Best Financial Advisors in TEMPE, Arizona
Ranked by SEC regulatory data — fees, complaints, and fiduciary status. Updated quarterly.
Top-Ranked Advisors in TEMPE
EMBARK WEALTH MANAGEMENT, LLC
TEMPE, AZ · Since 2024
ARBOR WEALTH MANAGEMENT, LLC
TEMPE, AZ · Since 2025
OPTIMA CAPITAL MANAGEMENT
TEMPE, AZ · Since 2025
JOHNSON FINANCIAL ADVISORS
TEMPE, AZ · Since 2018
INTRINSIC WEALTH COUNSEL, INC.
TEMPE, AZ · Since 1984
FINANCIAL LIFE PLANNERS
TEMPE, AZ · Since 2023
BILTMORE WEALTH MANAGEMENT, LLC
TEMPE, AZ · Since 2015
HARDING WEALTH, INC.
TEMPE, AZ · Since 2022
GRAYSTONE PARTNERS WEALTH MANAGEMENT, LLC
TEMPE, AZ · Since 2020
MARTINSEN WEALTH MANAGEMENT
TEMPE, AZ · Since 2024
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 TEMPE?
The median advisory fee in TEMPE, AZ is 0.95% of assets under management per year, based on Form ADV filings from 10 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.