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Best Financial Advisors near Mesa, Arizona


To help Americans find the best financial advisors in Mesa, Arizona, we started with over 7,000 advisor firms that are regulated by the U.S. Securities and Exchange Commission (SEC). Next, we used our proprietary Trust Algorithm to rate firms based on their regulatory disclosures and disciplinary history. Here are top financial advisor firms in Mesa, Arizona.


1. Redhawk Wealth Advisors
   (952) 835-4295
2815 Alma School Road Suite 103, Mesa, Arizona

Redhawk Wealth Advisors, registered in 2008, manages $1.1 billion for 1,525 clients.

2. Brighton Jones
   (480) 353-2456
4211 N. Marshall Way Suite 100, Scottsdale, Arizona

Brighton Jones, registered in 2000, manages $6.8 billion for 1,994 clients.

3. Intrinsic Wealth Counsel
   (480) 924-5613
1255 W. Rio Salado Pkwy, Suite 115. Tempe, AZ

Intrinsic Wealth Counsel, registered in 1984, manages $173.3 million for 186 clients.

4. Degreen Capital Management
   (480) 609-9900
4800 N. Scottsdale RD, Suite 1800. Scottsdale, AZ

Degreen Capital Management, registered in 2012, manages $217.6 million for 317 clients.

5. BCJ Capital Management
   (866) 216-2847
Multiple Locations

BCJ Capital Management, registered in 2000, manages $1.0 billion for 2,471 clients.

6. Fisher Investments
   (888) 823-9566
80 East Rio Salado Parkway Suite 703, Tempe, Arizona

Fisher Investments, registered in 1987, manages $120.9 billion for 69,327 clients.

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7. Arista Wealth Management
   (480) 553-6247
1635 N. Greenfield Suite 115, Mesa, Arizona

Arista Wealth Management, registered in 2013, manages $334.8 million for 326 clients.

8. Interactive Financial Advisors
   (480) 899-6633
584 W. Chandler Blvd, Chandler, Arizona

Interactive Financial Advisors, registered in 2005, manages $272.1 million for 3,166 clients.

9. Archer Investment Corporation
   (480) 838-7714
5225 S Mcclintock Dr #e, Tempe, Arizona

Archer Investment Corporation, registered in 2005, manages $422.0 million for 2,032 clients.

10. Public Safety Financial/galloway
   (480) 325-8668
Multiple Locations

Public Safety Financial/galloway, registered in 2008, manages $470.8 million for 2,296 clients.

11. Financial Engines Advisors
   (408) 498-6000
80 East Rio Salado Parkway Suite 801, Tempe, Arizona

Financial Engines Advisors, registered in 1998, manages $229.0 billion for 1,241,210 clients.

12. Tribeca Financial
   (480) 553-6247
1635 N. Greenfield Road, Suite 115. Mesa, AZ

Tribeca Financial, registered in 2001, manages $156.7 million for 365 clients.

13. PFG Advisors
   (602) 361-0665
Multiple Locations

PFG Advisors, registered in 2014, manages $1.0 billion for 2,582 clients.

14. CWM
   (480) 304-5353
3260 North Hayden Road Suite 109, Scottsdale, Arizona

CWM, registered in 2011, manages $11.9 billion for 22,611 clients.

15. Ironwood Wealth Management
   (480) 776-5960
4650 E. Cotton Center Blvd., Suite 130 Phoenix, AZ

Ironwood Wealth Management, registered in 2015, manages $299.9 million for 434 clients.

16. WT Wealth Management
   (800) 825-0616
7161 East Rancho Vista Drive, Suite 112. Scottsdale, AZ

WT Wealth Management, registered in 2018, manages $179.7 million for 691 clients.

17. Decisionpoint Financial
   (480) 553-6249
2812 North Norwalk, Suite 116. Mesa, AZ

Decisionpoint Financial, registered in 2018, manages $321.0 million for 244 clients.

18. Watts Gwilliam & Company
   (480) 889-8998
2730 S. Val Vista DR., Suite 124. Gilbert, AZ

Watts Gwilliam & Company, registered in 2004, manages $267.5 million for 246 clients.

19. West Ridge Advisors
   (480) 558-2007
1425 S Higley Road #106, Gilbert, Arizona

West Ridge Advisors, registered in 2016, manages $100.3 million for 247 clients.

20. West Ridge Advisors
   (480) 558-2007
Multiple Locations

West Ridge Advisors, registered in 2016, manages $100.3 million for 247 clients.



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Halbert Hargrove
   (562) 435-5657

Halbert Hargrove, registered in 1988, manages $2.5 billion for 1,190 clients.

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Dowling & Yahnke
   (858) 509-9500

Dowling & Yahnke, registered in 1987, manages $4.7 billion for 1,271 clients.

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Summit Portfolio Management
   (702) 838-9999

Summit Portfolio Management, registered in 1994, manages $112.2 million for 111 clients.

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Corda Investment Management
   (713) 439-0665

Corda Investment Management, registered in 1999, manages $1.2 billion for 1,236 clients.

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Top Cities for Arizona


ASU, Arizona Chandler, Arizona Fountain Hills, Arizona Gilbert, Arizona Glendale, Arizona Mesa, Arizona Paradise Valley, Arizona Phoenix, Arizona Scottsdale, Arizona Tempe, Arizona

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