Best Financial Advisor Firms Arizona 2024

Written by investor.com

February 08, 2024

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		$333.9 million	1,401	3	$238,313
Access Investment Advisors		$217.9 million	212	3	$1.0 million
Accredited Investors Wealth Management		$3.0 billion	590	4	$5.0 million
Advance Capital Management		$3.6 billion	6,815	29	$523,833
Advanced Asset Management Advisors		$684.7 million	359	3	$1.9 million
Adviceone Advisory Services		$1.1 billion	1,253	15	$915,864
Advisors Management Group		$555.0 million	1,863	10	$297,891
Affiance Financial		$814.8 million	1,020	9	$798,863
AG Financial		$103.7 million	184	2	$563,559
AIM Capital		$254.4 million	239	2	$1.1 million
Allied Portfolio Management		$160.9 million	113	1	$1.4 million
Altair Advisers		$6.0 billion	865	30	$7.0 million
American Financial Advisors		$777.1 million	952	1	$816,278
American Investment Services		$1.2 billion	505	7	$2.4 million
Andrews, Lucia Wealth Management		$387.6 million	193	2	$2.0 million
Archford Capital Strategies		$821.5 million	660	9	$1.2 million
Ascent Capital		$348.6 million	358	6	$973,756
Aspen Capital Management		$850.4 million	233	6	$3.6 million
Aspyre Wealth Partners		$468.4 million	327	7	$1.4 million
Astor Investment Management		$324.8 million	706	5	$460,026
Aviance Capital Partners		$605.5 million	321	7	$1.9 million
Avier Wealth Advisors		$641.3 million	546	11	$1.2 million
Baker Ellis Asset Management		$750.6 million	319	6	$2.4 million
BLB & B Advisors		$1.9 billion	1,284	11	$1.5 million
Bluesky Wealth Advisors		$612.4 million	347	12	$1.8 million
Boyle Capital		$238.1 million	468	5	$508,675
Bridgewater Advisors		$1.6 billion	494	6	$3.3 million
Bristlecone Advisors		$1.6 billion	417	9	$3.8 million
Broadlake Financial Management		$285.1 million	497	4	$573,695
Brophy Wealth Management		$364.4 million	628	2	$580,257
Bruni J V & CO		$748.3 million	384	2	$1.9 million
Buckingham Capital Management		$741.9 million	1,233	16	$601,711
Burton Enright Welch		$922.6 million	597	10	$1.5 million
Cable Hill Partners		$1.7 billion	726	14	$2.3 million
Cahill Financial Advisors		$1.1 billion	1,055	13	$1.0 million
Cambridge Financial Group		$176.6 million	221	3	$799,068
Capital Advantage		$905.2 million	630	10	$1.4 million
Capital Advisors		$956.8 million	944	10	$1.0 million
Capital Planning		$461.3 million	374	5	$1.2 million
Capstone Financial Advisors		$1.8 billion	628	7	$2.9 million
Cardiff Park Advisors		$2.2 billion	378	1	$5.8 million
Carret Asset Management		$3.0 billion	2,474	11	$1.2 million
Carson Advisory Group		$600.2 million	929	8	$646,117
CGC Financial Services		$618.9 million	3,084	4	$200,670
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		$2.3 billion	6,437	8	$361,202
Clark Capital Management Group		$21.9 billion	27,604	24	$794,629
Clearstead; Hartland & Co		$10.2 billion	1,144	11	$8.9 million
Clinton Investment Management		$1.7 billion	716	6	$2.4 million
Collegiate Capital Management		$428.1 million	373	4	$1.1 million
Colorado Financial Management		$2.0 billion	881	9	$2.2 million
Concentrum Wealth Management		$413.5 million	280	4	$1.5 million
Connecticut Wealth Management		$2.1 billion	1,269	44	$1.7 million
Conservest Capital Advisors		$1.5 billion	268	6	$5.7 million
Consolidated Planning Corporation		$1.6 billion	904	9	$1.8 million
Cookson Peirce Wealth Management		$1.8 billion	2,207	16	$821,873
Corda Investment Management		$1.6 billion	1,315	22	$1.2 million
Core Capital Management and Research		$1.2 billion	167	3	$7.4 million
Csenge Advisory Group		$2.3 billion	6,161	69	$367,643
Dash Investments		$341.6 million	335	4	$1.0 million
Decker Wealth Management		$367.1 million	284	7	$1.3 million
Delta Financial Group		$996.3 million	804	4	$1.2 million
Demming Financial Services Corp		$503.7 million	736	5	$684,433
Eclectic Associates		$1.1 billion	919	9	$1.1 million
Envision Capital Management		$358.3 million	270	1	$1.3 million
EP Wealth Advisors		$17.1 billion	11,485	176	$1.5 million
Essex		$474.3 million	556	7	$853,147
Estabrook Capital Management		$761.4 million	828	6	$919,525
Etesian Wealth Advisors		$258.4 million	249	4	$1.0 million
Evanson Asset Management		$4.8 billion	1,019	5	$4.8 million
Evergreen Capital Management		$3.9 billion	992	19	$3.9 million
Family Investment Center		$515.7 million	802	11	$643,018
Familywealth Asset Management		$198.3 million	440	5	$450,611
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		$459.0 million	255	6	$1.8 million
Financial Designs Corporation		$396.0 million	544	2	$727,960
Financial Directions		$556.6 million	3,665	3	$151,858
Financial Insights		$621.1 million	724	10	$857,822
Financial Plan		$1.1 billion	888	10	$1.2 million
Financial Planning and Information Services		$896.7 million	1,110	4	$807,873
Financial Services Advisory		$707.8 million	774	9	$914,460
Financial Solutions Advisory Group		$650.0 million	335	8	$1.9 million
Firestone Capital Management		$592.8 million	328	6	$1.8 million
Fischer Financial Services		$404.6 million	557	3	$726,334
Flexible Plan Investments		$1.6 billion	14,395	6	$108,661
Focused Wealth Management		$949.3 million	1,624	8	$584,574
Foster Group		$3.1 billion	1,814	41	$1.7 million
Fragasso Financial Advisors		$2.1 billion	2,197	21	$975,677
Freedom Investment Management		$1.4 billion	12,756	13	$112,275
Frontier Asset Management		$5.9 billion	4,289	11	$1.4 million
Fund Advisors of America		$101.3 million	285	3	$355,541
Galvin, Gaustad & Stein		$1.1 billion	914	6	$1.2 million
Gemmer Asset Management		$1.4 billion	1,134	6	$1.3 million
Geowealth Management		$7.5 billion	43,987	14	$171,555
GM Advisory Group		$2.5 billion	584	9	$4.3 million
Godsey & Gibb Wealth Management		$1.2 billion	764	8	$1.5 million
Grant Street Asset Management		$513.8 million	406	7	$1.3 million
Grimes & Company		$4.2 billion	3,530	28	$1.2 million
Guidestream Financial		$165.1 million	747	5	$221,055
Halbert Hargrove		$2.7 billion	1,356	33	$2.0 million
Hartline Investment Corporation		$497.2 million	243	3	$2.0 million
Harvest Investment Services		$254.3 million	836	29	$304,142
Heck Capital Advisors		$5.6 billion	1,157	17	$4.9 million
Highmark Wealth Management		$398.5 million	339	5	$1.2 million
Hudock Capital Group		$633.4 million	867	10	$730,613
Interactive Financial Advisors		$284.9 million	2,437	36	$116,922
Intrinsic Wealth Counsel		$211.0 million	208	4	$1.0 million
Investment Partners Asset Management		$225.4 million	227	5	$992,895
Ironwood Financial		$364.2 million	516	6	$705,906
Ironwood Investment Counsel		$1.2 billion	516	7	$2.3 million
ITS Asset Management		$285.8 million	1,046	2	$273,191
J.W.burns & Company		$701.2 million	1,244	5	$563,670
Jacobi Capital Management		$1.4 billion	2,336	23	$611,197
Jacobsen Capital Management		$427.9 million	109	4	$3.9 million
Jacobson & Schmitt Advisors		$364.4 million	359	10	$1.0 million
JAG Capital Management		$1.7 billion	970	14	$1.7 million
JAY A. Fishman		$781.9 million	446	4	$1.8 million
JMG Financial Group		$4.5 billion	1,454	38	$3.1 million
Jnba Financial Advisors		$1.3 billion	1,029	26	$1.3 million
John G. Ullman & Associates		$1.2 billion	1,004	17	$1.2 million
John Moore & Associates		$722.6 million	662	7	$1.1 million
KEB Wealth Advisors		$799.3 million	562	11	$1.4 million
Kemp Financial Management		$230.0 million	289	3	$795,728
Lauterbach Financial Advisors		$485.9 million	403	6	$1.2 million
Legend Financial Advisors		$246.6 million	163	4	$1.5 million
Lesa Sroufe & Company		$161.5 million	247	3	$653,731
Lighthouse Financial Services		$387.3 million	455	5	$851,158
Lutz Financial		$2.3 billion	801	9	$2.8 million
LVZ		$808.4 million	2,522	15	$320,550
Mainstay Capital Management		$3.7 billion	3,557	14	$1.0 million
Market Street Wealth Management Advisors		$491.8 million	386	7	$1.3 million
Marks Group Wealth Management		$1.5 billion	766	9	$1.9 million
Matson Money		$17.7 billion	30,322	10	$583,191
Mcnamara Financial Services		$521.2 million	912	4	$571,496
Mench Financial		$136.0 million	298	3	$456,217
Merit Financial Advisors		$5.5 billion	9,154	119	$603,295
Miller Tabak Asset Management		$1.3 billion	1,070	2	$1.2 million
Minneapolis Portfolio Management Group		$824.9 million	2,056	3	$401,226
Modera Wealth Management		$6.8 billion	2,691	70	$2.5 million
Moisand Fitzgerald Tamayo		$901.4 million	796	8	$1.1 million
Monterey Private Wealth		$911.3 million	792	8	$1.2 million
Moss Adams Wealth Advisors		$3.3 billion	1,213	22	$2.7 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		$225.4 million	158	2	$1.4 million
New Frontier Advisors		$3.6 billion	122	4	$29.3 million
Next Capital Management		$1.2 billion	214	7	$5.4 million
Nicollet Investment Management		$463.5 million	308	7	$1.5 million
Northeast Financial		$3.7 billion	264	2	$14.0 million
Northern Capital Management		$340.2 million	688	8	$494,428
Northwest Capital Management		$5.5 billion	492	8	$11.1 million
Northwest Financial Services		$414.5 million	375	8	$1.1 million
NPF Investment Advisors		$2.0 billion	800	7	$2.5 million
Obermeyer Wood Investment Counsel, L		$1.9 billion	956	14	$2.0 million
ofS		$1.1 billion	390	8	$2.7 million
Olson Investment Advisors		$143.0 million	237	2	$603,532
Orgel Wealth Management		$6.3 billion	3,762	26	$1.7 million
Pacific Financial Strategies		$138.0 million	440	3	$313,684
Pacific Portfolio Consulting		$4.1 billion	535	11	$7.7 million
Palouse Capital Management		$271.9 million	860	3	$316,147
Parallel Advisors		$5.7 billion	3,525	43	$1.6 million
Parkshore Wealth Management		$363.2 million	521	4	$697,150
Patten and Patten		$1.7 billion	699	4	$2.5 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		$4.8 billion	3,498	64	$1.4 million
Petersen Hastings Wealth Advisors		$1.1 billion	1,017	19	$1.1 million
Peterson Wealth Advisors		$479.1 million	566	9	$846,405
Planned Solutions		$398.5 million	741	6	$537,766
Portland Global Advisors		$757.1 million	259	8	$2.9 million
Praetorian Guard, A Division of Praetorian Wealth Management		$427.9 million	375	6	$1.1 million
Prism Financial Group		$1.2 billion	707	4	$1.8 million
Pronvest		$779.6 million	12,398	2	$62,883
Pure Financial Advisors		$4.6 billion	4,137	46	$1.1 million
Rachor Investment Advisory Services		$185.6 million	467	3	$397,457
Radnor Capital Management		$577.2 million	148	4	$3.9 million
RBF Wealth Advisors		$517.5 million	1,144	11	$452,345
Rebalance		$1.1 billion	709	7	$1.6 million
Regal Wealth Group		$190.9 million	273	3	$699,126
Retirement Income Solutions		$2.1 billion	1,263	12	$1.7 million
Riggs Asset Management CO		$448.8 million	396	6	$1.1 million
Robinswood Financial		$305.7 million	370	5	$826,093
Rockwood Wealth Management		$1.8 billion	940	38	$1.9 million
Rocky Mountain Advisers		$2.2 billion	212	3	$10.3 million
RS Asset Management		$129.4 million	247	2	$524,042
Rudney Associates		$685.6 million	360	1	$1.9 million
S&A Financial Services		$310.6 million	1,048	6	$296,383
Sage Advisory Services CO		$15.3 billion	4,888	38	$3.1 million
Sanderson Wealth Management		$898.7 million	320	11	$2.8 million
Saratoga Research & Investment Management		$2.6 billion	3,287	16	$792,144
SAX Wealth Advisors		$1.3 billion	826	13	$1.6 million
Schaefer Financial Management		$742.7 million	411	7	$1.8 million
Seamount Financial Group		$528.7 million	484	6	$1.1 million
Sharkey Howes & Javer		$824.7 million	935	8	$881,987
Shearwater Capital		$306.9 million	180	1	$1.7 million
Shufro, Rose & Co		$1.8 billion	1,344	9	$1.3 million
Sigfig Wealth Management		$2.1 billion	60,484	5	$34,644
Sigma Investment Counselors		$1.7 billion	766	7	$2.2 million
Simplifi		$223.8 million	305	1	$733,741
Slavic Mutual Funds Management Corp		$4.1 billion	879	13	$4.7 million
Smart Portfolios		$114.6 million	136	4	$842,600
SMI Advisory Services		$730.0 million	900	4	$811,111
Smith Anglin Financial		$1.2 billion	1,182	16	$1.1 million
Smithbridge Asset Management		$527.6 million	412	5	$1.3 million
Soundmark Wealth Management		$411.0 million	269	6	$1.5 million
Spectrum Asset Management		$619.7 million	331	8	$1.9 million
Spence Asset Management		$621.1 million	924	5	$672,168
Squire Wealth Advisors		$316.8 million	524	13	$604,662
Stack Financial Management		$1.7 billion	838	9	$2.0 million
Stadion Money Management		$2.3 billion	50,984	15	$45,756
Steele Capital Management		$2.3 billion	1,569	11	$1.5 million
Steigerwald, Gordon & Koch - Wealth Advisors		$915.8 million	627	7	$1.5 million
Stepp & Rothwell		$772.9 million	318	10	$2.4 million
Stewart & Patten CO		$1.0 billion	333	3	$3.1 million
Stonebridge Capital Advisors		$1.8 billion	1,371	3	$1.3 million
Strategic Wealth Advisors		$210.5 million	101	4	$2.1 million
Summit Financial Strategies		$1.6 billion	924	16	$1.7 million
Summit Portfolio Management		$147.8 million	110	3	$1.3 million
Suncoast Equity Management		$840.6 million	753	11	$1.1 million
SYM Financial Advisors		$3.3 billion	1,458	28	$2.3 million
Symmetry Partners		$6.5 billion	12,118	20	$537,290
Tabr Capital Management		$182.3 million	239	2	$762,705
Tandem Investment Advisors		$3.2 billion	9,844	8	$325,758
Tarbox Family Office		$758.8 million	220	6	$3.4 million
TCI Wealth Advisors		$3.4 billion	2,698	30	$1.3 million
Telos Capital Management		$1.1 billion	809	13	$1.4 million
TFO Wealth Partners		$3.2 billion	1,566	35	$2.1 million
The Harbor Group		$1.3 billion	648	8	$2.0 million
The Joseph Group Capital Management		$684.4 million	736	10	$929,900
The Martin Worley Group		$260.3 million	269	5	$967,557
The Nestegg Group		$221.9 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		$1.3 billion	1,046	10	$1.2 million
Thomas J. Herzfeld Advisors		$640.0 million	301	4	$2.1 million
TOM Johnson Investment Management		$1.5 billion	5,573	6	$272,640
Tradewinds Capital Management		$515.0 million	2,655	3	$193,988
Traynor Capital Management		$823.1 million	965	4	$852,953
True Private Wealth Advisors		$947.8 million	1,359	12	$697,402
Truenorth Wealth		$879.9 million	861	6	$1.0 million
Truepoint		$4.2 billion	1,750	34	$2.4 million
Versant Capital Management		$863.6 million	478	7	$1.8 million
Vision Capital Management		$860.2 million	592	9	$1.5 million
Vista Capital Partners		$2.1 billion	545	18	$3.8 million
Voyager Capital Management		$184.7 million	268	2	$689,137
Wall Capital Group		$630.2 million	519	4	$1.2 million
Wallington Asset Management		$929.9 million	320	7	$2.9 million
Waters, Parkerson & Co		$2.3 billion	825	6	$2.8 million
Wealth Analytics Partners		$237.7 million	162	5	$1.5 million
Wealthcare Capital Management		$2.6 billion	5,064	38	$514,028
Wealthquest Corporation		$1.5 billion	1,491	12	$1.0 million
Wealthspire Advisors		$2.5 billion	934	23	$2.6 million
Wela Strategies		$227.5 million	774	13	$293,924
West Coast Financial		$1.5 billion	702	22	$2.2 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		$388.7 million	312	3	$1.2 million
Worthpointe		$733.3 million	568	10	$1.3 million
Wrapmanager		$340.1 million	268	6	$1.3 million
YCG		$1.1 billion	233	2	$4.7 million
Yeske Buie		$767.7 million	429	7	$1.8 million
Zega Financial		$513.4 million	270	6	$1.9 million
Zhang Financial		$5.0 billion	1,845	16	$2.7 million

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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.

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.