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Best Financial Advisor Firms Arizona 2021




With the latest investor.com Trust Algorithm update, we're thrilled to recognize the 2021 Top 100 Financial Advisor Firms in Arizona.

investor.com enables Americans to quickly research and compare the backgrounds of more than 650,000 individuals and 17,000 Registered Investment Advisors (RIAs) from across the country. The 100 best firms, with at least one office in Arizona, were selected using our rigorous Trust Algorithm, which sorts through more than 28 million data points from the SEC and FINRA.

Our analysis contains data as of July 30, 2021, and the specific qualifiers for the Top Financial Advisor Firms (RIAs) in Arizona are as followed:

  • Must be Trusted by investor.com.
  • 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!



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Are you a top firm in Arizona? As a consumer advocacy project, lists have no upfront fees or licensing fees. Contact Liana Starrantino for your digital certificate and customized press release.
Firm Rating Year Registered Minimum Office Locations
360 Wealth Management 2005 View Locations
Aegis Wealth Partners 2014 View Locations
Allied Portfolio Management 2002 View Locations
Andorra Capital 2003 View Locations
Arista Wealth Management 2013 $250,000 View Locations
Ascendant Financial Solutions 2006 View Locations
Ashton Thomas Private Wealth 2010 View Locations
BCJ Capital Management 2000 View Locations
BTC Capital Management 2003 View Locations
Brighton Jones 2000 $800,000 View Locations
Burton Wealth Management 2014 View Locations
CLC Capital Management 2004 View Locations
Capital Insight Partners 2008 View Locations
Capital West Partners 2004 View Locations
Churchill Management Group 1967 View Locations
Claremont Capital Management 2010 View Locations
Continuum Wealth Management 2009 View Locations
Copperwynd Financial 2007 View Locations
Degreen Capital Management 2012 View Locations
Diversified Management 1994 View Locations
Domask Wealth Management 2010 View Locations
Dynamic Wealth Advisors 2011 View Locations
EP Wealth Advisors 1987 View Locations
EPL Investment Advisory 2000 View Locations
Financial Directions 1999 View Locations
Financial Life Planners 2004 View Locations
Fisher Investments 1987 $500,000 View Locations
Fuller Asset Management 2012 View Locations
GET Financially FIT! 2013 View Locations
Galvin, Gaustad & Stein 2010 View Locations
Global Wealth Partners 2010 View Locations
HBW Advisory Services 2012 View Locations
Hatton Consulting 2001 View Locations
Hillspring Financial 2009 View Locations
IQ Wealth Management 2010 View Locations
Innovative Advisory Group 2008 View Locations
Intelligent Capitalworks 2005 $2,000,000 View Locations
Interactive Financial Advisors 2005 View Locations
Intrinsic Value Partners 2013 View Locations
Intrinsic Wealth Counsel 1984 View Locations
Invest Smart USA 2013 View Locations
Ironwood Financial 2009 View Locations
Ironwood Investment Counsel 2001 View Locations
Ironwood Wealth Advisors 2012 View Locations
JIM Hannley 2004 View Locations
JW Hecht Wealth Management 2015 View Locations
John Moore & Associates 1998 View Locations
Joseph Wright Investments 2013 View Locations
Karpinski Financial 2010 View Locations
L. Roy Papp & Associates 1989 View Locations
Lane Brothers & CO 2012 View Locations
Levin Funding Group 2014 View Locations
Longboard Asset Management 2011 View Locations
Magnificent Life Financial Planning 2014 View Locations
Matson Money 1991 View Locations
Mcbee Advisors 2012 View Locations
Mercer Global Advisors 2008 $500,000 View Locations
Meristem Family Wealth 2000 View Locations
Midas Financial 2014 View Locations
Mission Wealth Management 2002 View Locations
Moss Adams Wealth Advisors 2000 View Locations
Murphy Capital Advisors 2005 View Locations
NET Worth Solutions 2004 View Locations
O'connor Capital Advisory 2012 View Locations
Overson Advisory Group 2013 View Locations
Perspective Financial Services 2006 View Locations
Prism Financial Concepts 2012 View Locations
Public Safety Financial/galloway 2008 View Locations
RMH Investment Management 2009 View Locations
RTS Private Wealth Management 2006 View Locations
Raskob Kambourian Financial Advisors 1985 View Locations
Redw Wealth 2000 View Locations
Retirement Evolutions Wealth Management 2008 View Locations
Retirement Matters 2013 View Locations
Roxie Webb Securities Management 1996 View Locations
Rubicon Financial Network 1998 View Locations
SEM Wealth Management 1998 View Locations
SJS Investment Services 1995 View Locations
Secure Retirement Advisors 2011 View Locations
Seizert Capital Partners 2000 View Locations
Silverhawk Asset Management 2013 View Locations
Silverman + Associates Wealth Management 2011 View Locations
Sonora Investment Management 1988 View Locations
Sterling Investment Management 1995 View Locations
Stone Island Financial Planning 2009 View Locations
Strategic Wealth Advisors 2004 View Locations
Strategy Financial Group 2012 View Locations
TFO Phoenix 2011 View Locations
THE Financial Forum 2009 View Locations
Tarbox Family Office 1986 View Locations
Templeton Financial Services 2006 View Locations
Versant Capital Management 2004 View Locations
Vestpointe Wealth Management 2004 View Locations
Wall Capital Group 1992 View Locations
Wealth Management Solutions 2012 View Locations
Wellfit Financial 2009 View Locations
Windsor Capital Management 2005 View Locations
Worthwhile Wealth Council 2003 View Locations
Yavapai Financial Planning 2000 View Locations
Zeches Wealth Management 2014 View Locations


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