Best Financial Advisors in Arizona
197 SEC-registered advisory firms across 21 cities. Ranked by Trust Score using public regulatory data from Form ADV filings.
Cities in Arizona
Top-Ranked Advisors in Arizona
Page 1 of 8 · 197 firms
DYNAMIC
PHOENIX, AZ · Since 2011
DAVIS SELECTED ADVISERS LP
TUCSON, AZ · Since 1988
SMEAD CAPITAL MANAGEMENT, INC.
PHOENIX, AZ · Since 2007
REDWOOD INVESTMENT MANAGEMENT, LLC.
SCOTTSDALE, AZ · Since 2013
TRAJAN WEALTH, L.L.C.
SCOTTSDALE, AZ · Since 2015
PFG ADVISORS
PHOENIX, AZ · Since 2014
BALBEC CAPITAL MANAGEMENT LP
SCOTTSDALE, AZ · Since 2016
SEM WEALTH MANAGEMENT
TUCSON, AZ · Since 1998
ROVIN CAPITAL
MESA, AZ · Since 2010
GALVIN, GAUSTAD & STEIN, LLC
SCOTTSDALE, AZ · Since 2010
CLAREMONT CAPITAL MANAGEMENT, LLC
PHOENIX, AZ · Since 2010
BALBOA WEALTH PARTNERS, INC.
SCOTTSDALE, AZ · Since 2015
FINANCIAL DIRECTIONS LLC
TUCSON, AZ · Since 1999
WINDSOR CAPITAL MANAGEMENT, LLC
PHOENIX, AZ · Since 2005
ESTANCIA CAPITAL MANAGEMENT, LLC
SCOTTSDALE, AZ · Since 2013
WALL CAPITAL GROUP, INC.
PHOENIX, AZ · Since 1992
STERLING INVESTMENT MANAGEMENT, LLC
TUCSON, AZ · Since 1995
TEMPLETON FINANCIAL SERVICES INC.
CHANDLER, AZ · Since 2006
THE CAPITAL ADVISORY GROUP ADVISORY SERVICES, LLC
PHOENIX, AZ · Since 2008
PUBLIC SAFETY FINANCIAL/GALLOWAY
MESA, AZ · Since 2008
ARQ WEALTH ADVISORS, LLC
SCOTTSDALE, AZ · Since 2016
NOVA FINANCIAL SERVICES
TUCSON, AZ · Since 2014
GREENBERG FINANCIAL GROUP
TUCSON, AZ · Since 1990
SARATOGA CAPITAL MANAGEMENT, LLC
AVONDALE, AZ · Since 1994
TRIBECA FINANCIAL, LLC
MESA, AZ · Since 2001
About Financial Advisors in Arizona
How many financial advisors are registered in Arizona?
There are 197 SEC-registered investment advisory firms in Arizona, spread across 21 cities. This includes firms managing $100 million or more in client assets.
What is the average financial advisor fee in Arizona?
The median advisory fee in Arizona is 0.95% of assets under management per year, based on fee schedules disclosed in Form ADV Part 2A filings.
How are advisors ranked on this page?
Advisors are ranked by our Trust Score (0-100), which considers disciplinary history, customer complaints, conflicts of interest (broker-dealer affiliations, insurance licensing, custody arrangements), and fee positioning. Higher scores indicate fewer risk factors in public filings.
Where does this data come from?
All data is sourced from the SEC's public Form ADV filings, available at sec.gov/foia. Updated monthly. We do not accept payment from advisors for inclusion or ranking.