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Financial ADVSR advisor directory · SEC adviser records

Financial advisors in Sun City, AZ

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

45 registered advisors work in Sun City; the most are at Edward Jones (8). 4 list the CFP designation and 29 are also registered broker representatives.

Firms with the most advisors in Sun City

FirmAdvisors in Sun City
Edward Jones news8
Triton Wealth Management, Pllc7
Ae Wealth Management, LLC6
J.P. Morgan Securities LLC news5
Cetera Investment Advisers LLC news4
Wells Fargo Clearing Services, LLC news4
Eagle Strategies LLC2
Fsg Financial Services, Inc.2
First Command Advisory Services1
LPL Financial LLC news1
Merrill Lynch, Pierce, Fenner & Smith Incorporated news1
PNC Wealth Management LLC1
Skymark Advisors LLC1
U.S. Bancorp Advisors, LLC1
Westminster Financial Advisory Corp.1

Advisors in Sun City, A to Z

CFP advisors in Sun City →

Other cities in Arizona

All of Arizona →

Scottsdale 3,200Phoenix 2,247Tucson 764Chandler 593Tempe 534Gilbert 480Mesa 300Peoria 228Glendale 106Prescott 103Surprise 81Flagstaff 65Goodyear 53Queen Creek 52Oro 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 Sun City, AZ?

45 investment adviser representatives are registered at firm offices in Sun City, Arizona, according to the SEC's Investment Adviser Public Disclosure records. 29 of them are also registered as broker representatives, and 4 list the CFP designation.

Which firm has the most financial advisors in Sun City?

Edward Jones, with 8 registered advisors in Sun City, followed by Triton Wealth Management, Pllc with 7.

How do I check a financial advisor in Sun City?

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.