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Financial ADVSR advisor directory · SEC adviser records

Financial advisors in Anthem, AZ

Every SEC-registered investment adviser representative at a firm office in Anthem, with the firms that employ the most of them.

The short answer

20 registered advisors work in Anthem; the most are at Apex Wealth Advisors LLC (4). 1 list the CFP designation and 11 are also registered broker representatives.

Firms with the most advisors in Anthem

FirmAdvisors in Anthem
Apex Wealth Advisors LLC4
Lucas Retirement Group LLC3
Edward Jones news2
LPL Financial LLC news2
Wells Fargo Clearing Services, LLC news2
J. W. Cole Advisors, Inc.1
Kingdom Financial Group, LLC1
Pfg Advisors1
Rockford Asset Management LLC1
Strategic Advisers LLC1
Voya Financial Advisors, Inc.1
Weiss Financial Services1

Advisors in Anthem, A to Z

CFP advisors in Anthem →

Other cities in Arizona

All of Arizona →

Scottsdale 3,188Phoenix 2,257Tucson 773Chandler 574Tempe 543Gilbert 484Mesa 279Peoria 197Glendale 107Prescott 100Surprise 86Flagstaff 65Goodyear 49Queen Creek 47Oro Valley 44Sun City 42Yuma 34Fountain Hills 33Cave Creek 30Sun City West 29Lake Havasu City 27San Tan Valley 25Carefree 22Sedona 22

Questions

How many financial advisors are in Anthem, AZ?

20 investment adviser representatives are registered at firm offices in Anthem, Arizona, according to the SEC's Investment Adviser Public Disclosure records. 11 of them are also registered as broker representatives, and 1 list the CFP designation.

Which firm has the most financial advisors in Anthem?

Apex Wealth Advisors LLC, with 4 registered advisors in Anthem, followed by Lucas Retirement Group LLC with 3.

How do I check a financial advisor in Anthem?

Each advisor below links to a profile with their firm, registrations, exams and how long they've been registered, plus links to the SEC's adviser search and FINRA BrokerCheck, where any disclosures are listed in full.

Source: the SEC's Investment Adviser Public Disclosure daily file. Advisors are listed at the city of the firm office they're registered at; an advisor registered at offices in more than one city appears in each. Broker-only representatives (FINRA BrokerCheck) aren't included. Moving firms? See who's moving this week, compare payouts by firm or value a recruiting offer.