Best Financial Advisors in PHOENIX, Arizona
Ranked by SEC regulatory data — fees, complaints, and fiduciary status. Updated quarterly.
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Top-Ranked Advisors in PHOENIX
Page 1 of 2 · 35 firms
DYNAMIC
PHOENIX, AZ · Since 2011
SMEAD CAPITAL MANAGEMENT, INC.
PHOENIX, AZ · Since 2007
PFG ADVISORS
PHOENIX, AZ · Since 2014
CLAREMONT CAPITAL MANAGEMENT, LLC
PHOENIX, AZ · Since 2010
WINDSOR CAPITAL MANAGEMENT, LLC
PHOENIX, AZ · Since 2005
WALL CAPITAL GROUP, INC.
PHOENIX, AZ · Since 1992
THE CAPITAL ADVISORY GROUP ADVISORY SERVICES, LLC
PHOENIX, AZ · Since 2008
BROOKWOOD INVESTMENT GROUP
PHOENIX, AZ · Since 2021
BRIDGEPORT FINANCIAL SOLUTIONS
PHOENIX, AZ · Since 2023
17 CAPITAL PARTNERS, LLC
PHOENIX, AZ · Since 2021
CURAFIN ADVISORS
PHOENIX, AZ · Since 2024
LGM CAPITAL MANAGEMENT LLC
PHOENIX, AZ · Since 2016
PROFOCUS INCORPORATED
PHOENIX, AZ · Since 2022
SHARPEPOINT, LLC
PHOENIX, AZ · Since 2020
SVVY
PHOENIX, AZ · Since 2023
WESTMARK WEALTH MANAGEMENT
PHOENIX, AZ · Since 2025
LILLIANO CAPITAL MANAGEMENT LLC
PHOENIX, AZ · Since 2026
TFO FAMILY OFFICE PARTNERS
PHOENIX, AZ · Since 2011
WISDOM WEALTH INVESTMENT ADVISORS LLC
PHOENIX, AZ · Since 2026
WISE WEALTH PARTNERS, LLC
PHOENIX, AZ · Since 2024
L. ROY PAPP & ASSOCIATES, LLP
PHOENIX, AZ · Since 1989
VERSANT CAPITAL MANAGEMENT, INC.
PHOENIX, AZ · Since 2004
SOVEREIGN INVESTMENT ADVISORS LLC
PHOENIX, AZ · Since 2015
AWM CAPITAL, LLC
PHOENIX, AZ · Since 2018
INTRINSIC VALUE PARTNERS, LLC
PHOENIX, AZ · Since 2013
Frequently Asked Questions
How are advisors ranked?
We use a Trust Score (0–100) based on SEC Form ADV disclosures. Firms start at a base and receive points for positive signals (fiduciary status, years established, client base) with deductions for disciplinary events, complaints, and conflicts.
What's the average financial advisor fee in PHOENIX?
The median advisory fee in PHOENIX, AZ is 0.95% of assets under management per year, based on Form ADV filings from 35 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.