Best Financial Advisor Firms Arizona 2023

investor.com

Written by investor.com

February 06, 2023

We're thrilled to recognize the 2023 Top 100 Financial Advisor Firms in Arizona.

investor.com enables Americans to quickly research and compare over 17,000 financial advisor firms (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 close to one million data points from the SEC.

Our analysis contains data as of February 06, 2023 and the specific qualifiers for the Top Financial Advisor Firms (RIAs) in Arizona are as followed:

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
Acute Investment Advisory 5/5 Stars $194.5 million 660 3 $294,721
Allied Portfolio Management 5/5 Stars $179.2 million 114 1 $1.6 million
Alpha Cubed Investments 5/5 Stars $2.0 billion 1,471 20 $1.4 million
Arista Wealth Management logoArista Wealth Management 5/5 Stars $523.8 million 338 5 $1.5 million
Ascendant Financial Solutions 5/5 Stars $318.6 million 376 5 $847,305
Ashton Thomas Private Wealth 5/5 Stars $2.2 billion 1,587 31 $1.4 million
Axxcess Wealth Management 5/5 Stars $3.6 billion 4,581 40 $783,349
Brighton Jones logoBrighton Jones 5/5 Stars $10.1 billion 2,408 112 $4.2 million
Brightscape Investment Centers 5/5 Stars $87.0 million 149 4 $583,892
BTC Capital Management 5/5 Stars $4.3 billion 94 12 $45.4 million
Burton Wealth Management 5/5 Stars $38.5 million 94 2 $409,574
Capital Insight Partners 5/5 Stars $735.3 million 435 6 $1.7 million
Capital West Partners 5/5 Stars $206.3 million 178 2 $1.2 million
Claremont Capital Management 5/5 Stars $661.5 million 25 2 $26.5 million
Continuum Wealth Management 5/5 Stars $36.3 million 24 1 $1.5 million
Copperwynd Financial 5/5 Stars $509.9 million 494 7 $1.0 million
CPA Advisory Services 5/5 Stars $65.1 million 109 2 $597,325
Diversified Management 5/5 Stars $1.6 billion 341 7 $4.6 million
Domask Wealth Management 5/5 Stars $95.0 million 61 1 $1.6 million
Dynamic Wealth Advisors 5/5 Stars $3.3 billion 3,931 70 $840,773
EP Wealth Advisors 5/5 Stars $14.7 billion 9,365 62 $1.6 million
EPL Investment Advisory 5/5 Stars $9.9 million 56 2 $176,785
Financial Directions 5/5 Stars $535.5 million 2,721 6 $196,798
Financial Engines Advisors 5/5 Stars $290.4 billion 1,309,406 569 $221,745
Fisher Investments logoFisher Investments 5/5 Stars $208.9 billion 108,185 1,837 $1.9 million
Fuller Asset Management 5/5 Stars $17.4 million 33 1 $527,693
Galvin, Gaustad & Stein 5/5 Stars $1.3 billion 882 7 $1.5 million
GR Financial Group 5/5 Stars $854.1 million 1,528 6 $558,980
Growing Fortunes Financial Partners 5/5 Stars $0.0 66 1 $0.0
Halbert Hargrove logoHalbert Hargrove 5/5 Stars $3.0 billion 1,323 34 $2.3 million
HBW Advisory Services 5/5 Stars $1.0 billion 8,618 60 $118,304
Intelligent Capitalworks logoIntelligent Capitalworks 5/5 Stars $247.3 million 85 4 $2.9 million
Interactive Financial Advisors 5/5 Stars $321.3 million 2,170 40 $148,057
Intrinsic Value Partners 5/5 Stars $183.4 million 79 2 $2.3 million
Intrinsic Wealth Counsel 5/5 Stars $235.1 million 200 4 $1.2 million
Invest Smart USA 5/5 Stars $34.3 million 69 2 $496,987
IQ Wealth Management 5/5 Stars $41.3 million 149 1 $276,894
Ironwood Financial 5/5 Stars $436.8 million 490 5 $891,345
Ironwood Investment Counsel 5/5 Stars $1.3 billion 493 6 $2.6 million
Ironwood Wealth Advisors 5/5 Stars $73.7 million 109 1 $676,205
Ironwood Wealth Management 5/5 Stars $541.2 million 497 9 $1.1 million
JIM Hannley 5/5 Stars $2.9 million 31 1 $92,580
John Moore & Associates 5/5 Stars $784.7 million 634 7 $1.2 million
Krozel Capital Management 5/5 Stars $2.5 million 15 1 $168,088
L. Roy Papp & Associates 5/5 Stars $1.4 billion 560 8 $2.6 million
Lane Brothers & Co 5/5 Stars $16.4 million 9 1 $1.8 million
Lodestar Advisory Group 5/5 Stars $64.5 million 128 2 $503,925
Longboard Asset Management 5/5 Stars $142.7 million 2 4 $71.4 million
Matson Money 5/5 Stars $19.2 billion 30,059 7 $639,503
Mcbee Advisors 5/5 Stars $45.0 million 217 1 $207,511
Meixler Investment Management 5/5 Stars $137.0 million 514 1 $266,578
Mercer Global Advisors logoMercer Global Advisors 5/5 Stars $34.0 billion 20,297 299 $1.7 million
Mission Wealth Management 5/5 Stars $4.8 billion 2,042 40 $2.4 million
Moss Adams Wealth Advisors 5/5 Stars $3.6 billion 1,194 19 $3.0 million
Murphy Capital Advisors 5/5 Stars $109.7 million 82 1 $1.3 million
O'connor Capital Advisory 5/5 Stars $87.0 million 38 1 $2.3 million
Overson Advisory Group 5/5 Stars $16.6 million 91 1 $182,417
Perspective Financial Services 5/5 Stars $230.7 million 250 5 $922,981
Public Safety Financial/galloway 5/5 Stars $695.9 million 2,614 25 $266,205
Raskob Kambourian Financial Advisors 5/5 Stars $104.4 million 93 3 $1.1 million
RBP Investment Advisors 5/5 Stars $178.4 million 127 2 $1.4 million
Redwood Coast Financial Partners 5/5 Stars $115.7 million 199 3 $581,407
Retirement Matters 5/5 Stars $18.0 million 16 1 $1.1 million
Retirement Planners OF America 5/5 Stars $4.7 billion 8,092 31 $581,976
RMH Investment Management 5/5 Stars $63.5 million 98 1 $647,959
Roxie Webb Securities Management 5/5 Stars $93.9 million 265 2 $354,316
Sabino Investment Management 5/5 Stars $5.8 million 16 1 $362,500
Savant Wealth Management 5/5 Stars $12.0 billion 9,508 117 $1.3 million
Seacrest Wealth Management 5/5 Stars $1.4 billion 1,783 43 $791,777
Seamount Financial Group 5/5 Stars $546.0 million 421 4 $1.3 million
Seizert Capital Partners 5/5 Stars $2.3 billion 144 9 $16.0 million
SEM Wealth Management 5/5 Stars $798.7 million 1,480 5 $539,655
SigFig Wealth Management 5/5 Stars $2.3 billion 41,417 5 $55,558
Silverhawk Asset Management 5/5 Stars $393.1 million 415 11 $947,347
SJS Investment Services 5/5 Stars $2.7 billion 870 13 $3.1 million
Slavic Mutual Funds Management Corp 5/5 Stars $3.9 billion 835 13 $4.7 million
Soltis Investment Advisors 5/5 Stars $5.2 billion 2,624 24 $2.0 million
Springsteel Investment Advisors 5/5 Stars $38.2 million 49 1 $780,252
Stableford Capital 5/5 Stars $294.3 million 93 4 $3.2 million
Stone Island Financial Planning 5/5 Stars $169.0 million 171 3 $988,193
Strategic Wealth Advisors 5/5 Stars $212.6 million 98 4 $2.2 million
Sunrise Wealth Management 5/5 Stars $23.7 million 36 1 $659,444
Tarbox Family Office 5/5 Stars $1.0 billion 218 6 $4.8 million
TCI Wealth Advisors 5/5 Stars $3.8 billion 2,534 24 $1.5 million
Templeton Financial Services 5/5 Stars $448.0 million 401 2 $1.1 million
TFO-TDC 5/5 Stars $3.6 billion 1,489 29 $2.4 million
The Coleridge Group 5/5 Stars $17.4 million 15 3 $1.2 million
THE Financial Forum 5/5 Stars $39.6 million 80 1 $495,465
The Mather Group 5/5 Stars $8.6 billion 3,048 78 $2.8 million
The Wealth Consulting Group 5/5 Stars $2.9 billion 7,706 101 $372,718
Trek Financial 5/5 Stars $1.7 billion 3,249 47 $533,392
Versant Capital Management logoVersant Capital Management 5/5 Stars $850.0 million 437 10 $1.9 million
W Wealth Advisors 5/5 Stars $7.7 million 60 1 $128,891
Wall Capital Group 5/5 Stars $1.6 billion 443 3 $3.6 million
Wellfit Financial 5/5 Stars $10.5 million 8 1 $1.3 million
Windsor Capital Management 5/5 Stars $626.4 million 609 6 $1.0 million
Wisdom Wealth Investment Advisors 5/5 Stars $79.1 million 187 2 $423,091
Worthwhile Wealth Council 5/5 Stars $53.7 million 208 3 $258,033
Yavapai Financial Planning 5/5 Stars $18.9 million 61 2 $309,311
Zeches Wealth Management 5/5 Stars $83.7 million 112 2 $747,664

More Top Firms by State

About the Editorial Team

investor.com
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, retirement planning, and more.


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