Best Financial Advisor Firms Arizona 2023

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Written by investor.com

November 08, 2023

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 5/5 Stars $62.7 million 82 1 $764,985
AG Financial 5/5 Stars $103.7 million 184 2 $563,559
AIM Capital 5/5 Stars $225.8 million 231 2 $977,473
Allied Portfolio Management 5/5 Stars $160.9 million 113 1 $1.4 million
Alpha Financial Nordic 5/5 Stars $7.0 million 40 1 $175,000
Arbor Wealth Management 5/5 Stars $63.6 million 105 2 $605,774
Arista Wealth Management 5/5 Stars $496.6 million 348 6 $1.4 million
Ascendant Financial Solutions 5/5 Stars $259.2 million 355 5 $730,165
Brightscape Investment Centers 5/5 Stars $78.0 million 149 4 $523,489
BTC Capital Management 5/5 Stars $3.6 billion 94 12 $38.5 million
Burton Wealth Management 5/5 Stars $32.7 million 90 2 $363,000
Capital Insight Partners 5/5 Stars $601.1 million 441 6 $1.4 million
Capital Strategies Group 5/5 Stars $62.2 million 186 3 $334,426
Capital West Partners 5/5 Stars $223.5 million 177 2 $1.3 million
Chicago Partners Investment Group 5/5 Stars $3.6 billion 1,705 34 $2.1 million
Claremont Capital Management 5/5 Stars $621.0 million 25 2 $24.8 million
Clear Stream Advisorsorporated 5/5 Stars $18.8 million 60 1 $313,166
Concentrum Wealth Management 5/5 Stars $413.5 million 280 4 $1.5 million
Continuum Wealth Management 5/5 Stars $34.6 million 24 1 $1.4 million
Copperwynd Financial 5/5 Stars $458.9 million 520 7 $882,595
CPA Advisory Services 5/5 Stars $59.5 million 121 2 $491,341
Diversified Management 5/5 Stars $1.4 billion 352 6 $4.1 million
Domask Wealth Management 5/5 Stars $87.6 million 67 1 $1.3 million
Ebis 5/5 Stars $7.1 million 3 1 $2.4 million
EPL Investment Advisory 5/5 Stars $11.6 million 118 2 $98,305
Financial Directions 5/5 Stars $556.6 million 3,665 3 $151,858
Financial Engines Advisors 5/5 Stars $242.0 billion 1,319,970 650 $183,314
Fleming Financial Services 5/5 Stars $38.0 million 500 3 $76,000
Fuller Asset Management 5/5 Stars $16.7 million 29 1 $575,435
Galvin, Gaustad & Stein 5/5 Stars $1.1 billion 914 6 $1.2 million
GR Financial Group 5/5 Stars $739.8 million 1,474 6 $501,923
Halbert Hargrove 5/5 Stars $2.7 billion 1,356 33 $2.0 million
Harris Investment Advisors 5/5 Stars $22.2 million 103 1 $215,398
HBW Advisory Services 5/5 Stars $1.1 billion 10,099 63 $112,368
Intelligent Capitalworks 5/5 Stars $241.6 million 87 4 $2.8 million
Intrinsic Value Partners 5/5 Stars $136.4 million 77 2 $1.8 million
Intrinsic Wealth Counsel 5/5 Stars $211.0 million 208 4 $1.0 million
Invest Smart USA 5/5 Stars $28.2 million 66 2 $427,504
Ironwood Financial 5/5 Stars $364.2 million 516 6 $705,906
Ironwood Investment Counsel 5/5 Stars $1.2 billion 516 7 $2.3 million
Ironwood Wealth Advisors 5/5 Stars $68.6 million 110 1 $623,207
Ironwood Wealth Management 5/5 Stars $539.5 million 439 6 $1.2 million
JIM Hannley 5/5 Stars $95,000 7 1 $13,571
John Moore & Associates 5/5 Stars $722.6 million 662 7 $1.1 million
JW Hecht Wealth Management 5/5 Stars $5.5 million 19 1 $291,806
L. Roy Papp & Associates 5/5 Stars $1.3 billion 619 10 $2.0 million
Laffer Tengler Investments 5/5 Stars $388.2 million 221 7 $1.8 million
Lane Brothers & Co 5/5 Stars $14.2 million 8 1 $1.8 million
Lodestar Advisory Group 5/5 Stars $53.4 million 134 2 $398,544
Longboard Asset Management 5/5 Stars $137.1 million 2 4 $68.5 million
Macc IV Group 5/5 Stars $16.6 million 188 1 $88,297
Magnificent Life Financial Planning 5/5 Stars $46.4 million 123 1 $377,416
Manchester Financial 5/5 Stars $798.1 million 1,014 11 $787,033
Matson Money 5/5 Stars $17.7 billion 30,322 10 $583,191
Mcbee Advisors 5/5 Stars $32.6 million 210 1 $155,269
Meixler Investment Management 5/5 Stars $146.9 million 810 1 $181,324
Mette Associates 5/5 Stars $59.9 million 12 2 $5.0 million
Moss Adams Wealth Advisors 5/5 Stars $3.3 billion 1,213 22 $2.7 million
NAMCOA 5/5 Stars $236.0 million 213 17 $1.1 million
NET Worth Solutions 5/5 Stars $30.0 million 57 1 $526,960
O'connor Capital Advisory 5/5 Stars $83.6 million 39 1 $2.1 million
Overson Advisory Group 5/5 Stars $13.6 million 92 1 $147,282
Parallel Advisors 5/5 Stars $5.7 billion 3,525 43 $1.6 million
Pogson & Matt Wealth Management Group 5/5 Stars $57.0 million 108 3 $527,916
RBP Investment Advisors 5/5 Stars $143.8 million 126 2 $1.1 million
Redw Wealth 5/5 Stars $896.4 million 433 13 $2.1 million
Retirement Evolutions Wealth Management 5/5 Stars $47.9 million 173 2 $276,688
Retirement Matters 5/5 Stars $18.0 million 19 1 $947,368
RMH Investment Management 5/5 Stars $60.1 million 91 1 $660,439
Roxie Webb Securities Management 5/5 Stars $93.9 million 265 2 $354,316
Sabino Investment Management 5/5 Stars $5.8 million 18 1 $322,222
Seamount Financial Group 5/5 Stars $528.7 million 484 6 $1.1 million
Secure Estate Solutions 5/5 Stars $32.6 million 184 5 $177,173
Seizert Capital Partners 5/5 Stars $2.0 billion 157 10 $12.5 million
SEM Wealth Management 5/5 Stars $817.9 million 1,560 4 $524,277
Silverhawk Asset Management 5/5 Stars $405.2 million 433 3 $935,742
Slavic Mutual Funds Management Corp 5/5 Stars $4.1 billion 879 13 $4.7 million
Soltis Investment Advisors 5/5 Stars $5.6 billion 3,387 36 $1.7 million
Springsteel Investment Advisors 5/5 Stars $40.4 million 53 1 $763,111
Stableford Capital 5/5 Stars $255.0 million 99 4 $2.6 million
Stone Island Financial Planning 5/5 Stars $141.2 million 162 3 $871,402
Strategic Wealth Advisors 5/5 Stars $210.5 million 101 4 $2.1 million
Tarbox Family Office 5/5 Stars $758.8 million 220 6 $3.4 million
TCI Wealth Advisors 5/5 Stars $3.4 billion 2,698 29 $1.3 million
TCS Financial 5/5 Stars $16.2 million 52 1 $311,538
Templeton Financial Services 5/5 Stars $333.3 million 292 2 $1.1 million
TFO Family Office Partners 5/5 Stars $3.3 billion 236 27 $14.2 million
TFO Wealth Partners 5/5 Stars $3.2 billion 1,566 35 $2.1 million
The Coleridge Group 5/5 Stars $13.2 million 24 3 $551,342
THE Financial Forum 5/5 Stars $40.1 million 89 1 $450,557
THE Planning Associates 5/5 Stars $23.3 million 58 1 $401,724
Trident Wealth Management 5/5 Stars $5.3 million 19 1 $280,312
Versant Capital Management logoVersant Capital Management 5/5 Stars $863.6 million 478 7 $1.8 million
W Wealth Advisors 5/5 Stars $7.7 million 60 1 $128,891
Wall Capital Group 5/5 Stars $630.2 million 519 4 $1.2 million
Wellfit Financial 5/5 Stars $8.5 million 8 1 $1.1 million
Windsor Capital Management 5/5 Stars $587.5 million 606 5 $969,443
Wisdom Wealth Investment Advisors 5/5 Stars $76.7 million 215 2 $356,713
Yavapai Financial Planning 5/5 Stars $26.7 million 61 3 $438,118
Zeches Wealth Management 5/5 Stars $81.7 million 105 4 $778,234

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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.

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