Written by investor.com
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 November 08, 2023 and the specific qualifiers for the Top Financial Advisor Firms (RIAs) in Arizona are as follows:
- Must be rated at least 4.5 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 |
| Abbey Hill Financial Advisors |
|
$62.7 million | 82 | 1 | $764,985 |
| AG Financial |
|
$103.7 million | 184 | 2 | $563,559 |
| AIM Capital |
|
$225.8 million | 231 | 2 | $977,473 |
| Allied Portfolio Management |
|
$160.9 million | 113 | 1 | $1.4 million |
| Alpha Financial Nordic |
|
$7.0 million | 40 | 1 | $175,000 |
| Arbor Wealth Management |
|
$63.6 million | 105 | 2 | $605,774 |
| Arista Wealth Management |
|
$496.6 million | 348 | 6 | $1.4 million |
| Ascendant Financial Solutions |
|
$259.2 million | 355 | 5 | $730,165 |
| 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 Insight Partners |
|
$601.1 million | 441 | 6 | $1.4 million |
| Capital Strategies Group |
|
$62.2 million | 186 | 3 | $334,426 |
| 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 |
| Clear Stream Advisorsorporated |
|
$18.8 million | 60 | 1 | $313,166 |
| Concentrum Wealth Management |
|
$413.5 million | 280 | 4 | $1.5 million |
| Continuum Wealth Management |
|
$34.6 million | 24 | 1 | $1.4 million |
| Copperwynd Financial |
|
$458.9 million | 520 | 7 | $882,595 |
| CPA Advisory Services |
|
$59.5 million | 121 | 2 | $491,341 |
| Diversified Management |
|
$1.4 billion | 352 | 6 | $4.1 million |
| Domask Wealth Management |
|
$87.6 million | 67 | 1 | $1.3 million |
| Ebis |
|
$7.1 million | 3 | 1 | $2.4 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 |
| 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 |
| Harris Investment Advisors |
|
$22.2 million | 103 | 1 | $215,398 |
| HBW Advisory Services |
|
$1.1 billion | 10,099 | 63 | $112,368 |
| Intelligent Capitalworks |
|
$241.6 million | 87 | 4 | $2.8 million |
| 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 |
| JIM Hannley |
|
$95,000 | 7 | 1 | $13,571 |
| 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 |
| Lodestar Advisory Group |
|
$53.4 million | 134 | 2 | $398,544 |
| Longboard Asset Management |
|
$137.1 million | 2 | 4 | $68.5 million |
| Macc IV Group |
|
$16.6 million | 188 | 1 | $88,297 |
| Magnificent Life Financial Planning |
|
$46.4 million | 123 | 1 | $377,416 |
| 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 |
| Mette Associates |
|
$59.9 million | 12 | 2 | $5.0 million |
| Moss Adams Wealth Advisors |
|
$3.3 billion | 1,213 | 22 | $2.7 million |
| NAMCOA |
|
$236.0 million | 213 | 17 | $1.1 million |
| NET Worth Solutions |
|
$30.0 million | 57 | 1 | $526,960 |
| O'connor Capital Advisory |
|
$83.6 million | 39 | 1 | $2.1 million |
| Overson Advisory Group |
|
$13.6 million | 92 | 1 | $147,282 |
| Parallel Advisors |
|
$5.7 billion | 3,525 | 43 | $1.6 million |
| Pogson & Matt Wealth Management Group |
|
$57.0 million | 108 | 3 | $527,916 |
| RBP Investment Advisors |
|
$143.8 million | 126 | 2 | $1.1 million |
| Redw Wealth |
|
$896.4 million | 433 | 13 | $2.1 million |
| Retirement Evolutions Wealth Management |
|
$47.9 million | 173 | 2 | $276,688 |
| Retirement Matters |
|
$18.0 million | 19 | 1 | $947,368 |
| 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 |
| Seamount Financial Group |
|
$528.7 million | 484 | 6 | $1.1 million |
| Secure Estate Solutions |
|
$32.6 million | 184 | 5 | $177,173 |
| Seizert Capital Partners |
|
$2.0 billion | 157 | 10 | $12.5 million |
| SEM Wealth Management |
|
$817.9 million | 1,560 | 4 | $524,277 |
| 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 |
| Stone Island Financial Planning |
|
$141.2 million | 162 | 3 | $871,402 |
| Strategic Wealth Advisors |
|
$210.5 million | 101 | 4 | $2.1 million |
| Tarbox Family Office |
|
$758.8 million | 220 | 6 | $3.4 million |
| TCI Wealth Advisors |
|
$3.4 billion | 2,698 | 29 | $1.3 million |
| TCS Financial |
|
$16.2 million | 52 | 1 | $311,538 |
| Templeton Financial Services |
|
$333.3 million | 292 | 2 | $1.1 million |
| TFO Family Office Partners |
|
$3.3 billion | 236 | 27 | $14.2 million |
| TFO Wealth Partners |
|
$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 Planning Associates |
|
$23.3 million | 58 | 1 | $401,724 |
| Trident Wealth Management |
|
$5.3 million | 19 | 1 | $280,312 |
 Versant Capital Management
|
|
$863.6 million | 478 | 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 |
| 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 |
| Yavapai Financial Planning |
|
$26.7 million | 61 | 3 | $438,118 |
| Zeches Wealth Management |
|
$81.7 million | 105 | 4 | $778,234 |
More Top Firms by State
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About the Editorial Team
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