Best Financial Advisor Firms Arizona 2024

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Written by investor.com

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

investor.com

Investor.com is your trustworthy guide to the world of financial advisors. 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.

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