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Financial ADVSR advisor directory · SEC adviser records

Financial advisors in Peoria, AZ

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

228 registered advisors work in Peoria; the most are at Strategic Advisers LLC (24). 26 list the CFP designation and 180 are also registered broker representatives.

Firms with the most advisors in Peoria

FirmAdvisors in Peoria
Strategic Advisers LLC24
LPL Financial LLC news21
Morgan Stanley news16
Wells Fargo Clearing Services, LLC news16
Merrill Lynch, Pierce, Fenner & Smith Incorporated news13
Charles Schwab & Co., Inc. news12
Edward Jones news12
Kingdom Financial Group, LLC10
Robert W. Baird & Co. Incorporated news10
Ameriprise Financial Services, LLC news9
Clarus Wealth Advisors, LLC7
Foundations Investment Advisors LLC7
Osaic Wealth, Inc. news7
Commonwealth Financial Network news5
J.P. Morgan Securities LLC news5
Ae Wealth Management, LLC4
State Farm Investment Management Corp.4
Pfg Advisors3
UBS Financial Services Inc. news2
21:5 Advisors, LLC1
Authentic Financial Planning1
Beacon Bay Asset Management LLC1
Bentley Financial Group1
Brookstone Wealth Advisors, LLC1
Cambridge Investment Research Advisors, Inc. news1

Advisors in Peoria, A to Z

CFP advisors in Peoria →

Other cities in Arizona

All of Arizona →

Scottsdale 3,200Phoenix 2,247Tucson 764Chandler 593Tempe 534Gilbert 480Mesa 300Glendale 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 Peoria, AZ?

228 investment adviser representatives are registered at firm offices in Peoria, Arizona, according to the SEC's Investment Adviser Public Disclosure records. 180 of them are also registered as broker representatives, and 26 list the CFP designation.

Which firm has the most financial advisors in Peoria?

Strategic Advisers LLC, with 24 registered advisors in Peoria, followed by LPL Financial LLC with 21.

How do I check a financial advisor in Peoria?

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.