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Financial ADVSR advisor directory · SEC adviser records

Financial advisors in Mesa, AZ

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

300 registered advisors work in Mesa; the most are at Edward Jones (34). 60 list the CFP designation and 186 are also registered broker representatives.

Firms with the most advisors in Mesa

FirmAdvisors in Mesa
Edward Jones news34
LPL Financial LLC news21
Public Safety Financial/Galloway18
J.P. Morgan Securities LLC news13
Modern Wealth Management, LLC13
Merrill Lynch, Pierce, Fenner & Smith Incorporated news11
State Farm Investment Management Corp.10
Wells Fargo Clearing Services, LLC news10
Decisionpoint Financial, LLC9
Ae Wealth Management, LLC8
Raymond James Financial Services Advisors, Inc. news8
Strategic Advisers LLC8
Cetera Investment Advisers LLC news7
Cambridge Investment Research Advisors, Inc. news6
Pfs Investments Inc.6
Thrivent Investment Management Inc.6
Ameriprise Financial Services, LLC news5
Acute Investment Advisory4
Empower Advisory Group, LLC4
Gbg Wealth Management LLC4
Pfg Advisors4
Fleming Financial Services3
Kestra Advisory Services, LLC news3
Osaic Wealth, Inc. news3
Tribeca Financial, LLC3

Advisors in Mesa, A to Z

CFP advisors in Mesa →

Other cities in Arizona

All of Arizona →

Scottsdale 3,200Phoenix 2,247Tucson 764Chandler 593Tempe 534Gilbert 480Peoria 228Glendale 106Prescott 103Surprise 81Flagstaff 65Goodyear 53Queen Creek 52Sun City 45Oro Valley 38Fountain Hills 37Cave Creek 36Yuma 32Sun City West 27Lake Havasu City 25Sedona 25San Tan Valley 23Buckeye 22Carefree 21

Questions

How many financial advisors are in Mesa, AZ?

300 investment adviser representatives are registered at firm offices in Mesa, Arizona, according to the SEC's Investment Adviser Public Disclosure records. 186 of them are also registered as broker representatives, and 60 list the CFP designation.

Which firm has the most financial advisors in Mesa?

Edward Jones, with 34 registered advisors in Mesa, followed by LPL Financial LLC with 21.

How do I check a financial advisor in Mesa?

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.