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Financial ADVSR advisor directory · SEC adviser records

Financial advisors in Yuma, AZ

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

32 registered advisors work in Yuma; the most are at Edward Jones (8). 6 list the CFP designation and 17 are also registered broker representatives.

Firms with the most advisors in Yuma

FirmAdvisors in Yuma
Edward Jones news8
Cwm, LLC6
Invicta Financial Group6
Ameriprise Financial Services, LLC news2
Adair Wealth Management1
Alo Financial Planning1
Cetera Investment Advisers LLC news1
Eagle Strategies LLC1
Empower Advisory Group, LLC1
J.P. Morgan Securities LLC news1
LPL Financial LLC news1
Logic Wealth Management, LLC1
State Farm Investment Management Corp.1
Wells Fargo Advisors Financial Network, LLC news1

Advisors in Yuma, A to Z

CFP advisors in Yuma →

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 36Sun City West 27Lake Havasu City 25Sedona 25San Tan Valley 23Buckeye 22Carefree 21

Questions

How many financial advisors are in Yuma, AZ?

32 investment adviser representatives are registered at firm offices in Yuma, Arizona, according to the SEC's Investment Adviser Public Disclosure records. 17 of them are also registered as broker representatives, and 6 list the CFP designation.

Which firm has the most financial advisors in Yuma?

Edward Jones, with 8 registered advisors in Yuma, followed by Cwm, LLC with 6.

How do I check a financial advisor in Yuma?

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.