No matter what life stage you’re in, there are times you might need to ask a financial advisor for help. How should you invest your money? Where should you stash your kids’ college savings? What about planning for retirement? These are just some of the questions a financial expert can answer.
But how to find a reputable financial advisor? You’re in the right place. Every month, investor.com gathers data on over 17,000 financial advisor firms in the U.S. Then we filter for the best of the best. Only established firms with at least 10 years in business and $100 million+ in assets under management, with no reported disciplinary history or conflicts of interest,* are included on our list for Best Financial Advisor Firms in Arizona in 2024.
Best Firms in Arizona
Click any column header to sort the table, or click any firm to see a detailed review.
Company | Overall | Assets Under Management | Total Clients | Total Advisors | Average Client Balance |
ABG Consultants
|
$511.9 million | 1,984 | 3 | $257,991 | |
Absolute Capital Management
|
$351.5 million | 1,414 | 3 | $248,567 | |
Accredited Investors Wealth Management
|
$3.4 billion | 597 | 4 | $5.6 million | |
ACT Advisors
|
$374.1 million | 395 | 5 | $946,987 | |
Advance Capital Management
|
$4.0 billion | 7,015 | 28 | $573,554 | |
Advanced Asset Management Advisors
|
$722.3 million | 357 | 3 | $2.0 million | |
Adviceone Advisory Services
|
$1.4 billion | 1,290 | 13 | $1.1 million | |
Advisors Management Group
|
$614.5 million | 1,909 | 11 | $321,908 | |
Affiance Financial
|
$971.4 million | 1,031 | 9 | $942,182 | |
Affiliated Financial Advisors
|
$404.5 million | 750 | 4 | $539,310 | |
AIM Capital
|
$254.4 million | 239 | 2 | $1.1 million | |
Alaska Wealth Advisors
|
$874.9 million | 658 | 13 | $1.3 million | |
Allied Portfolio Management
|
$182.3 million | 120 | 1 | $1.5 million | |
Altair Advisers
|
$7.4 billion | 886 | 31 | $8.3 million | |
American Financial Advisors
|
$853.5 million | 903 | 4 | $945,211 | |
American Investment Services
|
$1.2 billion | 499 | 7 | $2.5 million | |
Andrews, Lucia Wealth Management
|
$456.1 million | 203 | 2 | $2.2 million | |
Apella Wealth
|
$3.3 billion | 3,300 | 40 | $1.0 million | |
Ascent Capital
|
$391.5 million | 356 | 6 | $1.1 million | |
Aspen Capital Management
|
$1.0 billion | 272 | 7 | $3.7 million | |
Aspyre Wealth Partners
|
$534.8 million | 336 | 8 | $1.6 million | |
Assembly Wealth
|
$369.0 million | 255 | 6 | $1.4 million | |
Astor Investment Management
|
$261.4 million | 519 | 5 | $503,753 | |
Avier Wealth Advisors
|
$786.0 million | 553 | 13 | $1.4 million | |
Baker Ellis Asset Management
|
$792.1 million | 328 | 4 | $2.4 million | |
Blbb Advisors
|
$2.3 billion | 1,337 | 13 | $1.7 million | |
Bluesky Wealth Advisors
|
$730.2 million | 349 | 10 | $2.1 million | |
Boyle Capital
|
$241.8 million | 448 | 5 | $539,788 | |
Bridgewater Advisors
|
$1.9 billion | 512 | 15 | $3.7 million | |
Bristlecone Advisors
|
$1.9 billion | 418 | 9 | $4.6 million | |
Broadlake Financial Management
|
$322.5 million | 483 | 4 | $667,723 | |
Brophy Wealth Management
|
$407.3 million | 418 | 2 | $974,516 | |
Bruni J V & CO
|
$865.3 million | 388 | 2 | $2.2 million | |
Buckingham Capital Management
|
$911.0 million | 1,286 | 14 | $708,392 | |
Burton Enright Welch
|
$1.1 billion | 620 | 10 | $1.8 million | |
Cable Hill Partners
|
$1.7 billion | 726 | 14 | $2.3 million | |
Cambridge Financial Group
|
$258.1 million | 221 | 3 | $1.2 million | |
Capital Advantage
|
$1.0 billion | 712 | 10 | $1.4 million | |
Capital Advisors
|
$1.1 billion | 993 | 9 | $1.1 million | |
Capital Planning
|
$549.4 million | 366 | 6 | $1.5 million | |
Capstone Financial Advisors
|
$2.1 billion | 668 | 9 | $3.2 million | |
Cardiff Park Advisors
|
$2.5 billion | 375 | 1 | $6.6 million | |
Carret Asset Management
|
$3.1 billion | 2,525 | 11 | $1.2 million | |
Carson Advisory Group
|
$694.9 million | 942 | 9 | $737,708 | |
CGC Financial Services
|
$664.7 million | 1,124 | 4 | $591,344 | |
Chandler Asset Management
|
$35.8 billion | 818 | 16 | $43.8 million | |
Chaney Capital Management
|
$343.0 million | 356 | 6 | $963,483 | |
Cheviot Value Management
|
$823.0 million | 466 | 5 | $1.8 million | |
Ciccarelli Advisory Services
|
$1.1 billion | 2,738 | 11 | $419,448 | |
Cincinnati Asset Management
|
$2.4 billion | 6,312 | 8 | $378,975 | |
Circle Wealth Management
|
$10.2 billion | 319 | 8 | $31.9 million | |
Clark Capital Management Group
|
$25.9 billion | 30,934 | 24 | $838,262 | |
Claro Advisors
|
$1.0 billion | 1,019 | 17 | $1.0 million | |
Clearstead; Hartland & Co.; Clearstead Advisory Solutions
|
$22.4 billion | 4,264 | 28 | $5.2 million | |
Clinton Investment Management
|
$2.8 billion | 1,402 | 8 | $2.0 million | |
Collegiate Capital Management
|
$498.6 million | 389 | 4 | $1.3 million | |
Connecticut Wealth Management
|
$3.2 billion | 1,388 | 40 | $2.3 million | |
Conservest Capital Advisors
|
$1.7 billion | 289 | 6 | $5.9 million | |
Consolidated Planning Corporation
|
$1.6 billion | 2,174 | 22 | $724,750 | |
Cookson Peirce Wealth Management
|
$1.9 billion | 920 | 17 | $2.1 million | |
Corda Investment Management
|
$1.6 billion | 1,315 | 22 | $1.2 million | |
Csenge Advisory Group
|
$2.8 billion | 5,630 | 76 | $488,978 | |
Decker Wealth Management
|
$360.9 million | 290 | 7 | $1.2 million | |
Delta Financial Group
|
$1.2 billion | 1,093 | 4 | $1.1 million | |
Demming Financial Services Corp
|
$503.7 million | 736 | 5 | $684,433 | |
Denali Wealth Management
|
$256.5 million | 272 | 4 | $943,172 | |
E. A. Horwitz
|
$208.1 million | 404 | 9 | $515,002 | |
Eclectic Associates
|
$1.1 billion | 919 | 9 | $1.1 million | |
Ellenbecker Investment Group
|
$1.5 billion | 2,060 | 16 | $723,949 | |
Envision Capital Management
|
$358.3 million | 270 | 1 | $1.3 million | |
EP Wealth Advisors
|
$22.3 billion | 13,185 | 195 | $1.7 million | |
Essex
|
$474.3 million | 556 | 7 | $853,147 | |
Estabrook Capital Management
|
$863.7 million | 794 | 5 | $1.1 million | |
Etesian Wealth Advisors
|
$284.7 million | 247 | 4 | $1.2 million | |
Evanson Asset Management
|
$4.8 billion | 1,019 | 5 | $4.8 million | |
Fairview Capital
|
$1.8 billion | 220 | 1 | $8.0 million | |
Family Investment Center
|
$515.7 million | 802 | 9 | $643,018 | |
Familywealth Asset Management
|
$175.1 million | 412 | 4 | $424,887 | |
FBB Capital Partners
|
$1.9 billion | 1,063 | 12 | $1.8 million | |
Feldman, Ingardona & CO
|
$2.6 billion | 160 | 4 | $16.5 million | |
Financial Alternatives
|
$507.1 million | 258 | 5 | $2.0 million | |
Financial Designs Corporation
|
$396.0 million | 544 | 2 | $727,960 | |
Financial Directions
|
$560.6 million | 3,753 | 3 | $149,365 | |
Financial Insights
|
$789.1 million | 755 | 10 | $1.0 million | |
Financial Plan
|
$1.1 billion | 888 | 10 | $1.2 million | |
Financial Planning and Information Services
|
$1.1 billion | 1,159 | 5 | $931,921 | |
Financial Services Advisory
|
$693.7 million | 719 | 9 | $964,816 | |
Financial Solutions Advisory Group
|
$730.0 million | 350 | 8 | $2.1 million | |
Firestone Capital Management
|
$648.3 million | 323 | 5 | $2.0 million | |
Fischer Financial Services
|
$487.9 million | 565 | 3 | $863,619 | |
Flexible Plan Investments
|
$1.4 billion | 11,773 | 6 | $120,660 | |
Focused Wealth Management
|
$1.2 billion | 1,672 | 9 | $707,922 | |
Foster & Motley
|
$2.3 billion | 861 | 20 | $2.6 million | |
Foster Group
|
$3.2 billion | 1,840 | 47 | $1.8 million | |
Fragasso Financial Advisors
|
$2.1 billion | 2,197 | 21 | $975,677 | |
Frazier Financial Advisors
|
$767.9 million | 666 | 8 | $1.2 million | |
Freedom Investment Management
|
$2.0 billion | 9,859 | 17 | $204,068 | |
Frontier Asset Management
|
$5.7 billion | 3,671 | 14 | $1.6 million | |
Fund Advisors of America
|
$106.1 million | 312 | 3 | $340,214 | |
Future Capital
|
$962.5 million | 12,768 | 2 | $75,386 | |
G&S Capital
|
$338.0 million | 388 | 4 | $871,145 | |
Galvin, Gaustad & Stein
|
$1.2 billion | 902 | 7 | $1.3 million | |
Gemmer Asset Management
|
$1.7 billion | 1,174 | 8 | $1.5 million | |
Geowealth Management
|
$12.3 billion | 49,816 | 20 | $247,576 | |
Godsey & Gibb Wealth Management
|
$1.3 billion | 799 | 9 | $1.6 million | |
GR Financial Group
|
$814.8 million | 1,521 | 6 | $535,700 | |
Grant Street Asset Management
|
$578.7 million | 411 | 6 | $1.4 million | |
Greene Wealth Management
|
$1.1 billion | 406 | 3 | $2.7 million | |
Grimes & Company
|
$4.9 billion | 3,599 | 30 | $1.3 million | |
Guidestream Financial
|
$202.9 million | 795 | 5 | $255,269 | |
Halbert Hargrove
|
$3.2 billion | 1,376 | 37 | $2.3 million | |
Hanseatic Management Services
|
$105.9 million | 259 | 2 | $408,880 | |
Hartline Investment Corporation
|
$659.3 million | 252 | 3 | $2.6 million | |
Harvest Investment Services
|
$281.7 million | 1,195 | 21 | $235,699 | |
Heck Capital Advisors
|
$6.7 billion | 1,229 | 16 | $5.4 million | |
Highmark Wealth Management
|
$483.7 million | 330 | 5 | $1.5 million | |
Horizon Wealth Management
|
$938.7 million | 2,344 | 6 | $400,476 | |
Hudock Capital Group
|
$747.2 million | 855 | 9 | $873,953 | |
Human Investing
|
$1.6 billion | 996 | 12 | $1.6 million | |
IAG Wealth Partners
|
$1.3 billion | 2,070 | 13 | $644,241 | |
Interactive Financial Advisors
|
$284.9 million | 2,437 | 36 | $116,922 | |
Intrinsic Wealth Counsel
|
$252.8 million | 208 | 4 | $1.2 million | |
Ironwood Financial
|
$456.5 million | 562 | 7 | $812,240 | |
Ironwood Investment Counsel
|
$1.4 billion | 510 | 8 | $2.7 million | |
Isthmus Partners
|
$1.1 billion | 346 | 9 | $3.2 million | |
ITS Asset Management
|
$269.4 million | 844 | 2 | $319,241 | |
J.W.burns & Company
|
$801.9 million | 585 | 5 | $1.4 million | |
Jacobi Capital Management
|
$1.7 billion | 2,492 | 23 | $679,151 | |
Jacobsen Capital Management
|
$427.9 million | 109 | 4 | $3.9 million | |
Jacobson & Schmitt Advisors
|
$461.2 million | 385 | 11 | $1.2 million | |
JAG Capital Management
|
$1.6 billion | 895 | 12 | $1.7 million | |
JAY A. Fishman
|
$959.1 million | 481 | 4 | $2.0 million | |
JMG Financial Group
|
$5.4 billion | 1,552 | 37 | $3.5 million | |
Jnba Financial Advisors
|
$1.5 billion | 1,027 | 29 | $1.5 million | |
John G. Ullman & Associates
|
$1.3 billion | 1,009 | 19 | $1.3 million | |
John Moore & Associates
|
$758.2 million | 678 | 2 | $1.1 million | |
KEB Wealth Advisors
|
$933.4 million | 599 | 11 | $1.6 million | |
Kemp Financial Management
|
$230.0 million | 289 | 3 | $795,728 | |
Klaas Financial Asset Advisors
|
$568.6 million | 965 | 12 | $589,253 | |
Lauterbach Financial Advisors
|
$549.9 million | 402 | 5 | $1.4 million | |
Legend Financial Advisors
|
$308.5 million | 216 | 3 | $1.4 million | |
Lesa Sroufe & Company
|
$172.8 million | 243 | 3 | $711,020 | |
Lighthouse Financial Services
|
$387.3 million | 455 | 5 | $851,158 | |
Lutz Financial
|
$2.3 billion | 801 | 10 | $2.8 million | |
LVZ
|
$874.6 million | 2,415 | 14 | $362,171 | |
Madison Park Capital Advisors
|
$259.4 million | 386 | 5 | $671,953 | |
Mainstay Capital Management
|
$4.0 billion | 3,476 | 14 | $1.2 million | |
Market Street Wealth Management Advisors
|
$571.8 million | 402 | 8 | $1.4 million | |
Marks Group Wealth Management
|
$1.7 billion | 760 | 9 | $2.2 million | |
Matson Money
|
$19.6 billion | 30,605 | 9 | $641,967 | |
Mcnamara Financial Services
|
$604.8 million | 876 | 4 | $690,434 | |
Mench Financial
|
$126.7 million | 236 | 3 | $536,935 | |
Merit Financial Advisors
|
$7.3 billion | 11,475 | 139 | $631,994 | |
MFA Wealth Advisors
|
$479.3 million | 606 | 9 | $790,966 | |
Miller Tabak Asset Management
|
$1.3 billion | 1,104 | 1 | $1.2 million | |
Minneapolis Portfolio Management Group
|
$889.0 million | 1,879 | 3 | $473,102 | |
Modera Wealth Management
|
$12.5 billion | 5,684 | 106 | $2.2 million | |
Moisand Fitzgerald Tamayo
|
$1.0 billion | 857 | 9 | $1.2 million | |
Monterey Private Wealth
|
$1.0 billion | 627 | 8 | $1.6 million | |
Morgan Dempsey Capital Management
|
$345.8 million | 705 | 4 | $490,431 | |
Moss Adams Wealth Advisors
|
$3.9 billion | 1,226 | 22 | $3.2 million | |
MSA Financial
|
$1.0 billion | 1,279 | 8 | $784,123 | |
Nadler Financial Group
|
$1.6 billion | 978 | 11 | $1.6 million | |
NBS Financial Services
|
$248.3 million | 149 | 2 | $1.7 million | |
Nepc
|
$95.4 billion | 434 | 1 | $219.8 million | |
New Frontier Advisors
|
$3.7 billion | 115 | 4 | $32.5 million | |
Next Capital Management
|
$1.4 billion | 285 | 9 | $5.1 million | |
Nicollet Investment Management
|
$477.0 million | 310 | 8 | $1.5 million | |
Northeast Financial
|
$4.1 billion | 267 | 2 | $15.5 million | |
Northern Capital Management
|
$391.0 million | 696 | 10 | $561,770 | |
Northwest Financial Services
|
$486.8 million | 450 | 7 | $1.1 million | |
Novem Group
|
$1.2 billion | 3,033 | 29 | $385,964 | |
NPF Investment Advisors
|
$2.4 billion | 858 | 9 | $2.7 million | |
Obermeyer Wood Investment Counsel, L
|
$2.4 billion | 977 | 14 | $2.4 million | |
ofS
|
$1.2 billion | 419 | 7 | $2.9 million | |
Olson Investment Advisors
|
$143.0 million | 237 | 2 | $603,532 | |
Orgel Wealth Management
|
$7.1 billion | 3,813 | 31 | $1.9 million | |
Pacific Financial Strategies
|
$138.0 million | 440 | 3 | $313,684 | |
Pacific Portfolio Consulting
|
$4.8 billion | 530 | 10 | $9.1 million | |
Palouse Capital Management
|
$228.6 million | 738 | 3 | $309,773 | |
Paragon Capital Management
|
$1.1 billion | 165 | 4 | $6.9 million | |
Parallel Advisors
|
$7.1 billion | 3,658 | 63 | $1.9 million | |
Parkshore Wealth Management
|
$399.1 million | 504 | 4 | $791,768 | |
Patten and Patten
|
$1.9 billion | 709 | 4 | $2.7 million | |
PDS Planning
|
$1.4 billion | 599 | 7 | $2.3 million | |
Pecaut Wealth Management
|
$306.6 million | 211 | 4 | $1.5 million | |
Peregrine Asset Advisers
|
$519.7 million | 502 | 4 | $1.0 million | |
Perigon Wealth Management
|
$6.9 billion | 3,744 | 77 | $1.9 million | |
Petersen Hastings Wealth Advisors
|
$1.1 billion | 1,017 | 19 | $1.1 million | |
Peterson Wealth Advisors
|
$567.4 million | 587 | 10 | $966,663 | |
Planned Solutions
|
$468.2 million | 754 | 6 | $621,008 | |
Portland Global Advisors
|
$894.6 million | 258 | 9 | $3.5 million | |
Praetorian Guard, A Division of Praetorian Wealth Management
|
$427.9 million | 375 | 6 | $1.1 million | |
Prism Financial Group
|
$1.5 billion | 817 | 5 | $1.8 million | |
Private Advisory Group
|
$900.5 million | 513 | 11 | $1.8 million | |
Prudent Investor Advisors
|
$1.2 billion | 138 | 5 | $9.0 million | |
Prudent Investors
|
$295.4 million | 490 | 3 | $602,933 | |
Pure Financial Advisors
|
$6.3 billion | 4,975 | 56 | $1.3 million | |
Rachor Investment Advisory Services
|
$185.6 million | 467 | 3 | $397,457 | |
Radnor Capital Management
|
$709.3 million | 174 | 5 | $4.1 million | |
RBF Wealth Advisors
|
$517.5 million | 1,144 | 11 | $452,345 | |
Rebalance
|
$1.3 billion | 673 | 8 | $2.0 million | |
RED Door Wealth Management
|
$1.8 billion | 693 | 8 | $2.6 million | |
Retirement Income Solutions
|
$2.4 billion | 1,267 | 13 | $1.9 million | |
Riggs Asset Management CO
|
$448.8 million | 396 | 7 | $1.1 million | |
Robinswood Financial
|
$321.0 million | 461 | 5 | $696,312 | |
Rockwood Wealth Management
|
$1.8 billion | 940 | 37 | $1.9 million | |
Rocky Mountain Advisers
|
$2.6 billion | 223 | 4 | $11.5 million | |
RPG Investment Advisory
|
$705.3 million | 856 | 2 | $823,965 | |
RS Asset Management
|
$129.4 million | 247 | 2 | $524,042 | |
Rudney Associates
|
$751.1 million | 426 | 1 | $1.8 million | |
S&A Financial Services
|
$310.6 million | 1,048 | 6 | $296,383 | |
Sage Advisory Services CO
|
$22.7 billion | 8,128 | 38 | $2.8 million | |
Sanderson Wealth Management
|
$1.1 billion | 356 | 11 | $3.1 million | |
Saratoga Research & Investment Management
|
$2.7 billion | 3,207 | 16 | $854,436 | |
SAX Wealth Advisors
|
$1.7 billion | 835 | 15 | $2.1 million | |
Schaefer Financial Management
|
$888.3 million | 414 | 7 | $2.1 million | |
Seamount Financial Group
|
$604.7 million | 481 | 6 | $1.3 million | |
Shaker Financial Services
|
$228.4 million | 360 | 2 | $634,409 | |
Sharkey Howes & Javer
|
$824.7 million | 935 | 8 | $881,987 | |
Shearwater Capital
|
$306.9 million | 180 | 1 | $1.7 million | |
Shufro, Rose & Co
|
$2.0 billion | 1,269 | 9 | $1.6 million | |
Sigfig Wealth Management
|
$2.8 billion | 79,642 | 4 | $35,120 | |
Sigma Investment Counselors
|
$1.7 billion | 766 | 7 | $2.2 million | |
Signet Financial Management
|
$949.4 million | 723 | 15 | $1.3 million | |
Silveroak Wealth Management
|
$1.5 billion | 401 | 5 | $3.8 million | |
Simplifi
|
$240.2 million | 301 | 1 | $797,950 | |
Slavic Mutual Funds Management Corp
|
$5.6 billion | 1,098 | 13 | $5.1 million | |
Smart Portfolios
|
$187.9 million | 157 | 4 | $1.2 million | |
SMI Advisory Services
|
$815.0 million | 975 | 5 | $835,897 | |
Smith Anglin Financial
|
$1.6 billion | 1,254 | 16 | $1.3 million | |
Smithbridge Asset Management
|
$613.0 million | 476 | 5 | $1.3 million | |
Spectrum Asset Management
|
$646.5 million | 317 | 8 | $2.0 million | |
Squire Wealth Advisors
|
$377.2 million | 581 | 12 | $649,280 | |
Stack Financial Management
|
$1.8 billion | 860 | 10 | $2.1 million | |
Stadion Money Management
|
$2.3 billion | 50,984 | 15 | $45,756 | |
Steele Capital Management
|
$2.7 billion | 1,579 | 11 | $1.7 million | |
Steigerwald, Gordon & Koch - Wealth Advisors
|
$1.1 billion | 646 | 7 | $1.6 million | |
Stepp & Rothwell
|
$890.7 million | 332 | 10 | $2.7 million | |
Stewart & Patten CO
|
$1.0 billion | 333 | 3 | $3.1 million | |
Stonebridge Capital Advisors
|
$2.0 billion | 1,494 | 14 | $1.4 million | |
Strategic Wealth Advisors
|
$282.1 million | 108 | 4 | $2.6 million | |
Summit Financial Strategies
|
$1.8 billion | 948 | 17 | $1.9 million | |
Summit Portfolio Management
|
$169.0 million | 110 | 3 | $1.5 million | |
Suncoast Equity Management
|
$1.4 billion | 834 | 11 | $1.6 million | |
SYM Financial Advisors
|
$4.1 billion | 1,660 | 29 | $2.4 million | |
Symmetry Partners
|
$5.9 billion | 11,453 | 15 | $513,352 | |
Symphony Financial. Co
|
$861.0 million | 1,801 | 19 | $478,052 | |
Tabr Capital Management
|
$203.4 million | 235 | 2 | $865,698 | |
Tandem Investment Advisors
|
$3.2 billion | 9,811 | 9 | $330,206 | |
Tarbox Family Office
|
$873.6 million | 233 | 6 | $3.7 million | |
TCI Wealth Advisors
|
$4.1 billion | 2,925 | 27 | $1.4 million | |
Telos Capital Management
|
$1.3 billion | 851 | 15 | $1.5 million | |
The Caprock Group
|
$6.9 billion | 317 | 34 | $21.8 million | |
The Harbor Group
|
$1.5 billion | 673 | 7 | $2.3 million | |
The Joseph Group Capital Management
|
$811.7 million | 768 | 9 | $1.1 million | |
The Martin Worley Group
|
$312.5 million | 269 | 5 | $1.2 million | |
The Mather Group
|
$10.5 billion | 4,245 | 91 | $2.5 million | |
The Nestegg Group
|
$231.3 million | 203 | 3 | $1.1 million | |
The Pacific Center For Financial Services
|
$758.5 million | 745 | 4 | $1.0 million | |
The Planning Center
|
$1.1 billion | 928 | 9 | $1.2 million | |
Thomas Doll
|
$1.4 billion | 1,082 | 11 | $1.3 million | |
Thomas J. Herzfeld Advisors
|
$726.9 million | 280 | 4 | $2.6 million | |
Three Bell Capital
|
$3.2 billion | 552 | 10 | $5.9 million | |
TJT Capital Group
|
$314.7 million | 307 | 3 | $1.0 million | |
TOM Johnson Investment Management
|
$1.5 billion | 5,627 | 6 | $267,561 | |
Tradewinds Capital Management
|
$523.7 million | 1,154 | 8 | $453,811 | |
Traynor Capital Management
|
$1.2 billion | 1,003 | 4 | $1.2 million | |
True Private Wealth Advisors
|
$1.2 billion | 1,582 | 11 | $784,260 | |
Truenorth Wealth
|
$1.0 billion | 902 | 8 | $1.1 million | |
Truepoint
|
$4.9 billion | 1,807 | 36 | $2.7 million | |
Trumbower Financial Advisors
|
$1.7 billion | 238 | 6 | $7.0 million | |
Versant Capital Management
|
$900.5 million | 485 | 10 | $1.9 million | |
Vision Capital Management
|
$1.0 billion | 1,611 | 9 | $632,564 | |
Vista Capital Partners
|
$2.4 billion | 619 | 17 | $3.9 million | |
Voyager Capital Management
|
$202.3 million | 272 | 2 | $743,866 | |
Wall Capital Group
|
$657.7 million | 578 | 4 | $1.1 million | |
Wallington Asset Management
|
$1.1 billion | 329 | 7 | $3.2 million | |
Walpole Financial Advisors
|
$280.5 million | 180 | 4 | $1.6 million | |
Waters, Parkerson & Co
|
$2.5 billion | 831 | 6 | $3.0 million | |
Wealth Analytics Partners
|
$237.7 million | 162 | 5 | $1.5 million | |
Wealthcare Capital Management
|
$2.6 billion | 4,611 | 34 | $559,518 | |
Wealthquest Corporation
|
$1.8 billion | 1,552 | 12 | $1.2 million | |
Wela Strategies
|
$227.5 million | 774 | 13 | $293,924 | |
West Coast Financial
|
$1.9 billion | 730 | 23 | $2.6 million | |
West Financial Services
|
$2.2 billion | 890 | 22 | $2.4 million | |
Westside Investment Management
|
$659.4 million | 2,478 | 8 | $266,117 | |
Westwind Capital
|
$623.3 million | 925 | 5 | $673,845 | |
WFA Asset Management Corp
|
$373.9 million | 458 | 5 | $816,363 | |
Wilsey Asset Management Incorporated
|
$511.4 million | 829 | 2 | $616,916 | |
Windsor Capital Management
|
$619.8 million | 578 | 5 | $1.1 million | |
Wooster Corthell Wealth Management
|
$453.1 million | 311 | 3 | $1.5 million | |
Worthpointe
|
$757.7 million | 507 | 10 | $1.5 million | |
YCG
|
$1.4 billion | 243 | 2 | $5.8 million | |
Yeske Buie
|
$873.0 million | 446 | 7 | $2.0 million | |
Zhang Financial
|
$5.7 billion | 1,928 | 16 | $3.0 million |
Find a financial advisor in Arizona
Find the best financial advisor firms near you. You can use our search bar to find a financial advisor near your address or ZIP code, or use the map to find a financial advisor firm in your area.
More Top Firms by State
Methodology
Every month investor.com’s rigorous Trust Algorithm sorts through more than 500,000 data points from the SEC. We then filter for the following data points to determine which firms qualify for our list of Best Financial Advisor Firms in Arizona 2024.
Firm has:
- Jurisdiction in Arizona
- SEC registration
- No reported conflicts of interest*
- No reported disciplinary history
- At least 10 years in business
- Total clients: 100+
- Total assets under management (AUM): $100 million+
*These are the conflicts of interest tracked by investor.com: attorney conflict, broker-dealer conflict, commissions compensation conflict, insurance agency conflict, insurance affiliation conflict, private investment management, proprietary securities or investment products, soft-dollar benefit conflict. For more information on conflicts of interest and disciplinary actions, see our Trust Algorithm.
The “investor.com Star Rating Badge” is only available to RIA firms participating in investor.com’s paid subscription-based program and earning a 4.5 to 5 star review from investor.com; participation in investor.com's paid subscription-based program does not guarantee being awarded an “investor.com Star Rating Badge”. For more information on how investor.com rates and reviews RIA firms, please see the Algorithm page.