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Best financial advisors in Yuma, AZ

Registered advisers within 25 miles of Yuma, AZ.

Offices
26
Firms
17
Combined AUM
$4.41T
Firm-wide filings, not assets booked only here
Clients
810K
809,504 clients when Item 5C has a number
Avg / client
$5.45M
Combined AUM ÷ clients

Nearby offices

Firms

EDWARD JONES
EAGLE STRATEGIES LLC
STATE FARM INVESTMENT MANAGEMENT CORP.
SOUTHERN PACIFIC ASSET MANAGEMENT L.L.C.
CWM, LLC
LPL FINANCIAL LLC
CETERA INVESTMENT ADVISERS LLC
AMERIPRISE FINANCIAL SERVICES, LLC
UNITED PLANNERS' FINANCIAL SERVICES OF AMERICA A LIMITED PARTNER
INVICTA FINANCIAL GROUP
WELLS FARGO CLEARING SERVICES, LLC
J.P. MORGAN SECURITIES LLC
ADAIR WEALTH MANAGEMENT

Investors

Brian James Butcher
Maria Giovanna Reed
Alma Karina Urias
Sarah Nicole Ramirez
JOE KIN FOO LAU
CATHERINE ELAINE NUETZI
Shawn McKeown
George Davis
Adrian Elder
THOMAS RUSH
Timothy Avila
DERIC EDWARD MILLIS
Jackson Trey Dewbre
DANIEL PAGE MISENHIMER
MELISSA TOLER SHORT
Helen Carol Tanner
STEVEN SCHULTE
Valarie Anne Donnelly
Michael Edgar Weiser
LYDIA MARIE PADILLA
KAROLYN DIANE MAYRANT
Saul Jesus Unzueta
BRETINA ELAINE DEANDA
Jacob Echols
MARSHALL REED LOHRENZ
DANIEL CRAIG PARKS
Ronald Michael Dennis
BARRY DOUGLAS TODD
Sandi Ilene Goldhamer
Alexander Joseph Chavez
DOYEL NMN PRICE
BENJAMIN ALEXANDER WILLIAMS
RYAN PATRICK DANIELS
SCOTT L HULL
Wendy Steward
LORETTA FELIX
Cam N Cong
Brannick Harris
KRYSTLE LYNN MAYORGA
John Layton Durazo
Brian L Compton
Angela Lea Mitchell
WENDY ADAIR BRITTON

Within 25 miles of Yuma, AZ, Best Investors lists 17 registered investment advisory firms with 26 offices nearby, managing about $4.41T in combined regulatory AUM across 809,504 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 Yuma

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 LPL FINANCIAL LLC 209,600 clients · 24.4K advisers $819B AUM 3 WELLS FARGO ADVISORS 5,302 clients · 15.3K advisers $671B AUM 4 AMERIPRISE FINANCIAL SERVICES, LLC 124,349 clients · 13.6K advisers $660B AUM 5 J.P. MORGAN SECURITIES LLC 407,036 clients · 14.8K advisers $430B AUM 6 CETERA INVESTMENT ADVISERS LLC 24,019 clients · 10.8K advisers $257B AUM 7 WELLS FARGO ADVISORS 2,990 clients · 4,250 advisers $252B AUM 8 EMPOWER ADVISORY GROUP, LLC 24 clients · 2,036 advisers $195B AUM