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Best financial advisors in Wittmann, AZ

Registered advisers within 25 miles of Wittmann, AZ.

Offices
174
Firms
62
Combined AUM
$10.6T
Firm-wide filings, not assets booked only here
Clients
2.47M
2,471,361 clients when Item 5C has a number
Avg / client
$4.30M
Combined AUM ÷ clients

Nearby offices

Firms

CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.
J.P. MORGAN SECURITIES LLC
EDWARD JONES
WELLS FARGO CLEARING SERVICES, LLC
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
DYNAMIC WEALTH ADVISORS
NET WORTH SOLUTIONS LLC
UNIVERSAL WEALTH MANAGEMENT LLC
AE WEALTH MANAGEMENT, LLC
ALPHASTAR CAPITAL MANAGEMENT
TRITON WEALTH MANAGEMENT, PLLC
CETERA INVESTMENT ADVISERS LLC

Investors

Moses Skaggs Medina
Manuel C Hierro
Patrick Salazar
Alyssa Murphy
Zachary L. Lichlyter
Jessica Bradley
Lee Robert Bradley
Mircea Ionescu
PATRICIA ANN GARCIA
HEATHER NICOLE HUNTLEY
Karla Thalman
KariElle Thalman
TEVIS RYAN WEST
GARY LYNN LUNA
GRANT STEPHEN HADDEN
Braden L Cope
Jeffrey F Hertig
Sean Lowry
David Alan Stander
KEITH J MENDIVIL
FRANCISCO ERNANDO PORTILLO
Samuel Michael Buchert
Reed Austin
Cynthia LYNN Hall
TIMOTHY JOHN HORST
CHRISTOPHER ALLEN GRAHAM
MATT JOHN MILOSEVICH
Lance Baxter
Nathaniel Duchein
SARA DAVIDSON
MICHAEL JAMES LARKIN

Within 25 miles of Wittmann, AZ, Best Investors lists 62 registered investment advisory firms with 174 offices nearby, managing about $10.6T in combined regulatory AUM across 2,471,361 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 Wittmann

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 LPL FINANCIAL LLC 209,600 clients · 24.4K advisers $819B AUM 6 WELLS FARGO ADVISORS 5,302 clients · 15.3K advisers $671B AUM 7 AMERIPRISE FINANCIAL SERVICES, LLC 124,349 clients · 13.6K advisers $660B AUM 8 J.P. MORGAN SECURITIES LLC 407,036 clients · 14.8K advisers $430B AUM