Best Financial Advisors in TUCSON, Arizona

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

27

Registered Firms

0.95%

Median Fee

of assets/year

$387M

Median AUM

27

Firms Listed

in our database

Top-Ranked Advisors in TUCSON

GREENBERG FINANCIAL GROUP

TUCSON, AZ · Since 1990

$407M AUM6 clientsFee: 0%

FiduciaryFee-Only

FINANCIAL DIRECTIONS LLC

TUCSON, AZ · Since 1999

$738M AUM3 clientsFee: 0%

FiduciaryFee-Only

DAVIS SELECTED ADVISERS LP

TUCSON, AZ · Since 1988

$30.1B AUM10 clientsFee: 0%

FiduciaryFee-Only

SEM WEALTH MANAGEMENT

TUCSON, AZ · Since 1998

$933M AUM4 clientsFee: 0%

FiduciaryFee-Only

STERLING INVESTMENT MANAGEMENT, LLC

TUCSON, AZ · Since 1995

$409M AUM4 clientsFee: 0%

FiduciaryFee-Only

AIO FINANCIAL, LLC

TUCSON, AZ · Since 2020

$199M AUM2 clientsFee: 0%

FiduciaryFee-Only

CAPITAL WEST PARTNERS, LLC

TUCSON, AZ · Since 2004

$300M AUM2 clientsFee: 0%

FiduciaryFee-Only

SECURE INVESTMENT MANAGEMENT, LLC

TUCSON, AZ · Since 2015

$43M AUM20 clientsFee: 0%

FiduciaryFee-Only

NOVA FINANCIAL SERVICES

TUCSON, AZ · Since 2014

$469M AUM7 clientsFee: 0%

FiduciaryFee-Only

LEVIN FUNDING GROUP LLC

TUCSON, AZ · Since 2022

$215M AUM2 clientsFee: 0%

FiduciaryFee-Only

TREIBERG WEALTH MANAGEMENT

TUCSON, AZ · Since 2019

$325M AUM3 clientsFee: 0%

FiduciaryFee-Only

ATTESSA CAPITAL LLC

TUCSON, AZ · Since 2024

$344M AUM8 clientsFee: 0%

FiduciaryFee-Only

SOUTHWEST INVESTMENT ADVISORS, INC.

TUCSON, AZ · Since 2020

$387M AUM5 clientsFee: 0%

FiduciaryFee-Only

WILKINSON WEALTH MANAGEMENT, LLC

TUCSON, AZ · Since 2021

$165M AUM2 clientsFee: 0%

FiduciaryFee-Only

BILI FINANCE

TUCSON, AZ · Since 2026

$0 AUM1 clientsFee: 0%

FiduciaryFee-Only

TCI WEALTH ADVISORS, INC.

TUCSON, AZ · Since 1990

$5.4B AUM45 clientsFee: 0%

FiduciaryFee-Only

ALLIED PORTFOLIO MANAGEMENT, INC.

TUCSON, AZ · Since 2002

$240M AUM1 clientsFee: 0%

FiduciaryFee-Only

CAMBRIDGE FINANCIAL GROUP, LLC

TUCSON, AZ · Since 2017

$646M AUM4 clientsFee: 0%

FiduciaryFee-Only

GORDIAN ADVISORS, LLC

TUCSON, AZ · Since 2019

$265M AUM3 clientsFee: 0%

FiduciaryFee-Only

FORTRESS FINANCIAL SOLUTIONS, LLC

TUCSON, AZ · Since 2024

$142M AUM8 clientsFee: 0%

FiduciaryFee-Only

IRONWOOD FINANCIAL, LLC

TUCSON, AZ · Since 2009

$663M AUM8 clientsFee: 0%

FiduciaryFee-Only

WELLSPRING FINANCIAL PARTNERS

TUCSON, AZ · Since 2018

$1.2B AUM3 clientsFee: 0%

FiduciaryFee-Only

GR FINANCIAL GROUP, LLC

TUCSON, AZ · Since 2014

$1.1B AUM6 clientsFee: 0%

FiduciaryFee-Only

WEALTH MANAGEMENT PARTNERS, LLC

TUCSON, AZ · Since 2020

$794M AUM6 clientsFee: 0%

FiduciaryFee-Only

SCHULZ FINANCIAL GROUP

TUCSON, AZ · Since 2026

$115M AUM3 clientsFee: 0%

FiduciaryFee-Only

UNION CAPITAL COMPANY

TUCSON, AZ · Since 2021

$150M AUM11 clientsFee: 0%

Broker-Dealer1 complaint

ALAMOS CAPITAL, LLC

TUCSON, AZ · Since 2024

$1M AUM2 clientsFee: 0%

FiduciaryFee-Only1 complaint

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 TUCSON?

The median advisory fee in TUCSON, AZ is 0.95% of assets under management per year, based on Form ADV filings from 27 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.