Best Financial Advisors in GILBERT, Arizona
Ranked by SEC regulatory data — fees, complaints, and fiduciary status. Updated quarterly.
5
Registered Firms
0.95%
Median Fee
of assets/year
$359M
Median AUM
5
Firms Listed
in our database
Top-Ranked Advisors in GILBERT
#1
100
SEROS WEALTH PARTNERS
GILBERT, AZ · Since 2021
$359M AUM7 clientsFee: 0%
FiduciaryFee-Only
#2
100
CLARITY WEALTH MANAGEMENT, L.L.C.
GILBERT, AZ · Since 2022
$237M AUM2 clientsFee: 0%
FiduciaryFee-Only
#3
100
ENSIGN ADVISORY PARTNERS LLC
GILBERT, AZ · Since 2026
$101M AUM3 clientsFee: 0%
FiduciaryFee-Only
#4
95
WATTS GWILLIAM & COMPANY, LLC
GILBERT, AZ · Since 2004
$1.0B AUM6 clientsFee: 0%
FiduciaryFee-Only
#5
95
MPI INFINITE INVESTORS, LLC
GILBERT, AZ · Since 2025
$0 AUM2 clientsFee: 0%
FiduciaryFee-Only
Frequently Asked Questions
How are advisors ranked?
We use a Red Flag Score (0–100) based on SEC Form ADV disclosures. Firms lose points for disciplinary events, complaints, broker-dealer conflicts, and fees above the 90th percentile for their area.
What's the average financial advisor fee in GILBERT?
The median advisory fee in GILBERT, AZ is 0.95% of assets under management per year, based on Form ADV filings from 5 registered firms.
Where does this data come from?
All data is sourced from SEC.gov Form ADV public filings and FINRA BrokerCheck. These are mandatory regulatory disclosures — every registered advisor must file them.