Best Financial Advisor Firms Arizona 2023

investor.com

Written by investor.com

May 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 May 08, 2023 and the specific qualifiers for the Top Financial Advisor Firms (RIAs) in Arizona are as follows:

  • Must be rated 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
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 Cubed Investments 5/5 Stars $2.0 billion 1,680 23 $1.2 million
Andorra Capital 5/5 Stars $32.6 million 184 5 $177,173
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
Axxcess Wealth Management 5/5 Stars $3.4 billion 4,933 43 $689,158
Beacon Pointe Advisors 5/5 Stars $23.2 billion 13,332 230 $1.7 million
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 Advisors 5/5 Stars $4.3 billion 2,625 34 $1.6 million
Capital Insight Partners 5/5 Stars $601.1 million 441 6 $1.4 million
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
Concentrum Wealth Management 5/5 Stars $413.5 million 280 4 $1.5 million
Conscient Capital 5/5 Stars $30.0 million 155 1 $193,548
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 $65.1 million 109 2 $597,325
Disciplined Money 5/5 Stars $38.9 million 44 1 $884,595
Diversified Management 5/5 Stars $1.4 billion 352 7 $4.1 million
Domask Wealth Management 5/5 Stars $87.6 million 67 1 $1.3 million
Dynamic Wealth Advisors 5/5 Stars $123.5 million 382 3 $323,201
Ebis 5/5 Stars $7.1 million 3 1 $2.4 million
EP Wealth Advisors 5/5 Stars $17.1 billion 11,485 176 $1.5 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
Fisher Investments logoFisher Investments 5/5 Stars $192.4 billion 133,483 2,064 $1.4 million
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
HBW Advisory Services 5/5 Stars $1.0 billion 8,618 60 $118,304
Intelligent Capitalworks logoIntelligent Capitalworks 5/5 Stars $241.6 million 87 4 $2.8 million
Interactive Financial Advisors 5/5 Stars $278.3 million 2,382 37 $116,822
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
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
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
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
Mission Wealth Management 5/5 Stars $5.0 billion 2,385 56 $2.1 million
Moss Adams Wealth Advisors 5/5 Stars $3.3 billion 1,213 22 $2.7 million
O'connor Capital Advisory 5/5 Stars $83.6 million 39 1 $2.1 million
Overson Advisory Group 5/5 Stars $13.8 million 93 1 $148,861
Parallel Advisors 5/5 Stars $5.7 billion 3,525 43 $1.6 million
Raskob Kambourian Financial Advisors 5/5 Stars $83.0 million 87 3 $953,808
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 Matters 5/5 Stars $18.0 million 19 1 $947,368
Retirement Planners OF America 5/5 Stars $3.4 billion 7,216 32 $475,303
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
Savant Wealth Management 5/5 Stars $13.4 billion 9,662 143 $1.4 million
Seacrest Wealth Management 5/5 Stars $1.1 billion 1,824 43 $611,177
Seamount Financial Group 5/5 Stars $528.7 million 484 6 $1.1 million
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
SigFig Wealth Management 5/5 Stars $2.1 billion 60,484 5 $34,644
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
Strategic Wealth Advisors 5/5 Stars $210.5 million 101 4 $2.1 million
Sunrise Wealth Management 5/5 Stars $23.7 million 36 1 $659,444
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 28 $1.3 million
Templeton Financial Services 5/5 Stars $333.3 million 292 2 $1.1 million
TFO-TDC 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 Mather Group 5/5 Stars $8.7 billion 3,970 88 $2.2 million
Versant Capital Management 5/5 Stars $754.8 million 421 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
Weatherhelm Capital Management 5/5 Stars $57.1 million 85 2 $671,947
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
Worthwhile Wealth Council 5/5 Stars $45.1 million 264 4 $170,671
Yavapai Financial Planning 5/5 Stars $26.7 million 61 3 $438,118
Zeches Wealth Management 5/5 Stars $81.7 million 105 2 $778,234

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, investing, retirement planning, and more.


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