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.
Cities in Arizona
SCOTTSDALE, AZ
PHOENIX, AZ
TUCSON, AZ
MESA, AZ
TEMPE, AZ
CHANDLER, AZ
GILBERT, AZ
FLAGSTAFF, AZ
SURPRISE, AZ
FOUNTAIN HILLS, AZ
PEORIA, AZ
Top-Ranked Firms in Arizona
GREENBERG FINANCIAL GROUP
TUCSON, AZ · Since 1990
WALL CAPITAL GROUP, INC.
PHOENIX, AZ · Since 1992
FINANCIAL DIRECTIONS LLC
TUCSON, AZ · Since 1999
DAVIS SELECTED ADVISERS LP
TUCSON, AZ · Since 1988
SARATOGA CAPITAL MANAGEMENT, LLC
AVONDALE, AZ · Since 1994
SEM WEALTH MANAGEMENT
TUCSON, AZ · Since 1998
STERLING INVESTMENT MANAGEMENT, LLC
TUCSON, AZ · Since 1995
TRIBECA FINANCIAL, LLC
MESA, AZ · Since 2001
PROFOCUS INCORPORATED
PHOENIX, AZ · Since 2022
AIO FINANCIAL, LLC
TUCSON, AZ · Since 2020
R.H. INVESTMENT GROUP, LLC
SCOTTSDALE, AZ · Since 2022
WINDSOR CAPITAL MANAGEMENT, LLC
PHOENIX, AZ · Since 2005
TEMPLETON FINANCIAL SERVICES INC.
CHANDLER, AZ · Since 2006
CAPITAL WEST PARTNERS, LLC
TUCSON, AZ · Since 2004
COLE WEALTH MANAGEMENT, LLC
SCOTTSDALE, AZ · Since 2018
INTELLIGENT CAPITALWORKS
SCOTTSDALE, AZ · Since 2005
THE CAPITAL ADVISORY GROUP ADVISORY SERVICES, LLC
PHOENIX, AZ · Since 2008
PUBLIC SAFETY FINANCIAL/GALLOWAY
MESA, AZ · Since 2008
SECURE INVESTMENT MANAGEMENT, LLC
TUCSON, AZ · Since 2015
EXETER FINANCIAL, LLC
SCOTTSDALE, AZ · Since 2007
SMEAD CAPITAL MANAGEMENT, INC.
PHOENIX, AZ · Since 2007
KEY GROUP MANAGEMENT, INC.
FOUNTAIN HILLS, AZ · Since 2019
ARQ WEALTH ADVISORS, LLC
SCOTTSDALE, AZ · Since 2016
NOVA FINANCIAL SERVICES
TUCSON, AZ · Since 2014
DYNAMIC
PHOENIX, AZ · Since 2011
ROVIN CAPITAL
MESA, AZ · Since 2010
REDWOOD INVESTMENT MANAGEMENT, LLC.
SCOTTSDALE, AZ · Since 2013
GALVIN, GAUSTAD & STEIN, LLC
SCOTTSDALE, AZ · Since 2010
VORA WEALTH MANAGEMENT, PLLC
FLAGSTAFF, AZ · Since 2021
VISION2020 WEALTH MANAGEMENT CORP.
SCOTTSDALE, AZ · Since 2010
BRIDGELIGHT CAPITAL LLC
SCOTTSDALE, AZ · Since 2019
CLAREMONT CAPITAL MANAGEMENT, LLC
PHOENIX, AZ · Since 2010
INTERWEALTH MANAGEMENT, LLC
SCOTTSDALE, AZ · Since 2019
EMBARK WEALTH MANAGEMENT, LLC
TEMPE, AZ · Since 2024
TRAJAN WEALTH, L.L.C.
SCOTTSDALE, AZ · Since 2015
AIM CAPITAL
SCOTTSDALE, AZ · Since 2012
ESTANCIA CAPITAL MANAGEMENT, LLC
SCOTTSDALE, AZ · Since 2013
SEROS WEALTH PARTNERS
GILBERT, AZ · Since 2021
ARBOR WEALTH MANAGEMENT, LLC
TEMPE, AZ · Since 2025
RESQ INVESTMENT PARTNERS, LLC
SCOTTSDALE, AZ · Since 2013
WT WEALTH MANAGEMENT, LLC
SCOTTSDALE, AZ · Since 2018
DYNAMIC WEALTH ADVISORS
SURPRISE, AZ · Since 2022
LEVIN FUNDING GROUP LLC
TUCSON, AZ · Since 2022
ACUTE INVESTMENT ADVISORY
MESA, AZ · Since 2022
WISDOM WEALTH INVESTMENT ADVISORS LLC
PHOENIX, AZ · Since 2026
SIERRA LEGACY GROUP
SCOTTSDALE, AZ · Since 2021
PFG ADVISORS
PHOENIX, AZ · Since 2014
IRONWOOD WEALTH MANAGEMENT, LLC
CHANDLER, AZ · Since 2015
BALBOA WEALTH PARTNERS, INC.
SCOTTSDALE, AZ · Since 2015
MULHOLLAND WEALTH ADVISORS, LLC
SCOTTSDALE, AZ · Since 2016
17 CAPITAL PARTNERS, LLC
PHOENIX, AZ · Since 2021
TREIBERG WEALTH MANAGEMENT
TUCSON, AZ · Since 2019
C2C WEALTH MANAGEMENT, LLC
SCOTTSDALE, AZ · Since 2017
BALBEC CAPITAL MANAGEMENT LP
SCOTTSDALE, AZ · Since 2016
CLARITY WEALTH MANAGEMENT, L.L.C.
GILBERT, AZ · Since 2022
RELEVE FINANCIAL GROUP
SCOTTSDALE, AZ · Since 2016
SPIRIT WEST ADVISORS, LLC
SCOTTSDALE, AZ · Since 2025
INVICTA FINANCIAL GROUP
YUMA, AZ · Since 2020
ACRYLIC FINANCIAL, INC.
FOUNTAIN HILLS, AZ · Since 2022
PRESTON INVESTMENTS
KINGMAN, AZ · Since 2025
SHARPEPOINT, LLC
PHOENIX, AZ · Since 2020
ASCENT CAPITAL PARTNERS, LLC
SCOTTSDALE, AZ · Since 2025
JUNCTURE WEALTH STRATEGIES, LLC
SCOTTSDALE, AZ · Since 2018
CAPITAL WEALTH ALLIANCE, LLC
SCOTTSDALE, AZ · Since 2018
FOOTHILLS ADVISORS, LLC
CAVE CREEK, AZ · Since 2024
IDX ADVISORS
SCOTTSDALE, AZ · Since 2021
STANDPOINT ASSET MANAGEMENT, LLC
SCOTTSDALE, AZ · Since 2019
OPTIMA CAPITAL MANAGEMENT
TEMPE, AZ · Since 2025
NORTHRIM ADVISER, LLC
MESA, AZ · Since 2023
ATTESSA CAPITAL LLC
TUCSON, AZ · Since 2024
FORM PROSPERITY WEALTH ADVISORS, LLC
CHANDLER, AZ · Since 2026
TREASURE INVESTMENT MANAGEMENT, LLC
SCOTTSDALE, AZ · Since 2020
CSP FINANCIAL GROUP LLC
SCOTTSDALE, AZ · Since 2023
STONECREST WEALTH MANAGEMENT, INC
CHANDLER, AZ · Since 2020
WISE WEALTH PARTNERS, LLC
PHOENIX, AZ · Since 2024
SOUTHWEST INVESTMENT ADVISORS, INC.
TUCSON, AZ · Since 2020
BROOKWOOD INVESTMENT GROUP
PHOENIX, AZ · Since 2021
WILKINSON WEALTH MANAGEMENT, LLC
TUCSON, AZ · Since 2021
RIDGELINE PRIVATE WEALTH
MESA, AZ · Since 2023
SUTTLE CROSSLAND WEALTH ADVISORS, LLC
SCOTTSDALE, AZ · Since 2026
TAYLOR FRIGON FAMILY OFFICE, LLC
SCOTTSDALE, AZ · Since 2023
BLAKELY WALTERS WEALTH MANAGEMENT
SCOTTSDALE, AZ · Since 2023
SVVY
PHOENIX, AZ · Since 2023
BRIDGEPORT FINANCIAL SOLUTIONS
PHOENIX, AZ · Since 2023
ENSIGN ADVISORY PARTNERS LLC
GILBERT, AZ · Since 2026
ACCORDANT INVESTMENTS LLC
SCOTTSDALE, AZ · Since 2023
AMPLIFY FINANCIAL, LLC
SCOTTSDALE, AZ · Since 2023
NERDWALLET ADVISORY
SCOTTSDALE, AZ · Since 2023
CURAFIN ADVISORS
PHOENIX, AZ · Since 2024
GPS INVESTMENTS
SCOTTSDALE, AZ · Since 2024
PROSPER PRIVATE WEALTH
MESA, AZ · Since 2025
WESTMARK WEALTH MANAGEMENT
PHOENIX, AZ · Since 2025
LUMINESCENT WEALTH MANAGEMENT, INC.
SCOTTSDALE, AZ · Since 2026
LILLIANO CAPITAL MANAGEMENT LLC
PHOENIX, AZ · Since 2026
FAMILY OFFICE INVESTMENT ADVISORY LLC
SCOTTSDALE, AZ · Since 2026
BILI FINANCE
TUCSON, AZ · Since 2026
NEXT UP WEALTH ADVISORS, LLC
SCOTTSDALE, AZ · Since 2026
LGM CAPITAL MANAGEMENT LLC
PHOENIX, AZ · Since 2016
ALKEME INVESTMENTS LLC
SCOTTSDALE, AZ · Since 2024
MSH CAPITAL ADVISORS LLC
SCOTTSDALE, AZ · Since 2017
WJ WEALTH MANAGEMENT
GLENDALE, AZ · Since 2020
JOHNSON FINANCIAL ADVISORS
TEMPE, AZ · Since 2018
INTRINSIC WEALTH COUNSEL, INC.
TEMPE, AZ · Since 1984
L. ROY PAPP & ASSOCIATES, LLP
PHOENIX, AZ · Since 1989
LANE BROTHERS INVESTMENT COUNSEL
PRESCOTT, AZ · Since 2024
TCI WEALTH ADVISORS, INC.
TUCSON, AZ · Since 1990
TOTAL INVESTMENT MANAGEMENT, INC.
SCOTTSDALE, AZ · Since 2008
TREK FINANCIAL
SCOTTSDALE, AZ · Since 2000
IRONWOOD INVESTMENT COUNSEL, LLC
SCOTTSDALE, AZ · Since 2001
STOKER OSTLER, A PART OF BMO FINANCIAL GROUP
SCOTTSDALE, AZ · Since 1997
ALLIED PORTFOLIO MANAGEMENT, INC.
TUCSON, AZ · Since 2002
HILLSPRING FINANCIAL, INC.
SURPRISE, AZ · Since 2024
HARMONY ASSET MANAGEMENT LLC
SCOTTSDALE, AZ · Since 2020
HEFFERNAN ADVISORY, INC.
FLAGSTAFF, AZ · Since 2006
EATON-CAMBRIDGE INC.
PHOENIX, AZ · Since 2019
SAGE FINANCIAL ADVISORS INC.
SCOTTSDALE, AZ · Since 2001
CAMBRIDGE FINANCIAL GROUP, LLC
TUCSON, AZ · Since 2017
GORDIAN ADVISORS, LLC
TUCSON, AZ · Since 2019
WEALTH MANAGEMENT SOLUTIONS
SCOTTSDALE, AZ · Since 2022
WEALTH ENGINEERING, LLC
SCOTTSDALE, AZ · Since 2020
FINANCIAL LIFE PLANNERS
TEMPE, AZ · Since 2023
WATTS GWILLIAM & COMPANY, LLC
GILBERT, AZ · Since 2004
VERSANT CAPITAL MANAGEMENT, INC.
PHOENIX, AZ · Since 2004
BRADLEY WEALTH LLC
SCOTTSDALE, AZ · Since 2021
VESTPOINTE WEALTH MANAGEMENT, LLC
SCOTTSDALE, AZ · Since 2021
TAYLOR FRIGON CAPITAL MANAGEMENT LLC
SCOTTSDALE, AZ · Since 2007
FORTRESS FINANCIAL SOLUTIONS, LLC
TUCSON, AZ · Since 2024
ALPHA FIDUCIARY
SCOTTSDALE, AZ · Since 2007
BLEDSOE ASSET MANAGEMENT, LLC
PHOENIX, AZ · Since 2021
SOVEREIGN INVESTMENT ADVISORS LLC
PHOENIX, AZ · Since 2015
IRONWOOD FINANCIAL, LLC
TUCSON, AZ · Since 2009
BILTMORE WEALTH MANAGEMENT, LLC
TEMPE, AZ · Since 2015
ASHTON THOMAS PRIVATE WEALTH
SCOTTSDALE, AZ · Since 2010
KINGDOM FINANCIAL GROUP, LLC
PEORIA, AZ · Since 2018
VIGILARE WEALTH MANAGEMENT LLC
SCOTTSDALE, AZ · Since 2011
TANDEM WEALTH ADVISORS
PHOENIX, AZ · Since 2019
SENSIBLE MONEY, LLC
SCOTTSDALE, AZ · Since 2017
WELLSPRING FINANCIAL PARTNERS
TUCSON, AZ · Since 2018
TFO FAMILY OFFICE PARTNERS
PHOENIX, AZ · Since 2011
GI PARTNERS
SCOTTSDALE, AZ · Since 2012
INDIGO PARTNERS LLC
SCOTTSDALE, AZ · Since 2015
STRATEGY FINANCIAL GROUP
PHOENIX, AZ · Since 2021
INTRINSIC VALUE PARTNERS, LLC
PHOENIX, AZ · Since 2013
STRATEGIC INCOME GROUP LLC
CHANDLER, AZ · Since 2016
MEIXLER INVESTMENT MANAGEMENT, LTD.
SHOW LOW, AZ · Since 2013
GR FINANCIAL GROUP, LLC
TUCSON, AZ · Since 2014
MATHIS WEALTH MANAGEMENT
PHOENIX, AZ · Since 2023
STABLEFORD CAPITAL LLC
SCOTTSDALE, AZ · Since 2014
BUTTONWOOD CAPITAL MANAGEMENT (BCM)
SCOTTSDALE, AZ · Since 2019
GLOBAL STRATEGIC NEXTGEN OCIO
SCOTTSDALE, AZ · Since 2019
BAYNTREE WEALTH ADVISORS, LLC
SCOTTSDALE, AZ · Since 2021
PINNACLE PEAK PRIVATE CLIENT GROUP, LLC
SCOTTSDALE, AZ · Since 2017
TAURUM RETIREMENT PARTNERS, LLC
MESA, AZ · Since 2024
HARDING WEALTH, INC.
TEMPE, AZ · Since 2022
SPAHN WEALTH & RETIREMENT LLC
SCOTTSDALE, AZ · Since 2022
AWM CAPITAL, LLC
PHOENIX, AZ · Since 2018
NRG WEALTH MANAGEMENT
ORO VALLEY, AZ · Since 2019
TRITON WEALTH MANAGEMENT, PLLC
SUN CITY, AZ · Since 2018
SOCIAL LEVERAGE ADVISORS, LLC
SCOTTSDALE, AZ · Since 2022
DECISIONPOINT FINANCIAL, LLC
MESA, AZ · Since 2018
BABB WEALTH ADVISORS LLC
FLAGSTAFF, AZ · Since 2022
COREPATH WEALTH PARTNERS LLC
SCOTTSDALE, AZ · Since 2019
PRAVATI CAPITAL LLC
SCOTTSDALE, AZ · Since 2021
BASELINE PARTNERS LLC
MESA, AZ · Since 2023
GRAYSTONE PARTNERS WEALTH MANAGEMENT, LLC
TEMPE, AZ · Since 2020
FARNAM FINANCIAL
PHOENIX, AZ · Since 2025
RRA CAPITAL
PHOENIX, AZ · Since 2021
WEALTH MANAGEMENT PARTNERS, LLC
TUCSON, AZ · Since 2020
ASTEROZOA MANAGEMENT
PHOENIX, AZ · Since 2021
FORTITUDE FAMILY OFFICE
SCOTTSDALE, AZ · Since 2021
ZENITH WEALTH ADVISORS
SCOTTSDALE, AZ · Since 2022
TITAN CAPITAL MANAGEMENT
SCOTTSDALE, AZ · Since 2022
XCELLERANT VENTURES, LLC
SCOTTSDALE, AZ · Since 2025
ABLE FINANCIAL GROUP, LLC
SCOTTSDALE, AZ · Since 2023
HERITAGE FAMILY OFFICES, LLP
SCOTTSDALE, AZ · Since 2022
TRINITY CAPITAL ADVISER LLC
PHOENIX, AZ · Since 2024
LUMINVEST WEALTH MANAGEMENT LLC
SCOTTSDALE, AZ · Since 2023
ONE WEALTH CAPITAL MANAGEMENT, LLC
SCOTTSDALE, AZ · Since 2024
DEGREEN PRIVATE WEALTH, LLC
SCOTTSDALE, AZ · Since 2024
MARTINSEN WEALTH MANAGEMENT
TEMPE, AZ · Since 2024
WLTH CAPITAL MANAGEMENT, LLC
CHANDLER, AZ · Since 2025
MPI INFINITE INVESTORS, LLC
GILBERT, AZ · Since 2025
3ROOTS WEALTH PARTNERS LLC
SCOTTSDALE, AZ · Since 2025
SCHULZ FINANCIAL GROUP
TUCSON, AZ · Since 2026
IMMACULATE WEALTH MANAGEMENT, LLC
MESA, AZ · Since 2025
CLARUS WEALTH ADVISORS, LLC
PEORIA, AZ · Since 2017
VOYA INVESTMENTS, LLC
SCOTTSDALE, AZ · Since 1995
SCOTTSDALE WEALTH PLANNING, INC.
SCOTTSDALE, AZ · Since 2018
UNION CAPITAL COMPANY
TUCSON, AZ · Since 2021
FINANCIAL PLANNING FIRST, LLC
TUSCON, AZ · Since 2025
ALAMOS CAPITAL, LLC
TUCSON, AZ · Since 2024
DEW WEALTH MANAGEMENT
SCOTTSDALE, AZ · Since 2016
VERUS CAPITAL PARTNERS, LLC
SCOTTSDALE, AZ · Since 2014
SL CAPITAL
SCOTTSDALE, AZ · Since 2023
FOUNDATIONS INVESTMENT ADVISORS LLC
PHOENIX, AZ · Since 2015
UNITED PLANNERS' FINANCIAL SERVICES OF AMERICA A LIMITED PARTNER
SCOTTSDALE, AZ · Since 2000
OSAIC WEALTH, INC.
SCOTTSDALE, AZ · Since 1997
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.