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Financial ADVSR advisor directory · SEC adviser records

Sovereign Investment Advisors LLC financial advisors in Phoenix, AZ

Every SEC-registered investment adviser representative at a Sovereign Investment Advisors LLC office in Phoenix, A to Z.

The short answer

3 registered advisors work at Sovereign Investment Advisors LLC in Phoenix, out of 4 at the firm nationwide; it ranks number 83 in the city by advisors. 0 list the CFP designation and 0 are also registered broker representatives.

Sovereign Investment Advisors LLC advisors in Phoenix, A to Z

Every Sovereign Investment Advisors LLC advisor →

Sovereign Investment Advisors LLC advisors in every city and state →Sovereign Investment Advisors LLC: assets, clients and custodians →Advisor Moves: who changed firms this week →

Sovereign Investment Advisors LLC advisors in other cities

Midolthian, VA 1

Other firms in Phoenix

All Phoenix advisors →

Charles Schwab & Co., Inc. 425Schwab Wealth Advisory, Inc. 257Foundations Investment Advisors LLC 120Cetera Investment Advisers LLC 96Merrill Lynch, Pierce, Fenner & Smith Incorporated 92J.P. Morgan Securities LLC 81Strategic Advisers LLC 61LPL Financial LLC 58UBS Financial Services Inc. 50Edelman Financial Engines 45Morgan Stanley 41Brookwood Investment Group 34

Questions

How many financial advisors does Sovereign Investment Advisors LLC have in Phoenix?

3 investment adviser representatives are registered at Sovereign Investment Advisors LLC offices in Phoenix, Arizona, according to the SEC's Investment Adviser Public Disclosure records, out of 4 nationwide. 0 list the CFP designation and 0 are also registered as broker representatives.

Is Sovereign Investment Advisors LLC one of the largest advisor employers in Phoenix?

Sovereign Investment Advisors LLC ranks number 83 in Phoenix by registered advisors; Charles Schwab & Co., Inc. has the most, with 425.

How do I check a Sovereign Investment Advisors LLC advisor in Phoenix?

Each advisor below links to a profile with their registrations, exams, designations 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 Sovereign Investment Advisors LLC office they're registered at; broker-only representatives (FINRA BrokerCheck) aren't included. Weighing a move? Compare payouts by firm or value a recruiting offer.