Firms by city
Registered investment advisers in Gilbert, AZ
6 SEC-registered advisers headquartered in Gilbert, listed by regulatory assets under management as reported on Form ADV.
Search the full directory by firm name, city, state, CRD number or custodian.
6 firms listed
| Firm | Headquarters | Regulatory AUM |
|---|---|---|
| Watts Gwilliam & Company | Gilbert, AZ | $1.03B |
| Seros Financial | Gilbert, AZ | $359M |
| Clarity Wealth Management | Gilbert, AZ | $237M |
| Redeem Financial Group | Gilbert, AZ | $119M |
| Ensign Advisory Partners | Gilbert, AZ | $101M |
| Miller Wealth Management | Gilbert, AZ | $100M |
- Headquarters
- Gilbert, AZ
- Regulatory AUM
- $1.03B
- Headquarters
- Gilbert, AZ
- Regulatory AUM
- $359M
- Headquarters
- Gilbert, AZ
- Regulatory AUM
- $237M
- Headquarters
- Gilbert, AZ
- Regulatory AUM
- $119M
- Headquarters
- Gilbert, AZ
- Regulatory AUM
- $101M
- Headquarters
- Gilbert, AZ
- Regulatory AUM
- $100M
Figures are from each firm's most recent Form ADV and are dated on its profile. Listing here is a matter of public record, not a recommendation.
About this list
A firm appears here when it reports its principal office in Gilbert on Form ADV Part 1A. Many advisers serve clients well beyond the city they are based in, and a firm headquartered elsewhere may still have an office here; see firms headquartered in Arizona.
Figures come from each firm's own filings on the dates shown on its profile. This list is a restatement of public records, not a rating or a recommendation.