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Best financial advisors in Green Valley, NV

Registered advisers within 25 miles of Green Valley, NV.

Offices
453
Firms
217
Combined AUM
$13.6T
Firm-wide filings, not assets booked only here
Clients
3.23M
3,234,982 clients when Item 5C has a number
Avg / client
$4.22M
Combined AUM ÷ clients

Nearby offices

Firms

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
LPL FINANCIAL LLC
AXOS INVEST, INC
DARBY WEALTH PLANNING LLC
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
PFS INVESTMENTS INC.
FINANCIAL & TAX ARCHITECTS, LLC
LEGACY WEALTH GROUP
EDWARD JONES
STATE FARM INVESTMENT MANAGEMENT CORP.
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.
RATIO CAPITAL
J.P. MORGAN SECURITIES LLC

Investors

JASON MCCABE
CRAIG THOMAS LYMAN
Jennifer Dawn Lyman
HUNTER JAMES BREMER
Tracy Lyn Gallman
Chad Gailen Heidzig
DEREK MICHAEL TSCHUDIN
Paul Way Yeh
JAMES HILTON THOMAS
Jason Schroeder
Kian Fadaee
MORRY GENE MORALES
Diane Nicole Klitz
Emily Liao Yu
Jacob Klevatt Bentley
PATRICK JOSEPH DARBY
Derek Seiyu Uehara
AARON PHILLIP TELLEZ
KEVIN SCANLON
Robert Z Disman
GARY R DAVIS
Carla L Roik
Heather Lynn Sabatello
JODY RENEE EVANS
JOHN THOMAS HOLCOMBE
ELIZABETH DELGADO
Garett Rusk Fay
Cameron Elaine Chianese
Thomas O
JOSEPH CALDERA
Jimmie M Anderson
Jeremy Wayne Eller
Carolina Dean
Caitlyn Sarah Whitford
Raphael M Montgomery
Ryan Stephen Graff

Within 25 miles of Green Valley, NV, Best Investors lists 217 registered investment advisory firms with 453 offices nearby, managing about $13.6T in combined regulatory AUM across 3,234,982 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 Green Valley

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 UBS FINANCIAL SERVICES INC. 18,245 clients · 9,839 advisers $916B 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