Written by investor.com
October 11, 2023
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 |
| Absolute Capital Management |
|
$351.5 million | 1,414 | 3 | $248,567 |
| Access Investment Advisors |
|
$149.1 million | 169 | 3 | $882,443 |
| Accredited Investors Wealth Management |
|
$3.4 billion | 597 | 4 | $5.6 million |
| Advance Capital Management |
|
$4.0 billion | 7,015 | 29 | $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 |
| AIM Capital |
|
$254.4 million | 239 | 2 | $1.1 million |
| Allied Portfolio Management |
|
$182.3 million | 120 | 1 | $1.5 million |
| American Financial Advisors |
|
$853.5 million | 903 | 1 | $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 |
| 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 |
| Bellevue Asset Management |
|
$319.3 million | 176 | 2 | $1.8 million |
| Berkshire Money Management |
|
$903.8 million | 821 | 9 | $1.1 million |
| Blbb Advisors |
|
$2.3 billion | 1,337 | 13 | $1.7 million |
| BMS Financial Advisors |
|
$275.9 million | 749 | 3 | $368,392 |
| Boyle Capital |
|
$241.8 million | 448 | 5 | $539,788 |
| Bristlecone Advisors |
|
$1.9 billion | 418 | 9 | $4.6 million |
| Broadlake Financial Management |
|
$322.5 million | 483 | 4 | $667,723 |
| Brownson, Rehmus & Foxworth |
|
$4.0 billion | 248 | 13 | $16.2 million |
| Bruni J V & CO |
|
$865.3 million | 388 | 2 | $2.2 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 |
| CGC Financial Services |
|
$664.7 million | 1,124 | 4 | $591,344 |
| Chandler Asset Management |
|
$35.8 billion | 818 | 16 | $43.8 million |
| 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 |
| Clark Capital Management Group |
|
$25.9 billion | 30,934 | 24 | $838,262 |
| Coho Partners |
|
$4.6 billion | 1,190 | 3 | $3.8 million |
| Collegiate Capital Management |
|
$498.6 million | 389 | 4 | $1.3 million |
| Colorado Financial Management |
|
$1.6 billion | 757 | 10 | $2.1 million |
| Comprehensive Financial Consultants Institutional |
|
$432.4 million | 1,168 | 11 | $370,165 |
| Condor Capital Wealth Management |
|
$1.7 billion | 800 | 14 | $2.1 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 |
 Dash Investments
|
|
$427.1 million | 365 | 5 | $1.2 million |
| Demming Financial Services Corp |
|
$503.7 million | 736 | 5 | $684,433 |
| Dowling & Yahnke |
|
$4.7 billion | 1,271 | 23 | $3.7 million |
| E. A. Horwitz |
|
$208.1 million | 404 | 9 | $515,002 |
| Eclectic Associates |
|
$1.1 billion | 919 | 9 | $1.1 million |
| Envision Capital Management |
|
$358.3 million | 270 | 1 | $1.3 million |
| EP Wealth Advisors |
|
$22.3 billion | 13,185 | 195 | $1.7 million |
| 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 |
| 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 |
| 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 |
| Firestone Capital Management |
|
$648.3 million | 323 | 5 | $2.0 million |
| First National Advisors |
|
$1.3 billion | 922 | 7 | $1.4 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 Group |
|
$3.2 billion | 1,840 | 47 | $1.8 million |
| Fragasso Financial Advisors |
|
$2.1 billion | 2,197 | 21 | $975,677 |
| 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 |
| Galvin, Gaustad & Stein |
|
$1.2 billion | 902 | 7 | $1.3 million |
| Gemmer Asset Management |
|
$1.7 billion | 1,174 | 8 | $1.5 million |
| George Mckelvey Co |
|
$1.0 billion | 691 | 9 | $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 |
| Gould Asset Management |
|
$817.5 million | 342 | 7 | $2.4 million |
| 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 |
| Hartline Investment Corporation |
|
$659.3 million | 252 | 3 | $2.6 million |
| Harvest Investment Services |
|
$281.7 million | 1,195 | 21 | $235,699 |
| HCM Wealth Advisors |
|
$909.1 million | 753 | 8 | $1.2 million |
| 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 |
| Integrated Capital Management |
|
$198.2 million | 736 | 6 | $269,247 |
| 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 |
| ITS Asset Management |
|
$269.4 million | 844 | 2 | $319,241 |
| J.W.burns & Company |
|
$801.9 million | 585 | 5 | $1.4 million |
| Jacobsen Capital Management |
|
$427.9 million | 109 | 4 | $3.9 million |
| JAG Capital Management |
|
$1.6 billion | 895 | 13 | $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 |
| Lesa Sroufe & Company |
|
$172.8 million | 243 | 3 | $711,020 |
| Lighthouse Financial Services |
|
$387.3 million | 455 | 5 | $851,158 |
| Linden Global Strategies |
|
$746.7 million | 149 | 4 | $5.0 million |
| Lutz Financial |
|
$2.3 billion | 801 | 10 | $2.8 million |
| LVZ |
|
$874.6 million | 2,415 | 14 | $362,171 |
| Mainstay Capital Management |
|
$3.9 billion | 3,557 | 14 | $1.1 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 |
| Miller Tabak Asset Management |
|
$1.3 billion | 1,110 | 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 |
| Monterey Private Wealth |
|
$1.0 billion | 627 | 8 | $1.6 million |
| Moss Adams Wealth Advisors |
|
$3.9 billion | 1,226 | 22 | $3.2 million |
| Nadler Financial Group |
|
$1.6 billion | 978 | 11 | $1.6 million |
| NBS Financial Services |
|
$248.3 million | 149 | 2 | $1.7 million |
| New Frontier Advisors |
|
$3.7 billion | 115 | 4 | $32.5 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 |
| Palouse Capital Management |
|
$228.6 million | 738 | 3 | $309,773 |
| 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 |
| Peregrine Asset Advisers |
|
$519.7 million | 502 | 4 | $1.0 million |
| Perigon Wealth Management |
|
$6.9 billion | 3,744 | 72 | $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 |
| Polaris Greystone Financial Group |
|
$2.0 billion | 1,689 | 29 | $1.2 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 |
| 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 |
| Raub Brock Capital Management |
|
$3.1 billion | 152 | 7 | $20.1 million |
| Rebalance |
|
$1.3 billion | 673 | 8 | $2.0 million |
| Regal Wealth Group |
|
$196.4 million | 287 | 3 | $684,446 |
| RegentAtlantic |
|
$4.9 billion | 1,851 | 34 | $2.6 million |
| Retirement Income Solutions |
|
$2.4 billion | 1,267 | 13 | $1.9 million |
| Robinswood Financial |
|
$321.0 million | 461 | 5 | $696,312 |
| Rocky Mountain Advisers |
|
$2.6 billion | 223 | 4 | $11.5 million |
| RS Asset Management |
|
$129.4 million | 247 | 2 | $524,042 |
| 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 |
| Saos Capital |
|
$169.3 million | 514 | 3 | $329,440 |
| Saratoga Research & Investment Management |
|
$2.7 billion | 3,207 | 16 | $854,436 |
| 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 |
| 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 |
|
$777.0 million | 928 | 5 | $837,284 |
| Smith Anglin Financial |
|
$1.6 billion | 1,254 | 16 | $1.3 million |
| Spectrum Asset Management |
|
$646.5 million | 317 | 8 | $2.0 million |
| 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 |
| Stepp & Rothwell |
|
$890.7 million | 332 | 10 | $2.7 million |
| Stonebridge Capital Advisors |
|
$2.0 billion | 1,494 | 14 | $1.4 million |
| Strategic Wealth Advisors |
|
$288.6 million | 106 | 4 | $2.7 million |
| Summit Financial Strategies |
|
$1.8 billion | 948 | 17 | $1.9 million |
| Summit Portfolio Management |
|
$169.0 million | 110 | 3 | $1.5 million |
| SYM Financial Advisors |
|
$4.1 billion | 1,660 | 29 | $2.4 million |
| Symmetry Partners |
|
$5.9 billion | 11,453 | 15 | $513,352 |
| Tabr Capital Management |
|
$203.4 million | 235 | 2 | $865,698 |
| 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 Harbor Group |
|
$1.5 billion | 673 | 7 | $2.3 million |
| The Joseph Group Capital Management |
|
$811.7 million | 768 | 9 | $1.1 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 | 10 | $1.3 million |
| Thomas J. Herzfeld Advisors |
|
$726.9 million | 280 | 4 | $2.6 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 | 13 | $784,260 |
| Truepoint |
|
$4.9 billion | 1,807 | 36 | $2.7 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 |
| Wealthcare Capital Management |
|
$2.6 billion | 4,611 | 34 | $559,518 |
| Wealthquest Corporation |
|
$1.8 billion | 1,552 | 12 | $1.2 million |
| Wedgewood Partners |
|
$464.6 million | 387 | 4 | $1.2 million |
| Wela Strategies |
|
$227.5 million | 774 | 13 | $293,924 |
| West Coast Financial |
|
$1.9 billion | 730 | 23 | $2.6 million |
| 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 |
| 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.
About the Editorial Team
investor.com
Investor.com is your trustworthy guide to the world of personal finance. Founded in 2018 as an unbiased resource empowering consumers to research and compare financial advisory firms, investor.com today gives consumers the tools to make smart money decisions about credit, investing, retirement planning, and more.