Best Financial Advisors in TUCSON, Arizona
Ranked by SEC regulatory data — fees, complaints, and fiduciary status. Updated quarterly.
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Top-Ranked Advisors in TUCSON
Page 1 of 2 · 27 firms
DAVIS SELECTED ADVISERS LP
TUCSON, AZ · Since 1988
SEM WEALTH MANAGEMENT
TUCSON, AZ · Since 1998
FINANCIAL DIRECTIONS LLC
TUCSON, AZ · Since 1999
STERLING INVESTMENT MANAGEMENT, LLC
TUCSON, AZ · Since 1995
NOVA FINANCIAL SERVICES
TUCSON, AZ · Since 2014
GREENBERG FINANCIAL GROUP
TUCSON, AZ · Since 1990
CAPITAL WEST PARTNERS, LLC
TUCSON, AZ · Since 2004
SECURE INVESTMENT MANAGEMENT, LLC
TUCSON, AZ · Since 2015
TREIBERG WEALTH MANAGEMENT
TUCSON, AZ · Since 2019
AIO FINANCIAL, LLC
TUCSON, AZ · Since 2020
LEVIN FUNDING GROUP LLC
TUCSON, AZ · Since 2022
SOUTHWEST INVESTMENT ADVISORS, INC.
TUCSON, AZ · Since 2020
ATTESSA CAPITAL LLC
TUCSON, AZ · Since 2024
WILKINSON WEALTH MANAGEMENT, LLC
TUCSON, AZ · Since 2021
BILI FINANCE
TUCSON, AZ · Since 2026
TCI WEALTH ADVISORS, INC.
TUCSON, AZ · Since 1990
GR FINANCIAL GROUP, LLC
TUCSON, AZ · Since 2014
ALLIED PORTFOLIO MANAGEMENT, INC.
TUCSON, AZ · Since 2002
CAMBRIDGE FINANCIAL GROUP, LLC
TUCSON, AZ · Since 2017
IRONWOOD FINANCIAL, LLC
TUCSON, AZ · Since 2009
WELLSPRING FINANCIAL PARTNERS
TUCSON, AZ · Since 2018
WEALTH MANAGEMENT PARTNERS, LLC
TUCSON, AZ · Since 2020
GORDIAN ADVISORS, LLC
TUCSON, AZ · Since 2019
FORTRESS FINANCIAL SOLUTIONS, LLC
TUCSON, AZ · Since 2024
SCHULZ FINANCIAL GROUP
TUCSON, AZ · Since 2026
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 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.