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Financial ADVSR advisor directory · SEC adviser records

Financial advisors in Sedona, AZ

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

25 registered advisors work in Sedona; the most are at Edward Jones (5). 6 list the CFP designation and 19 are also registered broker representatives.

Firms with the most advisors in Sedona

FirmAdvisors in Sedona
Edward Jones news5
Cetera Investment Advisers LLC news3
J.P. Morgan Securities LLC news3
LPL Financial LLC news2
Osaic Wealth, Inc. news2
Allstate Financial Advisors, LLC1
Cambridge Investment Research Advisors, Inc. news1
Foundations Investment Advisors LLC1
Howlett Tax Services, Inc.1
Independent Financial Group, LLC1
Makarios Investments Inc.1
Montis Management1
Mpi Infinite Investors, LLC1
Trust Advisory Group Ltd.1
Wells Fargo Clearing Services, LLC news1

Advisors in Sedona, A to Z

CFP advisors in Sedona →

Other cities in Arizona

All of Arizona →

Scottsdale 3,200Phoenix 2,247Tucson 764Chandler 593Tempe 534Gilbert 480Mesa 300Peoria 228Glendale 106Prescott 103Surprise 81Flagstaff 65Goodyear 53Queen Creek 52Sun City 45Oro Valley 38Fountain Hills 37Cave Creek 36Yuma 32Sun City West 27Lake Havasu City 25San Tan Valley 23Buckeye 22Carefree 21

Questions

How many financial advisors are in Sedona, AZ?

25 investment adviser representatives are registered at firm offices in Sedona, Arizona, according to the SEC's Investment Adviser Public Disclosure records. 19 of them are also registered as broker representatives, and 6 list the CFP designation.

Which firm has the most financial advisors in Sedona?

Edward Jones, with 5 registered advisors in Sedona, followed by Cetera Investment Advisers LLC with 3.

How do I check a financial advisor in Sedona?

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.