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Best Financial Advisors near Paradise Valley, Arizona


To help Americans find the best financial advisors in Paradise Valley, 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 Paradise Valley, Arizona.


1. Hatton Consulting
   (602) 852-5520
5090 N 40th Street, Suite 160. Phoenix, AZ

Hatton Consulting, registered in 2001, manages $388.9 million for 308 clients.

2. Galvin, Gaustad & Stein
   (480) 776-1445
7377 E. Doubletree Ranch Road, Suite 250. Scottsdale, AZ

Galvin, Gaustad & Stein, registered in 2010, manages $1.1 billion for 940 clients.

3. 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.

4. Foothills Asset Management
   (480) 777-9870
8767 E. Via DE Ventura, Suite 175. Scottsdale, AZ

Foothills Asset Management, registered in 1998, manages $197.3 million for 131 clients.

5. Dynamic Wealth Advisors
   (602) 616-0146
Multiple Locations

Dynamic Wealth Advisors, registered in 2011, manages $2.1 billion for 3,248 clients.

6. 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.

7. MRA Associates
   (602) 468-1232
3200 E. Camelback Road, #300. Phoenix, AZ

MRA Associates, registered in 2009, manages $2.6 billion for 670 clients.

8. SJS Investment Services
   (419) 885-2626
6720 N. Scottsdale Rd. Suite 375, Scottsdale, Arizona

SJS Investment Services, registered in 1995, manages $2.2 billion for 762 clients.

9. TFO Phoenix
   (602) 466-3813
5060 North 40th Street, Suite 200. Phoenix, AZ

TFO Phoenix, registered in 2011, manages $3.4 billion for 183 clients.

10. Madison Investment Advisors
   (480) 596-3338
8777 N Gainey Center Drive Suite 220, Scottsdale, Arizona

Madison Investment Advisors, registered in 1996, manages $12.3 billion for 9,403 clients.

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

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

12. Exeter Financial
   (480) 588-0830
7001 N. Scottsdale Road, Suite 1055. Scottsdale, AZ

Exeter Financial, registered in 2007, manages $289.7 million for 90 clients.

13. Laffer Tengler Investments
   (480) 900-2270
6710 N. Scottsdale Rd. Suite 130, Scottsdale, Arizona

Laffer Tengler Investments, registered in 1999, manages $154.4 million for 337 clients.

14. TFO-TDC
   (419) 891-9999
5060 North 40th Street, Phoenix, Arizona

TFO-TDC, registered in 2003, manages $2.5 billion for 1,353 clients.

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

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

16. Biltmore Wealth Management
   (480) 998-1819
6720 N. Scottsdale Road, Suite 110. Scottsdale, AZ

Biltmore Wealth Management, registered in 2015, manages $240.5 million for 300 clients.

17. Capital Synergy Partners
   (480) 391-2005
Multiple Locations

Capital Synergy Partners, registered in 2010, manages $60.2 million for 423 clients.

18. Stonegate Capital Advisors
   (602) 953-8450
6263 N Scottsdale RD, Ste145. Scottsdale, AZ

Stonegate Capital Advisors, registered in 2007, manages $302.0 million for 258 clients.

19. 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.

20. WT Wealth Management
   (800) 825-0616
Multiple Locations

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