Written by investor.com
May 08, 2023
We're thrilled to recognize the 2023 Top Financial Advisor Firms in Arizona.
Investor.com enables Americans to quickly research and compare over 17,000 financial advisor firms (also known as RIAs) from across the country. The (up to) 100 best firms, with at least one office in Arizona, were selected using our rigorous Trust Algorithm, which sorts through more than 500,000 data points from the SEC.
Our analysis contains data as of May 08, 2023 and the specific qualifiers for the Top Financial Advisor Firms (RIAs) in Arizona are as follows:
- Must be rated 5 stars by investor.com's Trust Algorithm.
- Must have an office location in Arizona.
We applaud these firms for their commitment to fiduciary advice and putting their clients' best interests first. Congratulations!
| Company | Overall | Assets Under Management | Total Clients | Total Advisors | Average Client Balance |
| AIM Capital |
|
$225.8 million | 231 | 2 | $977,473 |
| Allied Portfolio Management |
|
$160.9 million | 113 | 1 | $1.4 million |
| Alpha Cubed Investments |
|
$2.0 billion | 1,680 | 23 | $1.2 million |
| Andorra Capital |
|
$32.6 million | 184 | 5 | $177,173 |
| Arista Wealth Management |
|
$496.6 million | 348 | 6 | $1.4 million |
| Ascendant Financial Solutions |
|
$259.2 million | 355 | 5 | $730,165 |
| Axxcess Wealth Management |
|
$3.4 billion | 4,933 | 43 | $689,158 |
| Beacon Pointe Advisors |
|
$23.2 billion | 13,332 | 230 | $1.7 million |
| Brightscape Investment Centers |
|
$78.0 million | 149 | 4 | $523,489 |
| BTC Capital Management |
|
$3.6 billion | 94 | 12 | $38.5 million |
| Burton Wealth Management |
|
$32.7 million | 90 | 2 | $363,000 |
| Capital Advisors |
|
$4.3 billion | 2,625 | 34 | $1.6 million |
| Capital Insight Partners |
|
$601.1 million | 441 | 6 | $1.4 million |
| Capital West Partners |
|
$223.5 million | 177 | 2 | $1.3 million |
| Chicago Partners Investment Group |
|
$3.6 billion | 1,705 | 34 | $2.1 million |
| Claremont Capital Management |
|
$621.0 million | 25 | 2 | $24.8 million |
| Concentrum Wealth Management |
|
$413.5 million | 280 | 4 | $1.5 million |
| Conscient Capital |
|
$30.0 million | 155 | 1 | $193,548 |
| Continuum Wealth Management |
|
$34.6 million | 24 | 1 | $1.4 million |
| Copperwynd Financial |
|
$458.9 million | 520 | 7 | $882,595 |
| CPA Advisory Services |
|
$65.1 million | 109 | 2 | $597,325 |
| Disciplined Money |
|
$38.9 million | 44 | 1 | $884,595 |
| Diversified Management |
|
$1.4 billion | 352 | 7 | $4.1 million |
| Domask Wealth Management |
|
$87.6 million | 67 | 1 | $1.3 million |
| Dynamic Wealth Advisors |
|
$123.5 million | 382 | 3 | $323,201 |
| Ebis |
|
$7.1 million | 3 | 1 | $2.4 million |
| EP Wealth Advisors |
|
$17.1 billion | 11,485 | 176 | $1.5 million |
| EPL Investment Advisory |
|
$11.6 million | 118 | 2 | $98,305 |
| Financial Directions |
|
$556.6 million | 3,665 | 3 | $151,858 |
| Financial Engines Advisors |
|
$242.0 billion | 1,319,970 | 650 | $183,314 |
 Fisher Investments
|
|
$192.4 billion | 133,483 | 2,064 | $1.4 million |
| Fleming Financial Services |
|
$38.0 million | 500 | 3 | $76,000 |
| Fuller Asset Management |
|
$16.7 million | 29 | 1 | $575,435 |
| Galvin, Gaustad & Stein |
|
$1.1 billion | 914 | 6 | $1.2 million |
| GR Financial Group |
|
$739.8 million | 1,474 | 6 | $501,923 |
| Halbert Hargrove |
|
$2.7 billion | 1,356 | 33 | $2.0 million |
| HBW Advisory Services |
|
$1.0 billion | 8,618 | 60 | $118,304 |
 Intelligent Capitalworks
|
|
$241.6 million | 87 | 4 | $2.8 million |
| Interactive Financial Advisors |
|
$278.3 million | 2,382 | 37 | $116,822 |
| Intrinsic Value Partners |
|
$136.4 million | 77 | 2 | $1.8 million |
| Intrinsic Wealth Counsel |
|
$211.0 million | 208 | 4 | $1.0 million |
| Invest Smart USA |
|
$28.2 million | 66 | 2 | $427,504 |
| Ironwood Financial |
|
$364.2 million | 516 | 6 | $705,906 |
| Ironwood Investment Counsel |
|
$1.2 billion | 516 | 7 | $2.3 million |
| Ironwood Wealth Advisors |
|
$68.6 million | 110 | 1 | $623,207 |
| Ironwood Wealth Management |
|
$539.5 million | 439 | 6 | $1.2 million |
| John Moore & Associates |
|
$722.6 million | 662 | 7 | $1.1 million |
| JW Hecht Wealth Management |
|
$5.5 million | 19 | 1 | $291,806 |
| L. Roy Papp & Associates |
|
$1.3 billion | 619 | 10 | $2.0 million |
| Laffer Tengler Investments |
|
$388.2 million | 221 | 7 | $1.8 million |
| Lane Brothers & Co |
|
$14.2 million | 8 | 1 | $1.8 million |
| Longboard Asset Management |
|
$137.1 million | 2 | 4 | $68.5 million |
| Macc IV Group |
|
$16.6 million | 188 | 1 | $88,297 |
| Manchester Financial |
|
$798.1 million | 1,014 | 11 | $787,033 |
| Matson Money |
|
$17.7 billion | 30,322 | 10 | $583,191 |
| Mcbee Advisors |
|
$32.6 million | 210 | 1 | $155,269 |
| Meixler Investment Management |
|
$146.9 million | 810 | 1 | $181,324 |
| Mission Wealth Management |
|
$5.0 billion | 2,385 | 56 | $2.1 million |
| Moss Adams Wealth Advisors |
|
$3.3 billion | 1,213 | 22 | $2.7 million |
| O'connor Capital Advisory |
|
$83.6 million | 39 | 1 | $2.1 million |
| Overson Advisory Group |
|
$13.8 million | 93 | 1 | $148,861 |
| Parallel Advisors |
|
$5.7 billion | 3,525 | 43 | $1.6 million |
| Raskob Kambourian Financial Advisors |
|
$83.0 million | 87 | 3 | $953,808 |
| RBP Investment Advisors |
|
$143.8 million | 126 | 2 | $1.1 million |
| Redw Wealth |
|
$896.4 million | 433 | 13 | $2.1 million |
| Retirement Matters |
|
$18.0 million | 19 | 1 | $947,368 |
| Retirement Planners OF America |
|
$3.4 billion | 7,216 | 32 | $475,303 |
| RMH Investment Management |
|
$60.1 million | 91 | 1 | $660,439 |
| Roxie Webb Securities Management |
|
$93.9 million | 265 | 2 | $354,316 |
| Sabino Investment Management |
|
$5.8 million | 18 | 1 | $322,222 |
| Savant Wealth Management |
|
$13.4 billion | 9,662 | 143 | $1.4 million |
| Seacrest Wealth Management |
|
$1.1 billion | 1,824 | 43 | $611,177 |
| Seamount Financial Group |
|
$528.7 million | 484 | 6 | $1.1 million |
| Seizert Capital Partners |
|
$2.0 billion | 157 | 10 | $12.5 million |
| SEM Wealth Management |
|
$817.9 million | 1,560 | 4 | $524,277 |
| SigFig Wealth Management |
|
$2.1 billion | 60,484 | 5 | $34,644 |
| Silverhawk Asset Management |
|
$405.2 million | 433 | 3 | $935,742 |
| Slavic Mutual Funds Management Corp |
|
$4.1 billion | 879 | 13 | $4.7 million |
| Soltis Investment Advisors |
|
$5.6 billion | 3,387 | 36 | $1.7 million |
| Springsteel Investment Advisors |
|
$40.4 million | 53 | 1 | $763,111 |
| Stableford Capital |
|
$255.0 million | 99 | 4 | $2.6 million |
| Strategic Wealth Advisors |
|
$210.5 million | 101 | 4 | $2.1 million |
| Sunrise Wealth Management |
|
$23.7 million | 36 | 1 | $659,444 |
| Tarbox Family Office |
|
$758.8 million | 220 | 6 | $3.4 million |
| TCI Wealth Advisors |
|
$3.4 billion | 2,698 | 28 | $1.3 million |
| Templeton Financial Services |
|
$333.3 million | 292 | 2 | $1.1 million |
| TFO-TDC |
|
$3.2 billion | 1,566 | 35 | $2.1 million |
| The Coleridge Group |
|
$13.2 million | 24 | 3 | $551,342 |
| THE Financial Forum |
|
$40.1 million | 89 | 1 | $450,557 |
| The Mather Group |
|
$8.7 billion | 3,970 | 88 | $2.2 million |
| Versant Capital Management |
|
$754.8 million | 421 | 7 | $1.8 million |
| W Wealth Advisors |
|
$7.7 million | 60 | 1 | $128,891 |
| Wall Capital Group |
|
$630.2 million | 519 | 4 | $1.2 million |
| Weatherhelm Capital Management |
|
$57.1 million | 85 | 2 | $671,947 |
| Wellfit Financial |
|
$8.5 million | 8 | 1 | $1.1 million |
| Windsor Capital Management |
|
$587.5 million | 606 | 5 | $969,443 |
| Wisdom Wealth Investment Advisors |
|
$76.7 million | 215 | 2 | $356,713 |
| Worthwhile Wealth Council |
|
$45.1 million | 264 | 4 | $170,671 |
| Yavapai Financial Planning |
|
$26.7 million | 61 | 3 | $438,118 |
| Zeches Wealth Management |
|
$81.7 million | 105 | 2 | $778,234 |
More Top Firms by State
About the Editorial Team
investor.com
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