AdvisorRanked

Best Financial Advisors in Arizona

197 SEC-registered advisory firms across 21 cities. Ranked by Red Flag Score using public regulatory data from Form ADV filings.

197
Registered Firms
21
Cities
0.95%
Median Fee
of assets/year
197
In Database
firms listed

Cities in Arizona

Top-Ranked Firms in Arizona

#1
100

GREENBERG FINANCIAL GROUP

TUCSON, AZ · Since 1990

$407M AUM6 clientsFee: 0%
FiduciaryFee-Only
#2
100

WALL CAPITAL GROUP, INC.

PHOENIX, AZ · Since 1992

$295M AUM3 clientsFee: 0%
FiduciaryFee-Only
#3
100

FINANCIAL DIRECTIONS LLC

TUCSON, AZ · Since 1999

$738M AUM3 clientsFee: 0%
FiduciaryFee-Only
#4
100

DAVIS SELECTED ADVISERS LP

TUCSON, AZ · Since 1988

$30.1B AUM10 clientsFee: 0%
FiduciaryFee-Only
#5
100

SARATOGA CAPITAL MANAGEMENT, LLC

AVONDALE, AZ · Since 1994

$139M AUM3 clientsFee: 0%
FiduciaryFee-Only
#6
100

SEM WEALTH MANAGEMENT

TUCSON, AZ · Since 1998

$933M AUM4 clientsFee: 0%
FiduciaryFee-Only
#7
100

STERLING INVESTMENT MANAGEMENT, LLC

TUCSON, AZ · Since 1995

$409M AUM4 clientsFee: 0%
FiduciaryFee-Only
#8
100

TRIBECA FINANCIAL, LLC

MESA, AZ · Since 2001

$248M AUM5 clientsFee: 0%
FiduciaryFee-Only
#9
100

PROFOCUS INCORPORATED

PHOENIX, AZ · Since 2022

$157M AUM2 clientsFee: 0%
FiduciaryFee-Only
#10
100

AIO FINANCIAL, LLC

TUCSON, AZ · Since 2020

$199M AUM2 clientsFee: 0%
FiduciaryFee-Only
#11
100

R.H. INVESTMENT GROUP, LLC

SCOTTSDALE, AZ · Since 2022

$238M AUM1 clientsFee: 0%
FiduciaryFee-Only
#12
100

WINDSOR CAPITAL MANAGEMENT, LLC

PHOENIX, AZ · Since 2005

$703M AUM5 clientsFee: 0%
FiduciaryFee-Only
#13
100

TEMPLETON FINANCIAL SERVICES INC.

CHANDLER, AZ · Since 2006

$442M AUM4 clientsFee: 0%
FiduciaryFee-Only
#14
100

CAPITAL WEST PARTNERS, LLC

TUCSON, AZ · Since 2004

$300M AUM2 clientsFee: 0%
FiduciaryFee-Only
#15
100

COLE WEALTH MANAGEMENT, LLC

SCOTTSDALE, AZ · Since 2018

$181M AUM4 clientsFee: 0%
FiduciaryFee-Only
#16
100

INTELLIGENT CAPITALWORKS

SCOTTSDALE, AZ · Since 2005

$377M AUM4 clientsFee: 0%
FiduciaryFee-Only
#17
100

THE CAPITAL ADVISORY GROUP ADVISORY SERVICES, LLC

PHOENIX, AZ · Since 2008

$539M AUM7 clientsFee: 0%
FiduciaryFee-Only
#18
100

PUBLIC SAFETY FINANCIAL/GALLOWAY

MESA, AZ · Since 2008

$18M AUM23 clientsFee: 0%
FiduciaryFee-Only
#19
100

SECURE INVESTMENT MANAGEMENT, LLC

TUCSON, AZ · Since 2015

$43M AUM20 clientsFee: 0%
FiduciaryFee-Only
#20
100

EXETER FINANCIAL, LLC

SCOTTSDALE, AZ · Since 2007

$420M AUM4 clientsFee: 0%
FiduciaryFee-Only
#21
100

SMEAD CAPITAL MANAGEMENT, INC.

PHOENIX, AZ · Since 2007

$5.5B AUM10 clientsFee: 0%
FiduciaryFee-Only
#22
100

KEY GROUP MANAGEMENT, INC.

FOUNTAIN HILLS, AZ · Since 2019

$304M AUM5 clientsFee: 0%
FiduciaryFee-Only
#23
100

ARQ WEALTH ADVISORS, LLC

SCOTTSDALE, AZ · Since 2016

$1.1B AUM9 clientsFee: 0%
FiduciaryFee-Only
#24
100

NOVA FINANCIAL SERVICES

TUCSON, AZ · Since 2014

$469M AUM7 clientsFee: 0%
FiduciaryFee-Only
#25
100

DYNAMIC

PHOENIX, AZ · Since 2011

$5.6B AUM65 clientsFee: 0%
FiduciaryFee-Only
#26
100

ROVIN CAPITAL

MESA, AZ · Since 2010

$917M AUM9 clientsFee: 0%
FiduciaryFee-Only
#27
100

REDWOOD INVESTMENT MANAGEMENT, LLC.

SCOTTSDALE, AZ · Since 2013

$2.5B AUM5 clientsFee: 0%
FiduciaryFee-Only
#28
100

GALVIN, GAUSTAD & STEIN, LLC

SCOTTSDALE, AZ · Since 2010

$1.4B AUM17 clientsFee: 0%
FiduciaryFee-Only
#29
100

VORA WEALTH MANAGEMENT, PLLC

FLAGSTAFF, AZ · Since 2021

$75M AUM1 clientsFee: 0%
FiduciaryFee-Only
#30
100

VISION2020 WEALTH MANAGEMENT CORP.

SCOTTSDALE, AZ · Since 2010

$0 AUM0 clientsFee: 0%
FiduciaryFee-Only
#31
100

BRIDGELIGHT CAPITAL LLC

SCOTTSDALE, AZ · Since 2019

$136M AUM3 clientsFee: 0%
FiduciaryFee-Only
#32
100

CLAREMONT CAPITAL MANAGEMENT, LLC

PHOENIX, AZ · Since 2010

$844M AUM2 clientsFee: 0%
FiduciaryFee-Only
#33
100

INTERWEALTH MANAGEMENT, LLC

SCOTTSDALE, AZ · Since 2019

$298M AUM5 clientsFee: 0%
FiduciaryFee-Only
#34
100

EMBARK WEALTH MANAGEMENT, LLC

TEMPE, AZ · Since 2024

$57M AUM3 clientsFee: 0%
FiduciaryFee-Only
#35
100

TRAJAN WEALTH, L.L.C.

SCOTTSDALE, AZ · Since 2015

$2.6B AUM46 clientsFee: 0%
FiduciaryFee-Only
#36
100

AIM CAPITAL

SCOTTSDALE, AZ · Since 2012

$309M AUM2 clientsFee: 0%
FiduciaryFee-Only
#37
100

ESTANCIA CAPITAL MANAGEMENT, LLC

SCOTTSDALE, AZ · Since 2013

$908M AUM11 clientsFee: 0%
FiduciaryFee-Only
#38
100

SEROS WEALTH PARTNERS

GILBERT, AZ · Since 2021

$359M AUM7 clientsFee: 0%
FiduciaryFee-Only
#39
100

ARBOR WEALTH MANAGEMENT, LLC

TEMPE, AZ · Since 2025

$138M AUM2 clientsFee: 0%
FiduciaryFee-Only
#40
100

RESQ INVESTMENT PARTNERS, LLC

SCOTTSDALE, AZ · Since 2013

$66M AUM3 clientsFee: 0%
FiduciaryFee-Only
#41
100

WT WEALTH MANAGEMENT, LLC

SCOTTSDALE, AZ · Since 2018

$419M AUM13 clientsFee: 0%
FiduciaryFee-Only
#42
100

DYNAMIC WEALTH ADVISORS

SURPRISE, AZ · Since 2022

$140M AUM4 clientsFee: 0%
FiduciaryFee-Only
#43
100

LEVIN FUNDING GROUP LLC

TUCSON, AZ · Since 2022

$215M AUM2 clientsFee: 0%
FiduciaryFee-Only
#44
100

ACUTE INVESTMENT ADVISORY

MESA, AZ · Since 2022

$238M AUM4 clientsFee: 0%
FiduciaryFee-Only
#45
100

WISDOM WEALTH INVESTMENT ADVISORS LLC

PHOENIX, AZ · Since 2026

$139M AUM2 clientsFee: 0%
FiduciaryFee-Only
#46
100

SIERRA LEGACY GROUP

SCOTTSDALE, AZ · Since 2021

$153M AUM2 clientsFee: 0%
FiduciaryFee-Only
#47
100

PFG ADVISORS

PHOENIX, AZ · Since 2014

$3.3B AUM86 clientsFee: 0%
FiduciaryFee-Only
#48
100

IRONWOOD WEALTH MANAGEMENT, LLC

CHANDLER, AZ · Since 2015

$608M AUM6 clientsFee: 0%
FiduciaryFee-Only
#49
100

BALBOA WEALTH PARTNERS, INC.

SCOTTSDALE, AZ · Since 2015

$1.1B AUM25 clientsFee: 0%
FiduciaryFee-Only
#50
100

MULHOLLAND WEALTH ADVISORS, LLC

SCOTTSDALE, AZ · Since 2016

$612M AUM5 clientsFee: 0%
FiduciaryFee-Only
#51
100

17 CAPITAL PARTNERS, LLC

PHOENIX, AZ · Since 2021

$246M AUM3 clientsFee: 0%
FiduciaryFee-Only
#52
100

TREIBERG WEALTH MANAGEMENT

TUCSON, AZ · Since 2019

$325M AUM3 clientsFee: 0%
FiduciaryFee-Only
#53
100

C2C WEALTH MANAGEMENT, LLC

SCOTTSDALE, AZ · Since 2017

$180M AUM1 clientsFee: 0%
FiduciaryFee-Only
#54
100

BALBEC CAPITAL MANAGEMENT LP

SCOTTSDALE, AZ · Since 2016

$8.0B AUM40 clientsFee: 0%
FiduciaryFee-Only
#55
100

CLARITY WEALTH MANAGEMENT, L.L.C.

GILBERT, AZ · Since 2022

$237M AUM2 clientsFee: 0%
FiduciaryFee-Only
#56
100

RELEVE FINANCIAL GROUP

SCOTTSDALE, AZ · Since 2016

$256M AUM4 clientsFee: 0%
FiduciaryFee-Only
#57
100

SPIRIT WEST ADVISORS, LLC

SCOTTSDALE, AZ · Since 2025

$111M AUM1 clientsFee: 0%
FiduciaryFee-Only
#58
100

INVICTA FINANCIAL GROUP

YUMA, AZ · Since 2020

$371M AUM11 clientsFee: 0%
FiduciaryFee-Only
#59
100

ACRYLIC FINANCIAL, INC.

FOUNTAIN HILLS, AZ · Since 2022

$74M AUM21 clientsFee: 0%
FiduciaryFee-Only
#60
100

PRESTON INVESTMENTS

KINGMAN, AZ · Since 2025

$198M AUM4 clientsFee: 0%
FiduciaryFee-Only
#61
100

SHARPEPOINT, LLC

PHOENIX, AZ · Since 2020

$223M AUM3 clientsFee: 0%
FiduciaryFee-Only
#62
100

ASCENT CAPITAL PARTNERS, LLC

SCOTTSDALE, AZ · Since 2025

$172M AUM2 clientsFee: 0%
FiduciaryFee-Only
#63
100

JUNCTURE WEALTH STRATEGIES, LLC

SCOTTSDALE, AZ · Since 2018

$474M AUM9 clientsFee: 0%
FiduciaryFee-Only
#64
100

CAPITAL WEALTH ALLIANCE, LLC

SCOTTSDALE, AZ · Since 2018

$300M AUM3 clientsFee: 0%
FiduciaryFee-Only
#65
100

FOOTHILLS ADVISORS, LLC

CAVE CREEK, AZ · Since 2024

$129M AUM3 clientsFee: 0%
FiduciaryFee-Only
#66
100

IDX ADVISORS

SCOTTSDALE, AZ · Since 2021

$128M AUM4 clientsFee: 0%
FiduciaryFee-Only
#67
100

STANDPOINT ASSET MANAGEMENT, LLC

SCOTTSDALE, AZ · Since 2019

$771M AUM6 clientsFee: 0%
FiduciaryFee-Only
#68
100

OPTIMA CAPITAL MANAGEMENT

TEMPE, AZ · Since 2025

$150M AUM4 clientsFee: 0%
FiduciaryFee-Only
#69
100

NORTHRIM ADVISER, LLC

MESA, AZ · Since 2023

$556M AUM12 clientsFee: 0%
FiduciaryFee-Only
#70
100

ATTESSA CAPITAL LLC

TUCSON, AZ · Since 2024

$344M AUM8 clientsFee: 0%
FiduciaryFee-Only
#71
100

FORM PROSPERITY WEALTH ADVISORS, LLC

CHANDLER, AZ · Since 2026

$113M AUM1 clientsFee: 0%
FiduciaryFee-Only
#72
100

TREASURE INVESTMENT MANAGEMENT, LLC

SCOTTSDALE, AZ · Since 2020

$253M AUM0 clientsFee: 0%
FiduciaryFee-Only
#73
100

CSP FINANCIAL GROUP LLC

SCOTTSDALE, AZ · Since 2023

$119M AUM20 clientsFee: 0%
FiduciaryFee-Only
#74
100

STONECREST WEALTH MANAGEMENT, INC

CHANDLER, AZ · Since 2020

$376M AUM3 clientsFee: 0%
FiduciaryFee-Only
#75
100

WISE WEALTH PARTNERS, LLC

PHOENIX, AZ · Since 2024

$153M AUM2 clientsFee: 0%
FiduciaryFee-Only
#76
100

SOUTHWEST INVESTMENT ADVISORS, INC.

TUCSON, AZ · Since 2020

$387M AUM5 clientsFee: 0%
FiduciaryFee-Only
#77
100

BROOKWOOD INVESTMENT GROUP

PHOENIX, AZ · Since 2021

$1.3B AUM22 clientsFee: 0%
FiduciaryFee-Only
#78
100

WILKINSON WEALTH MANAGEMENT, LLC

TUCSON, AZ · Since 2021

$165M AUM2 clientsFee: 0%
FiduciaryFee-Only
#79
100

RIDGELINE PRIVATE WEALTH

MESA, AZ · Since 2023

$173M AUM4 clientsFee: 0%
FiduciaryFee-Only
#80
100

SUTTLE CROSSLAND WEALTH ADVISORS, LLC

SCOTTSDALE, AZ · Since 2026

$101M AUM2 clientsFee: 0%
FiduciaryFee-Only
#81
100

TAYLOR FRIGON FAMILY OFFICE, LLC

SCOTTSDALE, AZ · Since 2023

$20M AUM6 clientsFee: 0%
FiduciaryFee-Only
#82
100

BLAKELY WALTERS WEALTH MANAGEMENT

SCOTTSDALE, AZ · Since 2023

$174M AUM5 clientsFee: 0%
FiduciaryFee-Only
#83
100

SVVY

PHOENIX, AZ · Since 2023

$0 AUM0 clientsFee: 0%
FiduciaryFee-Only
#84
100

BRIDGEPORT FINANCIAL SOLUTIONS

PHOENIX, AZ · Since 2023

$1.0B AUM9 clientsFee: 0%
FiduciaryFee-Only
#85
100

ENSIGN ADVISORY PARTNERS LLC

GILBERT, AZ · Since 2026

$101M AUM3 clientsFee: 0%
FiduciaryFee-Only
#86
100

ACCORDANT INVESTMENTS LLC

SCOTTSDALE, AZ · Since 2023

$186M AUM4 clientsFee: 0%
FiduciaryFee-Only
#87
100

AMPLIFY FINANCIAL, LLC

SCOTTSDALE, AZ · Since 2023

$231M AUM2 clientsFee: 0%
FiduciaryFee-Only
#88
100

NERDWALLET ADVISORY

SCOTTSDALE, AZ · Since 2023

$0 AUM1 clientsFee: 0%
FiduciaryFee-Only
#89
100

CURAFIN ADVISORS

PHOENIX, AZ · Since 2024

$748M AUM2 clientsFee: 0%
FiduciaryFee-Only
#90
100

GPS INVESTMENTS

SCOTTSDALE, AZ · Since 2024

$128M AUM2 clientsFee: 0%
FiduciaryFee-Only
#91
100

PROSPER PRIVATE WEALTH

MESA, AZ · Since 2025

$151M AUM2 clientsFee: 0%
FiduciaryFee-Only
#92
100

WESTMARK WEALTH MANAGEMENT

PHOENIX, AZ · Since 2025

$195M AUM4 clientsFee: 0%
FiduciaryFee-Only
#93
100

LUMINESCENT WEALTH MANAGEMENT, INC.

SCOTTSDALE, AZ · Since 2026

$127M AUM2 clientsFee: 0%
FiduciaryFee-Only
#94
100

LILLIANO CAPITAL MANAGEMENT LLC

PHOENIX, AZ · Since 2026

$168M AUM1 clientsFee: 0%
FiduciaryFee-Only
#95
100

FAMILY OFFICE INVESTMENT ADVISORY LLC

SCOTTSDALE, AZ · Since 2026

$0 AUM3 clientsFee: 0%
FiduciaryFee-Only
#96
100

BILI FINANCE

TUCSON, AZ · Since 2026

$0 AUM1 clientsFee: 0%
FiduciaryFee-Only
#97
100

NEXT UP WEALTH ADVISORS, LLC

SCOTTSDALE, AZ · Since 2026

$0 AUM2 clientsFee: 0%
FiduciaryFee-Only
#98
100

LGM CAPITAL MANAGEMENT LLC

PHOENIX, AZ · Since 2016

$15M AUM1 clientsFee: 0%
FiduciaryFee-Only
#99
100

ALKEME INVESTMENTS LLC

SCOTTSDALE, AZ · Since 2024

$0 AUM1 clientsFee: 0%
FiduciaryFee-Only
#100
97

MSH CAPITAL ADVISORS LLC

SCOTTSDALE, AZ · Since 2017

$1.3B AUM14 clientsFee: 0%
FiduciaryFee-Only
#101
97

WJ WEALTH MANAGEMENT

GLENDALE, AZ · Since 2020

$262M AUM2 clientsFee: 0%
FiduciaryFee-Only
#102
95

JOHNSON FINANCIAL ADVISORS

TEMPE, AZ · Since 2018

$301M AUM2 clientsFee: 0%
FiduciaryFee-Only
#103
95

INTRINSIC WEALTH COUNSEL, INC.

TEMPE, AZ · Since 1984

$345M AUM3 clientsFee: 0%
FiduciaryFee-Only
#104
95

L. ROY PAPP & ASSOCIATES, LLP

PHOENIX, AZ · Since 1989

$1.6B AUM10 clientsFee: 0%
FiduciaryFee-Only
#105
95

LANE BROTHERS INVESTMENT COUNSEL

PRESCOTT, AZ · Since 2024

$240M AUM5 clientsFee: 0%
FiduciaryFee-Only
#106
95

TCI WEALTH ADVISORS, INC.

TUCSON, AZ · Since 1990

$5.4B AUM45 clientsFee: 0%
FiduciaryFee-Only
#107
95

TOTAL INVESTMENT MANAGEMENT, INC.

SCOTTSDALE, AZ · Since 2008

$1.4B AUM8 clientsFee: 0%
FiduciaryFee-Only
#108
95

TREK FINANCIAL

SCOTTSDALE, AZ · Since 2000

$2.8B AUM55 clientsFee: 0%
FiduciaryFee-Only
#109
95

IRONWOOD INVESTMENT COUNSEL, LLC

SCOTTSDALE, AZ · Since 2001

$1.8B AUM12 clientsFee: 0%
FiduciaryFee-Only
#110
95

STOKER OSTLER, A PART OF BMO FINANCIAL GROUP

SCOTTSDALE, AZ · Since 1997

$3.7B AUM12 clientsFee: 0%
FiduciaryFee-Only
#111
95

ALLIED PORTFOLIO MANAGEMENT, INC.

TUCSON, AZ · Since 2002

$240M AUM1 clientsFee: 0%
FiduciaryFee-Only
#112
95

HILLSPRING FINANCIAL, INC.

SURPRISE, AZ · Since 2024

$186M AUM2 clientsFee: 0%
FiduciaryFee-Only
#113
95

HARMONY ASSET MANAGEMENT LLC

SCOTTSDALE, AZ · Since 2020

$463M AUM9 clientsFee: 0%
FiduciaryFee-Only
#114
95

HEFFERNAN ADVISORY, INC.

FLAGSTAFF, AZ · Since 2006

$410M AUM5 clientsFee: 0%
FiduciaryFee-Only
#115
95

EATON-CAMBRIDGE INC.

PHOENIX, AZ · Since 2019

$481M AUM4 clientsFee: 0%
FiduciaryFee-Only
#116
95

SAGE FINANCIAL ADVISORS INC.

SCOTTSDALE, AZ · Since 2001

$270M AUM5 clientsFee: 0%
FiduciaryFee-Only
#117
95

CAMBRIDGE FINANCIAL GROUP, LLC

TUCSON, AZ · Since 2017

$646M AUM4 clientsFee: 0%
FiduciaryFee-Only
#118
95

GORDIAN ADVISORS, LLC

TUCSON, AZ · Since 2019

$265M AUM3 clientsFee: 0%
FiduciaryFee-Only
#119
95

WEALTH MANAGEMENT SOLUTIONS

SCOTTSDALE, AZ · Since 2022

$173M AUM2 clientsFee: 0%
FiduciaryFee-Only
#120
95

WEALTH ENGINEERING, LLC

SCOTTSDALE, AZ · Since 2020

$171M AUM1 clientsFee: 0%
FiduciaryFee-Only
#121
95

FINANCIAL LIFE PLANNERS

TEMPE, AZ · Since 2023

$208M AUM3 clientsFee: 0%
FiduciaryFee-Only
#122
95

WATTS GWILLIAM & COMPANY, LLC

GILBERT, AZ · Since 2004

$1.0B AUM6 clientsFee: 0%
FiduciaryFee-Only
#123
95

VERSANT CAPITAL MANAGEMENT, INC.

PHOENIX, AZ · Since 2004

$1.8B AUM14 clientsFee: 0%
FiduciaryFee-Only
#124
95

BRADLEY WEALTH LLC

SCOTTSDALE, AZ · Since 2021

$197M AUM5 clientsFee: 0%
FiduciaryFee-Only
#125
95

VESTPOINTE WEALTH MANAGEMENT, LLC

SCOTTSDALE, AZ · Since 2021

$166M AUM3 clientsFee: 0%
FiduciaryFee-Only
#126
95

TAYLOR FRIGON CAPITAL MANAGEMENT LLC

SCOTTSDALE, AZ · Since 2007

$233M AUM6 clientsFee: 0%
FiduciaryFee-Only
#127
95

FORTRESS FINANCIAL SOLUTIONS, LLC

TUCSON, AZ · Since 2024

$142M AUM8 clientsFee: 0%
FiduciaryFee-Only
#128
95

ALPHA FIDUCIARY

SCOTTSDALE, AZ · Since 2007

$114M AUM2 clientsFee: 0%
FiduciaryFee-Only
#129
95

BLEDSOE ASSET MANAGEMENT, LLC

PHOENIX, AZ · Since 2021

$189M AUM5 clientsFee: 0%
FiduciaryFee-Only
#130
95

SOVEREIGN INVESTMENT ADVISORS LLC

PHOENIX, AZ · Since 2015

$3.3B AUM6 clientsFee: 0%
FiduciaryFee-Only
#131
95

IRONWOOD FINANCIAL, LLC

TUCSON, AZ · Since 2009

$663M AUM8 clientsFee: 0%
FiduciaryFee-Only
#132
95

BILTMORE WEALTH MANAGEMENT, LLC

TEMPE, AZ · Since 2015

$440M AUM3 clientsFee: 0%
FiduciaryFee-Only
#133
95

ASHTON THOMAS PRIVATE WEALTH

SCOTTSDALE, AZ · Since 2010

$6.0B AUM63 clientsFee: 0%
FiduciaryFee-Only
#134
95

KINGDOM FINANCIAL GROUP, LLC

PEORIA, AZ · Since 2018

$521M AUM17 clientsFee: 0%
FiduciaryFee-Only
#135
95

VIGILARE WEALTH MANAGEMENT LLC

SCOTTSDALE, AZ · Since 2011

$331M AUM4 clientsFee: 0%
FiduciaryFee-Only
#136
95

TANDEM WEALTH ADVISORS

PHOENIX, AZ · Since 2019

$262M AUM7 clientsFee: 0%
FiduciaryFee-Only
#137
95

SENSIBLE MONEY, LLC

SCOTTSDALE, AZ · Since 2017

$743M AUM8 clientsFee: 0%
FiduciaryFee-Only
#138
95

WELLSPRING FINANCIAL PARTNERS

TUCSON, AZ · Since 2018

$1.2B AUM3 clientsFee: 0%
FiduciaryFee-Only
#139
95

TFO FAMILY OFFICE PARTNERS

PHOENIX, AZ · Since 2011

$5.0B AUM47 clientsFee: 0%
FiduciaryFee-Only
#140
95

GI PARTNERS

SCOTTSDALE, AZ · Since 2012

$35.7B AUM85 clientsFee: 0%
FiduciaryFee-Only
#141
95

INDIGO PARTNERS LLC

SCOTTSDALE, AZ · Since 2015

$1.7B AUM7 clientsFee: 0%
FiduciaryFee-Only
#142
95

STRATEGY FINANCIAL GROUP

PHOENIX, AZ · Since 2021

$367M AUM10 clientsFee: 0%
FiduciaryFee-Only
#143
95

INTRINSIC VALUE PARTNERS, LLC

PHOENIX, AZ · Since 2013

$221M AUM2 clientsFee: 0%
FiduciaryFee-Only
#144
95

STRATEGIC INCOME GROUP LLC

CHANDLER, AZ · Since 2016

$362M AUM4 clientsFee: 0%
FiduciaryFee-Only
#145
95

MEIXLER INVESTMENT MANAGEMENT, LTD.

SHOW LOW, AZ · Since 2013

$228M AUM1 clientsFee: 0%
FiduciaryFee-Only
#146
95

GR FINANCIAL GROUP, LLC

TUCSON, AZ · Since 2014

$1.1B AUM6 clientsFee: 0%
FiduciaryFee-Only
#147
95

MATHIS WEALTH MANAGEMENT

PHOENIX, AZ · Since 2023

$213M AUM5 clientsFee: 0%
FiduciaryFee-Only
#148
95

STABLEFORD CAPITAL LLC

SCOTTSDALE, AZ · Since 2014

$305M AUM3 clientsFee: 0%
FiduciaryFee-Only
#149
95

BUTTONWOOD CAPITAL MANAGEMENT (BCM)

SCOTTSDALE, AZ · Since 2019

$381M AUM3 clientsFee: 0%
Broker-Dealer
#150
95

GLOBAL STRATEGIC NEXTGEN OCIO

SCOTTSDALE, AZ · Since 2019

$1.6B AUM5 clientsFee: 0%
FiduciaryFee-Only
#151
95

BAYNTREE WEALTH ADVISORS, LLC

SCOTTSDALE, AZ · Since 2021

$241M AUM6 clientsFee: 0%
FiduciaryFee-Only
#152
95

PINNACLE PEAK PRIVATE CLIENT GROUP, LLC

SCOTTSDALE, AZ · Since 2017

$481M AUM4 clientsFee: 0%
FiduciaryFee-Only
#153
95

TAURUM RETIREMENT PARTNERS, LLC

MESA, AZ · Since 2024

$156M AUM2 clientsFee: 0%
FiduciaryFee-Only
#154
95

HARDING WEALTH, INC.

TEMPE, AZ · Since 2022

$213M AUM3 clientsFee: 0%
FiduciaryFee-Only
#155
95

SPAHN WEALTH & RETIREMENT LLC

SCOTTSDALE, AZ · Since 2022

$181M AUM1 clientsFee: 0%
FiduciaryFee-Only
#156
95

AWM CAPITAL, LLC

PHOENIX, AZ · Since 2018

$1.5B AUM28 clientsFee: 0%
FiduciaryFee-Only
#157
95

NRG WEALTH MANAGEMENT

ORO VALLEY, AZ · Since 2019

$242M AUM4 clientsFee: 0%
FiduciaryFee-Only
#158
95

TRITON WEALTH MANAGEMENT, PLLC

SUN CITY, AZ · Since 2018

$405M AUM9 clientsFee: 0%
FiduciaryFee-Only
#159
95

SOCIAL LEVERAGE ADVISORS, LLC

SCOTTSDALE, AZ · Since 2022

$444M AUM6 clientsFee: 0%
FiduciaryFee-Only
#160
95

DECISIONPOINT FINANCIAL, LLC

MESA, AZ · Since 2018

$1.2B AUM14 clientsFee: 0%
FiduciaryFee-Only
#161
95

BABB WEALTH ADVISORS LLC

FLAGSTAFF, AZ · Since 2022

$209M AUM3 clientsFee: 0%
FiduciaryFee-Only
#162
95

COREPATH WEALTH PARTNERS LLC

SCOTTSDALE, AZ · Since 2019

$261M AUM5 clientsFee: 0%
FiduciaryFee-Only
#163
95

PRAVATI CAPITAL LLC

SCOTTSDALE, AZ · Since 2021

$174M AUM1 clientsFee: 0%
FiduciaryFee-Only
#164
95

BASELINE PARTNERS LLC

MESA, AZ · Since 2023

$75M AUM1 clientsFee: 0%
FiduciaryFee-Only
#165
95

GRAYSTONE PARTNERS WEALTH MANAGEMENT, LLC

TEMPE, AZ · Since 2020

$297M AUM3 clientsFee: 0%
FiduciaryFee-Only
#166
95

FARNAM FINANCIAL

PHOENIX, AZ · Since 2025

$161M AUM3 clientsFee: 0%
FiduciaryFee-Only
#167
95

RRA CAPITAL

PHOENIX, AZ · Since 2021

$663M AUM23 clientsFee: 0%
FiduciaryFee-Only
#168
95

WEALTH MANAGEMENT PARTNERS, LLC

TUCSON, AZ · Since 2020

$794M AUM6 clientsFee: 0%
FiduciaryFee-Only
#169
95

ASTEROZOA MANAGEMENT

PHOENIX, AZ · Since 2021

$104M AUM3 clientsFee: 0%
FiduciaryFee-Only
#170
95

FORTITUDE FAMILY OFFICE

SCOTTSDALE, AZ · Since 2021

$1.0B AUM13 clientsFee: 0%
FiduciaryFee-Only
#171
95

ZENITH WEALTH ADVISORS

SCOTTSDALE, AZ · Since 2022

$328M AUM4 clientsFee: 0%
FiduciaryFee-Only
#172
95

TITAN CAPITAL MANAGEMENT

SCOTTSDALE, AZ · Since 2022

$84M AUM2 clientsFee: 0%
FiduciaryFee-Only
#173
95

XCELLERANT VENTURES, LLC

SCOTTSDALE, AZ · Since 2025

$26M AUM6 clientsFee: 0%
FiduciaryFee-Only
#174
95

ABLE FINANCIAL GROUP, LLC

SCOTTSDALE, AZ · Since 2023

$733M AUM9 clientsFee: 0%
FiduciaryFee-Only
#175
95

HERITAGE FAMILY OFFICES, LLP

SCOTTSDALE, AZ · Since 2022

$423M AUM3 clientsFee: 0%
FiduciaryFee-Only
#176
95

TRINITY CAPITAL ADVISER LLC

PHOENIX, AZ · Since 2024

$158M AUM66 clientsFee: 0%
FiduciaryFee-Only
#177
95

LUMINVEST WEALTH MANAGEMENT LLC

SCOTTSDALE, AZ · Since 2023

$398M AUM2 clientsFee: 0%
FiduciaryFee-Only
#178
95

ONE WEALTH CAPITAL MANAGEMENT, LLC

SCOTTSDALE, AZ · Since 2024

$307M AUM5 clientsFee: 0%
FiduciaryFee-Only
#179
95

DEGREEN PRIVATE WEALTH, LLC

SCOTTSDALE, AZ · Since 2024

$133M AUM1 clientsFee: 0%
FiduciaryFee-Only
#180
95

MARTINSEN WEALTH MANAGEMENT

TEMPE, AZ · Since 2024

$143M AUM7 clientsFee: 0%
FiduciaryFee-Only
#181
95

WLTH CAPITAL MANAGEMENT, LLC

CHANDLER, AZ · Since 2025

$230M AUM3 clientsFee: 0%
FiduciaryFee-Only
#182
95

MPI INFINITE INVESTORS, LLC

GILBERT, AZ · Since 2025

$0 AUM2 clientsFee: 0%
FiduciaryFee-Only
#183
95

3ROOTS WEALTH PARTNERS LLC

SCOTTSDALE, AZ · Since 2025

$93M AUM3 clientsFee: 0%
FiduciaryFee-Only
#184
95

SCHULZ FINANCIAL GROUP

TUCSON, AZ · Since 2026

$115M AUM3 clientsFee: 0%
FiduciaryFee-Only
#185
92

IMMACULATE WEALTH MANAGEMENT, LLC

MESA, AZ · Since 2025

$141M AUM2 clientsFee: 0%
FiduciaryFee-Only1 complaint
#186
92

CLARUS WEALTH ADVISORS, LLC

PEORIA, AZ · Since 2017

$305M AUM13 clientsFee: 0%
FiduciaryFee-Only
#187
90

VOYA INVESTMENTS, LLC

SCOTTSDALE, AZ · Since 1995

$59.5B AUM71 clientsFee: 0%
FiduciaryFee-Only
#188
90

SCOTTSDALE WEALTH PLANNING, INC.

SCOTTSDALE, AZ · Since 2018

$172M AUM1 clientsFee: 0%
FiduciaryFee-Only
#189
87

UNION CAPITAL COMPANY

TUCSON, AZ · Since 2021

$150M AUM11 clientsFee: 0%
Broker-Dealer1 complaint
#190
87

FINANCIAL PLANNING FIRST, LLC

TUSCON, AZ · Since 2025

$114M AUM1 clientsFee: 0%
FiduciaryFee-Only1 complaint
#191
87

ALAMOS CAPITAL, LLC

TUCSON, AZ · Since 2024

$1M AUM2 clientsFee: 0%
FiduciaryFee-Only1 complaint
#192
85

DEW WEALTH MANAGEMENT

SCOTTSDALE, AZ · Since 2016

$465M AUM24 clientsFee: 0%
FiduciaryFee-Only
#193
85

VERUS CAPITAL PARTNERS, LLC

SCOTTSDALE, AZ · Since 2014

$2.3B AUM45 clientsFee: 0%
FiduciaryFee-Only
#194
84

SL CAPITAL

SCOTTSDALE, AZ · Since 2023

$230M AUM4 clientsFee: 0%
FiduciaryFee-Only2 complaints
#195
71

FOUNDATIONS INVESTMENT ADVISORS LLC

PHOENIX, AZ · Since 2015

$10.1B AUM289 clientsFee: 0%
FiduciaryFee-Only3 complaints
#196
60

UNITED PLANNERS' FINANCIAL SERVICES OF AMERICA A LIMITED PARTNER

SCOTTSDALE, AZ · Since 2000

$12.8B AUM546 clientsFee: 0%
Broker-Dealer7 complaints
#197
20

OSAIC WEALTH, INC.

SCOTTSDALE, AZ · Since 1997

$234.9B AUM7143 clientsFee: 0%
Broker-Dealer20 complaints

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 Red Flag 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.