AdvisorRanked

Best Financial Advisors in PHOENIX, Arizona

Ranked by SEC regulatory data — fees, complaints, and fiduciary status. Updated quarterly.

35
Registered Firms
0.95%
Median Fee
of assets/year
$481M
Median AUM
35
Firms Listed
in our database

Top-Ranked Advisors in PHOENIX

#1
100

WALL CAPITAL GROUP, INC.

PHOENIX, AZ · Since 1992

$295M AUM3 clientsFee: 0%
FiduciaryFee-Only
#2
100

PROFOCUS INCORPORATED

PHOENIX, AZ · Since 2022

$157M AUM2 clientsFee: 0%
FiduciaryFee-Only
#3
100

WINDSOR CAPITAL MANAGEMENT, LLC

PHOENIX, AZ · Since 2005

$703M AUM5 clientsFee: 0%
FiduciaryFee-Only
#4
100

THE CAPITAL ADVISORY GROUP ADVISORY SERVICES, LLC

PHOENIX, AZ · Since 2008

$539M AUM7 clientsFee: 0%
FiduciaryFee-Only
#5
100

SMEAD CAPITAL MANAGEMENT, INC.

PHOENIX, AZ · Since 2007

$5.5B AUM10 clientsFee: 0%
FiduciaryFee-Only
#6
100

DYNAMIC

PHOENIX, AZ · Since 2011

$5.6B AUM65 clientsFee: 0%
FiduciaryFee-Only
#7
100

CLAREMONT CAPITAL MANAGEMENT, LLC

PHOENIX, AZ · Since 2010

$844M AUM2 clientsFee: 0%
FiduciaryFee-Only
#8
100

WISDOM WEALTH INVESTMENT ADVISORS LLC

PHOENIX, AZ · Since 2026

$139M AUM2 clientsFee: 0%
FiduciaryFee-Only
#9
100

PFG ADVISORS

PHOENIX, AZ · Since 2014

$3.3B AUM86 clientsFee: 0%
FiduciaryFee-Only
#10
100

17 CAPITAL PARTNERS, LLC

PHOENIX, AZ · Since 2021

$246M AUM3 clientsFee: 0%
FiduciaryFee-Only
#11
100

SHARPEPOINT, LLC

PHOENIX, AZ · Since 2020

$223M AUM3 clientsFee: 0%
FiduciaryFee-Only
#12
100

WISE WEALTH PARTNERS, LLC

PHOENIX, AZ · Since 2024

$153M AUM2 clientsFee: 0%
FiduciaryFee-Only
#13
100

BROOKWOOD INVESTMENT GROUP

PHOENIX, AZ · Since 2021

$1.3B AUM22 clientsFee: 0%
FiduciaryFee-Only
#14
100

SVVY

PHOENIX, AZ · Since 2023

$0 AUM0 clientsFee: 0%
FiduciaryFee-Only
#15
100

BRIDGEPORT FINANCIAL SOLUTIONS

PHOENIX, AZ · Since 2023

$1.0B AUM9 clientsFee: 0%
FiduciaryFee-Only
#16
100

CURAFIN ADVISORS

PHOENIX, AZ · Since 2024

$748M AUM2 clientsFee: 0%
FiduciaryFee-Only
#17
100

WESTMARK WEALTH MANAGEMENT

PHOENIX, AZ · Since 2025

$195M AUM4 clientsFee: 0%
FiduciaryFee-Only
#18
100

LILLIANO CAPITAL MANAGEMENT LLC

PHOENIX, AZ · Since 2026

$168M AUM1 clientsFee: 0%
FiduciaryFee-Only
#19
100

LGM CAPITAL MANAGEMENT LLC

PHOENIX, AZ · Since 2016

$15M AUM1 clientsFee: 0%
FiduciaryFee-Only
#20
95

L. ROY PAPP & ASSOCIATES, LLP

PHOENIX, AZ · Since 1989

$1.6B AUM10 clientsFee: 0%
FiduciaryFee-Only
#21
95

EATON-CAMBRIDGE INC.

PHOENIX, AZ · Since 2019

$481M AUM4 clientsFee: 0%
FiduciaryFee-Only
#22
95

VERSANT CAPITAL MANAGEMENT, INC.

PHOENIX, AZ · Since 2004

$1.8B AUM14 clientsFee: 0%
FiduciaryFee-Only
#23
95

BLEDSOE ASSET MANAGEMENT, LLC

PHOENIX, AZ · Since 2021

$189M AUM5 clientsFee: 0%
FiduciaryFee-Only
#24
95

SOVEREIGN INVESTMENT ADVISORS LLC

PHOENIX, AZ · Since 2015

$3.3B AUM6 clientsFee: 0%
FiduciaryFee-Only
#25
95

TANDEM WEALTH ADVISORS

PHOENIX, AZ · Since 2019

$262M AUM7 clientsFee: 0%
FiduciaryFee-Only
#26
95

TFO FAMILY OFFICE PARTNERS

PHOENIX, AZ · Since 2011

$5.0B AUM47 clientsFee: 0%
FiduciaryFee-Only
#27
95

STRATEGY FINANCIAL GROUP

PHOENIX, AZ · Since 2021

$367M AUM10 clientsFee: 0%
FiduciaryFee-Only
#28
95

INTRINSIC VALUE PARTNERS, LLC

PHOENIX, AZ · Since 2013

$221M AUM2 clientsFee: 0%
FiduciaryFee-Only
#29
95

MATHIS WEALTH MANAGEMENT

PHOENIX, AZ · Since 2023

$213M AUM5 clientsFee: 0%
FiduciaryFee-Only
#30
95

AWM CAPITAL, LLC

PHOENIX, AZ · Since 2018

$1.5B AUM28 clientsFee: 0%
FiduciaryFee-Only
#31
95

FARNAM FINANCIAL

PHOENIX, AZ · Since 2025

$161M AUM3 clientsFee: 0%
FiduciaryFee-Only
#32
95

RRA CAPITAL

PHOENIX, AZ · Since 2021

$663M AUM23 clientsFee: 0%
FiduciaryFee-Only
#33
95

ASTEROZOA MANAGEMENT

PHOENIX, AZ · Since 2021

$104M AUM3 clientsFee: 0%
FiduciaryFee-Only
#34
95

TRINITY CAPITAL ADVISER LLC

PHOENIX, AZ · Since 2024

$158M AUM66 clientsFee: 0%
FiduciaryFee-Only
#35
71

FOUNDATIONS INVESTMENT ADVISORS LLC

PHOENIX, AZ · Since 2015

$10.1B AUM289 clientsFee: 0%
FiduciaryFee-Only3 complaints

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 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.