firms

INDEPENDENT WEALTH NETWORK, INC.

OAK ASSET MANAGEMENT, LLC

LPL FINANCIAL LLC

WELLS FARGO CLEARING SERVICES, LLC

DWYER FINANCIAL, LLC

CETERA INVESTMENT ADVISERS LLC

STATE FARM INVESTMENT MANAGEMENT CORP.

KESTRA ADVISORY SERVICES, LLC

UPTICK PARTNERS, LLC

ALLSTATE FINANCIAL ADVISORS, LLC

J.P. MORGAN SECURITIES LLC

MAKARIOS INVESTMENTS INC

Investors

DONALD F ROSALEZ

DAVID BRIAN WATSON

KAITLYN ELAINE WIGMAN CHILDERS

Nicholas R Nocella

Gabrielle Isabeau Fitzwater

THEODORE EDWARD DWYER

KOREY JOHN DOUCETTE

Melissa S Rainwater-Fleming

BRANDON BINGHAM REDFERN

Roxanne Malvina Kirk

Donna Marie Wiseman

JOHN RUSSELL GRAHAM

Matthew Edwin Fitzgerald

Rebecca Lynn Miller

Paul Brian Tibbs

William R Trezise

MICHAEL SCOTT GILBERT

Sharon W Striegl

Frank Joseph Leonardi

Mary Sharon Millar

Jean Christophe Buillet

Matias D Sandoval

Within 50 miles of Williams, AZ, Best Investors lists 29 registered investment advisory firms with 51 offices nearby, managing about $6.26T in combined regulatory AUM across 913,891 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 Williams

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

1 MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED 16,844 clients · 26.7K advisers $1.78T AUM 2 EDWARD JONES 28,751 clients · 24.6K advisers $1.01T AUM 3 LPL FINANCIAL LLC 209,600 clients · 24.4K advisers $819B AUM 4 WELLS FARGO ADVISORS 5,302 clients · 15.3K advisers $671B AUM 5 AMERIPRISE FINANCIAL SERVICES, LLC 124,349 clients · 13.6K advisers $660B AUM 6 J.P. MORGAN SECURITIES LLC 407,036 clients · 14.8K advisers $430B AUM 7 RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC 5,542 clients · 6,614 advisers $390B AUM 8 CETERA INVESTMENT ADVISERS LLC 24,019 clients · 10.8K advisers $257B AUM