Financial ADVSR advisor directory · SEC adviser records
Financial advisors in Flagstaff, AZ
Every SEC-registered investment adviser representative at a firm office in Flagstaff, with the firms that employ the most of them.
68 registered advisors work in Flagstaff; the most are at Heffernan Advisory, Inc. (7). 0 list the CFP designation and 50 are also registered broker representatives.
Firms with the most advisors in Flagstaff
| Firm | Advisors in Flagstaff |
|---|---|
| Heffernan Advisory, Inc. | 7 |
| Ameritas Advisory Services, LLC | 6 |
| Edward Jones news | 6 |
| Geneos Wealth Management, Inc. | 6 |
| Ameriprise Financial Services, LLC news | 4 |
| Raymond James Financial Services Advisors, Inc. news | 4 |
| Kestra Advisory Services, LLC news | 3 |
| LPL Financial LLC news | 3 |
| Wells Fargo Clearing Services, LLC news | 3 |
| Babb Wealth Advisors LLC | 2 |
| Dwyer Financial, LLC | 2 |
| Independent Financial Group, LLC | 2 |
| J.P. Morgan Securities LLC news | 2 |
| Raymond James & Associates, Inc. news | 2 |
| Rfg Advisory, LLC | 2 |
| Sowell Management | 2 |
| State Farm Investment Management Corp. | 2 |
| Ae Wealth Management, LLC | 1 |
| Aspen & Pine Asset Management | 1 |
| Aspen Trail Wealth Management, LLC | 1 |
| Cetera Investment Advisers LLC news | 1 |
| Cross State Financial Group LLC | 1 |
| Independent Wealth Network, Inc. | 1 |
| J.A. Lawrence Wealth Management | 1 |
| MML Investors Services, LLC | 1 |
Advisors in Flagstaff, A to Z
Search all of Arizona →- Michael AbeshausTci Wealth Advisors, Inc. · Certified Financial Planner
- Kevin J. AguasCross State Financial Group LLC
- Paul A. AltobelliWells Fargo Clearing Services, LLC
- Jeffrey A. AugensteinCetera Investment Advisers LLC
- Travis C. BabbBabb Wealth Advisors LLC · Certified Financial Planner
- Tayton A. BairAmeritas Advisory Services, LLC
- Vanessa J. BeckmanMML Investors Services, LLC · Certified Financial Planner
- Eric BowdlerIndependent Financial Group, LLC · Certified Financial Planner
- Robb S. BurrisWells Fargo Clearing Services, LLC
- Davin K. ChambersEdward Jones
- Roland K. CookAmeriprise Financial Services, LLC
- Marc B. CooperRaymond James Financial Services Advisors, Inc.
- Reilly CuppJ.P. Morgan Securities LLC
- Elijah DesmondKestra Advisory Services, LLC
- Korey J. DoucetteOasis Advisors
- Christopher W. DunlevyAspen Trail Wealth Management, LLC
- Theodore E. DwyerDwyer Financial, LLC · Certified Financial Planner, Chartered Financial Consultant
- Kevin L. EhlersAmeriprise Financial Services, LLC · Chartered Financial Consultant
- Eric FernandezEdward Jones
- Gabrielle I. FitzwaterDwyer Financial, LLC
- Brian K. FladerRaymond James & Associates, Inc.
- Michael C. FladerRaymond James & Associates, Inc.
- Mark E. FrankEdward Jones · Certified Financial Planner
- T J. HidingerMerrill Lynch, Pierce, Fenner & Smith Incorporated
- Davis N. HoytHeffernan Advisory, Inc.
- James D. HoytHeffernan Advisory, Inc.
- Colin J. HughesSowell Management · Certified Financial Planner
- Mary C. HuntleyRfg Advisory, LLC · Certified Financial Planner
- Oscar HuynhWells Fargo Clearing Services, LLC
- Lori KahnJ.P. Morgan Securities LLC
- Tamara W. KinneyHeffernan Advisory, Inc.
- Roxanne M. KirkKestra Advisory Services, LLC
- John Kolody Jr.Independent Financial Group, LLC
- John A. LawrenceJ.A. Lawrence Wealth Management
- Lance D. LundgrenWt Wealth Management, LLC
- Amy B. MacedoHeffernan Advisory, Inc.
- Matthew T. McMahonSowell Management · Certified Financial Planner
- Andrew C. MorgoshAspen & Pine Asset Management
- William G. Morrison Jr.Ameritas Advisory Services, LLC · Chartered Financial Consultant
- Ross NichollsEdward Jones · Certified Financial Planner
- Nicholas R. NocellaEdward Jones
- Kenneth P. NowlandAe Wealth Management, LLC
- Andy B. PhillipsAmeritas Advisory Services, LLC
- Samuel ProctorEdward Jones · Certified Financial Planner
- Douglas A. RaderGeneos Wealth Management, Inc. · Certified Financial Planner
- Nihaal M. RaoMorgan Stanley
- Corey J. RathsAmeritas Advisory Services, LLC · Certified Financial Planner
- Brandon B. RedfernState Farm Investment Management Corp.
- Joel S. RieckSimplicity Wealth
- Kyle RileyAmeriprise Financial Services, LLC
- Donald F. RosalezIndependent Wealth Network, Inc.
- Alyn S. RumboldRaymond James Financial Services Advisors, Inc. · Certified Financial Planner
- Nathan RupeState Farm Investment Management Corp.
- Kathleen M. SchroederBabb Wealth Advisors LLC · Certified Financial Planner
- Michael D. SherwoodAmeritas Advisory Services, LLC
- Paul W. SolieLPL Financial LLC
- Eric L. SoudersHeffernan Advisory, Inc.
- Joshua J. StackhouseRaymond James Financial Services Advisors, Inc.
- Gregory K. StarkRaymond James Financial Services Advisors, Inc. · Certified Financial Planner
- James M. StraightAmeritas Advisory Services, LLC
- Todd J. SulzerAmeriprise Financial Services, LLC
- Christie A. ThomasHeffernan Advisory, Inc.
- Scott G. ThompsonKestra Advisory Services, LLC
- Keith M. Todhunter-SchaafsmaHeffernan Advisory, Inc. · Certified Financial Planner
- Joel S. Vergel De DiosLPL Financial LLC
- David B. WatsonOak Asset Management, LLC
- Kaitlyn E. Wigman ChildersLPL Financial LLC
- Danielle M. WilliamsRfg Advisory, LLC
Other cities in Arizona
All of Arizona →Scottsdale 3,391Phoenix 2,391Tucson 813Chandler 602Tempe 564Gilbert 511Mesa 298Peoria 216Glendale 114Prescott 108Surprise 92Queen Creek 50Goodyear 48Sun City 46Oro Valley 45Fountain Hills 36Yuma 36Sun City West 33Cave Creek 31Lake Havasu City 29San Tan Valley 25Sedona 25Carefree 22Green Valley 21
Questions
How many financial advisors are in Flagstaff, AZ?
68 investment adviser representatives are registered at firm offices in Flagstaff, Arizona, according to the SEC's Investment Adviser Public Disclosure records. 50 of them are also registered as broker representatives, and 0 list the CFP designation.
Which firm has the most financial advisors in Flagstaff?
Heffernan Advisory, Inc., with 7 registered advisors in Flagstaff, followed by Ameritas Advisory Services, LLC with 6.
How do I check a financial advisor in Flagstaff?
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.